Setting appraisal objectives

Set Appraisal Objective - A summary of the activity

Page objective

What you can do in this page

Glossary

How to use the web page

Using online help

The “Set Appraisal Objectives” page appears.

The system displays the following details

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 logged into the “Set Appraisal Objectives” page.

  • Enter the following

Assignment No.

From the drop down list box, select 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

 

Enter the code of the appraisal calendar in which the mapping of objectives to appraisers 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. 

Parameter Category

If you select the appraisal calendar through Help, the parameter category mapped to the calendar will display.

Weightage Computation Level

If you select the appraisal calendar through Help, the weightage computation level mapped to the calendar and Parameter Category will display.

Appraiser

 

From the drop-down list box, select the appraiser for whom you require to record objectives.

The system displays the following

Appraiser’s Employment Unit

 

The employment unit to which the appraiser belongs.

Period From

 

The date from which the appraiser is mapped to the employee.

Period To

 

The date until which the appraiser is mapped to the employee.

Objectives 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

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

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.

 

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

The “Objectives” multiline will retrieve and display all the objectives that were mapped to this appraiser calendar. 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

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

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.

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.

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

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

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 he 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.

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

Help facility available

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.

Note: Ensure that the objective group and objective type is entered and active status in quick code else the system throws an error message.

Comments

Enter the comments, if any

After the appraiser reviews the objectives and their weightages in the “Review Appraisal Objectives” page, you can revisit this page. The multiline will display the following.

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

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.

  • Pending for Approval: Objectives have been defined for the employee-appraiser combination, but one or more objectives are pending for approval.

Delete

Check this field to delete a particular row in the multiline.

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6      Hyperlinked topics below

Page Objective

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

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What you can do in this page

 To import objectives specific to another appraiser

To import objectives specific to an appraiser- template combination

 To record objective details

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