Viewing appraisal exceptions

View appraisal exception handling- A summary of the activity

Page objective

Glossary

How to use the web page

Using online help

The  “View Appraisal Exceptions Handling” page appears.

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 you require to view performance appraisal records. It can be one of the following

  •  Annual Appraisal

  • Confirmation Appraisal

  •  Contract End Appraisal

  •  Any other user-defined quick codes

Appraisal Calendar Code

 Enter the code of the appraisal calendar in which the recording of performance appraisal records 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. 

Employment Unit

From the drop-down list, select the employment unit for which you require to view performance appraisal records.

This refers to the organization unit that holds the Employment Information component.

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 R*b*.

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.

Overall Appraisal Rating From

To retrieve the performance appraisal records of all the employees whose overall appraisal rating falls within a given range, enter the start of this range.

Overall Appraisal Rating To

To retrieve the performance appraisal records of all the employees whose overall appraisal rating falls within a given range, enter the end of this range.

Overall Appraisal Rating Grade

 To retrieve the performance appraisal records of all the employees who have been assigned a specific overall appraisal-rating grade, select this grade from the drop-down list box.

Overall Employee Appraisal Status

To retrieve the performance appraisal records of all the employees whose appraisal is in a specific status, select this status from the drop-down list box. You can choose one of the following:

  •  Completed

  •  Not completed

Countersigning Officer Review Status

To retrieve the performance appraisal records of all the employees for whom the review by the countersigning officer is in a specific status, select this status from the drop-down list box.

Employee Acceptance Status

To retrieve the performance appraisal records of all the employees whose acceptance of the performance appraisal is in a specific status, select this status from the drop-down list box. You can choose one of the following:

  •  Pending

  •  Completed

  •  In-progress

  •  All (refers to all the options)

Admin Closure Status

To retrieve the performance appraisal records of all the employees for whom the closure of the performance appraisal is in a specific status, select this status from the drop-down list box. You can choose one of the following:

  •  Closed

  •  Short close

  •  Reopen

  • Blank (refers to all the options)

Countersigning Officer Code

To retrieve the performance appraisal records of all the employees who have been assigned a specific countersigning officer, enter this countersigning officer’s employee code.

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.

Overall Appraisal Rating

The overall appraisal rating given to the employee, in the performance appraisal

Overall Appraisal Rating Grade

The overall appraisal rating grade given to the employee, in the performance appraisal

Countersigning Officer

The employee code of the countersigning officer

Countersigning Officer Review Status

One of the following is displayed:

  • “Yes”, to indicate that the appraisal can be closed without the CO’s review

  • “No”, to indicate that the appraisal cannot be closed unless the CO reviews it.

Countersigning Officer Comments

Any comments on behalf of the countersigning officer

Employee Acceptance Status

One of the following is displayed:

  • “Yes”, to indicate that the employee has indicated acceptance of the performance appraisal

  • “No”, to indicate that the employee has indicated that the performance appraisal is not accepted

Employee Comments

Any comments on behalf of the employee

COO Review Exception

One of the following is displayed:

  • “Yes”, to override the value in the “Countersigning Officer Review Status” field

  •  “No”, to indicate that the value in the “Countersigning Officer Review Status” field is not to be overridden

Employee Acceptance Exception

One of the following is displayed:

  • “Yes”, to override the value in the “Employee Acceptance Status” field

  •  “No”, to indicate that the value in the “Employee Acceptance Status” field is not to be overridden

Admin Closure Status

   One of the following is displayed:

  • ”Closed”, to indicate that appraisal exceptions cannot be handled in the appraisal

  • ”Short close”, to indicate that the appraisal can be closed although all the required inputs for the appraisal are not available. For example, the appraisal may not be completed, but you can short close it if the employee has left the organization

  • ”Reopen”, to indicate that the closed appraisal can be opened and exceptions handled.

Admin Remarks

Any comment by the appraisal administrator.

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6      Hyperlinked topics below

Page Objective

Use this page to view the appraisal exception handling.

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