Recording template for the calendar year

Recording template for the calendar year

Select the “Record Template” link provided at the bottom of the “Select Template” page, alternately select the hyperlinked “Template Short Description” field in the “Search Criteria” multiline.

The “Record Template” page appears.

The system displays the following:

Employment Unit	The employment unit of the employee, as selected in the previous page. Tell me more
Date Format	The format in which the date is displayed. Tell me more
Type	The type of the appraisal, as selected in the previous page.
Calendar Code	The code identifying the calendar.

Enter the following fields:

Template Code	The code identifying the template for which the appraisal is conducted.
Template Short Description	The textual description of the template.
Template Long Description	The textual description of the template in detail.
Inactive	Check this box to inactivate the template.
Objective Type	Use the drop-down list box to specify the type of the appraisal objective. The system may display any of the following options: Company Measurements Job Responsibilities Success Factors Any other user defined objective type

Select the “Get Details” pushbutton, to retrieve the mapped objective details in the “Map Objectives” multiline.
Enter the following details in the “Default With” group box, only if the objectives need to be defaulted with any one of the previously recorded templates:

Type	Use the drop-down list box to select the appraisal type. The system may display any of the following options: Annual performance appraisal 6 month performance 90 day performance job chat Any other user defined appraisal type
Calendar Code	Use the drop-down list box to select the calendar code. The system lists all the calendar years that are applicable for the selected appraisal type.
Objective Type	Use the drop-down list box to select the objective type. The system lists all the objective types that are applicable for the selected appraisal type.
Template Code	Use the drop-down list box to select the template code. The system lists all the template codes that are applicable for the selected appraisal type.

Click the “Default” pushbutton provided below the group box, to default the “Map Objectives” multiline with the details corresponding to the values selected above.
Enter the following details in the “Map Objectives” multiline:

Objective Code	The code identifying the objective that is mapped to the template. Help available.
Objective Detailed Description	The textual description of the objective in detail.
Sequence	A unique number identifying the sequence in which the objectives should be retrieved.
Property	The property of the objective type.
Inactive	Use the drop-down list box to select the option “Yes” to inactivate the objective code, else select “No”.

Enter the following field:

Comments

Any additional remarks pertaining to the template.

Select the “Save” pushbutton provided at the bottom of the page, to save the details.
Select the “Delete” pushbutton provided at the bottom of the page, to delete the template record.

6 Hyperlinked topics below

Page Objective

Use this page to record a template for the calendar year.