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.
View the employee’s self-appraisal. Tell me more
View the employee’s past appraisal. 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 |
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Perform Employee Appraisal |
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Recommendations |
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View Self Appraisal |
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View Past Appraisal |
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Potential Evaluation |
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View leave summary |
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Training Needs |
6 Hyperlinked topics below
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 ca++n do in this activity
Selecting employee to perform appraisal
Performing the appraisal for the employee
Entering recommendations
Viewing the self appraisal details
Printing self appraisal details
Viewing the past appraisal details
Evaluating the potentials of the employee
Viewing leave summary
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
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 |
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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 |
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Overall Appraiser Rating |
2.60 |
(Sum (X*Y)/sum (x) = 260/100) |
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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 |
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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 |
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Overall Appraiser Rating |
2.85 |
(Sum (X*Y)/sum (x) = 285/100) |
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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 |
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Overall Appraisal Rating |
2.70 |
(Sum (X*Y)/sum (x) = 270/100) |
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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 |
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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 |
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Overall Appraiser Rating |
3.10 |
(Sum (X*Y)/sum (x) = 310/100) |
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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 |
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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 |
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Overall Appraiser Rating |
3.35 |
(Sum (X*Y)/sum (x) = 335/100) |
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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) |
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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. |