Appraisal Template

Appraisal Template  is under Appraisal.

HR Managers or Department Managers/Division Managers can create different types of appraisal templates for different groups of employees, e.g. Managers, Senior staff, Junior staff, Salespeople, etc.

Click the blue Add button to create a 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 the new Appraisal Template.

Default Reviewer

You can define the default Reviewer for this Appraisal Template. The available options are

Show Items 

If the Show Goal and Objective checkbox is checked, Goal and Objective are shown on the Appraisal Form for this Appraisal Template

If the Required Goal and Objective checkbox is checked, the reviewer must fill in the Goal and Objective on the Appraisal Form before the Appraisal Completion. 

If the Show Overall Comment check-box is checked, the Overall Comment is shown on the Appraisal Form for this Appraisal Template. 

When the Required Overall Comment checkbox is checked, the reviewer must fill in the Overall Comment on the Appraisal Form before the Appraisal Completion. 

If the Show HR Comment checkbox is checked, HR Comment is shown on the Appraisal Form for this Appraisal Template. 

If the Required HR Comment checkbox is checked, the returned Appraisal required HR Comment by editing the Appraisal and changing the status to complete before it can be found in Appraisal Result

If the Show Next Appraisal Date checkbox is checked, the Next Appraisal Date is shown on the Appraisal Form for this Appraisal Template. 

If the Required Next Appraisal Date checkbox is checked, the Next Appraisal Date on the Appraisal Form must be filled in before the Appraisal Completion. 

Workflow

Pending is mandatory. 

If Self-review is checked, the Appraisal Form will first flow to the appraisee to fill in the Self-rating and Self-commits before the reviewer reviews the appraisal. 

Reviewer Review is mandatory. 

If Employee Feedback is checked, the Appraisal Form will flow to the employee to fill in the Employee Feedback before the Appraisal Completion. 

If the "Reviewer Final Review (before Feedbacker Feedback)" is checked, the Appraisal Form will flow back to the Reviewer for final amendment before the Feedbacker(s) Feedback.  

If Feedbacker Feedback is checked, the Appraisal Form will flow to Feedbacker to fill in the Feedbacker Feedback before the Appraisal Completion. (Appraisal Feedbacker is defined in Employee Master, EPortal tab).  The number of Feedbackers for the Appraisal depends on the number of Feedbackers defined in Employee Master, EPortal tab.  If more than one Feedbacker is defined, the workflow for Feedbacker's Feedback is Feedback 1 feedback ⇒ Feedbacker 2 feedback ⇒ Feedbacker 3 feedback. 

If the "Reviewer Final Review (after Feedbacker Feedback)" is checked, the Appraisal Form will flow back to the Reviewer for final amendment before the Appraisal Completion. 

If the Return to HR for HR Comment is checked, the Appraisal Form will turn into Awaiting HR Comment to let the HR to input the HR Comment before the Appraisal Completion.  

Completed is mandatory. 

Appraisal Items (a.k.a. Performance Factors)

Click the blue Add button to create a new Appraisal Item

Click the red Delete button to delete the selected Appraisal Item

Click the green Edit button to edit the selected Appraisal Item

Click the orange Export button to export all Appraisal Items into an Excel File. 

Click the green Up button to move the selected Appraisal Item up. 

Click the green Down button to move the selected Appraisal Item down. 

The Weights will affect the weighting of this Appraisal Item to calculate the Overall Rating. The higher the value of the Weights, the higher the importance of this Appraisal Item. (See Overall Rating Formula in Appraisal Review). 

When the Required Comment is checked, the reviewer must fill in the Comment for this Appraisal Item 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 Appraisal Item. If the reviewer selected N/A for this Appraisal Item, the Ratings of this Appraisal Item will not be counted in the Overall Rating

When the No Rating checkbox is checked, the normal Excellent, Good, Satisfactory, Fair and Poor ratings are not available for the Reviewer to rate that Appraisal Item on the Appraisal Form.