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Events
The HR Appraisal Event provides a structured process for conducting employee appraisals, enabling both appraisees and appraisers to assess performance, skills, and competencies. Typically, HR is responsible for setting up and managing the event, ensuring that all relevant participants can engage in the appraisal process. However, in some organizations, managers may also have the authority to create and manage appraisal events, depending on company policies.
Step 1: Create a New Event for the Employee Appraisals
Step 2: Enter the Event Details.
Company: Select the company where the employees will be appraised.
Event Type: Select the event type for which you are setting up the event.
Event Status: Select the Event Status for which the event is being created. Events can be set for the following status:
- Approaching Due Date: The event is nearing its deadline.
- Archived: The event has been completed and stored for historical reference.
- Cancelled: The event has been terminated before completion.
- Completed: The event has been fully carried out and finished.
- Normal: The event is ongoing and progressing as scheduled.
- Not Started: The event has not yet begun.
- Post Due Date: The event has passed its deadline without completion.
- Started: The event has been initiated and is in progress.
Event Name: Enter a user-defined name for the event.
Start Date: Enter the start date for conducting the appraisals.
End Date: Enter the end date for conducting appraisals.
Employee Eligibility: Indicate the eligibility criteria set out by the employer to perform appraisals.
- Probationary Appraisal.
- Bi-Annual Appraisal.
- Annual Appraisal.
Initiated By: Select who is responsible for initiating the appraisal process.
Responsible: Select who is responsible for completing the appraisal.
Generate Appraisal Automatically: Select to automatically generate the appraisal. The following can also be generated on the appraisal if selected:
- Use Goals.
- Use Competencies.
- Use Primary Responsibilities.
Apply To: Select who this event applies to. Selecting Department, Section or Employee will provide further options for the specific areas.
Save the record.
When the event is created, the system does the following:
- Creates the Employee Appraisal event, colour-coding and displaying the records based on their status (Started, Not Started, Completed, Approaching Due Date etc.)
- Lists all employees to be appraised and the person responsible for the appraisal under the Employee Appraisal event (expand the record).
- Displays a Create Appraisal button next to each employee record. HR must click this button to create the actual appraisal form for the respective employee.
Step 3: View the Event
Person Responsible: this is the employee’s direct supervisor set up via Personnel>>Position>>Reporting Relationships>>Supervisor for an Employee. If the reporting relationship was not defined for the position, the appraisal form will not be linked to a manager.
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