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Select the “Process Appraisal” link on the left pane.
The “Process Appraisal” page appears.
Enter the following filters
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Appraisal Processing Unit |
From the “Appraisal Processing Unit” drop-down list box, select the organization unit for which you to require to process the appraisal. Tell me more. |
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Employment Unit |
The employment unit for which you require the processing of appraisals to be carried out. This refers to the organization unit that holds the Employment information component |
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Appraisal Type |
From the drop-down list box, select the type of appraisal for which you require to process the appraisals. It can be one of the following:
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Appraisal Calendar Code |
The code of the appraisal calendar for which employees are to be retrieved. Help available. |
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User Defined Rule |
Optionally, you can enter the user-defined rule that will verify whether the required conditions for processing are met. Help available. |
The system displays the following, if you select the appraisal calendar using Help.
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Calendar Short Description |
The description of the calendar |
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Period From |
The start date of the appraisal calendar |
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Period To |
The end date of the appraisal calendar |
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Appraisal Status |
The status of the appraisal. It can be “Open”, “Reopened” or “Closed”. |
To process the employee records
Select the “Get Details” pushbutton.
The “Processing Results“ multiline retrieves and displays the following details of each grade set that satisfies the filters you specified:
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Grade Set |
Each grade set for which the successfully processed results are displayed |
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Grade |
The grade under the grade set, for which the successfully processed results are displayed. |
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Overall Appraisal Rating Grade |
The appraisal grade for which the successfully processed results are displayed for the grade set-grade combination |
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Number of Employees with Rating Grade |
The number of employees who have been assigned this appraisal grade, for the grade set-grade combination |
Select the Process Appraisal” pushbutton.
The system will verify that the required conditions are met
To view the list of employees under an appraisal rating grade
Check the “Select” box contained in the multiline record under which you want to view employee details
Select the “View Employees Under Appraisal Rating Grade” link
Select the “Close Appraisal” pushbutton.
The system will close the appraisals of all the employees under the selected employment unit, and close the appraisal calendar as well.
Select the “View Error Log” link.
To reopen the appraisal calendar
Ensure that the appraisal calendar was closed.
Enter the following filters “Appraisal Processing Unit”, “Employment Unit”, “Appraisal Type” and “Appraisal Calendar Code”. The filter “User Defined Rule” can be optionally entered.
The “Processing Results” multiline displays all the records that satisfy the filters you entered.
Select the “Reopen Appraisal” pushbutton.
Carry out the required modifications for the appraisal records.
Select the “Process Appraisal” pushbutton.
Select the “Close Appraisal” pushbutton.
6 Hyperlinked topics below
An administrator can use this page to process the completed appraisals of employees.
To process the employee records
To view the list of employees under an appraisal rating grade
To reopen the appraisal calendar