It is also possible to create an appraisal from the Qualifications infotype.
For details on how to do this refer to Procedure Qualifications.
It is also possible to create an appraisal from the Qualifications infotype.
For details on how to do this refer to Procedure Qualifications.
To create or edit Appraisal models, refer to Procedure Edit
Appraisals Catalogue - Create Appraisal Model. To create or edit Appraisal
criteria and/or groups, refer to Procedure Edit
Appraisals Catalogue - Create Criteria and Groups.
The screen names vary according to the name of the Appraisal model selected.
In this instruction, the Annual Appraisal model is used throughout.
For details of how to edit an appraisal, refer to Procedure Edit
Appraisal.
This window lists the Appraisal models (types of appraisal) created for your
organisation.
The Appraisal model, Criteria and Groups are displayed, according to the settings
for your organisation.
The status of the Appraisal defaults to 'In preparation'.
and select Person from the drop-down list.
The selection window displayed will depend on the settings made when you last
searched for an employee. If it is not already selected, choose Structure search.
This method is used in the example below.
Your organizational structure is displayed.
repeatedly next to the branches of the organizational structure to display
the employee for whom you want to create an appraisal. An example of an organizational
structure expanded in this way is displayed below in the Choose
Person window.
next to the name of the employee to be appraised.
The selected personnel number and name are displayed for the Employee
(Appraisee).
The dates for the period to be appraised are displayed.
Whether fields for Evaluation are mandatory or optional is determined by the
settings assigned to the Appraisal model and the Appraisal criteria/groups.
In the above example, the Appraisal and associated Criteria groups have been
defined as mandatory.
The type of scale displayed is determined by the settings assigned to the Appraisal
model and the Appraisal criteria/groups. In this example, the Standard Scale
is used.
The evaluation you assigned is displayed.|
If
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Go To
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You want to assign further evaluations to the Appraisal criteria
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You want to add free text notes for Appraisal criteria
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You want to save the appraisal and complete it later
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You want to save the appraisal and set the status to complete
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You want to display/print the Appraisal sheet
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The system message "Text was saved" is displayed.
When a note is created, it can be displayed on the Appraisal sheet and printed
out, if required. See Step 30.
When a note has been created, the Notes icon changes to
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If
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Go To
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You want to create further Notes
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You want to save the appraisal and complete it later
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You want to save the appraisal and set the status to complete
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You want to display/print the Appraisal sheet
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to save
the appraisal and display the following view of the Perform
Appraisal - Annual Appraisal screen.
The system displays the message, "Data saved." The status for the appraisal
remains 'In process'.
To edit and complete the appraisal, refer to Procedure Edit
Appraisal.|
If
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Go To
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You want to save the appraisal and set the status to complete
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You want to display/print the Appraisal sheet
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You want to exit
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After you complete the appraisal, it cannot be changed. If you are unsure whether
the appraisal will need to be amended again, save without completing. If a situation
does arise where a completed appraisal needs to be changed, it would have to
be deleted and recreated.
For details of how to edit an appraisal, refer to Procedure Edit
Appraisal.
The system displays the message, "Appraisal "Annual Appraisal" completed successfully."
The Appraisal status is changed to 'Completed'.|
If
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Go To
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You want to display/print the Appraisal sheet
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You want to exit
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to go to the Appraisals: List
screen.
A standard list containing basic appraisal details is displayed. This format
can be enhanced further as required.
to confirm your selections and create an alternative format for the
Appraisals: List screen according
to your requirements.
to print the Appraisal sheet,
if required.
to confirm your selection
and go to the 
