Employee appraisals for the review period, are based on
- Employees' performance of their tasks (primary responsibilities).
- The competencies employees possess and how those competencies are used.
- The goals achieved.
In the Appraisals module, the above three (3) items are referred to as Appraisal Types. Therefore, prior to using the Appraisals module and conducting appraisals, it is advised that the following appraisal types be understood and well-defined:
- Primary Responsibilities (tasks) and their associated Weights, Standards and Points.
- Competencies together with their varying Levels, Standards and associated Points.
- Goals and their associated Weights, Standards and Points .
For Goals and Primary Responsibilities: the default Standards (varying levels of quality or attainment) are Far Exceeds, Exceeds, Meets Fully, Meets Minimum, Unacceptable. Weights as well as Points for each standard are user-defined.
For Competencies: Levels 1 through 6 are displayed for user-defined descriptions. Standards and Points may be user-defined or selected from the Ratings defined via Appraisals>>Performance Setup>>Ratings.
The above three appraisal types are linked to companies and jobs. Employees are then placed in these jobs and inherit the attributes of the job.
The following tables are given as a guide for the capture of the three (3) appraisal types before data entry.
1. Example of a Competency
Ensure the competencies for the employee are entered in the Personnel module.
2. Example of a Job Goal
Ensure the respective goals are assigned to employees via the Personnel or Goals module.
3. Example of a Job Task.
Jobs/employees are assigned tasks in the Personnel module.
Employees may be appraised on one or more appraisal types!