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

    1. Report To (Superior)

    2. Approver 1

    3. Approver 2

    4. Approver 3

    5. Approver 4

    6. Approver 5

    7. Self

    8. Department Manager

    9. Departmental Peers

    10. Division Manager

    11. Divisional Peers

    12. Direct Subordinates

    13. Subordinates

    14. Determine Later

    15. Select Multiple...

Show Items

If the Show Goal and Objective check-box is checked, Goal and Objective are shown on the Appraisal Form for this Appraisal Template.

If the Required Goal and Objective check-box 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, Overall Comment is shown on the Appraisal Form for this Appraisal Template.

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

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

If the Required HR Comment check-box 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 check-box is checked, the Next Appraisal Date is shown on the Appraisal Form for this Appraisal Template.

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

Workflow

If Enable Self Review Workflow is checked, the Appraisal Form will first flow to the appraisee to fill in the Self Ratings and Self Comments before the reviewer review the appraisal.

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

If Enable Feedbacker Feedback Workflow 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).

If Enable Return to Reviewer for Final Review Workflow is checked, the Appraisal Form will flow back to Reviewer for final amendment before the Appraisal Completion.

Performance Factors

Click the blue Add button to create a 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 an 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 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 Performance Factor on the Appraisal Form.