Performance Management - Perform Appraisal (ESS)

An appraisal process is used to capture, measure, and manage an employee’s progress and/or performance on the job during a predetermined time frame. The “My Dashboard” activity enables employee’s to view their pending appraisal document at any point of time. At any stage, it facilitates the user to directly access the pending appraisal documents instead of having to launch the user interface by navigating through menus and submenus or for picking up appraisal type or appraisal calendars. Employee could also view the past appraisals along with the ongoing appraisals.  Past appraisal of the employee could be used for self evaluation of the performance by the employee. Employee could view the past four appraisal period either in  a graphical format or in a grid format.

If Self Service is applicable for an organization then once the employee completes his self-appraisal, it will be viewed by the manager and possibly a second level manager and/or HR representative.

• Click the hyperlink under “Stage” column in the “Ongoing Appraisals” multiline.

The “Performance Management – Perform Appraisal” page appears.

The following details are displayed in the header of the screen:

• Employer’s Name

• Appraisal Period

• Status of the Appraisal

• Self Appraisal Rating

On taking the data hyperlink from the “Manage My Appraisal” page, the following tab pages would be shown.

• Summary

• Objective

• Appraisal

• Performance Journal

Tab – Summary

The “Summary” tab gives you a clear idea about what is going on in the Performance Management System (PMS) for that particular employee. It displays all the details including the appraisal time line and various stages of the appraisal process. In addition to this it also displays the objective rating and distribution in a chart format and the corresponding rating for the objective group and objective type.    

The “Summary” tab is divided into four sections:

•  Upper Section – Appraisal Timeline

•  Lower Left Section – Objective Rating and Distribution

•  Lower Right Section – Rating

•  Acceptance Stage of the Employee

Appraisal Timeline

This line graph shows all the stages in the PMS and the due date required for completing the process. It gives us a clear picture of the classification (five major steps) in the PMS such as Objective Setting, Objective Approval, Self Appraisal, Appraiser Review and Final Review. The timeline also shows the target date for each of these steps and the current status of the PMS process.

Objective Rating and Distribution

This section displays the chart showing the distribution of weightage for each of the objective groups.

• Enter the following field details:

The following details are displayed in the multiline:

Rating

On launch of the page, the employee’s rating as a five star rating will be displayed at the objective group level selected from the “Objective Group” combo. But on selecting the Objective Type hyperlink in the multiline, the rating will change from objective group level to objective type level. Either the self rating or overall appraisers rating or overall appraisal rating is being shown at the objective type level.  

Tab – Objective

• Enter the following field details in the header:

The system displays the following details on selecting the appraiser:

• Click the required objective group button. The objective type mapped to that particular objective group gets displayed in the multiline.

• The following field details are displayed in the multiline:

• Click “Save” pushbutton to save the details entered.

• Click “Submit” pushbutton to submit the details.

• Click “Copy Objectives from Another Appraisal” hyperlink in the header to copy the objective of the same employee from the previous appraisal period.

Tab – Appraisal

• Enter the following field details in the header:

The system displays the following details on selecting the appraiser:

• Click the required objective group button. The objective type mapped to that particular objective group gets displayed in the multiline.

• The following field details are displayed in the multiline:

• Click “Copy Objectives from Another Appraisal” hyperlink to copy the objective of the same employee from the previous appraisal period.

Management Recommendations

• Click  in the multiline. The “Manage Recommendations” page appears.

• Enter the following field details:

• Click “Seek Recommendation” pushbutton. The list of recommenders along with the status gets displayed.

Note: If the recommender accepts the recommendation then the status will be displayed as “Accepted” and if the recommender rejects the recommendation then in such case the status will be displayed as “Declined”.

• Click  to view the next objective and the recommender from whom the recommendation needs to be seeked gets listed.

• Click  to view the previous objective and the list of recommenders.

Tab – Performance Journal

The following field details are displayed in the “Performance Journal” multiline:

• Click in the multiline. The “Add/Modify Performance Journal” window appears.

• Enter the following field details in the “Add/Modify Performance Journal” window:

• Select the relevant check box (colored) to give your sentiment rating.

• Select the check box next to “This entry is private (visible only for me)”, if you want the entry details to be private.  

• Click  icon to attach any supporting documents.

• Click “Save” pushbutton to save the details entered.

• Click the below hyperlink to view the employee's performance appraisal details by an appraiser.

Performance Management - Perform Appraisal (MSS)