Talent Management>>HR Events>>Manage Events>>[Select Event]>>[+]
Create Appraisal
Creating the Appraisal forms is the responsibility of HR and/or Managers. Once the forms are created, both the Employee and the Employee's Direct Supervisor (Person Responsible), on logon, will be able to view the form to conduct the appraisal.
Step 1: Edit the Appraisal Form.
The form can be edited to add/delete Competencies, Goals and Primary Responsibilities. The manager can complete the form at this time or may close the form (x out the tab) and come back to do the review at another time: How do I conduct the Appraisal - as a Manager?
Person Responsible: This is usually the employee’s direct supervisor - set up via Personnel>>Position>>Reporting Relationships>>Supervisor for an Employee. If this field is blank then the appraisal form will only be created for the employee.
Step 2: Send Appraisal Form
Having previously created the Employee Appraisals event, click the Send Appraisal Form button: How do I set up the Employee Appraisal HR Event?
Step 3: View the Appraisal Form
The system will refresh the Employee Appraisal records to display the employees who were sent their Appraisal Forms under the Normal Unarchived table. The manager can click this button to display the form and complete the appraisal.
Step 3.1: Manager View of the Appraisal Form
The system will display the appraisal form in a new tab, showing the appraisal types (Competencies, Goals, Primary Responsibilities) you selected:
