The Appraisal Management Module streamlines the process of managing employee appraisals, including approvals, exports, and deletion of appraisals by employees. This guide covers both administrative and staff functionalities.
The appraisal form consists of several sections, each with a specific purpose and assigned user roles:
Type of Review
Specify the type of appraisal being conducted.
Appraisal Information
Displays appraisal details, including supervisor and personal information.
Performance Evaluation
Lists planned activities and supervisor ratings.
Section 1: Job Compatibility Assessment
Covers job compatibility, challenges, personal attributes, and initiatives.
Section 2: Key Duties & Responsibilities
Assesses key duties, responsibilities, personal attributes, and performance planning.
Section 3: Immediate Supervisor's Report
Completed by the supervisor.
Section 4: Review Panel Evaluation
Completed by the review panel.
Section 5: Executive Secretary's Assessment
Overall assessment and comments by the executive secretary.
To view all appraisal requests:
The appraisal form is accessed by different roles:
Some sections are shared, while others are restricted to specific roles:
Section | Who Completes It | Notes |
---|---|---|
Type of Review | Applicant (Staff) | Open to all roles |
Appraisal Information | Applicant (Staff) | Supervisor selection; open to all roles |
Performance Evaluation | Supervisor | Provides evaluation details |
Section 1: Job Compatibility | Staff under review | |
Section 2: Duties & Planning | Staff & Supervisor | Collaborative section |
Section 3: Supervisor's Report | Supervisor | |
Section 4: Panel Evaluation | Executive Secretary | |
Section 5: Final Assessment | Executive Secretary |
Deleting an Appraisal:
Go to My Appraisals under the General section. Locate the appraisal you wish to remove and click the Trash icon. Confirm the deletion when prompted.
Editing an Appraisal:
To update an existing appraisal, click the Eye icon next to the Trash icon. This will open the appraisal for editing.
To add more rows to the Key Duties and Responsibilities table in Section 1, click the Add Row button located at the bottom right corner of the last row (highlighted with a liquidish color).
To add more rows to the Performance Planning table in Section 1, click the Add Row button at the bottom left corner of the last row.
At the bottom of the form, there is a Reset button to the left of the Review & Submit button. Clicking this button will clear all unsaved data from the form. Use this option if you want to start over with a blank form.
At the top of the form, a green rectangle displays the total percentage score. This score is calculated as follows:
As your supervisor enters agreed scores, the total score will update automatically.
To obtain a PDF version of your appraisal, click the Printer icon located at the vertical center on the right side of the form. You can print a PDF or send it directly to a printer for a hard copy.
When you create a new appraisal, your supervisor, HR, and the Executive Secretary will receive notifications to review and approve your submission.
Once the Executive Secretary approves your appraisal, you will receive a notification confirming the approval. As a staff member, monitor your appraisals to track who has appraised you, as you will not receive notifications for every action.
For an appraisal to be considered complete, it must pass through the approval cascade: Head of Division, Human Resource, and finally the Executive Secretary.
Note:
Administrative users have access to additional features such as exporting appraisals and managing approvals.