An appraisal is one person’s review for a cycle. HR admins set the template and the cycle first, then create the appraisals. Open these from Performance:
- Appraisal Template
- Appraisal Cycle
- Appraisal
You can also start from Performance toolkit on Performance.
Build a template
The list title is Appraisal Templates. Choose New Appraisal Template.
- Enter Appraisal Template Title. That field is required.
- Add a description.
- Under KRAs, choose Add Row. Each row needs KRA and Weightage (%). Create the KRA first from KRA under Performance if it is not in the list. See Goals.
- Under Rating Criteria, choose Add Row. Each row needs Criteria and Weightage (%).
- Choose Create Appraisal Template.
Open the saved template and choose Submit. The confirmation is Submitted. Submit failed leaves the template unsubmitted. After it is submitted, Cancel is available and the confirmation is Cancelled.
Create a cycle
The list title is Appraisal Cycles. Columns are Cycle, Start, End, and Status. Choose New Appraisal Cycle.
On Overview:
- Enter Cycle Name, Start Date, and End Date. All three are required.
- Add a Description.
- Set KRA Evaluation Method to Automated Based on Goal Progress or Manual Rating. A new cycle uses Automated Based on Goal Progress.
- Status is filled for you: Not Started, then In Progress, then Completed.
- Turn on Calculate Final Score based on Formula only when you will enter a Final Score Formula.
On Applicable For, narrow who is included with Branch, Department, Designation, or Company. Under Employees, Appraisal Template is required on each row.
Save the cycle with Create Appraisal Cycle before you load people. The sidebar note on a new cycle is Save first to assign people, attach files, add tags, share, and comment.
Add people and create appraisals
On a saved cycle that is not Completed:
- Choose Get Employees. The confirmation names how many were fetched. If some designations have no default appraisal template, the message also says Some designations need a default appraisal template.
- Check Employees. Each row has Employee, Employee Name, Department, Designation, and Appraisal Template.
- Choose Create Appraisals. The confirmation is Created with the number created and the number skipped.
- When the cycle status is In Progress, Complete Cycle finishes it and says Cycle completed.
Launch on the cycle list and on Performance creates the appraisals without opening the form. On the list, Launch asks Launch review cycle and shows Create draft appraisals for all matching active employees. Confirm with Launch. The message is Launched cycle plus how many appraisals were created and skipped. If it cannot launch, the list says Could not launch appraisal cycle. A completed cycle does not show Launch.
Fill in an appraisal
The list title is Appraisals. Columns are Employee, Cycle, Score, and Status. Search with Search appraisals.... Choose New Appraisal.
- Choose Employee. That field is required.
- Choose Appraisal Cycle and enter Cycle, Start Date, and End Date.
- Set Status to Draft, In Progress, or Completed. A new appraisal starts as Draft.
- Choose Create Appraisal.
On the saved appraisal:
- Apply Template copies KRAs and criteria from the template. The confirmation is KRAs and criteria applied from template.
- On KRAs, KRA vs Goals shows KRA, Weightage (%), Goal Completion (%), and Goal Score (weighted). Goals shows Goal, Weightage (%), Score, and Score Earned. Use Add Row to add a line.
- Refresh Scores recalculates from goal progress. The confirmation is Scores refreshed from goal progress.
- On Self Appraisal, Self Ratings uses Criteria, Weightage (%), and Rating.
- Self Score, Manager Score, Final Score, and Remarks are on the form.
Apply Template and Refresh Scores appear only after the appraisal is saved. While one of them runs, the button reads Applying… or Refreshing…. A failed action says Action failed and the scores stay as they were.
Employee is required if you try to create an appraisal with no employee. Save on an unchanged appraisal says No changes to save.
Submit is on the saved appraisal. Submitted confirms it. Submit failed leaves it unsubmitted. After submit, Cancel confirms with Cancelled.