Appraisals>>Appraisal Setup>>Appraisal Options
Appraisal Options
When setting up appraisal forms, it's important to note that criteria can vary by staff type or job group. For instance, managerial staff may use the Goals Module in their appraisals, while other employees might not. These distinctions affect the appraisal form's layout, resulting in variances depending on the staff type or job group selected. If no specific type is chosen, the settings will apply to all employees in the company, offering flexibility for tailored evaluations.
This approach ensures the appraisal process aligns with the specific needs of each job group or staff type, enhancing the relevance of evaluations.
Any restrictions applied here determine which goals are displayed on the Appraisal form.
Step 1: Enable or Disable the Feature Appraisal Job Group Option
Appraisal Job Group Option, once enabled, replaces Staff Type with Job Group. In this example the feature is disabled.
Step 2: Select the Module for the Goals Option
Company: Select the company for which the module used is being defined.
Staff Type: Use the Staff Type field to specify criteria for different groups of employees (e.g., managerial or non-managerial). If left blank, the selected options will apply to all employees within the company. This flexibility allows for tailored appraisals that align with the needs of specific staff types or job groups.
Which Module:
- Goals Module: This option uses the employee goals that cascade from company goals and set up via Talent Management>>Goals>>Employee Goals. Only select this option if the Goals module is being used.
- Job Goals: This option uses the goals that comprise the job profile and set up via Personnel>>Setup>>Organisation>>Organisation Setup>>Structure>>Jobs [expand]>>Job Goals.
- Goals Module and Job Goals: This option mean that the system will retrieve goals set up from both the Job Goals and the Goal module.
Save the record and repeat to define the options for different staff types or job groups.
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