CN106709652A - Multi-dimensional metering system and method for employee performances - Google Patents
Multi-dimensional metering system and method for employee performances Download PDFInfo
- Publication number
- CN106709652A CN106709652A CN201611229817.1A CN201611229817A CN106709652A CN 106709652 A CN106709652 A CN 106709652A CN 201611229817 A CN201611229817 A CN 201611229817A CN 106709652 A CN106709652 A CN 106709652A
- Authority
- CN
- China
- Prior art keywords
- employee
- index
- achievement
- employee performance
- information
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Pending
Links
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0639—Performance analysis of employees; Performance analysis of enterprise or organisation operations
- G06Q10/06393—Score-carding, benchmarking or key performance indicator [KPI] analysis
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0639—Performance analysis of employees; Performance analysis of enterprise or organisation operations
- G06Q10/06395—Quality analysis or management
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0639—Performance analysis of employees; Performance analysis of enterprise or organisation operations
- G06Q10/06398—Performance of employee with respect to a job function
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/105—Human resources
Landscapes
- Business, Economics & Management (AREA)
- Human Resources & Organizations (AREA)
- Engineering & Computer Science (AREA)
- Strategic Management (AREA)
- Entrepreneurship & Innovation (AREA)
- Economics (AREA)
- Development Economics (AREA)
- Educational Administration (AREA)
- Physics & Mathematics (AREA)
- Marketing (AREA)
- Operations Research (AREA)
- Quality & Reliability (AREA)
- Tourism & Hospitality (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Game Theory and Decision Science (AREA)
- Data Mining & Analysis (AREA)
- Management, Administration, Business Operations System, And Electronic Commerce (AREA)
Abstract
The invention discloses a multi-dimensional metering system and method for employee performances, and the system comprises a data preprocessing module which is used for collecting the business data of a business transaction source system, carries out the preprocessing of the business data, and obtaining wide-table information with the multi-role performance statistic information; an index processing module which is used for carrying out the index processing based on a basic index KII in the wide-table information through a predefined index calculation rule, and automatically generating an employee performance evaluation index KPI; and a score setting module which is used for calculating the score of the employee performance evaluation index KPI according to the predefined index calculation rule and obtaining a product sales score. The system achieves the finer metering and management of multi-dimensional employee performances in a mode of multi-dimensional employee performance metering.
Description
Technical field
The present invention relates to data processing field, specifically for, be related to a kind of employee performance various dimensions metering system and
Method.
Background technology
At present, metering of the bank to employee performance be mainly in business bank directly facing client, the direct creation of value
Worker at the production line, including customer manager, teller, lobby manager, production marketing manager etc. post employee performance measurement and achievement
Management, evaluation of performance.
In performance management field, Balanced scorecard is international popular and leading methodology, is not only suitable for organization
Evaluation, it is also possible to reference to this system be used for employee individual evaluation of performance.Balanced scorecard is by finance, client, internal stream
Journey and study construct comprehensive achievement evaluation system with the critical sales index of four aspects of growing up.But Balanced scorecard is only
It is a frame system, for different enterprises, because strategic objective is different and way to manage difference, the specific landing of methodology
Implementation detail also needs to do more abundant, including specific targets setting and action scheme organization internal decomposition method
Deng so as to the strategic objective of enterprise is converted into fine-grained, exercisable action and realization of goal process is tracked.
Current commercial bank is concentrated mainly on mechanism's levels at different levels of bank, head office's examination one for the management of business performance
Level branch trade achievement, one-level branch examines two grades of branches, decomposes a gauze point layer by layer by that analogy.From the synthesis warp at the beginning of full row
Battalion's plan is started with, and mechanisms at different levels is decomposed to layer by layer, by mechanisms at different levels according to target making work plan and internal examination method etc..
The every annual meeting publication year KPI performance assessment criteria of head office, for instructing the whole industry business management direction and emphasis.Meanwhile, business bank leads to
The systems such as the Management Accounting in space can obtain the performance data of annual mechanism at different levels, the target at the beginning of comparison, so as to carry out
Examination.On to the performance measurement of full row mechanisms at different levels, business bank has been formd with economic value added as core, is comprehensively examined
Consider the more ripe KPI index systems and appraisal mechanism of the aspects such as client, product, risk.But individual from mechanism to employee
In the decomposition of people's achievement, i.e., to employee performance become more meticulous metering and management intensity it is also weaker, lack a set of science, effective side
Method realizes mechanism's achievement to the decomposition of personal achievement, it is also difficult to comprehensively and accurately measure employee's individual's achievement.Simultaneously for individual
The task management of people also lacks effective measure, causes to be difficult to discovery in time for produced problem during employee work
And adjustment, result examination also light management guidance can only be often weighed, the basic goal of employee performance comprehensive management could not be reached.
The content of the invention
In view of the drawbacks described above of prior art, embodiment of the present invention is there is provided a kind of employee performance various dimensions metering system
And method, can effectively solve the problem that the current problem for being difficult to comprehensively and accurately measure employee's individual's achievement.
Specifically, embodiment of the present invention provides a kind of employee performance various dimensions metering system, and the system includes：
Data preprocessing module, the business datum for collecting business transaction origin system, and the business datum is carried out
Pretreatment, obtains the table information wide with many role's achievement statistical informations；
Index working process module, for based on the base values KII in the table information wide, by predefined index
Operation rule enters row index working process, automatically generates employee performance evaluation index KPI；
Integration setup module, for according to predefined integration regulation rule, entering to the employee performance evaluation index KPI
Row integral operation, obtains production marketing integration.
Correspondingly, embodiment of the present invention additionally provides a kind of employee performance various dimensions metering method, and methods described includes：
The business datum of business transaction origin system is collected, and the business datum is pre-processed, obtained with polygonal
The table information wide of color achievement statistical information；
Based on the base values KII in the table information wide, row index is entered by predefined index operation rule and is processed
Treatment, automatically generates employee performance evaluation index KPI；
According to predefined integration regulation rule, computing is integrated to the employee performance evaluation index KPI, is produced
Product sale integration.
There are following beneficial effects by using embodiment of the present invention：By the employee performance metering method of various dimensions,
So as to realize the metering of various dimensions employee performance and management that more become more meticulous.
Brief description of the drawings
Fig. 1 is a kind of Organization Chart of the employee performance various dimensions metering system according to embodiment of the present invention；
Fig. 2 is a kind of schematic flow sheet of the employee performance various dimensions metering method according to embodiment of the present invention.
Specific embodiment
For the ease of understanding various aspects, feature and the advantage of technical solution of the present invention, below in conjunction with the accompanying drawings to this hair
It is bright to be specifically described.It should be appreciated that following various implementation methods are served only for for example, of the invention not for limiting
Protection domain.
The title or term that be may relate to according to the present invention are explained first.
KPI：Key Performance Indicator KPI Key Performance Indicators, are specific employee performance evaluation indexes.
KII：Key Information Item key messages, are most fine-grained indexs, for generating final member
Work evaluation index of performance.
KRA：Key Result Area key results field, including benefit class, customer class, risk class, channel class etc., be
The first-level class of index.
Job evualtion template：Be respectively provided with a template to each foreground post, content include index name index weights,
Desired value, performance, template must grade key element.
Production marketing is integrated：Different ranking criterions are set for different production marketings, collect generation integrated value.
Fig. 1 is a kind of Organization Chart of the employee performance various dimensions metering system according to embodiment of the present invention.Reference picture 1,
Specific embodiment is as follows：
Embodiment 1：
The system 1 includes：
Data preprocessing module 100, the business datum for collecting business transaction origin system, and the business datum is entered
Row pretreatment, obtains the table information wide with many role's achievement statistical informations；
Index working process module 200, for based on the base values KII in the table information wide, by predefined
Index operation rule enters row index working process, automatically generates employee performance evaluation index KPI；
Integration setup module 300, for according to predefined integration regulation rule, to the employee performance evaluation index
KPI is integrated computing, obtains production marketing integration.
By the employee performance metering method of various dimensions, so as to realize the metering of various dimensions employee performance and the pipe for more becoming more meticulous
Reason.
Wherein, in index working process module 200, many aspects that employee performance passes through KRA, including benefit class, scale
All standing is carried out at a few major class service management visual angles such as class, customer class, product class, risk class, channel class, on the basis of KRA classification,
Further design specific KPI indexs.Based on employee performance Data Mart basis detailed data, processing generation KII slightly converges
Overall performane data, then the arithmetic for passing through KII, processing generation employee performance index KPI, for being carried out finally to employee performance
Metering.
All it is by certain to the generation of KII base values from business origin system to data warehouse, then to Data Mart
Data loading and conversion processor be automatically performed, it is necessary to developer is solid according to business demand and clearly processing rule
Change program.During from KII to KPI, support that service management personnel by way of the flexible configurations such as arithmetic, voluntarily set
Meter evaluation index of performance, reduces the dependence to developing, and improves data and uses flexibility.
By taking " bank card opens card number " this KPI index in scale class KRA as an example：
KII indexs：A class bank cards open card number (index number A), and B class bank cards open card number (index number B), C classes
Bank card opens card number (index number C)
KPI indexs：Bank card opens card number (index number T, including tri- kinds of cards of A, B, C)
T=A+B+C
KPI indexed data contents represent example：
Based on this index result table wide, when statistics employee's Zhang San's achievement, it is possible to calculate Zhang San respectively and recommend 5
Open bank card, 10 bank cards of having marketed.Site can be according to actual conditions, between referrer and each role such as people that markets
Design achievement is divided into ratio, it is also possible to directly selects bilateral book keeping operation and is distributed for last performance.
Wherein, in the integration setup module 300, deisgn product sale integration mechanism embodies the product pin of employee comprehensively
Sell achievement achievement.For worker at the production line, the product category that can be sold is various, sets different by different production marketings
Integration, had both supported that branch protruded mechanism stage and manages emphasis, and the strategic production marketing of full row can be effectively ensured again
Fully paid attention to business.Such as A branches pay attention to deposit, then can heighten the coefficient of deposit to 2；B branches deposit more, weight
Depending on credit card, then deposit coefficient can be adjusted to 0.8, credit card coefficient is adjusted to 1.2 etc., excitation employee emphasis sale mechanism side
The product of weight.Handle cumbersome for partial service, customer demand is urgent but inexpensive situation of checking, can by give compared with
Integration high, guiding employee can push forward work comprehensively.The core of integrating system is that guiding is customer-centric, excavates client true
Demand, General Promotion production marketing；Do not linked up with performance directly, index is integrated by production marketing, employee is being carried out to branch
More flexible reference is provided during achievement overall merit.
Integration method for designing：Production marketing integration=∑ deposit * coefficients (deposit KPI), fund * coefficients (fund KPI),
Insurance * coefficients (insurance KPI), financing * coefficients (financing KPI), financing * coefficients (financing KPI) etc. }.
Sold by deisgn product and integrated, multiple product sales achievement is obtained to unify embodiment, production marketing integration conduct
One KPI index, includes job evualtion template, can comprehensively embody production marketing class work achievement.
Embodiment 2：
In another embodiment of the invention, methods described in addition to above-mentioned processing mode, wherein, the system is also
Including：
Task management module, for according to interim production marketing mission bit stream, setting up team and personal task management system
Meter table.
For the site stage task such as production marketing, support that site creates Temporary team, by Task-decomposing to team or
Person employee is personal, it is ensured that the completion of task；According to sets target value, daily displaying progress performance supports achievement process pipe
Reason, so that produced problem is adjusted in time for during, supports the scientific purpose for carrying out employee performance management.Detailed process
For：
1. site director creates temporary duty team, chooses some employees and adds a certain team work.
2. assign the task to a certain team or be assigned directly to certain not in the employee of team.
3. each team sets a team leader, is responsible for team's internal task by team leader and segments.
4. team tasks are equal to each member's task summation in team.
Team tasks are managed：
Embodiment 3：
In another embodiment of the invention, the system in addition to above-mentioned processing mode, wherein, the system is also
Including：
Job evualtion formwork module, for based on post information and predefined job evualtion template, automatically generating post
Evaluate statistical information.
Wherein, job evualtion template is designed, for different post employees, different evaluation index of performance is designed.Based on hilllock
The job evualtion template of position responsibility design, thus it is possible to vary current site mostly with product check for main Assessment bring it is right
Salary distribution is unbalance between the post based on marketing and the post based on non-marketing, fully the contribution of reflection job duty, comprehensively
Evaluate employee performance.Chosen and the closely related action design evaluatio index in this post in template, such as teller hilllock
Position, core work is business handling, then devise business handling stroke count index.
Job evualtion stencil design principle：
(1) job duty determined based on head office, is accepted full row year and gives priority to target, conducts full row development tactics,
The average daily remaining sum of lifting deposit, expands customer basis, averts risks, the different role played the part of when handling different business according to employee
Setting KPI indexs；For example business handling stroke count class index may be selected when business handling is done for teller, when production marketing recommendation is done
Production marketing can be selected to integrate index.
(2) starting point is created to incentive value；Employee performance evaluation should be paid close attention to because while also focusing on because flat with fruit
Weighing apparatus, and the guiding that incentive value is created firmly is held, the benefit class indexs such as economic value added are introduced to part post, highlight valency
Value is created and is oriented to；Head office sets unified metric and weight, for example：Deposit average daily remaining sum (weight 40%), effective client's number (power
Weigh 40%), non-performing loan rate (weight 20%).
(3) performance objectives in management class post is consistent with the overall goals of the institution where he works；Accept in non-management class post
The index decomposition result in management class post, it is ensured that management class post index can be implemented；With reference to the achievement of HRMS
Effect administrative template, for example：85 points of job evualtion template.
(4) index is simplified, it is to avoid inherent index of correlation repeats to examine, and job evualtion template index quantity should not be excessive, builds
View is no more than 20.Employee performance evaluation result integrated use, for example：Distribution of bonus foundation, appraise and choose excellent reference and post promotion ginseng
Examine.
Site customer manager's job evualtion template example：(evaluation time：In April, 2016)
Embodiment 4：
In another embodiment of the invention, the system in addition to above-mentioned processing mode, wherein, the system is also
Including：
Achievement inquires about display module, for by client, all kinds of indexs or achievement statistical information to employee performance to be entered
Row inquiry and displaying.Wherein, to support that employee accomplishes to know what's what to personal achievement, personal achievement can be whenever and wherever possible checked,
Present invention design carries out the achievement displaying of multiple channel by Web ends, wechat end and mobile phone A PP, mitigates site employee and unites by hand
Count the burden of performance data.For more performance information contents, also by providing the daily paper of T+1 for each site of full row daily
Table data are supported so as to do-it-yourself, which achievement can be inquired about directly employee, manual account registration product pin before cancelling
Sell achievement.
Achievement is pushed and displaying content includes：Yesterday achievement, this week achievement, this month achievement；Individual labor amount, sales list
List, Task Progress is followed the trail of, and job evualtion template must grade.In report query, input condition first selects specific node, then
Input inquiry Start Date, deadline can show the achievement managing detailed catalogue of employee's multiple dimensions.
Example 1:Site director's form：
Example 2:Noble metal products transaction form
Embodiment 5：
In another embodiment of the invention, in addition to above-mentioned processing mode, the table information wide is extremely for the system
Include less：The achievement statistical information of referrer, marketing people, handler and after-sale service people.
Wherein, in the present embodiment, in bank product sale pipelined data, such as finance product sale flowing water number
According in addition to traditional business handles necessary information, the newly-increased design various dimensions employee's Role Information of the present invention specifically includes a product
Referrer's (first make contact of client's business opportunity) of sale, marketing people (production marketing success key point), handler's (production marketing
Specific business handling) and four items of information of after-sale service people (after-sale service of production marketing), i.e., for each production marketing
Flowing water, records each common employee information for participating in production marketing on by transaction data.For example for one 1,000,000
Production marketing achievement, can be designed in multiple employee roles it is different be divided into ratio so that each during production marketing
The all valuable embodiment of individual participation role, excites employee work enthusiasm.
The business transaction system of bank may up to tens of sets, marketing four character datas source both can be in some set business
Directly separately designed in transaction system, it is also possible to the employee's industry based on the existing unified opportunity management system of bank or rear end
Achievement metering system assert that unification carries out four role's information gatherings afterwards；Final goal is associated with transaction data, realizes transaction
With the accurate matching of employee role.The scheme of the selectable three kinds of marketing messages collection of bank can also complement one another, and design is such as
Under:
Gather in advance：The opportunity management module of enterprise-level can realize that foreground business opportunity is recommended and circulation mechanism, and covering part is produced
Product, record the information such as referrer, marketing people in detail.
Typing in thing：Card can be opened by teller's typing referrer and marketing people role, such as bank card during business handling,
Four Role Informations such as referrer and marketing people can be directly designed in the card class transaction system.
Assert afterwards：For the scene that can not be covered in advance, in thing, using the rule approved according to business afterwards, carry out
Batch is automatic to be assert based on marketing people, the mode supplemented by manual review and adjustment.
After business scenario design clearly, in data plane, based on business bank's global data warehouse integration platform,
Integrate the transaction journal data of complete each product trading system of row, employee post's information, client and customer manager's relation information etc.,
By designing a set of employee performance measurement basis data table wide, employee performance Data Mart is built.The final product of present invention design
Should be have recorded in product sales transactions pipelined data and participate in each complete Role Information of a transaction：
Table 1：The Role Information of production marketing four
Table 2：Employee and post information
Table 3：Product information table
Table 4：Client and customer manager's control information table
Fig. 2 is a kind of schematic flow sheet of the employee performance various dimensions metering method according to embodiment of the present invention.Reference
Fig. 2, methods described includes：
Step S1, collects the business datum of business transaction origin system, and the business datum is pre-processed, and is had
There is the table information wide of many role's achievement statistical informations；
Step S2, based on the base values KII in the table information wide, is referred to by predefined index operation rule
Mark working process, automatically generates employee performance evaluation index KPI；
Step S3, according to predefined integration regulation rule, fortune is integrated to the employee performance evaluation index KPI
Calculate, obtain production marketing integration.
By the employee performance metering method of various dimensions, so as to realize the metering of various dimensions employee performance and the pipe for more becoming more meticulous
Reason.
Wherein, in the step S2, many aspects that employee performance passes through KRA, including benefit class, scale class, customer class,
All standing is carried out at a few major class service management visual angles such as product class, risk class, channel class, on the basis of KRA classification, further design
Go out specific KPI indexs.Based on employee performance Data Mart basis detailed data, processing generates the slight collecting index data of KII,
Again by the arithmetic of KII, processing generation employee performance index KPI, for finally being measured to employee performance.
All it is by certain to the generation of KII base values from business origin system to data warehouse, then to Data Mart
Data loading and conversion processor be automatically performed, it is necessary to developer is solid according to business demand and clearly processing rule
Change program.During from KII to KPI, support that service management personnel by way of the flexible configurations such as arithmetic, voluntarily set
Meter evaluation index of performance, reduces the dependence to developing, and improves data and uses flexibility.
By taking " bank card opens card number " this KPI index in scale class KRA as an example：
KII indexs：A class bank cards open card number (index number A), and B class bank cards open card number (index number B), C classes
Bank card opens card number (index number C)
KPI indexs：Bank card opens card number (index number T, including tri- kinds of cards of A, B, C)
T=A+B+C
KPI indexed data contents represent example：
Based on this index result table wide, when statistics employee's Zhang San's achievement, it is possible to calculate Zhang San respectively and recommend 5
Open bank card, 10 bank cards of having marketed.Site can be according to actual conditions, between referrer and each role such as people that markets
Design achievement is divided into ratio, it is also possible to directly selects bilateral book keeping operation and is distributed for last performance.
Wherein, in the step S3, deisgn product sale integration mechanism, comprehensively embody employee production marketing achievement into
Really.For worker at the production line, the product category that can be sold is various, sets different integrations by different production marketings, both
Support that branch protrudes mechanism stage and manages emphasis, can effectively ensure that the strategic production marketing of full row and business are obtained again
To fully attention.Such as A branches pay attention to deposit, then can heighten the coefficient of deposit to 2；B branches deposit more, attention credit
Card, then can be adjusted to 0.8 by deposit coefficient, and credit card coefficient is adjusted to 1.2 etc., the product that excitation employee emphasis sale mechanism stresses
Product.Handle cumbersome for partial service, customer demand is urgent but inexpensive situation of checking, can be by giving product higher
Point, guiding employee can push forward work comprehensively.The core of integrating system is that guiding is customer-centric, excavates client's real demand,
General Promotion production marketing；Do not linked up with performance directly, index is integrated by production marketing, to branch to carry out employee performance comprehensive
Close and provide more flexible reference when evaluating.
Integration method for designing：Production marketing integration=∑ deposit * coefficients (deposit KPI), fund * coefficients (fund KPI),
Insurance * coefficients (insurance KPI), financing * coefficients (financing KPI), financing * coefficients (financing KPI) etc. }.
Sold by deisgn product and integrated, multiple product sales achievement is obtained to unify embodiment, production marketing integration conduct
One KPI index, includes job evualtion template, can comprehensively embody production marketing class work achievement.
In another embodiment of the present invention, methods described also includes：According to interim production marketing mission bit stream, build
Vertical team and personal task management statisticses table.For tasks such as site stage production marketings, support that site creates Temporary team,
It is Task-decomposing to team or employee is personal, it is ensured that the completion of task；According to sets target value, daily displaying progress completes feelings
Condition, supports achievement process management, and so that produced problem is adjusted in time for during, support is scientific to carry out employee performance pipe
The purpose of reason.Detailed process is：
1. site director creates temporary duty team, chooses some employees and adds a certain team work.
2. assign the task to a certain team or be assigned directly to certain not in the employee of team.
3. each team sets a team leader, is responsible for team's internal task by team leader and segments.
4. team tasks are equal to each member's task summation in team.
Team tasks are managed：
In another embodiment of the invention, methods described in addition to above-mentioned processing mode, wherein, methods described is also wrapped
Include：
Based on post information and predefined job evualtion template, job evualtion statistical information is automatically generated.
Wherein, job evualtion template is designed, for different post employees, different evaluation index of performance is designed.Based on hilllock
The job evualtion template of position responsibility design, thus it is possible to vary current site mostly with product check for main Assessment bring it is right
Salary distribution is unbalance between the post based on marketing and the post based on non-marketing, fully the contribution of reflection job duty, comprehensively
Evaluate employee performance.Chosen and the closely related action design evaluatio index in this post in template, such as teller hilllock
Position, core work is business handling, then devise business handling stroke count index.
Job evualtion stencil design principle：
(1) job duty determined based on head office, is accepted full row year and gives priority to target, conducts full row development tactics,
The average daily remaining sum of lifting deposit, expands customer basis, averts risks, the different role played the part of when handling different business according to employee
Setting KPI indexs；For example business handling stroke count class index may be selected when business handling is done for teller, when production marketing recommendation is done
Production marketing can be selected to integrate index.
(2) starting point is created to incentive value；Employee performance evaluation should be paid close attention to because while also focusing on because flat with fruit
Weighing apparatus, and the guiding that incentive value is created firmly is held, the benefit class indexs such as economic value added are introduced to part post, highlight valency
Value is created and is oriented to；Head office sets unified metric and weight, for example：Deposit average daily remaining sum (weight 40%), effective client's number (power
Weigh 40%), non-performing loan rate (weight 20%).
(3) performance objectives in management class post is consistent with the overall goals of the institution where he works；Accept in non-management class post
The index decomposition result in management class post, it is ensured that management class post index can be implemented；With reference to the achievement of HRMS
Effect administrative template, for example：85 points of job evualtion template.
(4) index is simplified, it is to avoid inherent index of correlation repeats to examine, and job evualtion template index quantity should not be excessive, builds
View is no more than 20.Employee performance evaluation result integrated use, for example：Distribution of bonus foundation, appraise and choose excellent reference and post promotion ginseng
Examine.
Site customer manager's job evualtion template example：(evaluation time：In April, 2016)
In a further embodiment of the invention, the system in addition to above-mentioned processing mode, wherein, methods described is also wrapped
Include：
By client, all kinds of indexs or achievement statistical information of employee performance are inquired about and shown.Wherein, it is branch
Hold employee personal achievement is accomplished to know what's what, can whenever and wherever possible check personal achievement, present invention design is micro- by Web ends
Letter end and mobile phone A PP, carry out the achievement displaying of multiple channel, mitigate the burden that site employee counts performance data by hand.For
More performance information contents, also by daily for the daily sheet data that each site of full row provides T+1 are supported so that employee couple
Which achievement do-it-yourself can directly inquire about, manual account registration production marketing achievement before cancelling.
Achievement is pushed and displaying content includes：Yesterday achievement, this week achievement, this month achievement；Individual labor amount, sales list
List, Task Progress is followed the trail of, and job evualtion template must grade.In report query, input condition first selects specific node, then
Input inquiry Start Date, deadline can show the achievement managing detailed catalogue of employee's multiple dimensions.
Example 1:Site director's form：
Example 2:Noble metal products transaction form
In another embodiment of the present invention, the system is in addition to above-mentioned processing mode, wherein, the table information wide
At least include：The achievement statistical information of referrer, marketing people, handler and after-sale service people.
Wherein, in the present embodiment, in bank product sale pipelined data, such as finance product sale flowing water number
According in addition to traditional business handles necessary information, the newly-increased design various dimensions employee's Role Information of the present invention specifically includes a product
Referrer's (first make contact of client's business opportunity) of sale, marketing people (production marketing success key point), handler's (production marketing
Specific business handling) and four items of information of after-sale service people (after-sale service of production marketing), i.e., for each production marketing
Flowing water, records each common employee information for participating in production marketing on by transaction data.For example for one 1,000,000
Production marketing achievement, can be designed in multiple employee roles it is different be divided into ratio so that each during production marketing
The all valuable embodiment of individual participation role, excites employee work enthusiasm.
The business transaction system of bank may up to tens of sets, marketing four character datas source both can be in some set business
Directly separately designed in transaction system, it is also possible to the employee's industry based on the existing unified opportunity management system of bank or rear end
Achievement metering system assert that unification carries out four role's information gatherings afterwards；Final goal is associated with transaction data, realizes transaction
With the accurate matching of employee role.The scheme of the selectable three kinds of marketing messages collection of bank can also complement one another, and design is such as
Under:
Gather in advance：The opportunity management module of enterprise-level can realize that foreground business opportunity is recommended and circulation mechanism, and covering part is produced
Product, record the information such as referrer, marketing people in detail.
Typing in thing：Card can be opened by teller's typing referrer and marketing people role, such as bank card during business handling,
Four Role Informations such as referrer and marketing people can be directly designed in the card class transaction system.
Assert afterwards：For the scene that can not be covered in advance, in thing, using the rule approved according to business afterwards, carry out
Batch is automatic to be assert based on marketing people, the mode supplemented by manual review and adjustment.
After business scenario design clearly, in data plane, based on business bank's global data warehouse integration platform,
Integrate the transaction journal data of complete each product trading system of row, employee post's information, client and customer manager's relation information etc.,
By designing a set of employee performance measurement basis data table wide, employee performance Data Mart is built.The final product of present invention design
Should be have recorded in product sales transactions pipelined data and participate in each complete Role Information of a transaction：
Table 1：The Role Information of production marketing four
Table 2：Employee and post information
Table 3：Product information table
Table 4：Client and customer manager's control information table
It should be noted that each implementation method of above-mentioned employee performance various dimensions metering method is more with the employee performance
The corresponding technology contents of dimension metering system are completely the same, and in order to avoid repeating, this is not repeated here.
Through the above description of the embodiments, those skilled in the art can be understood that the present invention can be by
The mode of software combined with hardware platform is realized.Based on such understanding, technical scheme makes tribute to background technology
That offers can be embodied in the form of software product in whole or in part, and the computer software product can be stored and is situated between in storage
In matter, such as ROM/RAM, magnetic disc, CD, including some instructions are used to so that a computer equipment (can be individual calculus
Machine, server, or network equipment etc.) perform method described in some parts of each embodiment of the invention or embodiment.
It will be appreciated by those skilled in the art that disclosed above is only embodiments of the present invention, certainly can not
The interest field of the present invention is limited with this, the equivalent variations made according to embodiment of the present invention still belong to the claims in the present invention
The scope for being covered.
Claims (10)
1. a kind of employee performance various dimensions metering system, it is characterised in that the system includes：
Data preprocessing module, the business datum for collecting business transaction origin system, and pre- place is carried out to the business datum
Reason, obtains the table information wide with many role's achievement statistical informations；
Index working process module, for based on the base values KII in the table information wide, by predefined index computing
Rule enters row index working process, automatically generates employee performance evaluation index KPI；
Integration setup module, for according to predefined integration regulation rule, being accumulated to the employee performance evaluation index KPI
Partite transport is calculated, and obtains production marketing integration.
2. the system as claimed in claim 1, it is characterised in that the system also includes：
Task management module, for according to interim production marketing mission bit stream, setting up team and personal task management statisticses table.
3. the system as claimed in claim 1, it is characterised in that the system also includes：
Job evualtion formwork module, for based on post information and predefined job evualtion template, automatically generating job evualtion
Statistical information.
4. the system as described in any one of claims 1 to 3, it is characterised in that the system also includes：
Achievement inquires about display module, for by client, all kinds of indexs or achievement statistical information to employee performance to be looked into
Ask and show.
5. the system as claimed in claim 1, it is characterised in that the table information wide at least includes：
The achievement statistical information of referrer, marketing people, handler and after-sale service people.
6. a kind of employee performance various dimensions metering method, it is characterised in that methods described includes：
The business datum of business transaction origin system is collected, and the business datum is pre-processed, obtained with many role's industry
The table information wide of achievement statistical information；
Based on the base values KII in the table information wide, row index working process is entered by predefined index operation rule,
Automatically generate employee performance evaluation index KPI；
According to predefined integration regulation rule, computing is integrated to the employee performance evaluation index KPI, obtains product pin
Sell integration.
7. method as claimed in claim 6, it is characterised in that methods described also includes：
According to interim production marketing mission bit stream, team and personal task management statisticses table are set up.
8. method as claimed in claim 6, it is characterised in that methods described also includes：
Based on post information and predefined job evualtion template, job evualtion statistical information is automatically generated.
9. the method as described in any one of claim 6 to 8, it is characterised in that methods described also includes：
By client, all kinds of indexs or achievement statistical information of employee performance are inquired about and shown.
10. method as claimed in claim 6, it is characterised in that the table information wide at least includes：
The achievement statistical information of referrer, marketing people, handler and after-sale service people.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201611229817.1A CN106709652A (en) | 2016-12-27 | 2016-12-27 | Multi-dimensional metering system and method for employee performances |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201611229817.1A CN106709652A (en) | 2016-12-27 | 2016-12-27 | Multi-dimensional metering system and method for employee performances |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN106709652A true CN106709652A (en) | 2017-05-24 |
Family
ID=58895567
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN201611229817.1A Pending CN106709652A (en) | 2016-12-27 | 2016-12-27 | Multi-dimensional metering system and method for employee performances |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN106709652A (en) |
Cited By (21)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107491563A (en) * | 2017-09-28 | 2017-12-19 | 深圳市爱贝信息技术有限公司 | Towards the data processing method and system of settlement for account |
| CN107622421A (en) * | 2017-10-09 | 2018-01-23 | 中国航空结算有限责任公司 | Airline's passenger traffic promotional awards management system and method |
| CN108470243A (en) * | 2018-03-09 | 2018-08-31 | 广州天维信息技术股份有限公司 | A kind of method and system of performance appraisal |
| CN108710668A (en) * | 2018-05-15 | 2018-10-26 | 中国平安人寿保险股份有限公司 | Business statistical method, device, computer equipment and storage medium |
| CN108876298A (en) * | 2018-06-14 | 2018-11-23 | 新奥（中国）燃气投资有限公司 | A kind of Gain sharing management method and system |
| WO2019041831A1 (en) * | 2017-08-28 | 2019-03-07 | 平安科技（深圳）有限公司 | Performance indicator assessment and evaluation method, device and apparatus, and storage medium |
| CN109493109A (en) * | 2018-09-27 | 2019-03-19 | 平安普惠企业管理有限公司 | Marketing management method, apparatus and storage medium based on small routine |
| WO2019062054A1 (en) * | 2017-09-30 | 2019-04-04 | 平安科技（深圳）有限公司 | Screen capture method, apparatus and device for indicator data of financial app, and storage medium |
| CN110598963A (en) * | 2018-06-13 | 2019-12-20 | 顺丰科技有限公司 | Method, device, equipment and storage medium for matching human posts |
| CN110851506A (en) * | 2018-07-25 | 2020-02-28 | 上海柯林布瑞信息技术有限公司 | Clinical big data searching method and device, storage medium and server |
| CN111126955A (en) * | 2019-12-17 | 2020-05-08 | 中国建设银行股份有限公司 | Business data analysis method, processing server and storage medium |
| CN111950915A (en) * | 2020-08-18 | 2020-11-17 | 中国银行股份有限公司 | Method and device for evaluating workload of bank outlet teller |
| CN112016852A (en) * | 2020-09-17 | 2020-12-01 | 中国银行股份有限公司 | Statistical method and device for marketing data of financial products |
| CN112348298A (en) * | 2019-08-09 | 2021-02-09 | 上海红星美凯龙悦家互联网科技有限公司 | Designer management method, designer management device, electronic terminal and storage medium |
| CN112561368A (en) * | 2020-12-22 | 2021-03-26 | 绿瘦健康产业集团有限公司 | Visual achievement calculation method and device of OA examination and approval system |
| CN112598249A (en) * | 2020-12-16 | 2021-04-02 | 中国建设银行股份有限公司 | Object evaluation method, device and equipment |
| CN112632471A (en) * | 2020-12-30 | 2021-04-09 | 北京中友科技有限公司 | Novel talent evaluation achievement point calculation tool |
| CN113205408A (en) * | 2021-05-28 | 2021-08-03 | 中国工商银行股份有限公司 | Customer manager capacity map generation method and device |
| CN113240467A (en) * | 2021-05-13 | 2021-08-10 | 上海应用技术大学 | Management system for enterprise cross-channel integration |
| CN113420060A (en) * | 2021-05-11 | 2021-09-21 | 南京爱福路汽车科技有限公司 | Method for counting automobile post-market performance based on multi-dimensional custom rule |
| US20220253784A1 (en) * | 2019-06-21 | 2022-08-11 | Steve Mullinjer | Interactive and predictive tool for monitoring performance metrics |
Citations (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN103914753A (en) * | 2014-03-12 | 2014-07-09 | 云南电力试验研究院（集团）有限公司电力研究院 | Performance management KPI system of electric transmission and transformation devices |
| CN103995899A (en) * | 2014-06-10 | 2014-08-20 | 浪潮通用软件有限公司 | Analysis system for KPI |
| US20150370978A1 (en) * | 2011-06-30 | 2015-12-24 | Verizon Patent And Licensing Inc. | Near real-time detection of information |
| CN106067091A (en) * | 2016-06-02 | 2016-11-02 | 中国农业银行股份有限公司 | Enterprise Institutions checking system and method |
-
2016
- 2016-12-27 CN CN201611229817.1A patent/CN106709652A/en active Pending
Patent Citations (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US20150370978A1 (en) * | 2011-06-30 | 2015-12-24 | Verizon Patent And Licensing Inc. | Near real-time detection of information |
| CN103914753A (en) * | 2014-03-12 | 2014-07-09 | 云南电力试验研究院（集团）有限公司电力研究院 | Performance management KPI system of electric transmission and transformation devices |
| CN103995899A (en) * | 2014-06-10 | 2014-08-20 | 浪潮通用软件有限公司 | Analysis system for KPI |
| CN106067091A (en) * | 2016-06-02 | 2016-11-02 | 中国农业银行股份有限公司 | Enterprise Institutions checking system and method |
Cited By (25)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| WO2019041831A1 (en) * | 2017-08-28 | 2019-03-07 | 平安科技（深圳）有限公司 | Performance indicator assessment and evaluation method, device and apparatus, and storage medium |
| CN107491563A (en) * | 2017-09-28 | 2017-12-19 | 深圳市爱贝信息技术有限公司 | Towards the data processing method and system of settlement for account |
| WO2019062054A1 (en) * | 2017-09-30 | 2019-04-04 | 平安科技（深圳）有限公司 | Screen capture method, apparatus and device for indicator data of financial app, and storage medium |
| CN107622421A (en) * | 2017-10-09 | 2018-01-23 | 中国航空结算有限责任公司 | Airline's passenger traffic promotional awards management system and method |
| CN108470243A (en) * | 2018-03-09 | 2018-08-31 | 广州天维信息技术股份有限公司 | A kind of method and system of performance appraisal |
| CN108710668A (en) * | 2018-05-15 | 2018-10-26 | 中国平安人寿保险股份有限公司 | Business statistical method, device, computer equipment and storage medium |
| CN110598963A (en) * | 2018-06-13 | 2019-12-20 | 顺丰科技有限公司 | Method, device, equipment and storage medium for matching human posts |
| CN108876298A (en) * | 2018-06-14 | 2018-11-23 | 新奥（中国）燃气投资有限公司 | A kind of Gain sharing management method and system |
| CN110851506B (en) * | 2018-07-25 | 2021-12-03 | 上海柯林布瑞信息技术有限公司 | Clinical big data searching method and device, storage medium and server |
| CN110851506A (en) * | 2018-07-25 | 2020-02-28 | 上海柯林布瑞信息技术有限公司 | Clinical big data searching method and device, storage medium and server |
| CN109493109A (en) * | 2018-09-27 | 2019-03-19 | 平安普惠企业管理有限公司 | Marketing management method, apparatus and storage medium based on small routine |
| CN109493109B (en) * | 2018-09-27 | 2023-08-18 | 广州光晨信息科技有限公司 | Marketing management method, device and storage medium based on small program |
| US20220253784A1 (en) * | 2019-06-21 | 2022-08-11 | Steve Mullinjer | Interactive and predictive tool for monitoring performance metrics |
| CN112348298A (en) * | 2019-08-09 | 2021-02-09 | 上海红星美凯龙悦家互联网科技有限公司 | Designer management method, designer management device, electronic terminal and storage medium |
| CN112348298B (en) * | 2019-08-09 | 2023-12-29 | 上海红星美凯龙悦家互联网科技有限公司 | Designer management method, designer management device, electronic terminal and storage medium |
| CN111126955A (en) * | 2019-12-17 | 2020-05-08 | 中国建设银行股份有限公司 | Business data analysis method, processing server and storage medium |
| CN111950915A (en) * | 2020-08-18 | 2020-11-17 | 中国银行股份有限公司 | Method and device for evaluating workload of bank outlet teller |
| CN112016852A (en) * | 2020-09-17 | 2020-12-01 | 中国银行股份有限公司 | Statistical method and device for marketing data of financial products |
| CN112598249A (en) * | 2020-12-16 | 2021-04-02 | 中国建设银行股份有限公司 | Object evaluation method, device and equipment |
| CN112561368B (en) * | 2020-12-22 | 2023-08-01 | 广东壹健康健康产业集团股份有限公司 | Visual performance calculation method and device for OA approval system |
| CN112561368A (en) * | 2020-12-22 | 2021-03-26 | 绿瘦健康产业集团有限公司 | Visual achievement calculation method and device of OA examination and approval system |
| CN112632471A (en) * | 2020-12-30 | 2021-04-09 | 北京中友科技有限公司 | Novel talent evaluation achievement point calculation tool |
| CN113420060A (en) * | 2021-05-11 | 2021-09-21 | 南京爱福路汽车科技有限公司 | Method for counting automobile post-market performance based on multi-dimensional custom rule |
| CN113240467A (en) * | 2021-05-13 | 2021-08-10 | 上海应用技术大学 | Management system for enterprise cross-channel integration |
| CN113205408A (en) * | 2021-05-28 | 2021-08-03 | 中国工商银行股份有限公司 | Customer manager capacity map generation method and device |
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| CN106709652A (en) | Multi-dimensional metering system and method for employee performances | |
| Robu et al. | The influence of the audit report on the relevance of accounting information reported by listed Romanian companies | |
| KR101844751B1 (en) | A System Providing Matching Flatform Service Based On Enterprise Analysis | |
| Kim et al. | The effects of IT expenditures on banks’ business performance: using a balanced scorecard approach | |
| US7664693B1 (en) | Financial methodology for the examination and explanation of spread between analyst targets and market share prices | |
| Wen et al. | Measuring e‐commerce efficiency: a data envelopment analysis (DEA) approach | |
| US11816735B2 (en) | System and method for evaluating a service provider of a retirement plan | |
| Okpala et al. | Human Capital Accounting and its Relevance to Stock Investment Decisions in Nigeria. | |
| US20100076812A1 (en) | Business performance measurements | |
| WO2006004131A1 (en) | Company evaluation device, company evaluation program, and company evaluation method | |
| US20110161246A1 (en) | Private equity fund valuation and due diligence analysis system and method with deal-level benchmark | |
| Abernathy | Beyond the Skinner box: The design and management of organization-wide performance systems | |
| Kennedy | Intellectual capital in valuing intangible assets | |
| Mohamed et al. | Enterprise Resource Planning system and its impact on tourism companies' operational performance | |
| US20020024531A1 (en) | Method for evaluating employees and aggregating their respective skills and experience in a searchable database for sharing knowledge resources | |
| Ho et al. | A risk scoring model and application to measuring internet stock performance | |
| RU2281556C1 (en) | System and method for monitoring controlling of portfolios of financial tools with fixed profitability | |
| CN115221212A (en) | Fund investment data management system and method | |
| Kapoor | Valuation of patent | |
| KR100337654B1 (en) | Foreign exchange risk analysis method and its analysis system | |
| Gharaibeh et al. | The Affect of Applying Accounting Information System on the Profitability of Commercial Banks in Jordan (A field study from Management’s Viewpoint) | |
| Devi et al. | EFFECTIVENESS AIS ON USER SATISFACTION, REAL TIME REPORTING TO THE ORGANIZATIONAL IMPACT | |
| Kurotová et al. | The process of determining the value of a company | |
| Nazarenko | Accounting and economic aspects of the calculation of the integrated assessment index of outsourcing companies | |
| Zuca et al. | THE RELEVANCE OF ACCOUNTING INFORMATION IN MEASURING THE PERFORMANCE OF AN ENTITY. |
Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| PB01 | Publication | ||
| PB01 | Publication | ||
| SE01 | Entry into force of request for substantive examination | ||
| RJ01 | Rejection of invention patent application after publication | ||
| RJ01 | Rejection of invention patent application after publication |
Application publication date: 20170524 |