Generating Appraisal Letter Report

Select the “Generate Appraisal Letters” link under the “Performance Management Reports” business component.

The “Generating Appraisal Letters” page appears.

The system displays the following field:

Date Format

The date format applicable to the login user.

Enter the following:

Reporting Unit	From the drop-down list box, select the reporting unit for which you require to generate the report.
Employment Unit	From the drop-down list box, select the employment unit for which you require to generate the report.
Appraisal Type	From the drop-down list box, select the appraisal type for which you require to generate the report.
Appraisal Calendar Code	The unique code for appraisal calendar.
	Help available

The system displays the following field:

Calendar Short Description	A short description of the calendar.
Period From	The appraisal period from which you require to generate the report.
Period To	The appraisal period until which you require to generate the report.

To specify letter input details

Enter the following in the “Letter Input Details” group box:

Letter Template Type	From the drop-down list box, select the letter template type for which you require to generate the report.
Signatory Code	The signatory code of the employee who generate the report.
	Help available
Effective Date	The date on which the appraisal letter is effective.
Extra Text Details	The extra text details regarding the appraisal letter.

To specify search criteria

Enter the following in the “Search Criteria” group box:

Employee Code	The unique code of the employee for which you require to generate the report.
	Help available
Employee Name	The name of the employee.
Department	The unique code of the department to which the employee belongs.
	Help available
Department Description	The description of the department for which you require to generate the report.
Position Code	The position code of the employee for which you require to generate the report.
	Help available
Position Title	The position title of the employee for which you require to generate the report.
Job Code	The job code of the employee for which you require to generate the report.
	Help available
Job Title	The title of the job for which you require to generate the report.
Grade Set Code	The grade set code of the employee for which you require to generate the report.
	Help available
Grade Set Short Description	The short description of the grade set of an employee.
Grade Code	The grade code of the employee for which you require to generate the report.
	Help available
Grade Short Description	The short description of the grade of an employee.
Work Location	From the drop-down list box, select the work location for which you require to generate the report.
Appraisal Status	The appraisal status of the employee’s performance appraisal. The status can be one of the following: § Closed § Open § Reopen § Short Close
Overall Appraisal Rating From	The overall appraisal rating of the employee from which you require to generate the report.
Overall Appraisal Rating To	The overall appraisal rating of the employee until which you require to generate the report.
	Help available
Overall Appraisal Rating Grade	From the drop-down list box, select the overall appraisal rating grade for which you require to generate the report.

Click the “Search” pushbutton to retrieve the employee details in the multiline.

The system displays the following field in the “Employee Details” multiline:

Employment Unit	The employment unit of the employee.
Employee Code	The unique code of the employee.
Employee Name	The name of the employee.

Enter the following in the “Employee Details” multiline:

Effective Date

The date on which the appraisal letter is effective.

The system displays the following field in the “Employee Details” multiline:

Work location	The work location of the employee.
Department	The unique code of the department to which the employee belongs.
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 of the employee.
Overall Appraisal Rating Grade	The overall appraisal rating grade of the employee.
Appraisal Status	The appraisal status of the employee’s performance appraisal.

The system displays the instruction field, if any.

To generate the appraisal letter

Select the “Generate Letter” pushbutton to generate the appraisal letters.

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Page Objective

Use this page to generate the consolidated department summary and appraisal detailed report.