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Unit of competency details

BSBHRM503A - Manage performance management systems (Release 1)

Summary

Usage recommendation:
Superseded
Mapping:
MappingNotesDate
Is superseded by and equivalent to BSBHRM503B - Manage performance management systems 31/Mar/2009

Releases:
ReleaseRelease date
1 1 (this release) 30/Mar/2009

Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080303 Human Resource Management  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080303 Human Resource Management  25/Jul/2008 
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Modification History

Unit Descriptor

This unit describes the performance outcomes, skills and knowledge required to design, implement and oversee performance management systems.

It includes ongoing performance feedback strategies as well as formal performance feedback meetings. Specific intervention associated with underperformance and/or misconduct is also included.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

This unit describes the performance outcomes, skills and knowledge required to design, implement and oversee performance management systems.

It includes ongoing performance feedback strategies as well as formal performance feedback meetings. Specific intervention associated with underperformance and/or misconduct is also included.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

Application of the Unit

This unit applies to individuals with a well established, sound theoretical knowledge base in human resources management and performance management who are proficient in using a range of specialised technical and managerial techniques to plan, carry out and evaluate their own work and/or the work of a team.

They may or may not have staff who report to them but they are authorised to ensure the establishment of an effective performance management system for the organisation.

This unit applies to individuals with a well established, sound theoretical knowledge base in human resources management and performance management who are proficient in using a range of specialised technical and managerial techniques to plan, carry out and evaluate their own work and/or the work of a team.

They may or may not have staff who report to them but they are authorised to ensure the establishment of an effective performance management system for the organisation.

Licensing/Regulatory Information

Refer to Unit Descriptor

Pre-Requisites

Employability Skills Information

This unit contains employability skills.

This unit contains employability skills.

Elements and Performance Criteria Pre-Content

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide.

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide.

Elements and Performance Criteria

Elements and Performance Criteria 

Element 

Performance Criteria 

1

Develop performance management systems

1.1

Analyse strategic and operational plans to identify relevant policies and objectives for performance management  system

1.2

Design methods and processes for line managers to develop key performance indicators  for positions reporting to them

1.3

Develop organisational timeframes and processes for formal performance management sessions

1.4

Ensure systems developed are flexible enough to cover the range of employment situations  within the organisation

1.5

Consult with key stakeholders about the system and agree on its features

1.6

Gain support for the implementation of the performance management system

2

Implement performance management systems

2.1

Train relevant groups and individuals to monitor performance and to identify performance gaps 

2.2

Ensure that line managers are monitoring performance regularly and that intervention  occurs to acknowledge poor performance and excellent performance

2.3

Work with line managers, where necessary, to assist them to address poor performance in accordance with organisational policies and legal requirements

2.4

Support line managers to counsel and discipline employees who continue to perform below standard

2.5

Provide support to terminate  employees who fail to respond to interventions, in accordance with organisational protocols and legislative requirements

2.6

Recognise excellence in accordance with organisational policy

2.7

Ensure documented outcomes of performance management sessions are accessible and are stored in accordance with organisational policy

3

Coordinate formal feedback processes

3.1

Develop performance feedback plans by relevant managers/team leaders and lodge them with human resources staff

3.2

Provide training and assistance to managers/team leaders participating in the feedback process

3.3

Agree on and sign, plans for performance improvement and individual learning and development 

3.4

Establish processes to deal with any problems or grievances which arise from the performance feedback

3.5

Make available specialist advice on career development  to participants in the process

4

Coordinate individual/group learning development plans

4.1

Contract appropriate providers  for performance development, as identified by the plans, in accordance with organisational policies

4.2

Design learning and development plans to contribute to the development of a learning organisation 

4.3

Deliver learning and development plans according to agreed timeframes and ensure they deliver specified outcomes 

4.4

Monitor learning and development activities to ensure compliance with quality assurance standards 

4.5

Negotiate remedial action  with providers where necessary

4.6

Generate reports to advise appropriate managers on progress and success rates of activities

4.7

Regularly evaluate and improve all aspects of the performance management system, in keeping with organisational objectives and policies

Required Skills and Knowledge

This section describes the skills and knowledge required for this unit.

Required skills 

analytical skills to ensure system is practical and gathers necessary information

conflict management skills to deal with grievances, disputes or disagreements that may arise

leadership skills to obtain support and endorsement of the performance management system across the organisation

training, coaching, mentoring and facilitation skills to ensure managers are competent to deliver the systems.

Required knowledge 

equal employment opportunity, diversity and anti-discrimination policies and legislation

grievance procedures

models for giving feedback and options for skill development

options in the design of performance management systems

role of performance management in relation to broader human resources and business objectives.

Evidence Guide

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment 

Critical aspects for assessment and evidence required to demonstrate competency in this unit 

Evidence of the following is essential:

demonstrated evidence of how a range of performance management systems work and their relative strengths and weaknesses

demonstrated understanding of how a performance development system aligns with human resources strategy

ability to design, gather support for, and implement an effective performance management system

knowledge of equal employment opportunity, diversity and anti-discrimination policies and legislation.

Context of and specific resources for assessment 

Assessment must ensure:

access to appropriate documentation and resources normally used in the workplace.

Method of assessment 

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

assessment of written reports on performance management and performance development systems

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate

observation of demonstrated techniques in performance management

observation of presentations

review of plans for performance improvement and individual learning and development

review of reports generated to advise appropriate managers on progress and success rates of activities

oral or written questioning to assess knowledge of models for giving feedback and options for skill development.

Guidance information for assessment 

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

BSBHRM507A Manage separation or termination

other units from the Diploma of Business (Human Resource Management).

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Performance management  includes:

a process or set of processes for establishing a shared understanding of what an individual or group is to achieve, and managing and developing individuals in a way which increases the probability it will be achieved in both the short and long term

Key performance indicators  include:

those measures developed to gauge performance outcomes against targets

Employment situations  may include:

casual and contract work

full-time work

marketing/sales

office/clerical

part-time work

physical labour

processing

production

technical/scientific

tele-working

warehousing/transport

Performance gaps  may include situations where outcomes are less then those stated in the strategic objectives, such as:

costs above budget

disruptive conflict

external interference

failure to meet strategic and/or operational objectives

lost time disputes

low/high turnover of labour

productivity below budget

quality/occupational health and safety/environmental failure

work bans/go slow

Intervention  may include:

coaching

counselling

discipline

giving praise

recognition of good performance

Termination  means:

cessation of the contract of employment between an employer and an employee, at the initiative of the employer within relevant industrial agreements

Individual learning and development  may include:

enhancement of knowledge

mentoring

personal development

project work

skills training

visits

Career development  means:

plan of learning development and experiences to prepare a person for more rewarding positions

Appropriate providers  include:

consultants

external providers

internal providers

trainers

Learning organisation  means:

organisation that displays the capacity to continually adapt to changes in its business environment

Specified outcomes  means:

achievement of performance targets

Quality assurance standards  means:

pre-determined statements relating to specifications on how a product or service is presented to the user

Remedial action  means:

action designed to rectify a particular problem or aspect of performance

Unit Sector(s)

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Competency field

Workforce Development - Human Resource Management

Workforce Development - Human Resource Management