Appraisals - Appraisal Job Group Option and Job Family/General Improvements
The following updates were made to:
- Appraisal Job Group Option and Job Family.
- General Improvements.
1. Appraisal Job Group Option and Job Family
The character limit for the Job Family Description field was increased to sixty (60). A new error message was added when deleting a Job Family which contains Jobs.
Personnel>>Setup>>Organisation>>Structure>>Job Families
Delete:
2. General Improvements
General improvements/new features were made as shown below.
2.1 Responsibilities
The Tasks screen was renamed to Responsibilities. The Responsibility record will be automatically updated when data is entered/updated via the Primary Responsibilities Standards tab.
Personnel>>Setup>>Organisation>>Structure>>Responsibilities
Personnel>>Setup>>Organisation>>Structure>>Responsibilities>>Primary Responsibilities
2.2 Competencies
Import functionality was added.
Personnel>>Employee>>[Select Employee]>>[Toggle Additional Details]>>Competencies
2.3 Primary Responsibilities
The Download Template was updated to import Standards and Primary Responsibilities weighting is now restricted to a maximum of one hundred (100) per job.
Personnel>>Setup>>Organisation>>Structure>>Jobs>>[Select Job]>>[+]>>Primary Responsibility
2.4 Job Competency
Job Competency weight is now restricted to a maximum of one hundred (100) per job.
Personnel>>Setup>>Organization>>Structure>>Jobs>>[Select Job]>>Job Competencies
2.5 Competency Standards
Multiple rows can now be entered for Competency Level Standards.
Personnel>>Setup>>Organization>>Qualifications-Related Codes>>Competencies>>Competency Standards
2.6 Ratings
A new option, Use Rating Standard For….Competency…Overall Ratings, was added. Depending on the option flagged, the long or short version of the Rating Standards description will be displayed in the Competency, Overall Rating and Appraisal Details screens.
Step 1: Flag Competency and Overall Ratings.
Talent Management>>Appraisals>>Appraisal Setup>>Ratings
Step 2: Enter Rating Standards
Talent Management>>Appraisals>>Appraisal Setup>>Overall Rating
Step 3: Enter Competency Level Standards
Personnel>>Setup>>Organization>>Qualification Related Codes>>Competencies>>Competency Standards
Step 4: View Rating Scales.
Talent Management>>Appraisals>>Performance Appraisals>>[Select Company]>>[Select Employee]>>(+)>>Appraisal Details
2.7 Appraisal Events
Two new features were added to Events.
- Employee Self-Appraisal: check this box to allow employees to view their appraisals via Employee Self Service, Home>>My Profile>>My Reviews. The field is disabled by default.
- Temporary appraisals are generated when an Employee Appraisal event is created. HR views/edits and finalizes the appraisal after which the actual appraisal is sent via the Send Appraisal Form button. The appraisal is generated in Normal Unarchived and the respective employees/managers are notified. The Temporary record is moved to Temporary Archived.
Step 1: Create HR Events
Talent Management>>HR Events>>Manage Events>>Events
Step 2: Send Appraisal Form
Talent Management>>HR Events>>Manage Events>>[Select Event]>>(+)>>Temporary>>[Send Appraisal Form]
Step 3: Update Appraisal Status
To archive a Temporary appraisal, select Archived in the Status dropdown list and click Save Comments.
Talent Management>>HR Events>>Manage Events>>Events>>Appraisal Details
Temporary Archived Appraisals records can be found via:
Talent Management>>HR Events>>Manage Events>>Events>>Temporary Archived
To Archive a Normal appraisal, select Archived in the Status dropdown list and click Save Comments.
Talent Management>>HR Events>>Manage Events>>Events>>[Select a Record]>>(+)>>Normal Unarchived
Normal Archived Appraisal records can be found via:
Talent Management>>HR Events>>Manage Events>>Events>>[Select a Record]>>(+)>>Normal Archived
Step 4: View Appraisal (Employee)
The employee can view their Appraisal via:
Home>>My Profile>>My Reviews
Step 5: View Appraisal (Manager)
Employee Details, Leave, Punctuality, Training History, Discipline and Position History can be viewed from the Appraisal Details screen. Appraisals are now linked in Manager Self Service.
User Self Service>>Manager>>Talent>>Appraisals>>[Select an Event]>>[+]>>Appraisal Details
Step 6: Print Appraisal
The Company logo was added.
Talent Management>>Appraisals>>Performance Appraisals>>[Select Company]>>[Select Employee]>>(+)>>Appraisal Details>>[Print Appraisal]
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