Generate Appraisal Batch

Previous Step: Defined Appraisal Template

You use the Generate Appraisal Batch to select employees and create Appraisal Forms for a group or for an individual. 

Input a new Appraisal Batch No. to create a new Appraisal Batch (e.g. PA2019 for Performance Appraisal Cycle for the year 2019). If you input an existing Appraisal Batch No., the existing Appraisal Forms that have not been released will be overwritten, or the new Appraisal Forms will be appended into the existing Appraisal Batch No.

The performance factors of the Appraisal Form of the employees will be based on the Appraisal Template selected.

You must provide the Reviewer for the employees in this Appraisal Batch, the default Reviewer is populated from the selected Appraisal Template. However, you can override the default Reviewer before generating Appraisal Batch. The available options are
  • Report To (Superior)
  • Approver 1 
  • Approver 2
  • Approver 3
  • Approver 4
  • Approver 5
  • Department Manager
  • Self
  • Departmental Peers
  • Direct Subordinates
  • Subordinates
  • Determine Later
Appraisal Period is the period of the appraisal covered.

Submission Deadline is the date by which the performance appraisal must be completed.

Select the dropdown list options Employee, Employee Class, Department, Division, Work location to select employees for the Appraisal Forms in the Appraisal Batch if you wish to include only a group of employees or for an individual.

If you wish to exclude the employees that did not defined Reviewer, check the Excluded Empty Reviewer check-box.

Click Start Appraisal Generation button to generate the Appraisal Forms for the Appraisal Batch.

You can find the generated Appraisal Forms from the Appraisal Batch.

Next Step: Edit and Release Appraisal Forms in Appraisal Batch

See also