Appraisal Workflow

Workflow

1. Define Appraisal Items:  The HRPro User defines Performance Appraisal Rating Factors (Appraisal Items) in the Appraisal Template.

2. Generate Appraisal Batch: Create an Appraisal Batch for the Appraisal Cycle.

3. Release Appraisal Batch: The HRPro User releases the Appraisal Batch to the Reviewers (who can be a Superior, Approver 1 to 5, Department Manager, Self, Departmental Peers, Division Manager, Divisional Peers, Direct Subordinates, or Subordinates of the appraisee ) or the Appraisees (Self) for Self Appraisal and Rating.

4. Self-Review: Appraisees conduct a Self-Review of their Appraisal if the “Enable Self Review Workflow” option is turned on in the Appraisal Template.

5. Return to Appraisee for Self-Review Correction: If this option is enabled, the reviewer can input the return reason and return the Appraisal to the Appraisee (Step 4), the appraisee can revise their self-review based on the return reason from the reviewer or any noted discrepancies. This ensure the self-review is accurate and comprehensive, leading to a more effective and fair appraisal.

6. Set Goals and Objectives: The reviewer sets the Goals and Objectives in the Appraisal Review in the Employee Portal if required.

7. Reviewer Review and Rating: The reviewer evaluates and rates the appraisee in the Appraisal Review.

8. Submit Appraisal: The reviewer submits the Appraisal based on the settings in the Appraisal Template:

   • If “Required Appraisee Feedback” is turned on, the appraisee reviews and provides feedback in the Employee Portal.

   • The appraisee then submits the final Appraisal to HR, or the Feedbacker if “Required Feedbacker Feedback” is turned on, or back to the Reviewer if “Required Return to Reviewer for Final Review” is turned on.

9. Reviewer Final Review (before Feedbacker Feedback): If this option is enabled, the reviewer reviews the Appraisal containing the Appraisee Feedback, makes necessary revisions, and submits it to the Feedbacker(s).

10. Feedbacker Feedback: If “Required Feedbacker Feedback” is turned on, Feedbackers (defined in the Employee Master, EPortal tab) review and provide their feedback in the Employee Portal. The Feedbacker then submits the final Appraisal to HR, or back to the Reviewer if “Required Return to Reviewer for Final Review” is turned on.

11. Reviewer Final Review (after Feedbacker Feedback): If this option is enabled, the reviewer reviews the Appraisal containing both Appraisee and Feedbacker Feedback, makes necessary revisions, and submits the final Appraisal to HR.

12. HR Comment and Completion: Based on the Ratings and Comments, the HRPro User inputs the HR Comment and Next Appraisal Date in Edit Appraisal. If “Return to HR for HR Comment” is turned on in the Appraisal Template, the HRPro User must change the Appraisal Status from Awaiting HR Comment to Completed, or complete the Appraisals using the Complete or Complete All buttons in Appraisal Records.

13. View Appraisal Results:

    • Appraisees can view their Appraisal from Appraisal Results in the Employee Portal.

    • Managers can view their Subordinate Appraisal Results that have been reviewed by the Appraisal Reviewer in the Employee Portal.

    • HR can view the Employee Appraisal History for every appraisal.

14. Reporting: HR prints the Appraisal Form, Appraisal Batch Status Report, Appraisal Overall Rating Report, and Appraisal Detail Rating Report for reporting purposes.

Appraisal Status

• • Pending

  • In Self Review

  • In Review

  • Awaiting Appraisee Feedback

  • Awaiting Feedbacker Feedback

  • Awaiting Feedbacker 2 Feedback

  • Awaiting Feedbacker 3 Feedback

  • In Final Review

  • Awaiting HR Comment

  • Awaiting Complete

  • Completed