CN114254959A

CN114254959A - Management system for calculating achievement in real time

Info

Publication number: CN114254959A
Application number: CN202210018908.XA
Authority: CN
Inventors: 冼福伟; 孔令超; 毛凌云; 彭志鸿; 陈啟铭; 吕火生; 邓维滔; 黄世志
Original assignee: Foshan Zhongtaolian Supply Chain Service Co Ltd; Tibet Zhongtaolian Supply Chain Service Co Ltd
Current assignee: Foshan Zhongtaolian Supply Chain Service Co Ltd; Tibet Zhongtaolian Supply Chain Service Co Ltd
Priority date: 2022-01-10
Filing date: 2022-01-10
Publication date: 2022-03-29

Abstract

A management system for real-time computed performance, comprising: the user management module is used for recording employee IDs; the business module is used for generating business data and storing the business data in the data warehouse; the business data import module is used for importing the business data into the data warehouse; the achievement list conversion module is used for cleaning the business data and converting the information; the performance sheet module is used for generating a corresponding performance sheet; the business target import module is used for importing employee performance targets; the distribution scheme management module is used for generating a distribution template according to the employee ID and the distribution proportion and automatically distributing the distribution template to the corresponding achievement list; the personal performance detail module is used for recording the calculated personal performance details; and the personal performance counting module is used for calculating the performance completion rate of all the employees in real time and presenting and feeding back the performance completion rate to the user according to the data authority. The invention distributes the performance in real time according to the business data and releases the energy and time required by the calculation of the performance by human resources.

Description

Management system for calculating achievement in real time

Technical Field

The invention relates to the technical field of performance management, in particular to a management system for calculating performance in real time.

Background

The performance assessment is a link in enterprise performance management, common performance assessment methods comprise BSC, KPI, 360-degree assessment and the like, and mainly comprise a process of assessing the work task completion condition of employees, the work duty fulfillment degree of the employees and the development condition of the employees by one of core works of a human resource department and feeding back assessment results to the employees.

The assessment method process of OKR is generally composed of monthly target decomposition, monthly key indexes and monthly completion rate. Many performance systems support such assessment methods at present, but all have the following disadvantages: firstly, only the calculation of the completion rate (key index/target decomposition is 100%) is solved, and the quantized key index needs manual calculation and arrangement, and the most important workload of performance calculation is not reduced; secondly, the result of the completion condition has hysteresis, and when the performance target is known, the calculation of the final completion rate depends on the manual input of key indexes, and the staff cannot know the completion progress of the staff in real time at the stage.

Disclosure of Invention

The invention aims to provide a management system for calculating achievement in real time aiming at the defects in the background technology, which distributes achievement in real time according to business data, liberates energy and time required by human resources for the calculation of the achievement, ensures that employees know the completion degree of a target in real time, ensures that a department supervisor knows the completion condition of the target of a department member in real time, and can know or help the department member to achieve the target in the same month in time.

In order to achieve the purpose, the invention adopts the following technical scheme:

a management system for real-time computed performance, comprising:

the user management module is used for recording employee IDs;

the business module is used for directly generating business data after the business occurs and storing the business data into the data warehouse;

the business data import module is used for importing the business data into the data warehouse;

the achievement list conversion module is used for cleaning and converting information of the business data in the data warehouse;

the performance sheet module is used for synchronously generating corresponding performance sheets after cleaning and converting the service data;

the business target import module is used for carrying out one-time batch import on the performance targets decomposed by the employees all the year around;

the distribution scheme management module is used for generating a distribution template according to the employee ID and the distribution proportion and automatically distributing the distribution template to the corresponding achievement list according to the distribution condition of the distribution template;

the personal performance detail module is used for recording personal performance details calculated after all the performance tickets are distributed;

and the personal performance counting module is used for calculating the performance completion rate of all the employees in real time according to the known performance targets and performances, and presenting and feeding back the performance completion rate to the user according to the data authority.

Preferably, the achievement list conversion module is further used for cleaning and combining the service data generated in different service modules, and calculating achievement amounts corresponding to different service types;

the achievement list conversion module is also used for setting transaction data sources of different business modules and achievement calculation rules of different departments so as to automatically calculate corresponding achievement amount.

Preferably, the performance document module is further configured to generate a performance document serial number and output a performance document corresponding to the business type after the business data is cleaned and converted, acquire a performance amount corresponding to the business type according to an ID of a department to which the corresponding salesman belongs, and match the performance amount with the allocation proportion to acquire the performance amount obtained by the individual.

Preferably, a management system for real-time computed performance as claimed in claim 1 wherein:

the distribution scheme management module is also used for searching whether a template which accords with automatic distribution exists for the current performance sheet after the performance sheet module outputs the performance sheet, if the distribution template which accords with the conditions exists, the distribution template is distributed to the current performance sheet in real time, if the distribution template which accords with the conditions does not exist, the key information of the current performance sheet is extracted, a distribution template is automatically generated, and the performance sheet which accords with the rules of a new distribution template and is in the state of being distributed is automatically distributed.

Preferably, the distribution template is provided with a distribution scheme, and the distribution scheme includes:

when a first supplier, a first buyer and a first salesman exist, taking a first distribution value as the distribution proportion of the first salesman and taking a second distribution value as the distribution proportion of other salesman;

when a second supplier, the second supplier and a second operator exist, the second operator occupies all the distribution proportion;

when at least one third operator is present, the third operator has full allocation, whether or not a supplier and/or a buyer is present.

Preferably, the performance sheet further comprises an amount calculation subunit;

the amount calculation subunit is used for multiplying the performance amount by the distribution proportion to obtain the individual performance amount;

after the completion of the distribution of the individual achievement amount, totaling all the individual achievement amounts, judging whether the totalized individual achievement amounts exceed the achievement list amount, if so, executing the distribution of the individual achievement amounts again, and in the distribution process, taking the difference value between the achievement list amount and the distributed individual achievement amount as the individual achievement amount of the last person.

The beneficial effect that this application's technical scheme produced:

the invention distributes achievement in real time according to the business data, releases the energy and time required by human resources for the calculation of the achievement, and the staff knows the completion degree of the target in real time, and the department supervisor knows the target completion condition of the department member in real time, thus being capable of knowing or helping the department member to achieve the target in the same month in time.

Drawings

FIG. 1 is an architecture diagram of a real-time computed performance management system of one embodiment of the present invention;

FIG. 2 is a table of transaction data formats for business module A of one embodiment of the invention;

FIG. 3 is a table of transaction data formats for business module B of one embodiment of the invention;

FIG. 4 is a table of performance amount and business type matches for the performance statement conversion module of one embodiment of the present invention;

FIG. 5 is a performance sheet of one embodiment of the present invention;

FIG. 6 is a table of the structure of an assignment template for one embodiment of the present invention;

FIG. 7 is a personal performance schedule of one embodiment of the present invention;

FIG. 8 is a table of data formats for performance goal importation of one embodiment of the present invention;

fig. 9 is a personal performance statistics table according to an embodiment of the present invention.

Detailed Description

The technical scheme of the invention is further explained by the specific implementation mode in combination with the attached drawings.

The existing OKR assessment method process is generally composed of monthly target decomposition, monthly key indexes and monthly completion rate. Many performance systems support such assessment methods at present, but all have the following disadvantages: firstly, only the calculation of the completion rate (key index/target decomposition is 100%) is solved, and the quantized key index needs manual calculation and arrangement, and the most important workload of performance calculation is not reduced; secondly, the result of the completion condition has hysteresis, and when the performance target is known, the calculation of the final completion rate depends on the manual input of key indexes, and the staff cannot know the completion progress of the staff in real time at the stage.

In order to solve the above problems, the present application proposes a management system for calculating performance in real time, including:

the user management module is used for recording employee IDs;

in an embodiment, the user management module is configured to record an employee ID and an account number for logging in the system.

in this embodiment, the service module is used as an online data source of the data warehouse, and after a service occurs, the service module directly generates service data and stores the service data in the data warehouse as a summary of all the service data, and the service module allows a plurality of service modules to exist.

in this embodiment, the service data import module is used as an offline data source of the data warehouse, and a user can directly store the service data from offline to the data warehouse from the service data import module.

in the embodiment, an allocation template is set through the employee id and the corresponding allocation proportion, the allocation template can be generated according to the automatic allocation condition set by the user, the allocation template is allocated to the achievement list meeting the allocation condition, and automatic allocation is performed according to the allocation template if the corresponding achievement list meets the condition after being generated; if no achievement list meeting the conditions can be found, the corresponding distribution template needs to be manually selected for distribution.

and the personal performance detail module is used for calculating to obtain personal performance details which are used as a data source for personal performance statistics.

The working flow of the system will be described with reference to specific embodiments:

in this embodiment, the business module may include a business module a and a business module B as shown in fig. 1, and on the basis of the micro-service architecture, transaction platforms of different businesses are all an independent service, which is equivalent to that products transacted by different businesses are respectively performed in different modules; such as: the raw material transaction service and the logistics service are 2 different service systems, and the account login is interconnection and intercommunication, but the service data are mutually independent;

for example, the transaction data format of the service module a is shown in fig. 2, and the transaction data format of the service module B is shown in fig. 3.

In this embodiment, as shown in fig. 4, the performance sheet conversion module is configured to clean and combine the service data generated in different service modules, and calculate performance amounts corresponding to different service types, and the performance sheet conversion module can set transaction data sources of different service modules and automatically calculate corresponding performance amounts according to rules of different departments, so as to meet the situation that calculation proportions of performance amounts generated by different services under different department conditions are different.

In this embodiment, as shown in fig. 5, the performance statement generated in the performance statement module generates the following data from the data of the business module and the calculation logic of the performance statement conversion module: when the business module A generates transaction data, the business module A generates a performance list serial number after being processed by the performance list conversion module, outputs a performance list with the business type as raw material transaction, matches corresponding calculation proportion according to the department id of the corresponding business member to obtain the performance amount (amount of money) calculation proportion, and captures the information of other fields according to the corresponding fields of the business module.

Preferably, the allocation scheme management module is further configured to, after the performance sheet module outputs the performance sheet, find whether a template meeting automatic allocation exists for the current performance sheet, if an allocation template meeting conditions exists, allocate the allocation template to the current performance sheet in real time, if an allocation template meeting conditions does not exist, extract key information of the current performance sheet according to the key information of the current performance sheet, automatically generate an allocation template, and automatically allocate the performance sheet meeting rules of a new allocation template and in a state of being to be allocated.

In this embodiment, as shown in fig. 6, when the performance module generates performance, the performance module searches whether a template meeting automatic allocation is found in the allocation plan management module corresponding to the performance to be allocated; if the distribution template meeting the conditions exists, automatically distributing the achievement list in real time; if the distribution template meeting the conditions does not exist, extracting according to the key information of the performance sheet, automatically generating an automatically distributed template, pushing a short message to a mobile phone number corresponding to a gate supervisor by using an H5 page url, and confirming whether a new automatically distributed template is generated or not;

In this embodiment, the allocation scheme management module has the following allocation scheme:

A. supplier = X, buyer = Y, salesman = C, corresponding member C distribution ratio =30%, member D distribution ratio = 70%;

B. supplier = A, buyer = B, salesman = C, corresponding member C has distribution ratio = 100%;

C. the supplier is empty, the buyer is empty, the salesman = D, the distribution proportion of the corresponding salesman D =100%, (note that the value is not verified, that is, the distribution template rule is automatically executed according to the distribution scheme of C no matter who the supplier/buyer is, as long as the salesman recorded by the performance sheet is D);

when the performance single template generates a performance single a to be distributed, wherein the performance single a is composed of a supplier = X, a buyer = Y, a salesman = C and an amount =100, the performance single a finds a matched distribution scheme A and generates a 30.00 performance amount for the salesman C;

when the performance single template generates a performance single a to be distributed, wherein the performance single template comprises a supplier = A, a buyer = B, a salesman = C and an amount =100, the performance single a finds a matched distribution scheme B and generates 100.00 performance amount for the salesman C;

when the performance single template has a performance single B to be distributed, wherein the performance single template comprises a supplier = A, a buyer = B, a salesman = D and a money amount =100, finding a matched distribution scheme C by the performance single B and generating a 100.00 performance money amount for the salesman D;

when the performance single template has a performance list C to be distributed, wherein the performance list C comprises a supplier = X, a buyer = K, a salesman = C and an amount =100, a matched distribution scheme cannot be found in the performance list C, and the system automatically generates the following distribution template according to the performance list C:

supplier = X, buyer = K, business member = C, distributor and distribution ratio are null, all department supervisors are notified in a form of pushing url by short message, H5 page is clicked and opened, distributor C is selected and distribution ratio 100% is input, and after submission, a new distribution scheme IV is automatically generated: supplier = X, buyer = K, salesman = C, corresponding salesman D distribution ratio = 100%; searching a matched scheme D in the distribution scheme management module again for the achievement list c, and automatically distributing;

In this embodiment, the allocation proportion is used as an input item during performance allocation, the result of the individual performance amount is used as an output item, and the amount of the performance bill is equal to the sum of the amounts of the allocated members; therefore, when the distribution proportion is input, the result of calculating the personal distribution amount is to be rounded and reserved to 2 decimal places, and the distribution result may exceed 1 point in total due to the rounding condition;

such as: business dollars =100.55 dollars, when assigning 50% of employees a and 50% of employees B:

a resulting performance amount =100.55 × 0.5=50.275 ≈ 50.28;

b resulting performance amount =100.55 × 0.5=50.275 ≈ 50.28;

aggregate individual performance amount =50.28+50.28= 100.56; totaling the individual achievement amount > the achievement list amount;

in this case, calculation logic is required to calculate that the performance amount = amount of money, and the performance of the last person = total performance — the results of the previous persons;

such as: employee A in the list is taken as the first; employee B employee as the last one;

employee a performance amount =100.55 × 0.5=50.275 ≈ 50.28 (invariant);

and employee B performance amount =100.55-50.28=50.27 yuan;

the total individual performance amount =50.28+50.28=100.55, and the total individual performance amount = the performance bill amount;

in the present embodiment, as shown in the above example, when the performance of the last person = total performance — performance results of the previous persons, there may be a ratio of the performance of the last person plus the performance of the previous persons that does not reach 100%, because 50.27 yuan of the last person and 50.28 yuan of the actual ratio that does not reach 50%, in the distribution scheme mentioned above in the present application, when there are a plurality of operators distributing performance, the total ratio should be understood as an amount level, not a percentage level.

As shown in fig. 7, the individual performance detail module is used for recording the performance amount of each individual performance order after being distributed;

as shown in fig. 8, the performance target import module is used for importing the performance target value of an individual in the current year, and the performance target import module only has 12 months in a year, so that the possibility of data structure modification is extremely low in the data format, and the data format can be designed by taking months as columns;

if the system has records of the same staff, the same performance year and the same business type, prompting to cover; if not, inserting in a new record form;

as shown in fig. 9, the individual performance statistics module is used to calculate the monthly performance completion rate for each business type per person per year:

the data of the module does not depend on the front-back sequence of the generation of the performance/target, namely on the premise of not using the performance import target, after the performance target is imported, the recalculation of monthly performance/monthly completion rate is triggered, the monthly performance respectively extracts year and month according to the 'performance belonged time' in the personal performance detail module, and is accumulated to the 'month' performance corresponding to the 'performance year';

when the individual performance detail module or the performance target import module generates data each time, the individual performance statistics module is triggered to recalculate performance, target and completion rate, and real-time updating of the data is guaranteed;

the system realizes the effect that the achievement automatically generates achievement lists with different results according to different business data, different departments and other rules through the technical scheme;

the effect of automatically distributing personal achievement particulars with different results according to parameters such as different service types, service data, staff and the like is realized;

the system can realize real-time calculation of all employee achievement, effectively master the progress in the achievement completing process and avoid the problem of afterknowledge afterfeeling;

the frame and the data structure construction of the whole performance system are realized, and the performance system has the characteristic of strong compatibility; and the method does not need to be reconstructed or developed under the condition of meeting the newly-increased business types and the iterative updating of a performance calculation mode.

The technical principle of the present invention is described above in connection with specific embodiments. The description is made for the purpose of illustrating the principles of the invention and should not be construed in any way as limiting the scope of the invention. Based on the explanations herein, those skilled in the art will be able to conceive of other embodiments of the present invention without inventive effort, which would fall within the scope of the present invention.

Claims

1. A system for managing real-time computed performance, comprising:

the user management module is used for recording employee IDs;

2. A system for managing real-time computed performance as claimed in claim 1, wherein:

the achievement list conversion module is also used for cleaning and combining the service data generated in different service modules and calculating achievement amount corresponding to different service types;

3. A system for managing real-time computed performance as claimed in claim 2, wherein:

and the performance document module is also used for generating a performance document serial number and outputting a performance document corresponding to the service type after the service data are cleaned and converted, acquiring the performance amount corresponding to the service type according to the ID of the department to which the corresponding salesman belongs, and matching the performance amount with the allocation proportion to acquire the personal performance amount.

4. A system for managing real-time computed performance as claimed in claim 1, wherein:

5. A system for managing real-time computed performance as claimed in claim 4, wherein:

the distribution template is provided with a distribution scheme, and the distribution scheme comprises:

6. A system for managing real-time computed performance as claimed in claim 3, wherein:

the achievement list also comprises an amount calculation subunit;