Performance Appraisal

 

 

Table of Contents

Introduction to Performance Appraisal

Parameters

Questions

Skills

Ratings

Initialize Appraisal

Configure Line Managers

Discard Line Manager Configuration.

Configure Appraisal Parameters

Manager Appraisal

Manager Status

My Team Appraisal

Self Appraisal

Employee Status

Feed Forward.

Questions

Initialize feed forward.

Appraise Your Managers

Manager Feed Forward.

Employee Status

Management will be able to view the feed forward status of all the employees.

 

 

 

 

 

Introduction to Performance Appraisal

 

Performance Appraisal is a systematic evaluation of performance of the employees and to understand the abilities of a person for further career transition. It is generally done by the supervisors based on measuring criterion such as parameters, questions, ratings and more.

 

the appraisal is configured for an entire business unit or for a specific department in a business unit. Factors such as parameters, questions, skills and ratings can be configured by the user. On the basis of these factors the Appraisal process can be initialized.

 

 

 

 

 

Parameters

 

Parameters define the performance indicators defined by the supervisors to assess the capabilities of the employees.

 

  1. Enter the parameter
  2. Provide description if necessary

 

 

 

 

Questions

 

Questions are determined for each parameter defined in the parameters section. For each parameter, the supervisor can provide more than one question in relation with the parameter.

 

  1. Select an option from the parameters
  2. Add other parameter
  3. Enter the question
  4. Provide description if necessary

 

 

 

 

Skills

 

Skills are the skill set that enhances the employee’s profile.

 

 

 

In the Add Skills screen,

 

  1. skill
  2. Provide description if necessary

 

 

 

Ratings

 

Ratings are defined for each business unit or department for which the appraisal settings are previously configured. The rating scale 1-5 and 1-10, is decided as per the standards of the organization for appraisal process.

 

 

 

  1. The Appraisal Ratings range selected in Appraisal for the selected Business Unit and Department are auto populated
  2. Provide rating text for each rating value

 

 

Initialize Appraisal

 

In the initialization step, the business units or the departments that have their appraisal settings configured will be displayed.

  • Business unit: All the Business Units which have the Appraisal Settings configured will be displayed
  • Frequency: Based on the appraisal settings for the selected business unit, frequency will be auto populated
  • Period: Period will be calculated dynamically based on the previously configured appraisal for the selected business unit
  • Appraisal Status: Appraisal status will be “Open” by default. Upon the initialization of appraisal, close and force close options will be made available
    • Force Close: Closes the Appraisal Process by force. Appraisal Process for the selected Business Unit can be configured again and for the same appraisal period
    • Close: Closes the appraisal process for the selected business unit permanently
  • Enable to: The Appraisal Process will be enabled by default to managers. When the settings are saved, the Appraisal Process will be made available for managers to configure the questions under the selected parameters. If the appraisal is directly made available for the employees, they will be able to view the questions configured by the
  • Due Date: The due date is for closing the appraisal process for managers or employees
  • Consider Management: To consider management group for appraisal process for the selected period, check the respective checkbox

 

 

 

 

 

  • Eligibility: Select the employees eligible for appraisal period based on the employee status
  • Parameters: Select the parameters for appraisal process that will be applicable to the

 

  • Ratings : The ratings configured in appraisal setting for a business unit or department will be auto- populated

 

 

 

 

In the Add Initialize Appraisal screen,

 

  1. All the business units for which the appraisal settings are configured are populated. Select an option from business unit dropdown
  2. Select an option from the department dropdown
  3. Based on the selected business unit and department, the appraisal mode is populated
  4. Select the year range
  5. Period will be dynamically calculated and populated
  6. Appraisal Status is by default Open in Initialize appraisal
  7. Select an option in Enable To dropdown
  8. Based on the Enable To option, set a due date to the employees or to managers
  9. Select more than one eligibility criteria for employees who are eligible for the appraisal process
  10. Select more than one parameters
  11. Ratings will be auto populated

 

 

 

 

 

 

Configure Line Managers

 

Once the appraisal process is initiated for a department or a business unit, the line managers must be configured so as to evaluate the employees’ appraisal.

 

The Line Managers can be configured in the appraisal process in two ways:

 

  1. Choose by Organization Hierarchy
    • Establish appraisal process as per the organization hierarchy where line manager will be same as the reporting manager
    • Define the number of appraisal levels and assign line managers to the employees

 

 

 

 

 

 

 

 

 

  1. Manager and the employees under the manager are displayed
  2. On the right side, configure line managers by selected the number of appraisal levels

 

 

 

  1. Assign Line Managers to Employees
    • Define the number of appraisal levels
    • Determine the line managers as per the selected appraisal levels
    • Add or remove employees based on the selected line managers

 

 

 

 

 

 

 

 

 

  1. Select the number of appraisal levels
  2. Based on the number of appraisal levels, select the line managers

 

 

Discard Line Manager Configuration

 

You can discard the line managers’

 

 

 

 

 

 

Configure Appraisal Parameters

 

Configure the appraisal parameters after configuring the line managers. Here, the appraisal process can be made applicable to employees. This step can be done in two ways:

 

  1. All Employees
    • Questions created for the selected parameters in initialization step will be displayed
    • Choose or add questions to be enabled to all employees for the selected business unit or department
    • Choose ratings and/or comments for each question by line manager and employee

 

 

  1. Select Questions individually by checking the checkbox respective to each question

Or

 

  1. Select all the questions by checking the Check All option in the table header
  2. Select ratings or comments of manager or employee individually for all the questions

Or

 

  1. Select ratings or comments of manager or employee by checking the Manager Rating,

Manager Comments, Employee Ratings and Employee Comments

  1. Add New Question to add more questions to the appraisal process

 

 

 

  1. Customized Employee Groups
    • Apply appraisal parameters by grouping employees
    • Choose or add questions to be enabled to all employees for the selected business unit or department
    • Choose ratings and/or comments for each question by line manager and employee

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  1. Create New Group
  2. Enter group name
  3. Select employees applicable for the appraisal process
  4. Select Questions individually by checking the checkbox respective to each question

Or

 

  1. Select all the questions by checking the Check All option in the table header
  2. Select ratings or comments of manager or employee individually for all the questions

 

Or

 

  1. Select ratings or comments of manager or employee by checking the Manager Rating,

Manager Comments, Employee Ratings and Employee Comments

  1. Add New Question to add more questions to the appraisal process

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Manager Appraisal

 

In the first step of Initialize appraisal, if the appraisal is enabled to managers, managers can configure the appraisal parameters. Once the parameters are set, manager creates employee groups and applies the  appraisal parameters to the group. Upon saving the appraisal settings, the HR will be able to change the status of appraisal process from “Enabled to Managers” to “Enabled to Employees”.

 

 

  1. Create new group (E.g., Support, Testing, Development, )
  2. Add employees to the group by an employee
  3. Add New Question to add questions for a particular group of employees
  4. Select Questions individually by checking the respective to each question

 

Or

 

  1. Select all the questions by checking the Check All option in the table header
  2. Select ratings or comments of manager or employee individually for all the questions

 

 

 

Or

 

  1. Select ratings or comments of manager or employee by checking the Manager Rating, Manager Comments, Employee Ratings and Employee Comments

 

 

 

 

 

 

 

The HR, then, will update the appraisal process by changing the process status from “Enable to Managers” to “Enable to Employees” and providing Employee Due Date.

 

 

 

 

  1. “Enable to Employees” in the Enable
  2. Pick a date for Employee Due Date

 

 

 

Manager Status

 

In this page, the HR views the status of appraisal process when it is enabled to the managers.

 

 

My Team Appraisal

 

Managers will be able to view their team employees’ appraisal status. Once the employees completes the appraisal process, the managers will be able to provide ratings and comments to the employees. Based on the levels of appraisal, the employee appraisal process will be enabled to the line managers.

 

 

 

 

 

 

 

 

Self Appraisal

 

Self-appraisal is displayed to all the employees as each and every employee is subject to appraisal process. Here, the employees will provide self-appraisal details such as ratings and comments. Upon completion of self- appraisal, their appraisal will be visible to their line managers for further ratings and comments

 

 

 

 

 

 

Employee Status

 

HR and Management roles will be able to view the employee appraisal status.

 

 

 

  1. Select Appraisal Status if required
  2. Employees and their appraisal status will be displayed

 

 

 

 

 

 

Feed Forward

 

Feed Forward is the feedback given by the employees to appraise their respective line managers. All the configurations are done on management level. Once all the employees have appraised their managers, managers’ appraisal process will be carried out by the management.

 

 

Questions

 

Questions are added by the Management to evaluate managers’ performance.

Initialize feed forward

 

In the initialize feed forward page, only the appraisal that have “Closed” status are displayed.

 

Appraisal: Select the appraisal from the populated dropdown. The appraisal details grid is displayed in the screen where Business Unit, Department, Appraisal Mode, From Year, To Year and Period are displayed.

Status: Feed Forward status will be “Open” by default. Upon the initialization of feed forward, close and force close options will be made available

  • Force Close: Closes the Appraisal Process by force. Appraisal Process for the selected Business Unit can be configured again and for the same appraisal period
  • Close: Closes the appraisal process for the selected business unit permanently

 

 

 

 

Employee Details: Here, the Management will determine if the management can view only the feedback given by the employee or the feedback along with the employee names.

Show: Employee names and their feedbacks will be displayed

Hide: Only the feedbacks will be displayed

Enable to: The Management will determine if all employees can appraise their managers or only the employees eligible for appraisal

Appraisal Employees: All the employees eligible for appraisal process can appraise their managers

All Employees: All the employees in the organization can appraise their managers

Due Date: The due date is for closing the Feed Forward process for employees

Configure Questions: All the questions added by the Management will be displayed. If more questions are to be added, Add New Question link is also provided.

 

  1. Select an appraisal process from the Appraisal
  2. The Status will be by default selected as Open
  3. Define whether or not you want to view the employee details along with their feedback ratings and comments
  4. Enable Feed Forward to all employees or only to employees who are eligible for Appraisal process
  5. Pick a date for employees to provide their feedback
  6. Add New Question to add questions for Feed Forward
  7. Select Questions individually by checking the checkbox respective to each question

 

Or


 

  1. Select all the questions by checking the Check All option in the table header
  2. Select comments individually for all the questions

 

Or

 

  1. Select comments by checking the Comments in the table header

 

 

 

Appraise Your Managers

 

The employees will be able to view the questions established to appraise their line managers. They can provide ratings and comments for each question and the manager feed forward is submitted.

  1. Provide ratings and comments
  2. Enter additional comments (not mandatory)

 

 

 

 

Manager Feed Forward

 

Only the Management will be able to view managers feed forward. Upon selection of appraisal from the dropdown, feed forward details along with the manager ratings are displayed. The average ratings of all the employee will be highlighted. A detailed description of comments and ratings of employees are displayed by question or by employee.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Employee Status

 

Management will be able to view the feed forward status of all the employees.

  1. The employees of the selected process along with their Feed Forward status will be displayed

 

 

 

 

 

 

 

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