2016 Human Capital Dashboard

Job Aid-PIR

Human Capital Dashboard

•Successful managers proactively set the stage for high performance through clear expectations and ongoing communication. They also take actions to minimize poor performance, such as:

–Ensuring all associates have completed required training, and are properly developed for their role through onboarding and coaching;

–Engaging in ongoing communication with each associate to provide feedback and address concerns; and

–Maintaining an open door policy such that associates are comfortable bringing issues and questions to management’s attention.

•To build and maintain a high-performance culture, managers must also be prepared to take appropriate action if associates’ performance fails to meet expectations. The Company provides communication, discipline and performance management tools to managers, including the following:

–Personnel Information Record (PIR) (for hourly and salaried associates)

–Policy Violation Document (PVD) (for hourly and salaried associates)

–Hourly Performance Improvement Plan (PIP) (for hourly and salaried associates)

•There are specific processes and structure to follow for each tool in the Human Capital Dashboard. Consult the appropriate Manager’s Guide and/or reach out to your Manager or HR representative for any questions or assistance.

Human Capital Dashboard

Sears Store Management and Corporate users can access the Human

Capital Dashboard in the Performance Management Platform (PMP) by

selecting the Human Capital tab

Kmart Store Management can access the Human Capital Dashboard by

Human Capital under “I want to go to”

Human Capital Dashboard

Once logged in you will be able to view the dashboard.

My Dashboard: Will list all CDP, PIP, PIR, PVD that applies to the user

Associates: Will list associates’ CDP, PIP, PIR, and PVD, with a link to their dashboard.

Pending Actions: Will list all actions that are pending and awaiting acknowledgement

• On the left hand side of the page is listed all the dashboard functions including PIP, PVD, PIR, CDP, and Reports Within each function there

are sub functions that will direct the user to the appropriate page.

• On the top right hand side of the dashboard page the user can search the Human Capital Dashboard

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Personnel Information Record (PIR)

Personnel Information Record (PIR)

A PIR should be utilized when management seeks to document a discussion with an associate.

The Company reserves the right to deviate from the PIR process at any time without notice

in its sole discretion.

When to Use a PIR

Managers may use a PIR for a variety of reasons, including (but not limited to):

1. Documenting a conversation with an associate;

2. Confirming an associate’s awareness and understanding of a particular policy, procedure, or

practice, or a change to a policy, procedure or practice; and

3. Acknowledging off-cycle training.

These reasons are not intended to be exhaustive. A PIR may also be appropriate in other

situations.

The Manager’s Accountabilities

1. Administer PIR(s) in a manner consistent with the guidance provided above;

2. Communicate that the associate is accountable for the information; and

3. Never use a PIR in lieu of a PVD or PIP.

Personnel Information Record (PIR) Within the PIR menu there are 3 selection:

Start Individual PIR: Allows the user to start a PIR on an

individual associate

Mass PIR: Allows the user to start a PIR on a group of associates.

This can include the entire store, one or more associates, or a

department within the location

Jobaid: Provides information on how to create a PIR

Personnel Information Record (PIR) START INDIVIDUAL PIR

Once the ‘Start Individual PIR’ is selected a pop up will appear. If an ASM is working on the PIR,

they will have a choice of ‘My associate’ and ‘All Store Associates’. Once the associate is selected

the PIR page will appear. This page will display information on the associate, their manager and

their HRG. Other information on this page includes the associates service date, job code, job

start date, time since job date, associate id, employee id, department, email, and LDAP id.

For Retail, there will be multiple templates available to the manager, depending on the format.

Choose the appropriate template and all relevant information will then be displayed, including

fields that need to be populated.

Personnel Information Record (PIR) START INDIVIDUAL PIR (continued)

Once all the fields are populated by the manager there are buttons available at the bottom of the

page:

Cancel: This will cancel the PIR and bring the manager back to the MY Dashboard page

Save as Draft: This will save all work done on the PIR. To continue working on the PIR, the

manager would go to their Pending Actions tab and look under the submenu Personal

Information Review.

Release to Associate: This will release the PIR to the associate.

Personnel Information Record (PIR) START INDIVIDUAL PIR (continued)

If the manager wants to release a PIR that has been Saved to Draft, they can locate it in the

PENDING ACTIONS tab under sub menu Personal Information Review.

Once the PIR is found the associate would select the Release to Associate button to release it.

Personnel Information Record (PIR) START INDIVIDUAL PIR (continued)

Once the Release to Associate button is selected, the manager will have two choices:

Is the Associate available to acknowledge?:

Yes: Will bring up another box where the associate can enter their password to acknowledge. The associate can then

log in themselves to view the PIR.

No: When this is selected the PIR will automatically be released to the associate to the associate. The associate can then

log in themselves to acknowledge the PIR or sit with the manager to acknowledge the PIR.

Yes No

Personnel Information Record (PIR) START INDIVIDUAL PIR (continued)

If the associate is not available to acknowledge the PIR (the manager choses NO on the release screen), the

PIR can be found in the PENDING ACTIONS tab under submenu PIR WAITING FOR ACKNOWLEDEMENT.

Deleting PIR

A PIR can be deleted if it is started but not yet released. The manager can delete the PIR by going to the

PENDING ACTIONS tab and under the submenu Personal Information Review. The DELETE button is located

to the right of the PIR

Personnel Information Record (PIR) MASS PIR

Once the ‘MASS PIR’ is selected the manager can choose which group to receive the PIR:

Total Store: Every associate in store will receive PIR

Associate: Using the CONTROL button on the keyboard, the manager can select one or more associates

Department: The manager can select the department such as Brand Central – CE or Cashier

Personnel Information Record (PIR) MASS PIR (continued)

With the group is chosen, the next step is to select the template.

After the template information is entered, the manager will save and then release the PIR to

the associates. The PIR can be found by navigating to the PENDING ACTIONS tab and

selecting the submenu ‘PIR Waiting Acknowledgement’. Within this page the manager can

select the associate and have the associate acknowledge the PIR at the bottom of the page.

Associates can also log in themselves and acknowledge the PIR.