Perform employee appraisal - A summary of the activity

Perform Employee Appraisal - A summary of the activity

Through this activity, the appraiser can select an employee and perform evaluation. The performance evaluation template appears, in which you are to carry out the following:

Evaluate the employee’s objectives or targets. This consists of recording the employee’s achievements against each of the objectives, assigning a specific weightage to each, and grading the objective. Tell me more . The system displays the employee’s self-rating for each objective; this is only if the self-appraisal is completed before the performance appraisal.
Evaluate the employee for other other duties or projects undertaken. For each project or assignment of the employee, you are to specify the desired target versus the actual achievement. You can record the assessment and comments specific to the project. Additionally, you are to assign a specific weightage to each project, in comparison with the other projects, and the grade for the project. The system displays the employee’s self-rating for each project
Compute the weightages of the objectives and other projects undertaken, in percentage. At your request, the system will convert each weightage to percentage.
Compute overall appraiser rating.
Record the strengths, areas of improvement and specific achievements. Each of these will be in narrative form.
Evaluate the employee on potentials. Tell me more.
Specify the employee’s training needs. Tell me more
Entering recommendations. Tell me more.
Viewing leave summary details.
Taking print outs of the employee’s self appraisal details

Getting familiar with the pages inside

Go to page…	To carry out task…
Select Employee to Perform Appraisal	Selecting the employee to appraise
Perform Employee Appraisal	Performing the employee appraisal
Recommendations	Entering recommendations
Potential Evaluation	Evaluating the employee for potentials
View Leave summary	Viewing leave summary
Training Needs	Entering the employee’s training needs

6 Hyperlinked topics below

Prerequisites

The details of the employees and the appraisers should be defined.

Appraisal objectives must have been set for the appraisee.

Administrator or HR users should have completed the “Initiate Appraisal Process” activity.

4 If Self Appraisal parameter and “Mandatory Before Appraisal” flag is set then the employee self appraisal should have been completed.

What you can do in this activity

Selecting Employee to Perform Appraisal

Performing the Employee Appraisal

Recommendations

Viewing the Self Appraisal details

Printing Self Appraisal details

Viewing the Past Appraisal details

Evaluating the Potentials

Training Needs details

Self-appraisal before performance appraisal

The employee will complete self-appraisal before performance appraisal, provided that

The employee has been included in any of the employee groups that have been identified for self-appraisal, in the “Set Self Appraisal Parameters” activity
The employee group has been marked as “Mandatory Before Appraisal”, in the “Set Self Appraisal Parameters” activity

Compute Appraisal Rating

Shown below is the method by which the system computes the overall appraisal rating, using an example. In this example, company ABC has defined the range of ratings for each appraisal grade.

There are two appraisers, each one with the following appraiser weightages:

Appraiser A = 60%
Appraiser B = 40%

The appraisal calendar is CAL-1, and the appraisal type is “Annual Appraisal”. For this calendar and appraisal type, the appraisal rating/grading could be based on either of the following, in the “Record Appraisal Calendar” activity

Mean Value Rating
Upper Limit Rating

The ratings for each appraisal grade are defined as follows:

Rating From	Rating To	Appraisal Grade
0.0	1.0	1 - Performance is unsatisfactory
1.1	2.0	2 - Does not meet most of the expectations
2.1	3.0	3 - Consistently meets most of the expectations
3.1	4.0	4 - Exceeds most of the expectations
4.1	5.0	5 - Consistently exceeds all the expectations

If “Mean Value Rating” has been selected

The system will compute the appraisal ratings as follows

Appraiser A
Objectives	Weightage	Weightage in % = X	Rate Grade	Rating (Mean) = Y	X * Y
Objective 1	10	10	3	2.5	25
Objective 2	15	15	1	0.5	7.5
Objective 3	20	20	4	3.5	70
Objective 4	30	30	2	1.5	45
Objective 5	25	25	5	4.5	112.5
		100			260
Overall Appraiser Rating		2.60	(Sum (X*Y)/sum (x) = 260/100)
Overall Appraiser Rating Grade		Does not meet most of the expectations Note: The appraisal grade must be determined, by rounding down the overall appraiser rating value as below: FLOOR (overall appraiser rating) = FLOOR (2.60) = 2 = ‘Does not meet most of the expectations’. But the overall appraiser rating must remain a numeric value with two decimals.

Appraiser B
Objectives	Weightage	Weightage in % = X	Rate Grade	Rating (Mean) = Y	X * Y
Objective 1	10	10	2	1.5	15
Objective 2	15	15	3	2.5	37.5
Objective 3	20	20	1	0.5	10
Objective 4	30	30	5	4.5	135
Objective 5	25	25	4	3.5	87.5
		100			285

Overall Appraiser Rating		2.85	(Sum (X*Y)/sum (x) = 285/100)
Overall Appraiser Rating Grade		Does not meet most of the expectations Note: The appraisal grade must be determined by rounding down the overall appraiser rating value as below: FLOOR (overall appraiser rating) = FLOOR (2.85) = 2 = ‘Does not meet most of the expectations’. But the overall appraiser rating must remain a numeric value with two decimals.

The system will compute the final appraisal rating for the employee as follows, based on the appraisers’ ratings and their weightages:

Overall Appraisal Rating
Appraisers	Weightage = X	Appraiser Rating = Y	X * Y
Appraiser A	60	2.60	156
Appraiser B	40	2.85	114
	100		270
Overall Appraisal Rating		2.70	(Sum (X*Y)/sum (x) = 270/100)
Overall Appraisal Rating Grade		Does not meet most of the expectations Note: The appraisal grade must be determined by rounding down the overall appraisal rating value as below: FLOOR (overall appraisal Rating) = FLOOR (2.70) = 2 = ‘Does not meet most of the expectations’. But the overall appraisal rating must remain a numeric value with two decimals.

If “Upper Limit Rating” has been selected

The system will compute the appraisal ratings as follows

Appraiser A
Objectives	Weightage	Weightage in % = X	Rate Grade	Rating (Upper Limit) = Y	X * Y
Objective 1	10	10	3	3	30
Objective 2	15	15	1	1	15
Objective 3	20	20	4	4	80
Objective 4	30	30	2	2	60
Objective 5	25	25	5	5	125
		100			310

Overall Appraiser Rating		3.10	(Sum (X*Y)/sum (x) = 310/100)
Overall Appraiser Rating Grade		Consistently meets most of the expectations Note: The appraisal grade must be determined by rounding down the overall appraiser rating value as below: FLOOR (overall appraiser rating) = FLOOR (3.10) = 3 = ‘Consistently meets most of the expectations’. But the overall appraiser rating must remain a numeric value with two decimals.

Appraiser B
Objectives	Weightage	Weightage in % = X	Rate Grade	Rating (Upper Limit) = Y	X * Y
Objective 1	10	10	2	2	20
Objective 2	15	15	3	3	45
Objective 3	20	20	1	1	20
Objective 4	30	30	5	5	150
Objective 5	25	25	4	4	100
		100			335

Overall Appraiser Rating		3.35	(Sum (X*Y)/sum (x) = 335/100)
Overall Appraiser Rating Grade		Consistently meets most of the expectations Note: The appraisal grade must be determined by rounding down the overall appraiser rating value as below: FLOOR (overall appraiser rating) = FLOOR (3.35) = 3 = ‘Consistently meets most of the expectations’. But the overall appraiser rating must remain a numeric value with two decimals.

The system will compute the final appraisal rating for the employee as follows, based on the appraisers rating and their weightages:

Overall Appraisal Rating
Appraisers	Weightage = X	Appraiser Rating = Y	X * Y
Appraiser A	60	3.10	186
Appraiser B	40	3.35	134
	100		320
Overall Appraisal Rating		3.20	(Sum (X*Y)/sum (x) = 320/100)
Overall Appraisal Rating Grade		Consistently meets most of the expectations Note: The appraisal grade must be determined by rounding down the overall appraisal rating value as below: FLOOR (overall appraisal rating) = FLOOR (3.2) = 3 = ‘Consistently meets most of the expectations’. But the overall appraisal rating must remain a numeric value with two decimals.