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.

Generate Appraisal Batch
This function allows you to select employees and generate their Appraisal Forms, either for an individual or a group.

• Appraisal Batch No.: Enter a unique identifier to create a new Appraisal Batch (for example, PA2019 for the 2019 performance cycle, or PA2019-IT for the IT department in 2019). If you enter an existing Batch No., any unreleased Appraisal Forms in that batch will be overwritten, or new forms will be added to the existing batch.

• Appraisal Template: The Appraisal Items included in each employee’s Appraisal Form are determined by the selected Appraisal Template.

• Appraisal Period: Defines the time period covered by the appraisal.

• Submission Deadline: Specifies the final date by which the performance appraisal must be completed.

• Select Appraisees: Use the dropdown filters—Employee, Employee Class, Department, Division, Work Location, and Report To (Superior)—to select the group of employees or individuals whose Appraisal Forms you want to generate. Examples include creating appraisals for a specific department or for all employees reporting to a particular superior.

• Employee Selection: From the Employee dropdown list, choose [Select Multiple…] if you want to include more than one employee in the same Appraisal Batch.

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.