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Career Development System
The new CDS Service is available across all devices ie. Mobile, IPAD, TAB ,Laptop/Desktop.
CDS 2017-18 - PHASE I- ROLE KRA SETTING 1 DT.01.04.2017

Contents
1 General .................................................................................................................. 3
1.1 CDS Log in Screens .......................................................................................................................... 4
1.1.1 Career Development System ............................................................................................ 4
1.1.2 All Employee login page: ................................................................................................... 4
1.1.3 Employees as well as Reporting/Reviewing Authorities (RepAs/RevAs) have
common access point under Employee Benefits and Tasks in CDS(New);................. 5
2. CDS Functionality – My Roles & My Performance: .................................................. 6
2.1 My Role & My Overall Performance (Budgetary / Mesurable) .................................................................. 6
2.2 My Role-wise Performance (Budgetary / Mesurable) ............................................................................... 8
3. CDS Functionality – My Team & My Action: ......................................................... 10
3.1 My Team members ................................................................................................................................. 11
3.2 My Pending Actions ................................................................................................................................. 12
3.3 Functionality for Role/KRA Assignment : ASSIGN ROLE .......................................................................... 12
3.4 Functionality for Changing/Deletion of Assigned Role / KRAs / Weightage of KRA ................................. 15
3.5 Functionality for CONFIRM ROLE (for Auto Carried Over Role) ............................................................. 16
3.6 Functionality for Sorting of Pending Assign/Confirm Roles ..................................................................... 19
4. CDS Functionality – RepA Role Closure: ............................................................... 21
4.1 RepA Discretionary Score ........................................................................................................................ 24
4.2 RepA Competency Scores........................................................................................................................ 26
4.3 RepA Summary page ............................................................................................................................... 27
5. CDS Functionality – RevA Role Closure: ............................................................... 41
5.1 RepA filter in RevA Screen: ...................................................................................................................... 43
5.2 RevA Role Closure Functionality .............................................................................................................. 47
5.3 RevA selection of Prnrs by Status ............................................................................................................ 49
5.4 RevA selection of Prnrs by Role Type ...................................................................................................... 52
5.4.1 RevA Single Role Closure .............................................................................................................. 54
5.4.1.1 RevA Discretinary Scores: ............................................................................................................ 55
5.4.2 RevA Bulk Approval for Role Closure :- ......................................................................................... 57

1 General
As decided by the Competent Authority, the Budgetary/measurable Role assigned to employees during
2016-17 and effective as on 31/03/2017 will stand Auto-extended in the System effective from 01/04/2017
if the employee continues to be in the same position.
 Pre-determined KRAs with default weightage tagged to these Roles will be auto saved and
visible to the Employee and Reviewing Authority with ‘Read Only’ access.
If the Employee has anything to represent against the auto-extended Role, he/she will contact his/her
Reporting Authority off-line (through normal mode of communication i.e. personally, through mail or
phone) immediately before the Reporting Authority finalizes the Role/KRAS/Weightage of the Role
Auto-extended in the system.
Once the Role is finalized by Reporting Authority, no change in this regard would be possible.
However, if RepAs feel that that the Role so carried over is not suitable for the employee for the
current financial year, role can be changed. As a solution of this, functionality for Deleting and option
to RepA to assign a fresh role has been provided with.
Functionality for Assigning a fresh role (from 1 st April, 2017 or intermediate Roles) have also been
developed and rolled out simultaniously.
For any Technical Issues (regarding wrong Reporting/Reviewing authority for any employee or wrong
employees appearing under any Reporting/Reviewing Authority), respective Circle/OAD HRMS teams
may be contacted.
For any other data related issue or non-appearing of Correct Role/KRAs, HR Department may be
contacted through respective AGM-CDS at the Circle.

1.1 CDS Log in Screens
1.1.1 Career Development System
Career Development System, introduced w.e.f. 01/04/2015 is undergoing a revamp and now ready with new
look and feel. The CDS Service is available across all devices ie. Mobile, IPAD, TAB ,Laptop/Desktop. Both
employees as well as Reporting Authorities (RepAs) have common access point under Employee Benefits and
Tasks in CDS (New);
1.1.2 All Employee login page:
The new CDS can be accessed through HRMS portal using your existing log in credentials.

1.1.3 Employees as well as Reporting/Reviewing Authorities (RepAs/RevAs) have
common access point under Employee Benefits and Tasks in CDS(New);

After clicking on CDS (New), employees get the below selection tiles on screen
2. CDS Functionality – My Roles & My Performance:
To view the details of roles and performance, employees should click on “My Roles & My
Performance” tile.
After clicking on “My Roles & My Performance” tile, employees get the below screen
with Your roles as default page;
2.1 My Role & My Overall Performance (Budgetary / Mesurable)
Employee should use drop down option for the selection of desired financial year;

After the selection of financial year employee gets below screen. Employee gets complete
details of roles (Name of Role, Role Period, Role Type Role Status, Number of KRAs assigned)
Name of Reprting authority (RepA), Name of Review Authority (RevA). Employee also gets e-
mail intimation regarding Carried over role from last year or assigned role with complete
description as well as its period. If “No data found” error is shown then it means no role has
been assigned to the employee. Employee to take up the matter with his/her reporting
authority for assignment of role.
If role is Budgtary/ Measurable, Employee can view his/her performance across all the
month of financial year and position in respective cohort based on last available month`s
score (normalized). Further employee can also know his/her weakness and strength by
viewing the top monthly KRA under Pie Chart (3 Highest & Lowest scored KRAs). In case of
Non-measurable roles, the performance Card will not be displayed as per the bank`s policy.
To know the list of KRAs, employee should use “View details” drop down option as
below;

After clicking on View detail , employee gets the detail of KRAs along with its
weightage as below;
2.2 My Role-wise Performance (Budgetary / Mesurable)
To know the performance of each roles assigned during the financial year, employee
has to select Your Performance tab as shown under;
After selection the financial year, employee gets the below screen with further drop down
option to select Role of which employee wishes to view performance. On this screen,
performance of employee for the role agaianst each assigned KRA in terms of its weightage is

shown. Further total scored weightage is normalized and shown in terms of percentage
score.
In the graphical Performance Card, performance across the period of Role as well as position
of employee`s performance with peer group or among the employees of his/her cohort is
shown in Bar Chart.
Red Down Arrow on the above screen is indicating downward score trend in
comparision to previous month and Green Up Arrow is indicating upward score trend
in comparision to previous month.

Further employee can drill down to view the detail of performance of each KRA in
graphical display and after clicking on the particular month, will be able to view the
numericals of Target, Minimum Performance Benchmark and Actual as below;
3. CDS Functionality – My Team & My Action:
To access the below functionalities, employee has to click on My Team Tile as under;
 View detail of team members

 Assign Role to Team Members
 Confirm Role (Carry forward role of previous year)
 Delete Role.

3.1 My Team members
After clicking on My Team tile, user gets the list of Team Members reporting to
him as below;
After clicking on name of employee, RepA can view the detail of employee as under;

3.2 My Pending Actions
User can view the count of pending actions on My Team Page itself as below;
3.3 Functionality for Role/KRA Assignment : ASSIGN ROLE
Role status
Role Auto Saved / Pending with RepA : System has carried over the employee’s role from
last year and it is pending with RepA to finalize the weightages /KRAs.
Role to be Set / Pending with RepA : Role is yet to be assigned by RepA
Role Saved : Role is saved by RepA and will be auto submitted / crystallised after the expiry
of stipulated period
Role Assigned : Role has been assigned by RepA. This is subsequent action for roles saved.
Role Auto Assigned : Role has been auto assigned due to expiry of stipulated period fixed
by competent authority. This is subsequent action for roles auto saved, carried over and
finalsied by REPA
Against the tiles of each reportee (team members), the expected action is available on
right side of the screen. To assign role to his/her reportee, employee (RepA) click on
Assign Role Button
After clicking on Assign Role tab, employee gets below screen;

On the above screen employee has option to directly select the Role out of all or go
for selection as per the type of Role as shown below;
After the selection of type of Role, employee gets the list of roles as per selection and
a button “ CHOOSE ROLE” on the right side of each role to make the selection of
particular Role as under;

After the selection of role, employee gets below screen with set of KRAs along with set
of weightages. User can change weightage as per his/her choice and submit the
selection as below;
Submit button activates only when the total weightage is correct as per bank`s policy.
In case of weightage mismatch, error is displayed as under;

After each successful submission, user gets success message “ Role is successfully
assigned” as below;
After successful sbmission status changes as below;
As advised through e-mail regarding setting of Role, in case of any change required in
Role or KRAs or weightage of any KRA, reportee can contact his/her Reporting
Authority off line within the stipulated timeline.
3.4 Functionality for Changing/Deletion of Assigned Role / KRAs / Weightage of KRA
As advised vide e-mail to employee, employee may contact RepA off line for the change of
Role/ KRAs/wighatges of KRA and if RepA agrees with the demand of change of Role/
KRAs/wighatges of KRA, he/she should use “ DELETE ROLE” button as shown below;
After clicking on “DELETE ROLE” user gets a confirmation message wherein he/she
confirm as per choice as under;

If user chooses submit button, he/she gets a success message as under;
The status of reportee for that period will be changed to “ To be assigned “ as under
and user can reassign fresh Role/KRAs as advised in Para 3.2
3.5 Functionality for CONFIRM ROLE (for Auto Carried Over Role)
The reportees for whom roles have been carried over , employee (RepA) gets two
option either to confirm the Role or delete the carried over role. The button “
CONFIRM ROLE” and “DELETE ROLE” will appear on the right side of those reportees
as under;
If user clicks on CONFIRM ROLE button, he/she gets the below screen displaying the
carry forwarded Role along with CONFIRM ROLE button for reconfirmation to
continue ;

After clicking on above CONFIRM ROLE button, user gets screen of KRA assignment.
Default KRAs for the auto carried over role will appear on screen with default
weightage. RepA can change the weightage with the options available in the
dropdown. If RepA wants to drop any KRA, the weightage can be made ‘0’. KRAs with
weightage zero will be deleted automatically after assignment of the role.
Velidation of total weightage is inbuilt in the present system. In case of mismatch, it

gives error to users.
If user submits, he/she gets a success message “ Role is successfully assigned” as

below;

Status will be changed to “Assigned” and View Detail button will be appear as below;
After clicking on View button user will get the detail of assigned KRAs along with weightage
as below;
Employee will be able to view his assigned role under “My Role” tab. Employee will
also receive e-mail intimation regarding Carried over role from last year or assigned
role with complete description as well as its period. If “No data found” error is shown
then it means no role has been assigned to the employee. Employee to take up the
matter with his/her reporting authority for assignment of role.

As advised through e-mail regarding setting of Role, in case of any change required in
Role or KRAs or weightage of any KRA, employee can contact his/her Reporting
Authority off line within the stipulated time.
3.6 Functionality for Sorting of Pending Assign/Confirm Roles
If user(RepA) wants to sort & view the list of employes for whom Role assignment or
Confirmation in case of carried over is pending, he/she should click on
ASSIGN/CONFIRM ROLE button as under;
After clicking on ASSIGN/CONFIRM ROLE, user gets the list of employees whose role
assignment is pending as under

User can also assign the role as advise in Para 3.3 & 3.5 as per the status and required
action accordingly.
3.4 Functionality for Employee Search for Role Assignment
User (RepA) can see list of employees reporting to him/her and whose role assignment is
pending . Pending list will be displayed in ascending order of PF Number of employees by
default. Option to search / filter has been provided. User (RepA) can either search by Name
of employee or PF Number as shown in below screens;

4. CDS Functionality – RepA Role Closure:
For RepA Role Closure, RepA has to click on My Team Tile

Other than Role Assignment, RepA has also to do ‘Role Closure’ as at the Close of
Financial Year for his reportees as well as ‘Intermediary Role Closure’ for the
reportees (employees) who have moved out (eg. transferred out, promotion to higher
grade, etc.) from the role / position when they were under concerned RepA. For Role
closure RepA has to click on Close Role tab

Once the RepA clicks on Close Role button then system goes to next screen and Role
Close process gets started.

 1st Screen is KRA Scores Screen. For B/M scores gets displayed from
backend and display the Normlized Score.
In this screen RepA has to click on Close Role button
4.1 RepA Discretionary Score

Once the RepA clicks on Close Role button then system goes to 2 nd screen of Role
Closure i.e Adding Discritionary Score.
To assign Discretionary Score
 RepA can either double click on star button or

 RepA can manually enter scores in the box beside star symbol
 Below in Remarks box Repa can give Remarks
Note: By default the One star will be get displayed while assigning Discretionary score
in RepA screen which indicate that by default 1 score is given to Prnr by RepA.
After assigning Discretionary Score and Remarks RepA has to click on Next Button
Manually
enter
Double click Scores
on STAR
symbol

Remarks Box
On Clicking on Next button Screen will display a Confirmation message for assigning
Discretionary Scores.
Then RepA has to click on Continue Button.
4.2 RepA Competency Scores
Once the RepA click on Continue button system goes to 3 rd Screen i.e. Assigning
Competency of Prnr.

 To add score for Competencies RepA has to drag the Circle.

Note : Competency Scores are not applicable for Clerical group
After adding Competencies for Prnr RepA has to click on Next button.
Drag the Circle
On clicking on Next Button system will display the 4 th Screen which is the Summary
screen.
In Summary Screen RepA can view the summary of scores given by him to Prnr and
click on Submit button Close the Role.
After Clicking on submit button screen will display confirmation message for Role
Closure.
4.3 RepA Summary page

If Discretionary score is not assigned to Prnr and Repa selects the Discretionary Tab
then a pop up message gets diaplyed as “ Discretionary Score yet to be assigned”.
Same message for Competency Scores and Remarks will be displayed if Competency
scores/ Remarks are not assigned

RepA can also click on Close Role tab on top of the screen to see the list of Prnr for
whom Role Closure has to be done.

Screen for List of Prnrs for whom Role Closure has to be done by RepA.
RepA can give Prnr No. In Search box only for whom Repa wants to close the
Role and continue the Role Closure Process.

Note: When RepA clicks on next to assign discretionary scores then by default 1 star
for is selected, then RepA can increase or decrease the scores.

Discretionary Scores (40%):-
NOTE :- RepA can give 30 out of 30 full Discretionary Marks to 40% of Prnrs having Role
End Date 31.03.2018 under him / her
Ex: If a RepA has 10 Prnrs under him whole Role End Date are 31.03.2018, then only to 4
Prnrs RepA can give 30 out of 30

If RepA exceeds his 40% Quota then a pop up message get displayed as “Discretionary score
of 30/30 can be given onlt to 40% of reportees RepA wise
Error
Message

Dash Board:-
RepA can view the status , Score , Prnrs & Grading by click on DashBoard .

5. CDS Functionality – RevA Role Closure:
For RevA Role Closure, RevA has to click on My Team Tile

On clicking My Tile Tab system will take Reva to My team screen.
 In My Team Screen below there is Review / Appove Role Closure button

 Initially the screen will login as RepA but Once the RevA click on Review
/ Appove Role Closure button the system will take to RevA Screen.

On clicking Review/ Role Closure button system will display Review Role Closure
screen.
 In Review Role Closure screen RevA has to filter Repa / Status / Role
Type to close the Role
 Or RevA can give Prnr Id in search box for Role Closure
 In Review Role Closure screen RevA can click on Send Notification to
RepA button to send mail RepA to do Role Closure that is pending with
RepAs
5.1 RepA filter in RevA Screen:
On Cicking RepA, system will dispaly list of RepAs under RevA
 To review Role Closure of a particular RepA RevA can tick the box beside
that particular RepA User Id / Name so that Reva can get list of Prnrs of
that RepA
 RevA can give 1st two digit of RepA ID in search box in RepA under filter
to directly get the RepA

List of RepA s
Note
To do Intermediatary Role closure at one go Reva has to click on more option

so that all RepAs can be selected but for closure of Roles ending on 31 st March
RevA has to select only one RepA.

When RevA selects more
then all RepA in the list
gets displayed.

5.2 RevA Role Closure Functionality
After getting the list of RepAs , RevA can check the box of particular RepA and have
to click on GO button to see the list of Prnrs under RepA .

Once the System display list of Prnrs then Reva can click on box To be Closed and click on
Go button
Then System will display the list of Prnrs with Close Role button

List of Prnrs with Close Role Button
5.3 RevA selection of Prnrs by Status
RevA can get the :
 List of Prnrs for Role Closure by clicking on Status To be Closed box

 List of Prnrs Pending with RepA for Role Colsure by clicking on To be
closed box.
 List of Prnrs for whom Role Closure has been completed by clicking on
Closed Role box
Reva has to select any of the status and click on Go button

Pending with RepA
List of Prnrs Pending with

RepA

Closed Status
List of Prnrs
with Closed
Status
5.4 RevA selection of Prnrs by Role Type
RevA can get the list of Prnrs by clicking on Role Type and Go Button

Role Type
RevA can enter User ID in search box to know the status of the Prnr

5.4.1 RevA Single Role Closure
RevaA can close Role by manually by giving Scores. For this RevA has to
select Prnr and click on Close Role Button

On Clicking on Close Role Button system will disaply KRA Scores Screen.
On this screen RevA has to click on Close Role button
On Clicking on Close Role button System will display Review Role Closure screen.
 In this screen RevA has to give Discretionary Scores

 In this screen Reva can view Competency Scores given by RepA
5.4.1.1 RevA Discretinary Scores:
In this screen RevA can view the scores given by RepA

Note: In RevA Discritionary score screen RepA Discretionary score gets copied in RevA box of
Discretionary Score. If RevA wants RevA can change the Discretionary scores
 After giving Scores RevA has to click on “Approve and Close “ button. Once Reva
clicks on the button a confirmation message is dispalyed on the screen

On clicking Continue button Success meassage will get dispalyed
5.4.2 RevA Bulk Approval for Role Closure :-
RevA can do Role Close in Bulk. In this case all the scores of RepA will get copied
to RevA scores

Select the Check box for Bulk Approval and click on Approve all Selected button
On selecting Approve all Selected button system will dispaly confiramtion message as RevA
scores will be same as RepA scores, on clicking yes Role will be closed successfully

40% RevA:
On logging to RevA sccreen below pop up message will get displayed for validation of 40%

Validation
Message
40% Discretionary Score (RevA) –

 For RevA 40% validation is RepA wise.
 So for Role Closure RevA has to select only one RepA at a time
 If the quota is completed and RevA wants to give 30 out 30 to other Prnr then
RevA has to first decrease the Discretionary score given by RepA they has to
increase
Ex: RepA has given Discretionary Score to Prnr1 30 out of 30 and Prnr2 28 out of 30 and
the 40% quota is completed,but RevA wants to give Prnr2 30 out of 30 so in this case

RevA has to decrease the Discretinary Score of Prnr1 and then only he can give 30
out of 30 to Prne2
Note : If RepA has not completed 40% quota of Discretionary score abut RevA has completed
the quota then RepA will not be able to avail his 40% quota further.For details, RevA
can visit Dash Board.
Dash Board: -
RevA has Dashboard functionality where RevA can view the Role Status , Scores,
Prnrs Id and Grading

RevA Can view the list by selcting the Status / RepA Id wise


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Career Development System

CDS 2017-18 - PHASE I- ROLE KRA SETTING 1 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 2 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 3 DT.01.04.2017

1.1.1 Career Development System

1.1.2 All Employee login page:

CDS 2017-18 - PHASE I- ROLE KRA SETTING 4 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 5 DT.01.04.2017

2. CDS Functionality – My Roles & My Performance:

2.1 My Role & My Overall Performance (Budgetary / Mesurable)

CDS 2017-18 - PHASE I- ROLE KRA SETTING 6 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 7 DT.01.04.2017

2.2 My Role-wise Performance (Budgetary / Mesurable)

CDS 2017-18 - PHASE I- ROLE KRA SETTING 8 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 9 DT.01.04.2017

3. CDS Functionality – My Team & My Action:

 View detail of team members

CDS 2017-18 - PHASE I- ROLE KRA SETTING 10 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 11 DT.01.04.2017

3.3 Functionality for Role/KRA Assignment : ASSIGN ROLE

Role to be Set / Pending with RepA : Role is yet to be assigned by RepA

After clicking on Assign Role tab, employee gets below screen;

CDS 2017-18 - PHASE I- ROLE KRA SETTING 12 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 13 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 14 DT.01.04.2017

After successful sbmission status changes as below;

3.4 Functionality for Changing/Deletion of Assigned Role / KRAs / Weightage of KRA

CDS 2017-18 - PHASE I- ROLE KRA SETTING 15 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 16 DT.01.04.2017

Velidation of total weightage is inbuilt in the present system. In case of mismatch, it

If user submits, he/she gets a success message “ Role is successfully assigned” as

CDS 2017-18 - PHASE I- ROLE KRA SETTING 17 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 18 DT.01.04.2017

3.6 Functionality for Sorting of Pending Assign/Confirm Roles

CDS 2017-18 - PHASE I- ROLE KRA SETTING 19 DT.01.04.2017

3.4 Functionality for Employee Search for Role Assignment

CDS 2017-18 - PHASE I- ROLE KRA SETTING 20 DT.01.04.2017

For RepA Role Closure, RepA has to click on My Team Tile

CDS 2017-18 - PHASE I- ROLE KRA SETTING 21 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 22 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 23 DT.01.04.2017

In this screen RepA has to click on Close Role button

4.1 RepA Discretionary Score

CDS 2017-18 - PHASE I- ROLE KRA SETTING 24 DT.01.04.2017

To assign Discretionary Score

 RepA can either double click on star button or

CDS 2017-18 - PHASE I- ROLE KRA SETTING 25 DT.01.04.2017

4.2 RepA Competency Scores

CDS 2017-18 - PHASE I- ROLE KRA SETTING 26 DT.01.04.2017

Drag the Circle

4.3 RepA Summary page

CDS 2017-18 - PHASE I- ROLE KRA SETTING 27 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 28 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 31 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 32 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 33 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 36 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 37 DT.01.04.2017

CDS 2017-18 - PHASE I- ROLE KRA SETTING 40 DT.01.04.2017