Reviewing appraisal, by countersigning officer

Select the “Appraisal Review by Countersigning Officer” link from left pane.

The “Appraisal Review by Countersigning Officer” page appears.

Enter the following

Date Format	The date format that is applicable to the login user. Tell me more.
Appraisal Type	From the drop-down list box, select the type of appraisal for which the countersigning officer’s review is required. It can be one of the following: Annual Appraisal Confirmation Appraisal Contract End Appraisal Any other user-defined through quick codes.
Appraisal Calendar Code	Enter the code of the appraisal calendar in which the appraisal will be applicable. An appraisal calendar is a specific period of appraisal. For example, the appraisal calendar C1 is for the period 1 January 2003 to 31 December 2003. Help available.
Calendar Short Description	If you select the appraisal calendar through Help, the short description of the calendar is displayed.

Select the “Get Overall Appraisal Rating Grade” pushbutton, to load the "Overall Appraisal Rating Grade" drop-down list box with all the appraisal rating grades defined for the appraisal calendar you selected. Tell me more.

You can select the employee details for appraisal by choosing any one of the following modes:

Direct Entry
Search Criteria

To select through Direct Entry

Enter the employee code of the employee for whose performance the countersigning officer’s review is required, in the “Employee Code” field. Help available.
Enter the assignment number of the employee
Select the “Review Appraisal Details” hyperlink

The “Review Appraisal Details” page appears, where the system displays the appraisal details by each appraiser mapped to this employee.

To select through Search Criteria

Enter some or all of the following fields

Employment Unit	From the “Employment Unit” drop-down list, select the employment unit for which the countersigning officer’s review is required, This refers to the organization unit that holds the Employment Information component.
Employee Code	To view the performance appraisal details records of all those whose employee codes containing specific characters, type in the starting character or characters of these employee codes. Alternatively, type in these characters in any combination with wild cards. Example. ECC1, will search for those employee codes that start with ECC1. Other examples are ECC1 and EC*C1.
Employee Name	To view the performance records of all those whose employee names containing specific characters, type in the starting character or characters of these employee names. Alternatively, type in these characters in any combination with wild cards. Example, Rob, will search for those employee names that start with Rob. Other examples are Rob and Rb.
Appraiser Code	To retrieve the appraisal records of all employees whose appraiser codes contain specific characters, type in the starting character or characters of these appraiser codes. Alternatively, type in these characters in any combination with wild cards.
Appraiser Name	To retrieve the appraisal records of all employees whose appraiser names contain specific characters, type in the starting character or characters of these appraiser names. Alternatively, type in these characters in any combination with wild cards.
Assignment No.	To view the performance records of all employees whose assignment numbers contain a specific digit, type in this digit Alternatively, type in these digits in any combination with wild cards.
Department Short Description	To view the performance appraisal records of all the employees belonging to a specific department, type in the starting character or characters of this department. Alternatively, type in these characters in any combination with wild cards.
Job Title	To view the performance appraisal records of all the employees holding a specific job title, type in the starting character or characters of this job title. Alternatively, type in these characters in any combination with wild cards.
Position Title	To view the performance appraisal records of all the employees holding a specific position title, type in the starting character or characters of this position title. Alternatively, type in these characters in any combination with wild cards.
Grade Set Short Description	To view the performance appraisal records of all the employees belonging to a specific grade set, type in the starting character or characters of this grade set description. Alternatively, type in these characters in any combination with wild cards.
Grade Short Description	To view the performance appraisal records of all the employees belonging to a specific grade, type in the starting character or characters of this grade description. Alternatively, type in these characters in any combination with wild cards.
Overall Appraisal Rating From	To retrieve the performance appraisal records of all the employees whose overall appraisal ratings fall within a given range based on the Search By option, enter the start of this range.
Overall Appraisal Rating To	To retrieve the performance appraisal records of all the employees whose overall appraisal ratings fall within a given range based on the Search By option, enter the end of this range.
Employee Acceptance Status	To retrieve the performance appraisal records of all the employees whose acceptance status is either “Yes” or “No”, choose this option from the drop-down list box.
Employee Appraisal Status	To view all employee performance records that are of a specific appraisal status, choose this appraisal status from the drop-down list box. For example, if you wish to retrieve only pending performance records, choose “Pending”. Given below is a description of each status in the drop-down list box: 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 All: All the options above are included
Overall Appraisal Rating Grade	To retrieve the performance appraisal records of all the employees who have been assigned a specific overall appraisal-rating grade, select this grade from the drop-down list box.

Select the “Search” pushbutton.

The multiline displays the following details of the employees that satisfy your search criteria

Employment Unit	The employment unit to which the employee belongs
Employee Code	The employee code of the employee
Employee Name	The name of the employee
Assignment No.	The assignment number of the employee.
Department	The department name of the employee.
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 given to the employee, in the performance appraisal
Overall Appraisal Rating Grade	The overall appraisal rating grade given to the employee, in the performance appraisal
Employee Acceptance Status	One of the following values is displayed. “Yes” indicates that the employee has accepted the appraisal after reviewing it “No” indicates that the employee has not accepted the appraisal.
Overall Self Rating	The overall self rating given by the employee, in the performance appraisal.
Overall Self Rating Grade	The overall self rating grade given by the employee, in the performance appraisal.
Overall Appraiser Rating	The overall appraiser rating given to the employee, in the performance appraisal.
Overall Appraiser Rating Grade	The overall appraiser rating grade given to the employee, in the performance appraisal.

To approve

Enter the following in the multiline, for each employee

Comments	Any comment or remark pertaining to the employee’s appraisal.
Overall Reviewer Rating	The overall reviewer rating given to the employee, in the performance appraisal. Help facility available
Overall Reviewer Rating Grade Code	The overall reviewer rating grade given to the employee, in the performance appraisal. Help facility available
Overall Reviewer Rating Grade Description	The description of the overall reviewer rating grade.
Overall Reviewer Remarks	The overall remarks on behalf of the reviewer.
Review Completed	Choose one of the following: “Yes”, to indicate that the employee’s appraisal has been approved “No”, to indicate that the employee’s appraisal has not been approved.

To view an employee’s appraisal

Select the hyperlinked "Employee Name" field in the multiline, which pertains to the required employee.

The “Review Appraisal Details” page appears, where the system displays the appraisal details by each appraiser mapped to the employee.

To compute the overall appraisal rating

In the multiline, check the “Select” box pertaining to the multiline row containing the employee’s record, or
Check the “Select All” box below the multiline, to indicate that all these employees’ overall ratings are to be computed
Select the “Display Reviewer Appraisal Summary” pushbutton to view the reviewer appraisal summary.
Click the “Save” pushbutton to save the review appraisal details.

To view the error log

Select the View Error Log” link.
Select the “View Error Log” link.
Select the “Recommendations” link to record the recommendation details.

The system displays the following “Reviewer Appraisal Summary” details in the multiline

Rating From	The rating of the employee from which the performance appraisal records to be displayed.
Rating To	The rating of the employee until which the performance appraisal records to be displayed.
Rating Grade Code	The rating grade code given to the employee, in the performance appraisal.
Rating Grade Description	The rating grade description of the employee.
Standard %	The standard percentage of employees falling in the current rating range / grade
Current %	The actual percentage of employees falling in the current rating range / grade
Standard No. Of Employees	The standard number of employees whose performance appraisal is reviewed.
Current No. Of Employees	The current number of employees whose performance appraisal is reviewed.

The system displays "Total" at the bottom of the multiltine.

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

A countersigning officer can use this page to carry out the following

Review the appraisal details of any employee
Approve or not approve an employee’s appraisal
Enter comments pertaining to the employee’s appraisal
Compute the overall appraisal rating, for a single employee or in bulk

“Get Overall Appraisal Rating Grade” pushbutton

When you select the “Get Overall Appraisal Rating Grade” pushbutton, the system will load all the rate grades defined already for the selected appraisal calendar, in the “Get Overall Appraisal Rating Grade” drop-down list box. This list box is a search field under the “Search Criteria” group box. For example, the appraisal calendar you selected is CAL1, for which the following rate grades were defined: “Excellent”, “Very Good”, “Good” and “Poor”.

When you enter search criteria, you can now choose any of these rate grades from the “Get Overall Appraisal Rating Grade” drop-down list box, to request the system to retrieve the performance records of all employees who have been assigned this rate grade. If you were to choose “Very Good” from the drop-down list box, the system will retrieve all employees who were assigned the overall rate grade “Very Good” in their performance appraisals.