Appraisal Workflow

  1. HRPro User defines Performance Appraisal Rating Factors in Appraisal Template.

  2. Generate Appraisal Batch for the Appraisal Cycle.

  3. 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.

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

  5. Reviewer set the Goal and Objective in Appraisal Review in Employee Portal if required.

  6. Reviewer reviews and rates the employee in Appraisal Review.

  7. Reviewer submits the Appraisal to 7, 8 or 10 depending on the Required Employee Feedback and Required Feedbacker Feedback settings in Appraisal Template.

  8. If Required Employee Feedback in Appraisal Template is turned on.

    • Employee reviews and provides Appraisal Employee Feedback in 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).

  9. If Required Feedbacker Feedback in Appraisal Template is turned on.

  10. If Required Return to Reviewer for Final Review in Appraisal Template is turned on.

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

    • Reviewer submits the final Appraisal to HR.

  11. Based on the Ratings and Comments, the HRPro User inputs the HR Comment and Next Appraisal Date in Edit Appraisal (If Required HR Comment in Appraisal Template is turned on, HRPro User must change the Appraisal Status from Awaiting HR Comment to completed before the employee can view their Appraisal).

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

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

  14. HR can view Employee Appraisal History for every appraisal.

  15. 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

    • In Final Review

    • Awaiting HR Comment

    • Completed

See also

  • System Flow

  • Appraisal Module

  • Business Alert Samples:

      • 18. Appraisals waiting for review (email to reviewers)

      • 19. Appraisals awaiting Employee Feedback (email to employees)

      • 20. Appraisals awaiting Feedbacker Feedback (email to Feedbackers)

      • 20. Appraisals waiting for final review (email to reviewers)

      • 21. Appraisals awaiting HR Comment (email to HR)

      • 30. Appraisals waiting for self review (email to Appraisees)