Recording appraisal objectives

Recording appraisal objective

Select the employee from the “Select Employee to Record Appraisal Objectives” page, and click the “Record Appraisal Objectives” link, or
Select the employee through the “Record Employee Appraisal Mapping” activity, and click the “Set/Edit Objectives” link from the “Record Appraiser Mapping” page.

The “Record Employee Appraisal Objectives” page appears.

The system displays the following details from the previous page.

Appraisal Admin Unit	The Appraisal Admin Unit is displayed from the previous page.
Date Format	The date format that is applicable to the login user.
Employment Unit	The employment unit of the selected employee. This employment unit refers to the organization unit that holds the Employment Information component.
Employee Code	The employee code of the employee who was selected in either of the following pages: The “Select Employee to Record Appraisal Objectives” page. The “Record Appraiser Mapping” page of the “Record Employee Appraisal Mapping” activity
Assignment No.	The number of the employee’s assignment, for which he is reporting to the appraiser.
Appraisal Type	From the drop-down list box, select the type of appraisal for which you require to map objectives to the appraiser. It can be one of the following: Annual Appraisal Confirmation Appraisal Contract End Appraisal Any other appraisal type that is user-defined through quick codes.
Appraisal Calendar Code	The code of the appraisal calendar in which the mapping of objectives to appraisers will be applicable.
Calendar Short Description	The short description of the appraisal calendar.
Parameter Category	The parameter category defined for the appraisal calendar.
Weightage Computation Level	The weightage computation level defined for the appraisal calendar and parameter category.
Appraiser	The appraiser for whom you require to record objectives.
Appraiser’s Employment Unit	The employment unit to which the appraiser belongs.
Period From	The start date of the appraisal calendar
Period To	The end date of the appraisal calendar
Objective Mapping Status	The status of approval of the objective mapping, for the employee’s appraiser. It could be one of the following: “Approved”, “Pending”, "Not Defined",“Not applicable" . When the status of all the objectives in the multiline are approved, it will display the status “Approved”.

To import objectives specific to another appraiser

Enter some or all of the following under the “Default With Objectives Of” group box.

Appraisal Type

From the drop-down list box, select the type of appraisal from which you require import objectives from a template. It could be one of the following:

Annual Appraisal
Confirmation Appraisal
Contract End Appraisal
Any other user-defined through quick codes

Appraiser Calendar

The calendar in which the template occurs.

Help available

Select the "Get Details" pushbutton.

The system displays the following. Tell Me More.

Appraiser

The drop-down list box now contains the list of all the appraisers mapped to the selected appraisal calendar and appraisal type.

Enter the following

Template Short Description	From the drop-down list box, select the short description of the templates mapped to the selected appraisal calendar and appraisal type.
Appraiser	From the drop-down list box, select the appraiser to whom objectives were mapped. The objectives are mapped to the appraiser in the “Record Employee Appraisal Mapping” activity

Select the “Default” pushbutton.

The “Objectives” multiline will retrieve and display all the objectives that were mapped to this appraiser until date. You can edit the details of these objectives. Refer to the section below “To record objective details”

To import objectives specific to another evaluation template

Enter some or all of the following under the “Default With Objectives Of” group box

Appraisal Type

From the drop-down list box, select the type of appraisal from which you require import objectives from a template. It could be one of the following:

Annual Appraisal
Confirmation Appraisal
Contract End Appraisal
Any other user-defined through quick codes

Appraiser Calendar

The calendar in which the template occurs.

Help available

Select the "Get Details" pushbutton.
The system displays the following. Tell me more.

Appraiser

The drop-down list box now contains the list of all the appraisers mapped to the selected appraisal calendar and appraisal type.

Template Short Description

The drop-down list box now contains the list of all the templates mapped to the selected appraisal calendar and appraisal type.

Enter the following

Template Short Description

From the drop-down list box, select the evaluation template from which you require to import objectives. These refer to the objectives that are defined already in the template, through the “Record Appraisal Templates” activity. Refer to the rules for choosing an evaluation template.

Select the “Default” pushbutton.

The “Objectives” multiline will retrieve and display all the objectives that are defined in this evaluation template. You can edit the details of the objectives. Refer to the section below “To record objective details”

To import objectives specific to an appraiser- template combination

Enter the “Appraisal Type” and “Appraisal Calendar” fields in the “Default With Objectives Of” group box.
Select the “Get Details” pushbutton. Tell me more
From the “Appraiser” drop-down list box, select the required appraiser.
From the “Template Short Description” drop-down list box, select the required template.
Select the “Default” pushbutton.

The “Objectives” multiline will retrieve and display the sum of (i) the objectives assigned to the appraiser, and (ii) the objectives defined in the evaluation template.

To record objective details

Enter or edit the following in the multiline

Objective Group	From the drop-down list box, select the objective group from which you require to import objectives. The combo is loaded with the values as defined in "Record Appraisal Objective Parameter" activity for the selected appraisal calendar in the multiline. The system displays "Blank" by default on launch of the page.
Objective Type	From the drop-down list box, select the type of an objective from which you require to import objectives. The combo is loaded with the values as defined in "Record Appraisal Objective Parameter" activity for the selected appraisal calendar in the multiline. The system displays "Blank" by default on launch of the page.
Objective Description	You can carry out one of the following Edit the description of an objective that is also displayed Use Help to retrieve any objective under the employment unit
Objective Detailed Desc.(Desired Outcome/Targets")	A detailed description of the objective.
Unit of Measure	Unit of measure of the quantitative target. The combo is loaded with the values as defined in user defined quick codes.
Quantitative Target	The quantitative target defined for the objective.
Rating Pattern	Rating pattern applicable for the particular objective. The combo is loaded from the user defined quick codes.
System Rating Basis	System rating basis applicable for the appraisal objectives. The combo is loaded from the system defined quick codes.

Click the "View Rating Pattern" link to view the help page.
Select the “Compute Objective Weightage in %” pushbutton, to display the weightage in percentage.

The multiline displays the following for each objective

Weightage(in %)

The weightage assigned to the objective group, objective type, objective group-type and objective, in percentage.

If the weightage computation level is set as ”Objective Group”, then the objective (within a group) is calculated as shown below: Objective Y1 weightage % = ((Objective Y1 Weightage / sum(Objective Y1 Weightage + ObjectiveY2 Weightage....))*Objective Group G1 Weightage %

If the weightage computation level is set as “Objective Type” then the objective (all objectives within type) is calculated as shown below: Objective Q1 weightage % = ((Objective Q1 Weightage/sum(ObjectiveQ1 Weightage+ObjectiveQ2 Weightage....))*ObjectiveType T1 Weightage %

If the weightage computation is set as “Objective Group-Type” then the objective (all objectives within a Type) is calculated as shown below: Objective Q1 weightage % = ((Objective Q1 Weightage /sum(ObjectiveQ1 Weightage+ObjectiveQ2 Weightage....))*ObjectiveType T1 Weightage %

If the weightage computation level is set as “Objective”, then the objective (all objectives) is calculated as shown below: Objective Q1 weightage % = ((Objective Q1 weightage/sum(ObjectiveQ1 weightage +ObjectiveQ2 weightage....)) * 100

Objectives Mapping Status

The status of approval of this objective. It could be one of the following

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.
Not Applicable: The objective is not applicable.
Pending for Approval: Objectives have been defined for the employee-appraiser combination, but one or more objectives are pending for approval. .

Enter the following below the multiline

Comments	Enter the comments, if any
Dialogue Completed	From the drop-down list box, select "Yes" or "No" options.

To assign “approved” for all objectives

Select the “Default Status as Approved” pushbutton, to set the “Objective Mapping Status“ field to “Approved” for all the objectives.

The system assigns the “Approved” status for all the objectives in the multiline.

Select the “Save” pushbutton.

The system saves the mapping of appraisal objectives to the employee’s appraiser.

6 Hyperlinked topics below

Page Objective

This page is used by an administrator to record objectives for the selected appraiser of the employee.

What you can do in this page

To import objectives specific to another appraiser

To import objectives specific to another evaluation template

To import objectives specific to an appraiser- template combination

To record objective details

To assign “approved” for all objectives