Appraisal Workflow

• HRPro User defines Performance Appraisal Rating Factors (Appraisal Items) in the Appraisal Template.

• Generate Appraisal Batch for the Appraisal Cycle.

• HRPro User releases the Appraisal Batch to the Reviewers (The reviewer can be a Superior, Approver 1 to 5, Department Manager, Self, Departmental Peers, Division Manager, Divisional Peers, Direct Subordinates or Subordinates of the Employee) or the Appraisees (Self) for Self Appraisal and Rating.

• Appraisees Self Review his/her Appraisal (if Enable Self Review Workflow is turned on in Appraisal Template).

• The reviewer sets the Goal and Objective in the Appraisal Review in the Employee Portal if required.

• The reviewer reviews and rates the employee in the Appraisal Review.

• The reviewer submits the Appraisal to 8, 9 or 10 depending on the Required Employee Feedback and Required Feedbacker Feedback settings in the Appraisal Template.

• If Required Employee Feedback is turned on.

  • Employee reviews and provides Appraisal Employee Feedback in the Employee Portal.

  • Employee submits the final Appraisal to HR (or Feedbacker if Required Feedbacker Feedback is turned on) (or Reviewer if Required Return to Reviewer for Final Review is turned on).

• If Reviewer Final Review (before Feedbacker Feedback) is turned on,

  • Reviewer reviews the Appraisal that contains the Employee Feedback and revises the Appraisal if necessary.

  • Reviewer submits the Appraisal to Feedbacker(s) to feedback.

• If Required Feedbacker Feedback is turned on.

  • Feedbackers are defined in Employee Master, EPortal tab.

  • The Feedbacker reviews and provides Appraisal Feedbacker Feedback in the Employee Portal.

  • The Feedbacker submits the final Appraisal to HR (or Reviewer if Required Return to Reviewer for Final Review is turned on).

• If Reviewer Final Review (after Feedbacker Feedback) is turned on.

  • Reviewer reviews the Appraisal that contains the Employee Feedback and Feedbacker Feedback and revises the Appraisal if necessary 

  • Reviewer submits the final Appraisal to HR.

• Based on the Ratings and Comments, the HRPro User inputs the HR Comment and Next Appraisal Date in Edit Appraisal (If Return to HR for HR Comment in Appraisal Template, Workflow panel is turned on), HRPro User must change the Appraisal Status from Awaiting HR Comment to completed or complete the Appraisals using the Complete or Complete All buttons in Appraisal Records.

• Employees can view their Appraisal from Appraisal Result in Employee Portal.

• Managers can view their Subordinate Appraisal Result that has been reviewed by the Appraisal Reviewer in the Employee Portal.

• HR can view Employee Appraisal History for every appraisal.

• HR prints the Appraisal Form, Appraisal Batch Status Report, Appraisal Overall Rating Report and Appraisal Detail Rating Report for reporting.

Appraisal Status

• • Pending

  • In Self Review

  • In Review

  • Awaiting Employee Feedback

  • Awaiting Feedbacker Feedback

  • Awaiting Feedbacker 2 Feedback

  • Awaiting Feedbacker 3 Feedback

  • In Final Review

  • Awaiting HR Comment

  • Awaiting Complete

  • Completed