Performing the employee appraisal

Ensure that you have selected the employee whose performance appraisal is to be carried out, in the “Select Employee to Perform Appraisal” page.
Select the “Perform Employee Appraisal” link from the “Select Employee to Perform Appraisal” page.

The “Perform Employee Appraisal” page appears.

The system displays the following fields:

Date format	The date format that is applicable to the login user.
Employment Unit	The employment unit to which the employee belongs.
Employee	The employee code and name of the employee.
Assignment No.	The assignment number of the employee.
Joining Date	The date of joining of the employee.
Confirmation Date	The date on which the employee was confirmed.
Appraisal Type	The appraisal type of the employee. It can be one of the following: Annual Appraisal Confirmation Appraisal Contract End Appraisal Any other user-defined through quick codes.
Appraisal Calender Code	The code of the appraisal calendar in which the appraisal falls.
Calendar Short Description	A short description of the appraisal calendar.
Parameter Category	The parameter category defined at the employee level.
Weightage Computation Level	The weightage computation level defined for the appraisal calendar and Parameter Category mapped to the employee.
Appraiser’s Employment Unit	The employment unit of the appraiser.
Appraiser	The name of the appraiser.
Period From	The date from which the appraiser is mapped to the appraisee.
Period To	The date until which the appraiser is mapped to the appraisee.
Countersigning Officer	The employee code and name of the countersigning officer.
Employee Appraisal Status	The appraisal status of the employee’s performance appraisal. The status 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

To enter performance evaluation details

The system displays the following in the “Performance evaluation” multiline

Objective Group	The objective group from which you require to import objectives.
Objective Type	The type of an objective from which you require to import objectives.
Objective Description	A brief description of each objective. Tell me more.
Objective Detailed Desc. (Desired Outcome/Targets)	A detailed description of the objective.
Unit of Measure	The unit of measure of the quantitative target.
Quantitative Target	The quantitative target defined for the objective group and type.
Self Quantitative Achievement	The self quantitative achievement of the employee against this objective, as free text.
Self Achievement %	The self quantitative achievement of the employee against this objective specified in percentage.

Note: If the employee has carried out self-appraisal already, these values will be displayed in the “Performance Evaluation” multiline. Tell me more.

Enter the following in the multiline

Quantitative Achievement	The quantitative achievement of the employee against this objective.
Quantitative Achievement %	The quantitative achievement of the employee against this objective specified in percentage.
Achievement	The employee’s achievement against this objective, as free text
Weightage	A number to indicate the weightage you want to assign to the objective, with respect to the other objectives listed in the multiline. See example below

The system displays the following in the “Performance evaluation” multiline

System Rating	The system rating applicable for the objectives.
System Rate Grade	The system rate grade that indicates the performance of the employee for this objective.
Self Rating	The employee’s rating of the objective carried out through self-appraisal.
Self Rate Grade	The employee’s rate grade of the objective carried out through self-appraisal.

Enter the following in the multiline

Appraiser Rating

The appraiser rating of the assignment against this objective.

Help Available

Rate Grade

Enter the rate grade, to indicate the performance of the employee for this objective

Help Available

The system displays the following in the “Performance evaluation” multiline

Weighted Score %	The weighted score of the employee for this objective.
Employee Remarks	Any remarks or comments regarding the performance evaluation details.

Enter the following in the multiline

Appraiser Assessment / Comments

The assessment/comments against this objective, as free text.

The system displays the following in the “Performance evaluation” multiline

Rating Pattern	The rating pattern applicable for this objective.
Attach Supporting Document	Any supporting document to be attached for this objective.

To enter other duties/project details

The system displays the following

Self Rating

The employee’s rating of the assignment, carried out through self-appraisal.

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

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 he page.
Assignments Undertaken	Each assignment undertaken by the employee, which is required to be appraised for the period of the appraisal calendar. 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.
Achievement	The achievement of the employee, for the assignment.
Self Rating	The employee’s rating of the assignment, carried out through self-appraisal.
Appraiser Assessment/Comments	The assessment/comments for this assignment, as free text.
Weightage	A number to indicate the weightage you want to assign to the project/other duty, with respect to the other objectives listed in the multiline. See example below
Appraiser Rating	The rating of the appraiser against this objective. Help Available

The system displays the following in the “Other Duties/Projects Undertaken” multiline

Self Rating	The employee’s rating of the assignment, carried out through self-appraisal.
Self Rate Grade	The employee’s self rate grade of the objective carried out through self-appraisal.

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

Weightage	A number to indicate the weightage you want to assign to the project/other duty, with respect to the other objectives listed in the multiline. See example below
Rating Pattern	The rating pattern applicable for this objective.
Appraiser Rating	The rating of the assignment given by the appraiser.
Rate Grade	The employee’s rate grade of the objective.

The system displays the following in the “Other Duties/Projects Undertaken” multiline

Weighted Score %	The weighted score of the employee for this objective.
Employee Remarks	The employee’s remarks or comments regarding the other duties or projects undertaken details.

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

Appraiser Assessment/Comments	The assessment/comments for this assignment, as free text.
Attach Supporting Document	Any supporting document to be attached for this objective.
Delete	Check this field to delete a particular row in the multiline.

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.

Example:

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

To compute the overall appraisal rating

Select the ”Compute Overall Appraisal Rating” pushbutton to compute the overall appraisal rating.

The system displays the following

Overall Appraiser Rating	The overall rating for the employee, by the appraiser.
Overall Appraiser Rating Grade	The overall rating grade for the employee, by the appraiser.

To enter strengths/areas of improvement/specific achievements

Enter the following

Dialogue Completed	From the drop-down list box, select the dialogue completed option.
Appraiser Specific Remarks	Any specific remarks provided by the appraiser.
Strengths	The strengths of the appraisee. This is to be entered as free text.
Area(s) of Improvement	The areas to be improved. This is to be entered as free text.
Specific Achievements	The specific achievements of the appraise. This is to be entered as free text.

To save without completing the performance evaluation 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 appraiser can retrieve this performance appraisal of the employee, through the “Select Employees to Perform Appraisal” page, and complete the details.

To complete and save the performance evaluation 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 appraiser will not be able to change the details, after the “Submit” pushbutton is selected.

To allow the administrator to edit the completed performance evaluation

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

To proceed, carry out the following

Select the "Recommendations" link at the bottom of the page to view the recommendation details.
Select the "Training Needs" link at the bottom of the page to view the training need details.
Select the "View Leave Summary" link at the bottom of the page to view the leave summary details.
Select the "View Self Appraisal" link at the bottom of the page to view the self appraisal details.
Select the "9 Box Rating Details" link at the bottom of the page to update the 9 box rating details.

6 Hyperlinked topics below

Page Objective

This page is used by the appraiser to perform employee appraisal.

What you can do in this page

To perform employee appraisal.

To enter performance evaluation details.

To enter other duties/project details

To compute the weightages for objectives and projects

To compute the overall appraisal rating

To enter strengths/areas of improvement/specific achievements

To save without completing the performance evaluation details

To complete and save the performance evaluation details

To allow the administrator to edit the completed performance evaluation

Objectives in the “Perform Employee Appraisal” page

The objectives listed in the “Perform Evaluation” multiline can come from the following multiple sources:

Objectives created in the appraisal template, through the “Appraisal Template Mapping” activity of Appraisal Setup.
Objectives created for a specific employee, in the “Record Appraisal Objectives” activity of Appraisal Administration
Objectives that are already mapped to the employee’s appraiser, in both the following activities: (i) The “Set Appraisal Objectives’ activity under the Appraisal Self Service component, and (ii) The “Record Appraisal Objectives” under the Appraisal Administration component
Objectives in a template mapped to a group of employees, in which the auto-objective mapping facility has been marked. This is done in the “Appraisal Template Mapping” activity. When the auto-objective mapping facility has been marked, the system automatically maps the objectives in this template to the employee.