TWM627489U - Automated scoring system for bank performance appraisal - Google Patents
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Abstract
本新型為一種自動化的銀行績效考核評分系統,包括管理模組、輸入模組、覆核模組、查詢模組、列印模組、複數個人員裝置以及一個績效考核資料庫。係提供彈性的績效考核項目設定及維護,並且具有彈性且自動化的加權計算方式,除了可減去人工作業的繁瑣程序,也可以避免因上述繁瑣程序所造成容易出錯的問題。 The new model is an automatic bank performance assessment scoring system, which includes a management module, an input module, a review module, an inquiry module, a printing module, a plurality of personnel devices and a performance assessment database. The system provides flexible performance appraisal project setting and maintenance, and has a flexible and automated weighted calculation method, which can not only reduce the cumbersome procedures of manual work, but also avoid the error-prone problems caused by the cumbersome procedures.
Description
一種銀行績效考核自動化評分系統,特別是一種以銀行分行部門別加入不同績效考核項目及評分方式的銀行績效考核自動化評分系統。 An automatic scoring system for bank performance assessment, in particular, an automatic scoring system for bank performance assessment in which different performance assessment items and scoring methods are added to each bank branch department.
績效考核,通常也稱為業績考評或者考績,是針對企業中每個員工所承擔的工作,應用各種科學的定性、定量方法,對員工行為的實際效果及其對企業的貢獻或價值進行考核與評價。它是企業人事管理的重要內容,更是企業管理強而有力的手段之一。績效考核的目的在於根據考核結果的優劣,實施獎勵與升降,並且透過考核提高每個個體的工作效率,最終實現企業的目標。 Performance appraisal, also known as performance appraisal or performance appraisal, is based on the work undertaken by each employee in the enterprise, applying various scientific qualitative and quantitative methods to evaluate and evaluate the actual effect of employee behavior and its contribution or value to the enterprise. Evaluation. It is an important part of enterprise personnel management and one of the most powerful means of enterprise management. The purpose of performance appraisal is to implement rewards and promotions according to the pros and cons of the appraisal results, and to improve the work efficiency of each individual through the appraisal, and ultimately achieve the goals of the enterprise.
績效考核有以下幾個基本原則:客觀評價原則,盡可能進行科學評價,使考核結果具有可靠性、客觀性、公平性;全面考評原則,多方面、多角度的評核;公開原則,考評標準應科學化、明確化和公開化;差別原則,考評等級應有差別界限,才會有激勵作用;以及反饋原則,考核結果必須回饋給受考核的人員,如此一來,績效考核的結果才會有教育作用。 Performance appraisal has the following basic principles: the principle of objective evaluation, scientific evaluation as much as possible, so that the evaluation results are reliable, objective and fair; the principle of comprehensive evaluation, multi-faceted and multi-angle evaluation; the principle of openness, evaluation standards It should be scientific, clear and open; the difference principle, the evaluation level should have a different boundary, so as to have an incentive effect; and the feedback principle, the evaluation results must be fed back to the personnel under evaluation, so that the results of the performance evaluation will be educational.
現行的績效考核方法有很多種,如實績統計法、行為紀錄法、分數考評法等等,但經常會以人工方式進行作業,除了耗時費力以外,還具有容易出錯的問題。有鑑於此,如何發展一種能夠將考核方法及項目進行系統化及自動化的評分系統,成為一個相當重要議題。 There are many current performance appraisal methods, such as actual performance statistics method, behavior record method, score evaluation method, etc., but the work is often done manually, which is not only time-consuming and labor-intensive, but also has problems that are prone to errors. In view of this, how to develop a scoring system that can systematize and automate the assessment methods and items has become a very important issue.
尤其是在現在的金融集團,績效考核是由總行的人力資源部門整合各地的分行的相關資料個別計算,且必須以每個月為單位做出個別的績效考核表,因此時效及往返都很複雜,經常導致無法及時完成。 Especially in the current financial group, the performance appraisal is calculated individually by the human resources department of the head office integrating the relevant information of the branches in various places, and individual performance appraisal forms must be made on a monthly basis, so the time limit and round trip are very complicated. , often resulting in a delay in completion.
為了解決上述所提及的問題,本新型提供一種銀行績效考核自動化評分系統,係一個績效管理員裝置利用管理模組將績效考核項目設定好,經由輸入人員裝置於輸入裝置匯入績效考核資料後,再由管理模組進行績效考核結果計算、月報試算並產生績效考核結果報表以及月報,接著由覆核人員裝置對績效考核結果以及月報進行覆核,最後可提供行員裝置進行績效考核結果報表的查詢或者列印要求。 In order to solve the above-mentioned problems, the present invention provides an automatic scoring system for bank performance appraisal. A performance administrator device uses a management module to set performance appraisal items, and after the performance appraisal data is imported into the input device through the input personnel device , and then the management module performs the calculation of the performance appraisal results, the trial calculation of the monthly report, and generates the performance appraisal result report and monthly report, and then the review personnel device reviews the performance appraisal results and the monthly report, and finally provides the staff device for the performance appraisal result report. Inquiry or print request.
具體來說,上述銀行績效考核自動化評分系統包括管理模組、輸入模組、覆核模組、查詢模組、列印模組、績效管理員裝置、輸入人員裝置、覆核人員裝置、行員裝置以及一個績效考核資料庫。上述績效管理員裝置會於績效考核維護系統中的管理模組輸入該次績效考核所需的績效考核項目;上述輸入人員裝置根據設定將所需的績效考核項目匯入輸入模組,再透過管理模組內部的加權計算公式自動產生績效考核結果並存入績效考核資料庫;上述覆核人員裝置再由覆核模組讀取績效考核結果並進行覆核,並回傳覆核結果至覆核模組。完成績效考核後,行員裝置可透過查詢模組及列印模組進行績效考核結果報表的查詢及列印。 Specifically, the above-mentioned automated scoring system for bank performance appraisal includes a management module, an input module, a review module, an inquiry module, a printing module, a performance administrator device, an input personnel device, a review personnel device, and a staff device and a performance appraisal database. The above performance administrator device will input the performance appraisal items required for the performance appraisal in the management module in the performance appraisal maintenance system; the above input personnel device will import the required performance appraisal items into the input module according to the settings, and then through the management The weighted calculation formula inside the module automatically generates the performance appraisal results and stores them in the performance appraisal database; the above-mentioned reviewer device reads the performance appraisal results from the review module and performs the review, and returns the review results to the review. module. After completing the performance appraisal, the staff device can query and print the performance appraisal result report through the query module and the print module.
根據另一實施例,上述績效考核項目可以是未關機登錄、未按時填報故障通報、未按時簽收設備移送單等。 According to another embodiment, the above-mentioned performance appraisal items may be login without shutdown, failure to report a fault report on time, failure to sign and receive a device transfer order on time, and the like.
根據另一實施例,上述績效考核項目維護可以是系統自動或手動扣分、扣分項目及扣分設定、該績效考核項目的新增、修改及刪除等。 According to another embodiment, the above-mentioned maintenance of the performance appraisal item may be automatic or manual deduction of points by the system, point deduction item and point deduction setting, addition, modification and deletion of the performance appraisal item, and the like.
根據另一實施例,上述輸入人員裝置可以是各科的所有人員,但僅限於可輸入各科的績效考核資料。 According to another embodiment, the above-mentioned device for inputting personnel may be all personnel of each department, but is limited to inputting performance appraisal data of each department.
根據另一實施例,上述覆核人員裝置可由科長、副科長、主任或副主任進行使用。 According to another embodiment, the above-mentioned reviewer device can be used by a section chief, a deputy section chief, a director or a deputy director.
100:績效管理員裝置 100: Performance Manager Device
200:輸入人員裝置 200: Enter personnel device
300:覆核人員裝置 300: Reviewer's Device
400:行員裝置 400: Crew Device
500:績效考核維護系統 500: Performance Appraisal Maintenance System
510:管理模組 510: Management Modules
520:輸入模組 520: Input module
530:覆核模組 530: Review Module
540:查詢模組 540: Query Module
550:列印模組 550:Print Module
600:績效考核資料庫 600: Performance Appraisal Database
602-610:績效考核評分流程 602-610: Performance Review Scoring Process
為使本新型創作之上述技術及其他目的、特徵、優點與實施方式能更加清楚明瞭,附圖說明如下: In order to make the above-mentioned technology and other purposes, features, advantages and implementations of the novel creation more clear, the accompanying drawings are described as follows:
圖1為本新型之一種銀行績效考核自動化評分系統其系統架構圖。 Figure 1 is a system architecture diagram of a new type of automated scoring system for bank performance appraisal.
圖2為本新型之一種銀行績效考核自動化評分系統其系統流程圖。 Figure 2 is a system flow chart of a new type of automated scoring system for bank performance appraisal.
下面將結合本實用新型實施例中的圖式,對本實用新型實施例中的技術方案進行清楚、完整地描述,顯然,所描述的實施例僅僅是本實用新型一部分實施例,而不是全部的實施例。基於本實用新型中的實施例,本領域普通技術人員在沒有做出進步性貢獻前提下所獲得的所有其他實施例,都屬於本實用新型保護的範圍。 The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention. Obviously, the described embodiments are only a part of the embodiments of the present invention, rather than all the implementations. example. Based on the embodiments of the present invention, all other embodiments obtained by those of ordinary skill in the art without making progressive contributions fall within the protection scope of the present invention.
,有鑑於先前技術的問題,請參閱圖1,圖1為根據本新型實施例的一種銀行績效考核自動化評分系統其系統架構圖。本實用新型提供一種技術方案:績效管理員裝置100會於績效考核維護系統500中的管理模組510輸入該次
績效考核所需的績效考核項目,接著,輸入人員裝置200根據設定將所需的績效考核項目匯入輸入模組520,再透過管理模組510內部的加權計算公式自動產生績效考核結果並存入績效考核資料庫600,覆核人員裝置300再由覆核模組530讀取績效考核結果並進行覆核,並回傳覆核結果至覆核模組530,完成績效考核後,行員裝置400可透過查詢模組540進行績效考核結果的查詢。如此可避免先前由於以人工進行績效考核結果的計算,所造成的耗時費力且易出錯的問題,提升整體作業的效率。
, in view of the problems of the prior art, please refer to FIG. 1 , which is a system architecture diagram of an automated scoring system for bank performance appraisal according to an embodiment of the present invention. The present utility model provides a technical solution: the
根據又一實施例,上述績效考核維護系統500包括管理模組510、輸入模組520、覆核模組530、查詢模組540以及列印模組550。用以進行績效考核資料、績效考核項目、覆核結果以及績效考核結果報表的匯入及匯出。上述管理模組510訊號連接績效管理員裝置100,用以提供績效管理員裝置100設定績效考核項目,其中該績效管理員裝置100係為該分行部門別之權限主管,且績效考核項目透過一個可由該績效管理員彈性調整的加權計算公式產生績效考核結果,並且透過月報試算器每月將該分行部門的所有績效考核結果生成一個月報試算結果;上述輸入模組520訊號連接輸入人員裝置200,用以將接收到輸入人員裝置200的績效考核資料傳送至績效考核資料庫600,且上述績效考核資料會以輸入人員裝置200所屬的分行部門別存放;上述覆核模組530訊號連接覆核人員裝置300,用以提供覆核人員裝置300經由覆核規則對績效考核結果進行覆核,產生覆核結果,並將覆核結果儲存在績效考核資料庫600;上述查詢模組540訊號連接行員裝置400、列印模組550以及績效考核資料庫600,用以接收行員裝置400提出對績效考核結果報表的查詢及列印要求。
According to yet another embodiment, the above performance
根據又一實施例,上述績效管理員裝置100可於管理模組510輸入績效考核項目或是進行績效考核項目維護。上述輸入人員裝置200可根據所設定的績效考核項目,在輸入模組520匯入績效考核資料並傳至績效考核資料庫600進行儲存。
According to yet another embodiment, the
根據又一實施例,上述管理模組可以接收績效考核資料庫600所儲存的績效考核資料,並根據績效管理員裝置100於管理模組510設定的加權計算公式,進行計算並產生績效考核結果,根據考核結果產生績效考核結果報表,再將上述績效考核結果及績效考核結果報表傳至績效考核資料庫600進行儲存。上述管理模組在每月會對上述績效考核結果進行月報試算並產生月報試算結果,再將上述月報試算結果傳至績效考核資料庫600進行儲存。
According to yet another embodiment, the above-mentioned management module can receive the performance evaluation data stored in the
根據又一實施例,上述覆核人員裝置300可於覆核模組530接收上述績效考核結果,並於覆核模組530對上述績效考核結果以特定覆核規則進行覆核後,將覆核結果經由覆核模組530傳至績效考核資料庫600進行儲存。上述覆核人員裝置300除了對績效考核結果進行覆核之外,也要對用月報試算器生成的月報試算結果進行覆核,並將月報覆核結果傳至績效考核資料庫600進行儲存。
According to another embodiment, the
根據又一實施例,上述查詢模組540用來接收行員裝置400所提出的績效考核結果報表的查詢要求,並從績效考核資料庫600擷取上述績效考核結果報表的查詢要求。
According to another embodiment, the
根據又一實施例,上述行員裝置400也可於查詢模組540提出上述績效考核結果報表的列印要求,再由查詢模組540將績效考核結果報表傳輸至列印模組550進行列印。
According to yet another embodiment, the
根據另一實施例,上述績效考核項目可以是未關機登錄、未按時填報故障通報、未按時簽收設備移送單等,但不限於此。 According to another embodiment, the above-mentioned performance appraisal items may be, but not limited to, login without shutdown, failure to report failure reports on time, and failure to sign and receive equipment transfer orders on time.
根據另一實施例,上述績效考核項目維護可以是系統自動或手動扣分、扣分項目及扣分設定、該績效考核項目的新增、修改及刪除等,但不限於此。 According to another embodiment, the above performance appraisal item maintenance may be automatic or manual system deduction, point deduction item and point deduction setting, addition, modification and deletion of the performance appraisal item, etc., but not limited thereto.
根據另一實施例,上述輸入人員裝置可以是各科的所有人員,但不限於此,上述輸入人員裝置僅限於可輸入各科的績效考核資料。 According to another embodiment, the above-mentioned personnel input device may be all personnel of each department, but is not limited thereto, and the above-mentioned personnel input device is limited to inputting performance appraisal data of each department.
根據另一實施例,上述覆核人員裝置可由科長、副科長、主任或副主任進行使用,但不限於此。 According to another embodiment, the above-mentioned reviewer device can be used by a section chief, a deputy section chief, a director or a deputy director, but is not limited thereto.
本實用新型的工作原理及使用流程:請參閱圖2,圖2為本新型實施例的一種銀行績效考核自動化評分系統其系統流程圖。步驟602中,績效管理員裝置100於管理模組510進行績效考核項目的設定及維護。
The working principle and use process of the present invention: please refer to FIG. 2 , which is a system flow chart of an automated scoring system for bank performance appraisal according to an embodiment of the present invention. In
圖2的步驟604中,輸入人員裝置根據所設定的績效考核項目,將績效考核資料匯入輸入模組520,並由績效考核資料庫600進行儲存。
In
圖2的步驟606中,管理模組510從績效考核資料庫600存取績效考核資料後,會以加權計算公式產生績效考核結果以及績效考核結果報表以及進行利用月報試算器進行月報的試算,並產生月報試算結果,再將績效考核結果、績效考核結果報表以及月報試算結果傳至績效考核資料庫600進行儲存。
In
圖2的步驟608中,覆核模組530從績效考核資料庫600存取資料後,由科長、副科長、主任、副主任或其他覆核人員,使用覆核人員裝置300於覆核模組530進行覆核並產生覆核結果、月報覆核結果以及月報核定結果,再將
上述覆核結果、月報覆核結果以及月報核定結果傳至績效考核資料庫600進行儲存。
In
圖2的步驟610中,各分行人員可透過行員裝置400提出查詢要求或者列印要求,再由查詢模組540向績效考核資料庫600擷取資料以供行員裝置400存取績效考核結果報表,以及藉由列印模組550列印上述績效考核結果報表。
In
綜上所述,相較於先前技術,本新型實施例提供的銀行績效考核自動化評分系統可以提供彈性的績效考核項目設定及維護,並且具有彈性且自動化的加權計算方式,除了可減去人工作業的繁瑣程序,也可以避免因上述繁瑣程序所造成容易出錯的問題。 To sum up, compared with the prior art, the automated scoring system for bank performance appraisal provided by the new embodiment can provide flexible performance appraisal item setting and maintenance, and has a flexible and automated weighted calculation method, except that manual work can be subtracted. It can also avoid the error-prone problems caused by the above-mentioned cumbersome procedures.
儘管已經示出和描述了本實用新型的實施例,對於本領域的普通技術人員而言,可以理解在不脫離本實用新型的原理和精神的情況下可以對這些實施例進行多種變化、修改、替換和變型,本實用新型的範圍由所附申請專利範圍及其等同物限定。 Although the embodiments of the present invention have been shown and described, it will be understood by those skilled in the art that various changes, modifications, Alternatives and modifications, the scope of the present invention is defined by the appended claims and their equivalents.
100:績效管理員裝置 100: Performance Manager Device
200:輸入人員裝置 200: Enter personnel device
300:覆核人員裝置 300: Reviewer's Device
400:行員裝置 400: Crew Device
500:績效考核維護系統 500: Performance Appraisal Maintenance System
510:管理模組 510: Management Modules
520:輸入模組 520: Input module
530:覆核模組 530: Review Module
540:查詢模組 540: Query Module
550:列印模組 550:Print Module
600:績效考核資料庫 600: Performance Appraisal Database
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