Appraisal Template

HR Manager or Department Manager can create different type of appraisal templates for different group of employees, e.g. Managers, Senior staffs, Junior staffs, Salesperson, etc.

Click the blue Add button to create new Appraisal Template
Click the red Delete button to delete the selected Appraisal Template.
Click the green Edit button to edit the selected Appraisal Template
Click the cyan Copy button to copy the selected Appraisal Template to new Appraisal Template



You can define the default Reviewer for this Appraisal Template. The available options are
  • Report To (Superior)
  • Approver 1 
  • Approver 2
  • Approver 3
  • Department Manager
  • Self
  • Departmental Peers
  • Direct Subordinates
  • Subordinates
  • Determine Later
When Required Goal and Objective is checked, the reviewer must fill in the Goal and Objective on the Appraisal Form before the Appraisal Completion.
When Required Overall Comment is checked, the reviewer must fill in the Overall Comment on the Appraisal Form before the Appraisal Completion.
When Required Employee Feedback is checked, the Appraisal Form will flow to employee to fill in the Employee Feedback before the Appraisal Completion.
When Required Superior Feedback is checked, the Appraisal Form will flow to Superior to fill in the Superior Feedback before the Appraisal Completion.
Click the blue Add button to create new Performance Factor.
Click the red Delete button to delete the selected Performance Factor.
Click the green Edit button to edit the selected Performance Factor.
Click the orange Export button to export all Performance Factors into a Excel File.
Click the green Up button to move the selected Performance Factor up.
Click the green Down button to move the selected Performance Factor down.


The Weights will affect the weighting of this Performance Factor to calculate the Overall Rating. The higher the value of the Weights, the higher the importance of this performance factor. (See Overall Rating Formula in Appraisal Review)
When Required Comment is checked, the reviewer must fill in the Comment for this Performance Factor on the Appraisal Form before the Appraisal Completion.
When Allow N/A Rating is checked, an additional option (other than Excellent, Good, Satisfactory, Fair, Poor) N/A will be available on the Appraisal form for this Performance Factor. If the reviewer selected N/A for this Performance Factor, the Ratings of this Performance Factor will not be counted to the Overall Rating.
When No Ratings is checked, the normal Excellent, Good, Satisfactory, Fair, Poor ratings are not available for the Reviewer to rate that Performance Factor on the Appraisal Form.

 
See also