Selecting employee to record appraisal objectives

Select the “Record Appraisal Objectives” link from the left pane.

The “Select Employee to Record Appraisal Objectives” page appears.

Enter the following

Appraisal Admin Unit	The drop-down list box displays the set of organization units in which the Appraisal Admin component is deployed. Tell me more From the “Appraisal Admin Unit” drop-down list box, select the required organization unit.
Date Format	The date format that is applicable to the login user. Tell me more.
Appraisal Type	From the drop-down list box, select the type of appraisal for which the employee’s appraisal objectives must be recorded. It can be one of the following: Annual Appraisal Confirmation Appraisal Contract End Appraisal Any other user-defined through quick codes.
Appraisal Calendar Code	Enter the code of the appraisal calendar in which the recording of appraisal objectives will be applicable. An appraisal calendar is a specific period of appraisal. For example, the appraisal calendar C1 is for the period 1 January 2003 to 31 December 2003. Help available.
Calendar Short Description	If you select the appraisal calendar through Help, the short description of the calendar is displayed.
Template Short Description	From the drop-down list box, select an evaluation template to indicate that all employees mapped to this template must be retrieved.

You can select the employee for appraisal by choosing any one of the following modes:

4 Direct Entry

4 Search Criteria

To select the employee through Direct Entry

Enter the employee code of the employee whose appraisal objectives must be recorded, in the “Employee Code” field. Help available.
Enter the assignment number of the employee
Select the “Record Appraisal Objectives” hyperlink

The “Record Appraisal Objectives” page appears, in which the employee’s appraisal objectives can be recorded.

Note: Direct Entry is possible, if the employee has a single appraiser only.

To select the employee through Search Criteria

Enter some or all of the following fields

Employment Unit	From the drop-down list, select the employment unit for which you require to define objectives for the appraiser. This refers to the organization unit that holds the Employment Information component.
Objective Mapping Status	To retrieve all employee appraisal records that are of a specific objective mapping status, choose this status from the drop-down list box. For example, if you wish to retrieve only pending appraisal records, choose “Pending”. Given below is a description of each status in the drop-down list box: Approved: Objectives have been defined for employee-appraiser combination, and all the objectives are approved. Not Defined: No objectives have been defined for the employee-appraiser combination. Pending for Approval: Objectives have been defined for the employee-appraiser combination, but one or more objectives are pending for approval. Not applicable:Objective is not applicable.
Employee Code	To retrieve the appraisal records of all employees whose employee codes contain specific characters, type in the starting character or characters of these employee codes. Alternatively, type in these characters in any combination with wild cards. Example. ECC1, will search for those employee codes that start with ECC1. Other examples are ECC1 and EC*C1.
Employee Name	To retrieve the appraisal records of all employees whose employee names contain specific characters, type in the starting character or characters of these employee names. Alternatively, type in these characters in any combination with wild cards. Example, Rob, will search for those employee names that start with Rob. Other examples are Rob and Rb.
Assignment No.	To retrieve the appraisal records of all employees whose assignments contain a specific number, type in the number. Alternatively, type in these numbers in any combination with wild cards.
Department Short Description	To retrieve the appraisal records of all the employees belonging to a specific department, type in the starting character or characters of this department. Alternatively, type in these characters in any combination with wild cards.
Position Title	To retrieve the appraisal records of all the employees holding a specific position title, type in the starting character or characters of this position title. Alternatively, type in these characters in any combination with wild cards.
Job Title	To retrieve the appraisal records of all the employees holding a specific job title, type in the starting character or characters of this job title. Alternatively, type in these characters in any combination with wild cards.
Grade Set Short Description	To retrieve the appraisal records of all the employees belonging to a specific grade set, type in the starting character or characters of this grade set description. Alternatively, type in these characters in any combination with wild cards.
Grade Short Description	To retrieve the appraisal records of all the employees belonging to a specific grade, type in the starting character or characters of this grade description. Alternatively, type in these characters in any combination with wild cards.

Select the “Search” pushbutton.

The multiline displays the following details of the employees that satisfy your search criteria

Employment Unit	The employment unit to which the employee belongs
Employee Code	The employee code of the employee
Employee Name	The name of the employee
Assignment No.	The assignment number of the employee.
Department	The department name of the employee.
Position Title	The position title of the employee.
Job Title	The job title of the employee.
Grade Set	The grade set of the employee.
Grade	The grade of the employee.
Appraiser’s Employment Unit	The employment unit to which the employee’s appraiser belongs
Appraiser Code	The employee code of the appraiser

Note: If there are multiple appraisers for an employee, the combination of the employee with each appraiser will be displayed as a separate multiline row.

Appraiser Name	The name of the appraiser
Objective Mapping Status	The status of approval of the objectives defined for the employee’s appraiser. It can be “Approved”, “Pending”, or “Not defined”

In the multiline, check the “Select” box pertaining to the employee for whose appraiser you require to record objectives.
Select the “Record Appraisal Objectives” link.

The “Record Appraisal Objectives” page appears, in which you can record objectives for the employee’s appraiser.

To assign the objectives in the template to multiple employees’ appraisers

Ensure that you have selected the template, in the “Template Short Description” drop-down list box.
In the multiline, check the “Select” box pertaining to each employee whose appraiser/s must be assigned the objectives in the evaluation template, or
Check the “Select All” box below the multiline.
Select the “Set Template Objectives” pushbutton

The selected employees’ appraisers will all be automatically assigned the objectives in the evaluation template.

6 Hyperlinked topics below

Page Objective

Use this page to select the employee for whose appraisers you are to record objectives.

What you can do in this page

To select the employee through direct entry method

To select the employee through search criteria method

To assign the objectives in the template to multiple employees’ appraisers