Generate Appraisal Batch

Generate Appraisal Batch is under Appraisal.

The Generate Appraisal Batch feature in HRPro allows managers and administrators to create batches of appraisal records for multiple employees at once. This streamlines the performance review process by grouping appraisals, making it easier to manage and track evaluations.

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

You can input any Appraisal Batch No. to create a new Appraisal Batch (e.g. PA2019 for Performance Appraisal Cycle for the year 2019, or PA2019-IT for 2019 IT department). 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 to the existing Appraisal Batch No. 

The Appraisal Items of the Appraisal Form for the employees will be based on the Appraisal Template selected. 

The Appraisal Period is the period of the appraisal covered. 

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

From the Select Appraisees section, select the dropdown list options Employee, Employee Class, Department, Division, Work location and Report to (Superior) 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. (e.g. Appraisals for a particular department, Appraisals for a particular superior, etc). 

From the Assign Reviewers section, 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

• 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...

If Select Multiple... is selected, selected employees will be assigned as the reviewers for the selected appraisees. Each reviewer will have one appraisal of each appraisee to review.

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

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

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