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Performance Management Overview [Buyer]

This article will explain the Performance Management module in Asite Marketplace.

Performance Management Overview [Buyer]

  • Performance Management, also known as Supplier Performance Management (SPM), enables contractors to review, track and evaluate supplier performance across their Projects.

  • The module supports the creation of customised review Templates, performance scoring and feedback, providing performance information to support procurement decisions and supplier involvement.


Benefits of Performance Management

  • SPM provides a structured approach to evaluating supplier performance.

  • Key benefits include:

    • Stores supplier reviews, scores, and feedback in a centralised location.

    • Displays supplier performance through scorecards and dashboards to identify trends and insights.

    • Supports consistent, evidence-based supplier evaluations.

    • Provides performance information to support constructive supplier discussions.

    • Uses automated reminders to support the timely completion of supplier reviews across active Projects.


Performance Management Module Options

  • The Performance Management module provides access to supplier performance Projects and reusable review Templates.

  • The module includes the following tabs:

    • Projects - Create and manage supplier performance Projects and review activities.

    • Templates - Create and manage reusable review Templates.


Projects Tab

  • The Projects tab displays all the Projects created for supplier performance reviews.

  • Project information and review activities can be viewed and managed from this tab.


Create a Project

  • Click Create New Project on the right-hand side of the page.


Filter Projects

  • Use Filters to refine the Project list based on specific criteria.

Filter

Definition

Available Options

360 Review

Indicates whether the Project uses a 360-degree feedback process.

Select Yes or No

Approver

Identifies the user responsible for approving the performance review.

Enter the approver’s username.

Business Unit

Identifies the business unit associated with the Project.

Select a business unit from the list.

Created By

Identifies the user who created the Project.

Enter the creator’s username.

Created Date

Identifies when the Project was created.

Select a predefined period, such as Today, Yesterday, or Last Week, or specify a custom date or date range.

Divisions

Identifies the division associated with the Project.

Select a division from the list.

Last Updated

Identifies when the Project was most recently updated.

Select the required date.

Project Name

Identifies the Project by name.

Enter the Project name.

Project Value

The total value of the Project.

Enter the Project value.

Reviewer

Identifies the user assigned to review or evaluate supplier performance.

Enter the reviewer’s username.

Updated By

Identifies the user who most recently updated the Project.

Enter the user's username.


Customise Columns

  • Use Customise Columns at the top of the Project list to select the information displayed in the listing.

  • Available columns include:

    • Created Date

    • Last Updated

    • Created By

    • Updated By

    • Division

    • Business Unit

    • Project Value

    • 360 Review

    • Reviewer

    • Approver

  • Select a column heading to sort the Project list by that column.


Templates Tab

  • The Templates tab provides access to reusable review Templates for supplier performance reviews.

  • Templates support a consistent review process across supplier evaluations.

  • From this tab:

    • View available review Templates.

    • Open and review Template details.

    • Create new Templates for future supplier performance Projects.


Create a Template

  • Click Create New Template on the right-hand side of the page.


Customise Template Columns

Use Customise Columns at the top of the Template list to select the Template information displayed in the listing.


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