Assessment Tool

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2. Handbook
3. People Group
4. People Group Engineering
5. Assessment Tool

Maintained by:

Lien Van Den Steen

@lienvdsteen

On this page

• On this page
• Overview
  • Current Sign Up Process
  • Data Used From BambooHR
  • How To Use The Tool
    • Individual Contributors
    • People Managers
      • Steps For Managers When Assessing Team Members
    • People Business Partners
      • Steps For PBPs To Initiate Assessment Periods
      • Steps For PBPs to move to review stage used for calibration sessions
      • Steps for PBPs to analyse results after the review session
    • Workflow Process For The Tool
  • Feedback and/or Bugs

Overview

To support the People Group with setting up 9 box assessment for all our team members, People Engineering created a tool.

It's a basic tool that replaces the previous/current method of using Google Slides that were prepared by the People Business Partners. The goal is to have different teams within GitLab use the tool and iterate with feedback provided by the users.

Current Sign Up Process

We use Okta as the authentication provider for the tool.

Data Used From BambooHR

The tool uses BambooHR as the single source of truth for all the team members' data. It has read-only access to the following fields:

• Name
• Email
• Division
• Department
• Job Title
• Region (Americas, EMEA or JAPAC)
• Manager
• Employment Status
• Date of Birth
• Entity
• GitLab username
• Gender

It has write access to the following fields:

• Performance factor
• Potential factor

The access level for the API token is approved by the Total Rewards Team. If additional access is needed, an access request needs to be created.

The tool does not display gender or birth dates for individuals, but rather uses this information as aggregate data for reporting.

We follow our confidentiality rules for this project and mirror it to a private project on ops.gitlab.net.

How To Use The Tool

On 2020-11-05 we had a live training session on the use of the tool and Calibration sessions. You can review the video below and slides for reference.

Individual Contributors

As an individual contributor, you are not required to sign up for or use the tool. Your manager will be asked to use the tool to make their recommendations and assess.

People Managers

It is recommended that you before you log in, you read up on what Performance/Potential Assessments at GitLab are.

Once you're familiar with the process, you need to create an account (see "Creating an Account" section) to begin assessments.

Please note that you will not be able to begin assessments until your aligned People Business Partner initiates the assessment round for your department.

Steps For Managers When Assessing Team Members

1. Click "Assess your team members within [TEAM]"
2. Click Open Box View. This will take you to the Performance/Potential axis view for your team members.
3. If you are managing other managers, you can check and uncheck the filter for Direct Reports Only to view your direct reports only.
4. On the left side, you will see an overview of all the team members who directly or indirectly report to you. This view is in alphabetical order.
5. The view is divided into Eligible team members, New hires (started in the last 90 days) and Excluded from the Assessment Round. Team members that are Excluded from the Assessment round have a start date before the threshold as set by the People Business Partner. For example of November 1st as stated in the handbook.
6. You can filter your view for Division, Department, Roles, and Team. By clicking the "x" next to the filter you reset to the full overview.
7. The colors indicate the location of the team members. We use this to create awareness pertaining to potential unconscious bias with regards to locations and regions.
8. After familiarizing yourself with the tool, you're ready to assess your team members and place them in the appropriate box. (Example: Developing with High potential would be aligned with the bottom right box, or box 6).
9. When hovering over the box numbers you can view the definition, actions, and meaning for each box. This is aligned with the training material provided in this slide deck and in our Performance/Potential handbook page.
10. If you prefer to review team members in a table view, you can click the button in the top left that reads table view mode.
11. By clicking assess behind the team members' names, you will be asked to Assess Potential from a drop-down menu and Assess Performance from a drop-down menu.
12. If Succession planning is enabled for this round, you can click the + behind the team members' names and indicate if and when they would be a successor for the next level. Options are: Within 6 months, Within 12 months or After 12-24 months. Also if someone has been the Emergency contact while the next level leader has been away you can indicate that by checking the box. Note that the Succession part if enabled doesn't have to be filled out for all team members - you could fill out Succession for a limited amount of team members/it's optional.
13. If Promotion planning is enabled for this round, you can click the + behind the team members' names and indicate if and when they would be ready for a promotion. Options are: Within 3 months, Within 6 months, Within 12 months or More than 12 months away. The results of this assessment will help with promotion planning for the remainder of/the upcoming year.
14. After completing the assessment of all team members in the box view mode or table view mode, click Save. Note: you can also click Save in between so that your work doesn't get lost.
15. Finally, you can start preparing for the callibration meeting to discuss the assessments of your team members and calibrate.

Note: For Director level and up, there is an extra option to confirm the assessments. This is a way to communicate that the assessment has been approved.

People Business Partners

If you have any direct reports, you will also be able to use the tool to assess your team members. However, you will also have access to assess all the team members that are within your People Business Partner (PBP) client group.

Steps For PBPs To Initiate Assessment Periods

1. Log in to the tool via this link
2. Click Start a new round in the top right corner
3. Select the Department you want to start the Assessment round for from the dropdown menu
4. Enter the start and end date of the Assessment round. The handbook provides a period ranging between 4-6 weeks for the full assessment process.
5. Determine if you want to Enable Succession planning and/or Enable Promotion planning. This function will allow you and your managers to add Emergency contact status Successor timeline as well as Promotion readiness. The general recommendation is to enable both, as it is not possible to turn this feature on after the assessment period has started.
6. Determine the Cut off date. _Note: This is only needed if you want to exclude team members with a hire date after the determined cut-off date. For example, to exclude team members hired after October 31st in the review cycle for Q4, October 31st would be the "cut off date".
7. Click Create Assessment Round when all details are filled in.
8. The review round for the department has now been created and managers can sign in within the tool and perform their assessments. Their assessments would only be saved if they click the Save button.

Steps For PBPs to move to review stage used for calibration sessions

1. Log in to the tool via this link
2. Click Dashboard in the top right corner.
3. Click Overview for any of the departments you would want to be reviewing.
4. Click on the Move to Review button to move the department to review.
5. Depending on the participants in the Live review session you can select team members who will not be shown in the review session. This can be helpful if someone is joining the review session (a manager for example) but has also been reviewed by the next level leader.
6. When ticking the box - the team member wil not be shown in the box overview.
7. If during the calibration session team members move box, it's important to Save any changes in placements by clicking the Save button.
8. After the live calibration session, as a PBP, you can analyse results and click Finalize when all managers/leaders are on board with the placements. The Finalize button confirms the assessments.
9. As a final step, in the People Business Partner dashboard, after closing the round, click the Sync To BambooHR button to push assessments to BambooHR. Please note that only PBPs are able to complete this step.

Steps for PBPs to analyse results after the review session

1. Log in to the tool via this link
2. Click Dashboard in the top right corner.
3. Click Overview for any of the departments you would want to be reviewing.
4. You will be taken to an overview for that department with bar charts - indicating how many team members are assessed at each level for Potential, Performance, and both.
5. You can check the boxes behind Aggregated Data: to Show male vs non-male , Use Percentages and/or Show Regions.
6. In the Performance/Potential handbook page there are guidelines on distribution for team members overall.
7. Note: Team members who are not places in a box would not count towards the total %.
8. This functionality already works before assessments have been confirmed and before the calibration sessions. Therefore it can be helpful to review before going into the live calibration sessions.

Workflow Process For The Tool

Feedback and/or Bugs

You can provide feedback or report bugs by creating issues on the project for this tool: https://gitlab.com/gitlab-com/people-group/peopleops-eng/assessment-tool/