conduct performance appraisal

Using EmpXtrack

Appraisal Module

Copyright 2013 | Saigun Technologies Pvt. Ltd. 2

This presentation allows you to:

a. Initiate Appraisal as an HR Manager.

b. Fill Appraisal forms as Employee and submit the appraisal to Manager.

c. View and rate appraisal forms as Manager

d. Configure Appraisal Plan, forms and module.

Note: We would be trying most of the functionality with 3 employees:

Janet Leverling – the employee

John Steel – Janet’s Manager

Terri Osborn – the HR Manager

To Login as an Employee, roll on the mouse to the employee and click on the Login button (as

shown in the image below)

Users and Functionality


To Initiate Appraisal, you need to :

1. Log in as Terri Osborn and initiate appraisal as HR Manager.

2. Go to Manage>> Performance management >> Manage processes.

3. Select Initiate appraisal process link from the Appraisals section on the My team processes page

that appears.

4. Select Plan A appraisal plan from the dropdown .

The sample employees are already selected in.

4. Type Janet Leverling in Employee name field and remove all other employees from the selected list.

5. Click Initiate. The Appraisal is successfully initiated for Janet in case an appraisal doesn’t exist for

her. (Note: You can set aside her appraisal and initiate a new one if you like)

6. Log out.

Initiate Appraisal

Copyright 2013 | Saigun Technologies Pvt. Ltd.

Fill Appraisal Form

To fill appraisal form, you need to:

1. Log in as Janet Leverling.

2. Go to My profile >> My performance >> My appraisal.

3. Read the instructions to fill the appraisal forms in the Introduction form that appears on My appraisal page.

4. Click on the form menu icon to view the desired form, fill it, and rate yourself, wherever required.

5. View the automatically calculated final score in the Final score form and select the final rating for yourself from Submit form and then click Submit on Submit form.

6. Log out.

4


Fill goal form


To view and rate appraisal, you need to:

1. Log in as John Steel and click on the Appraisal message from Janet to view Janet’s appraisal .

Alternatively, go to Manage >> Performance management >>Appraisals, select the team members,

and click Evaluate to view the appraisal of all the team members together.

Continued….

View and Rate Appraisal as Manager


2. Click on the appraisal form that you want to review and provide ratings and comments if required by the

form.

You can click One attribute for all employees button to have a comparative view of a form on one

parameter for all the selected employees. This option is available only on forms where comparative study

is required.

3. Submit the form after providing the final rating on the Submit form and log out.

View and Rate Appraisal as Manager


HR Manager cannot provide ratings to the employee on all the forms. To view and rate appraisal as HR Manager, you need to:

1. Log in as Terri Osborn and click on the Appraisal message from John Steel to view only Janet’s appraisal.

Alternatively, go to Manage >> Performance management >>Appraisals, select the team members and then click Evaluate to view the appraisal of all the team members together.

Continued…..

View and Rate Appraisal as HR Manager


2. Click on the appraisal forms that you want to review and provide ratings wherever required.

You can click One attribute for all employees button (wherever available) to have a comparative view of

team members on one parameter of the form.

4. Click Submit to submit the form on the Submit form and log out. The appraisal is successfully done

and can be seen by employees, managers, and HR manager anytime but cannot be edited

View and Rate Appraisal as HR Manager


To configure appraisal module, you need to:

1. Log in as Terri Osborn and go to Settings >> Performance management >> Appraisal >>

Appraisal configuration & plans.

2. Click Create a new performance plan button to create a new performance plan or click on the Action

icon corresponding to a plan and then select Edit option to modify that plan.

3. Provide or modify the details of the performance plan. The performance plans allow you to initiate

appraisals based on a specific set of configurations whenever required.

Continued..

Configure Appraisal Module


4. Select plan type, plan duration, workflow to be used and provide notification settings in Time &

notifications tab.

5. Select appraisal forms to be used in the plan and then configure the selected forms using Form &

settings tab.

6. Set visibility rules for the visibility of forms and fields for the employees in different roles using

Visibility rules tab.

7. Save the performance plan settings and you are successfully done with the appraisal configuration.

Configure Appraisal Module

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information please

contact


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conduct performance appraisal

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