Appraisal Template

Appraisal Template  is under Appraisal.

The Appraisal Template in HRPro provides a standardized framework for conducting performance evaluations. It allows you to customize and define the criteria, ratings, and comments sections used during the appraisal process. This helps ensure consistency and fairness across all employee evaluations.

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 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

1. Pending: This is the initial state and is mandatory for the process to begin.

2. Self-Review: If this option is selected, the appraisal form is first sent to the appraisee (the person being reviewed). They need to fill in their self-rating and self-commits before the reviewer can start their review.

3. Allow Return for Self-Review Correction: If this option is enabled, the appraisee can revise their self-review based on initial feedback from the reviewer or any discrepancies noted during the review.

4. Reviewer Review: This step is mandatory. The reviewer evaluates the appraisee’s performance and provides their assessment.

5. Appraisee Feedback: If this option is selected, the appraisal form is sent back to the appraisee to provide feedback on the review before the appraisal process is completed.

6. Reviewer Final Review (before Feedbacker Feedback): If this option is checked, the appraisal form returns to the reviewer for any final amendments before it is sent to the feedbackers.

7. Feedbacker Feedback: If this option is selected, the appraisal form is sent to the feedbackers (as defined in the Employee Master, EPortal tab) to provide their feedback. If there are multiple feedbackers, the workflow follows a sequence: Feedbacker 1 → Feedbacker 2 → Feedbacker 3.

8. Reviewer Final Review (after Feedbacker Feedback): If this option is checked, the appraisal form returns to the reviewer for final amendments after receiving feedback from the feedbackers. Usually, you select only either Reviewer Final Review (before Feedbacker Feedback) or Reviewer Final Review (after Feedbacker Feedback).

9. Return to HR for HR Comment: If this option is selected, the appraisal form is marked as Awaiting HR Comment, allowing HR to input their comments before the appraisal is completed.

10. Completed: This is the final mandatory step, indicating that the appraisal process is complete.

This workflow ensures that all necessary reviews and feedback are collected and addressed before the appraisal is finalized. 

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.