Record Appraisal Calendar – A summary of the activity

This activity allows you to uniquely identify an appraisal calendar, and record the characteristics of the calendar. An appraisal calendar is a specific period of appraisal, for a given type of appraisal. For example, you can define the appraisal calendar C1 for the appraisal type “Annual Performance Appraisal”, and record the period to be 1 January 2003 to 31 December 2003.

The main characteristics of the appraisal calendar that must be defined are explained below.

Period of appraisal: You are to define the period of the appraisal, in terms of a start date and end date. Additionally, you are to specify the date until which this appraisal calendar will be valid. This date will serve as the cut-off date before which the appraisal activities must be completed.

Note: The Appraisal or HR administrator will be allowed to carry out all the required appraisal activities, even after the valid date has elapsed.

The rates for each grade: You can also define the rates applicable for each grade, for this appraisal period. These grades must have been predefined in Quick Codes. Examples of grades could be Excellent, Fair and Poor.

You are to retrieve each grade, and enter the upper and lower rate; the rates will be numeric values. You are to ensure that there are no gaps in the ratings between two consecutive grades. For example, you can retrieve the grade “Good”, and enter the range of rates to be 80.1 and 90. Next, you can retrieve the grade “Excellent”, and enter the range of rates to be 90.1 and 100.

Maximum rating: You are to specify the maximum rating that is applicable for the appraisal calendar. This rating must tally with the maximum rate that you defined for the highest grade. Using the example above, the maximum rate will be 100.

The parameters that govern the appraisal calendar: You can determine the following guidelines that will drive the appraisal:

4      Whether the appraisal is specific to an assignment .

4      Whether the acceptance of the employee is required, before the countersigning officer reviews it

4      Whether the Help for retrieving an appraisal must display grades only, rates only or the rate-grade combination

4      The specific calculation upon which the appraisal rate-grade calculation is based. See Implication

Editing the appraisal calendar: After you save the appraisal calendar, you can retrieve it at any time and edit all the details except the appraisal calendar code. Editing is allowed, provided this appraisal calendar has not been used by any other activity.

Deleting the Appraisal Calendar: The user can delete the selected appraisal calendar.

Active or Inactive: You can also indicate whether the appraisal calendar will be active. If you indicate it to be inactive, other transactions will not use it.

Getting familiar with the pages inside  

6      Hyperlinked topics below

Prerequisites  

The appraisal types and various rating grades that will be used for the calendar definition must be created in Quick Codes.

The HR process parameters for appraisal must be defined.

What you can do in this activity  

Creating the Appraisal Calendar

Editing the Appraisal Calendar

Deleting the Appraisal Calendar

Implication of the appraisal rating/grading calculation

When the overall appraiser/appraise rating is calculated after the appraisal is completed, the system will take into account the specific rate-grade value for each objective.

Through the “Record Appraisal Calendar” activity, you can choose either “Upper Limit Rating’’ or ‘Mean Value Rating”, to calculate the appraisal rate-grade. Consider the following example:

• In the “Appraisal Rating/Grading Calculation Is Based On” parameter, you chose “Upper Limit Rating”.

•  You had defined the appraisal grade “Very Good” to be 80.1 to 90. “Rating From” was 80.1 and “Rating To” was 90.

• Later, in Employee-X’ s performance appraisal, the appraiser had given the grade “Very Good” for the Objective “Inter-personal Skills”.

• During the overall appraiser/appraise rating at the end, the system will assign the value 90 for the Objective “Inter-personal Skills”.

Note that if “Mean Value Rating” had been chosen instead, the system would have assigned the value 85 for the Objective “Inter-personal Skills”.