Interacting with Appraisal Management

Create Performance Appraisal

Navigate to Appraisal > Performance Appraisals from the left navigator.

Click on the button at the top of ribbon view. A form will appear.

Performance Appraisal Form

General Tab

All the information related to the Performance Appraisal of the employee will be present in this tab.

Fields	Description
Number	Unique Identifier for the Record
Employee	Captures the employee for whom the appraisal is being created.
Manager	Manager of the employee.
HR Manager	HR Manager of the employee.
Additional Reviewer	Any additional reviewer to be added for reviewing the assigned goals.
Overall Rating	Overall grade for the employee based on the goal tasks assigned to them.
Status	Status of overall performance appraisal.
Year	Captures the year of the appraisal.
Start Date	Captures the start date of performance appraisal goals to be completed.
End Date	Captures the end date of performance appraisal goals to be completed.
Performance Appraisal Acknowledgement	Captures the employee response if they accept all the goals assigned to them.
Disagreement Reason	Captures the employee disagreement reason response if they do not accept all the goals assigned to them.

Appraisal Tasks Tab

View details regarding the list of attached appraisal goals that needs to be accomplished for overall performance appraisal.

Click on the button to create and attach the goal tasks for the employee.

Assessments Tab

View the Employee and Manager assessment of the performance appraisal goals tasks in this section.

Fields	Description
Employee Rating	Captures the Employee self evaluation rating for the Performance Appraisal tasks.
Employee Comments	Captures the Employee self evaluation comments for the Performance Appraisal tasks.
Employee Assessment Date	Captures the date when employee submitted self evaluation.
Manager Rating	Captures the Manager rating for the assessment of the Performance Appraisal tasks.
Manager Comments	Captures the Manager comments for the assessment of the Performance Appraisal tasks.
Manager Assessment Date	Captures the date when manager submitted the evaluation of the Performance Appraisal tasks.

Final Review Tab

View the final review by the Employee, Manager, HR Manager, Additional Reviewer in this section.

Fields	Description
Employee Agreement	Captures the employee agreement/disagreement on the manager's evaluation of the goals tasks.
Employee Sign Off Comments	Captures the employee final review comments on the manager's evaluation of the goals tasks.
Employee Review Date	Captures the employee final review date.
Supervisor Agreement	Captures the manager's agreement/disagreement on the employee's final review agreement/disagreement.
Supervisor Sign Off Comments	Captures the manager's final review comments on the the employee's final review agreement/disagreement.
Manager Review Date	Captures the manager final review date.
HR Rating	Captures the HR rating for the assessment of the Performance Appraisal tasks.
HR Comments	Captures the HR's comments for the assessment of the Performance Appraisal tasks.
HR Review Date	Captures the HR final review date.
Additional Reviewer Rating	Captures the Additional Reviewer rating for the assessment of the Performance Appraisal tasks.
Additional Reviewer Comments	Captures the Additional Reviewer comments for the assessment of the Performance Appraisal tasks.

Audit History Tab

Any changes/updates made to the record will be captured in the audit history tab. The person who made the changes will be captured along with the time and the updated fields.

Audit History is where the system stores historical information for all records. These records are intended to be kept forever so that administrators can always track the history of audited records. As the number of auditing records grows over time, it becomes more inefficient to directly query the Audit table for historical information.

Last updated on

Was this page helpful?