Recording the employee’s self appraisal

Select the “Self Appraisal” link from left pane.

The “Self Appraisal” page appears.

The system displays the following

Employment Unit	The employment unit to which the employee belongs. This refers to the organization unit that holds the Employment Information component.
Date Format	The date format that is applicable to the login user. Tell me more.
Employee	The employee code and name of the login employee.
Joining Date	The date of joining of the employee.
Confirmation Date	The date on which the employee was confirmed.

Enter the following

Assignment No.	From the drop-down list box, select the number of the assignment for which the self-appraisal will be applicable.
Appraisal Type	From the drop-down list box, select the type of appraisal for which the employee’s self-appraisal 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 self appraisal 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.

The system displays the following

Period From

The start date of the calendar

Period To

The end date of the calendar

Employee Appraisal Status

The status of the employee’s appraisal. It can be one of the following:

Pending: The appraiser is yet to appraise the employee
Completed: The appraiser has completed the appraisal for the employee. In other words, the appraiser has marked the “Have you completed Appraising' flag as 'Yes'.
In-progress: The appraiser has started the appraisal for the employee but not completed it yet

Select the “Get Details” pushbutton, to retrieve the objectives specific to the selected assignment number, appraisal type and calendar code

To enter performance evaluation details

The “Performance Evaluation” multiline displays the following

Objective Description	A brief description of each objective. Tell me more.
Objective Detailed Description (Desired Outcome/Targets)	A detailed description of the objective.
Appraiser Code	The employee code of the appraiser who is reponsible for evaluating the employee on the objective
Appraiser Name	The name of the appraiser.
Appraiser’s Employment Unit	The employment unit to which the appraiser belongs.

Enter the following in the multiline

Weightage

A number to indicate the weightage assigned to the objective, with respect to the other objectives listed in the multiline. See example below

Achievement

The employee’s achievement against this objective, as free text

Rate Grade

The rate grade that indicates the performance of the employee for this objective.

Help available.

To enter other duties/projects undertaken

Enter the following in the “Other Duties/Projects Undertaken” multiline

Assignments Undertaken	Each assignment undertaken by the employee during the period of the appraisal calendar, which needs to be evaluated. This is to be entered as free text.
Desired Outcomes/Targets	The desired outcomes/targets expected of the employee, for the assignment. This is to be entered as free text.
Appraiser Code	From the drop-down list box, select the employee code of the appraiser who is responsible for evaluating the employee on the objective.
Appraiser Name	When you select the employee code of the appraiser from the “Appraiser Code” field, the system displays the name of the appraiser .
Employment Unit	When you select the employee code of the appraiser from the “Appraiser Code” field, the system displays the employment unit to which the appraiser belongs
Weightage	Enter a number to indicate the weightage assigned to the assignment, with respect to the other assignments you enter in the multiline. See example below
Achievement	Enter the achievement of the employee, for the assignment. This is to be entered as free text
Rate Grade	Enter the rate grade that indicates the performance of the employee for this assignment. Help available.

To compute the weightages for objectives and projects

Select the “Compute Objective Weightage in %” pushbutton, after you have completed entering the weightages in both the “Performance Evaluation” and “Other Duties/Projects Undertaken” multilines.

Both multilines display the following, for each objective and for each assignment

Weightage (in %)

The weightage assigned to the objective or assignment, in percentage. Given below is an example.

Example: There are three objective codes in the first multiline: A1, A2 and A3. There are two assignments in the second multiline: X1 and X2. You had entered the following weightages for each objective, in the “Objective Weightage” field in the multiline: 45 for A1, 27 for A2 and 14 for A3, 2 for X1 and 2 for X2.

The system therefore takes the total as 85, and computes each objective’s weightage in percentage as follows:

A1 = 50%, A2 = 30%, A3 =15.5%, X1 = 2.2% and X2 = 2.2%

To compute the overall appraisal rating

Select the ”Compute Overall Self Rating” pushbutton to compute the overall self rating.

The system displays the following

Overall Self Rating	The overall rating for the employee, by self.
Overall Self Rating Grade	The overall rating grade for the employee, by self.

Enter the following

Specific Achievements

The specific achievements of the appraise, by self. This is to be entered as free text.

To save without completing the self- appraisal details

Ensure that you have entered details in at least one field.
Select the “Save” pushbutton

The system saves the unfinished details. At any time before the “Valid Upto” date of the appraisal calendar, the employee can retrieve self-appraisal details and complete them.

To complete and save the self-appraisal details

Ensure that you have completed entering all the details.
Select “Yes” in the “Have You Completed Appraising” drop-down list box.
Select the “Submit” pushbutton.

The employee will not be able to change the details, after the “Submit” pushbutton is selected.

To allow the administrator to edit the completed self-appraisal

Enter the “Self Appraisal” page, after logging in as the authorized administrator
Select “No” in the “Have You Completed Appraising” drop-down list box.
Select the “Submit” pushbutton.
Edit the details of the performance evaluation.
Select the “Save” pushbutton.
Select “Yes” in the “Have You Completed Appraising” drop-down list box.
Select the “Submit” pushbutton.

6 Hyperlinked topics below

Page objective

An employee can use this page to enter the details of his self-appraisal.

What you can do in this page

To enter performance evaluation details

To enter other duties/projects undertaken

To compute the weightages for objectives and projects

To compute the overall appraisal rating

To save without completing the self- appraisal details

To complete and save the self-appraisal details

To allow the administrator to edit the completed self-appraisal