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How do I conduct the Appraisal - as a Manager?

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Conducting the Appraisal as a Manager

Managers have the flexibility to complete an employee's appraisal either before or after the employee has submitted their self-assessment. Regardless of the order, the system retains a detailed history of all comments and ratings provided by both parties. However, it is the manager's ratings that are primarily used to calculate the final performance score, in accordance with company policy. This ensures that while employees' input is valued, the overall evaluation is guided by the manager’s assessment to maintain consistency and alignment with organizational performance standards.

Step 1: View Employee Appraisal Notification

The Manager can click the event name hyperlink to open the Appraisal Form in a new tab or View Employee Appraisal Event in Manager Self Service.

Step 2: View Employee Appraisal Event in Manager Self Service

Expand the Appraisal event to view the Appraisal records - the manger can only view the appraisals of his/her direct reports.

Step 3: View the Employee Appraisal Form

Any Comments made by the employee will be displayed.  The Manager may edit the form to add/delete competencies etc.

Step 4: Review and Complete the Employee Appraisal

The Manager enters his/her Rating and Comments for the various Appraisal types.

Step 5: View the Completed Appraisal Form

The system will calculate the employee's score based on the manager's ratings.

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