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PERFORMANCE EVALUATION

Evaluate performance using criteria adapted to each organization

TRILAY ERP+ allows configuring evaluations by work requests, supervision and automatic rules, analyzing current and historical ratings, and applying policies according to the company's structure.

From configurable criteria to a rating with history
The performance management challenge

From isolated evaluations to a continuous view of performance

When criteria, evaluators and results are managed separately, it becomes hard to analyze people's progress and apply consistent policies across the organization.

Without integrated management

Evaluations that are difficult to compare

  • Different criteria between areas.
  • Isolated results.
  • Little historical traceability.
  • Manually defined weightings.
  • Policies hard to apply uniformly.
With TRILAY ERP+

Configurable and comparable evaluations

  • Work requests, supervision and automatic evaluation.
  • 360-degree evaluation.
  • Weighted values and categories.
  • Current and historical rating.
  • Policies inheritable by organizational level.
Three types and a 360-degree view

Evaluate performance from multiple perspectives

The feature combines three evaluation types and the 360-degree view of performance.

Work Requests

Evaluate the result of completed work requests

  • Performed by the request originator
  • After the assignee completes it
  • Evaluation of fulfillment
  • Incorporated into the rating
Supervision

Organize periodic supervision evaluations

  • Configured evaluation
  • Criteria and frequency
  • Evaluators and results
  • Historical comparison
360°

Get a 360-degree view of performance

  • Manager
  • Peers
  • Direct reports
  • The most comprehensive review
Automatic evaluation and values

Objective and configurable criteria

01

Rule-based Automatic Evaluation

Based on unanswered work requests and overdue commitment dates, with configurable frequency, score and rules.

02

Corporate Values

The organization defines its values (for example service attitude, efficiency, leadership or continuous improvement) — not a closed list.

03

Evaluation Categories

Illustrative, non-mandatory categories can be defined within each value, according to each organization.

Weightings, positions and policies

Adapt the model to each organization

Weight each perspective and define the configuration by job position and structure.

Weightings

Weight each perspective and type

  • Evaluator weightings: managers, peers, direct reports
  • Type weightings: work requests, supervision, automatic
  • Adaptable to the management model
  • Result by job position
Position

Adapt criteria to each job position

  • Values and categories
  • Weightings and evaluation types
  • Evaluators
  • Applicable policies
Policies

Apply policies according to the structure

  • Company, branch and department
  • Job position
  • Individual user or particular case
  • Inheritance to lower levels with exceptions
Rating, trend and comparison

Analyze performance trends

01

Current and Historical Performance Rating

Current result, history, period, composition, trend and moving average — not a public score.

02

Comparisons

Analyze and compare by person, group, department, branch, organization and periods — not a public ranking.

03

Frequency and Moving Average

Configurable frequency, moving average, historical comparison and analysis windows.

Part of the same ERP

Connect evaluation with people management

Evaluation relies on work requests, workflows and the organizational structure of the same ERP. The performance evaluation result does not automatically modify payroll or salary.

  • Internal Collaboration, work requests and workflows
  • Human Resources and organizational structure
  • Payroll
  • Management Reporting and Balanced Scorecard
Frequently asked questions

Frequently asked questions

What types of evaluation does it include?
Evaluation by work requests, by supervision and automatic evaluation, plus the 360-degree review that combines managers, peers and direct reports.
How is the rating calculated?
From corporate values, categories and weightings defined by job position and evaluation type, with a current and historical result and a moving average.
Can policies be inherited?
Yes. A policy defined for the company can apply to its branches, departments, job positions and people, allowing exceptions at lower levels.
Explore more

Related features

Evaluate performance with your own criteria in TRILAY ERP+

Request a demo and we will show you how to configure evaluations, ratings and policies.