Help Center/ Cognitive Engagement Center/ User Guide/ Tenant Administrator Guide/ Performance Management/ Performance Configuration/ Performance Plan
Updated on 2024-10-12 GMT+08:00
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Performance Plan

The tenant administrator can configure a performance plan for performance management and employee training guide.

Prerequisites

  • The performance management feature has been enabled for the tenant space.
    1. Sign in to the AICC as the system administrator.
    2. Choose Call Center > Tenant Management.
    3. Click Edit in the row containing the current tenant.
    4. Click the Virtual Call Center tab. In the Feature Selection area, enable the Performance Management feature.
      Figure 1 Enabling the performance management feature

      The performance management feature depends on the AppCube feature. Before enabling the performance management feature, enable the AppCube feature.

  • The performance algorithm has been configured.

Procedure

  1. Sign in to the AICC as a tenant administrator, choose Configuration Center > Performance management > Performance configuration, and choose Performance Plan.

    Figure 2 Performance plan page

  2. Click Create and create a performance plan. Configure Program Information first.

    Figure 3 Creating a performance plan - Program Information page
    1. Performance PlanName: Customize a value with a maximum of 100 characters.
    2. Assessment Cycle Type: Select an appraisal period type.
      • Monthly
      • Quarter
      • Semiannual
      • Year
      • Customize: If you select Customize, the time span cannot exceed 366 days but can cross years.
    3. Assessment Cycle: Select an appraisal period based on the appraisal period type.
    4. Assessment Data Period: Set a specific appraisal time period.
    5. Performance Algorithm: Select an existing performance algorithm. If no algorithm is available, click to create an algorithm for the current performance plan.

  3. Click Next step, select applicable members for the performance plan.

    Figure 4 Creating a performance plan - Applicable Members page

  4. After all the preceding information is configured, click Confirm.
  5. In the Operation column, click Edit or Delete for the current performance plan as required. A performance period that has been carried forward (that is, the appraisal is completed) cannot be edited.