How do I create the Appraisal form?
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: Having previously created the Employee Appraisals event, click the Create Appraisal button: How do I set up the Employee Appraisal HR Event?
Talent Management>>HR Events>>Manage Events>>Events [expand Employee Appraisals event]
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: The system will display the appraisal form and prompt you to check the appraisal types you wish to use to review the employee:
Step 3: The system will display the appraisal form in a new tab, showing the appraisal types (Competencies, Goals, Primary Responsibilities) you selected:
The form can be edited to add/delete appraisal types.
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?
The system will refresh the Employee Appraisals record to display the Appraisal Details button (to indicate that the form has already been created). The manager can click this button to display the form and complete the appraisal.
0 Comments
Add your comment