Latest revision as of 10:35, 16 January 2019

Through this screen employee grouping is performed for appraisal.

Introduction

The purpose of this screen is to grouped employees for appraisal on basis following:

a. Appraisal Frequency b. Appraisal Starting Period c. Appraiser's Setting d. Appraisal Type Setting

User rights can also be defined on Appraisal Group means who will be see the appraisal of the group.

Group Id: An auto-generated Group Id.

Short Name: Input short description of the Appraisal Group.

Description: Input full description of the Appraisal Group.

Frequency: Select the appraisal cycle from the list. Possible values are Annual, Bi.Annual,Quarterly, Monthly and Ad hoc.

Start Date: Input starting date of the appraisal.

Show Provisional Result on ESS Widget: If you want to display the provisional result on ESS widget then check box should be checked.

Screen Panels

The primary Appraisal Group screen is consist of following sections;

Appraiser's Setting,Appraisal Type Setting and Appraisal Additional Viewers

Appraiser's Setting

In this section we define that who will appraise and weight-age of every appraiser.

Appraiser Type: Select one of the Appraiser Type defined in Appraiser's Type.

No. Of Appraiser: Enter no of Appraiser against each Appraiser Type.

Weight: Enter weight against each Appraiser Type.

Appraisal Type Setting

In this section we define appraisal types and their weighage against each Appraisal Group.

Appraisal Type: Select Appraisal Type from list. Possible Appraisal Type can be Performance,Personal and Objective.

Weight: Enter weight against each Appraisal Type for specific Appraisal Group. Total weight of all Appraisal Type must be 100.

Appraisal Additional Viewers

The purpose of this section is to provide access rights to view the appraisal of the group.

Employee: Select those employees from list who have access rights to view the appraisal of the group.

@@ Line 1: / Line 1: @@
-In this section we define '''Employee Information''' in SmartHCM
+Through this screen employee grouping is performed for appraisal.
-[[File:Sel_Empl info.png|800px]]
-Go To [[Core Modules]]
 =Introduction=
-Employees work in return for payment, which may be in the form of an hourly wage, by piecework or an annual salary, depending on the type of work an employee does or which sector is working in. All relevant data and employee records can be saved and viewed in '''Employee Information''' screen.
+The purpose of this screen is to grouped employees for appraisal on basis following:
-=Screen Panels=
+a. Appraisal Frequency
+b. Appraisal Starting Period
+c. Appraiser's Setting
+d. Appraisal Type Setting
-The primary Employee Information screen is in following sections;
+User rights can also be defined on Appraisal Group means who will be see the appraisal of the group.
-Basic Information E-files, Education, Skills Language, Dependent information and etc...
+[[ File:Appraisal Group 1.PNG ]]
-[[File:Emp_info_Tab.png|600px]]
-==Basic Information==
+'''Group Id''': An auto-generated Group Id.
-This Tab includes further three tab.
-*Employee Information
-*Additional Information
-*Additional Field
-===Employee Information===
+'''Short Name''': Input short description of the Appraisal Group.
-Shows all the basic information related to Employee
-*'''Employee Details'''
-[[File:Emp_Info 1.png|400px]]
+'''Description''': Input full description of the Appraisal Group.
-'''Employee Id''': An auto-generated Employee ID.
+'''Frequency''': Select the appraisal cycle from the list. Possible values are Annual, Bi.Annual,Quarterly, Monthly and Ad hoc.
-'''Title''': [[Title]] of the employee such as Mr., Ms., Dr., and etc.
+'''Start Date''': Input starting date of the appraisal.
-'''First Name''': Required
+'''Show Provisional Result on ESS Widget''': If you want to display the provisional result on ESS widget then check box should be checked.
-'''Middle Name'''
+=Screen Panels=
-'''Last Name'''
-'''Family Name'''
-'''Full Name''': A read-only field which shows employee full name as you type in First, Middle, and Last name.
-'''Gender''': Gender of the employee such as Male or Female (required).
-'''Nationality''': Nationality of Employee defined in [[Country, Provinces and Cities]].
-'''Marital Status''': Select marital status from this dropdown defined in [[Marital Status]] screen.
-'''Religion''': Select one of the religions defined in [[Religion]].
-'''Place Of Birth''': Select city of birth of your employee defined in [[Country, Provinces and Cities]].
-'''Date of Birth'''
-'''Mobile #1''': Employee's primary mobile number.
-'''File/Hafeezah No.'''
-'''NIC.''': Employee National ID card number.
-'''NIC Place Of Issue''': City where employee's NIC card was issued.
-'''NIC Issue Date''': Issue date of NIC card written on the card.
-'''NIC Expiry Date'''
-'''Hiring Date'''
-'''Date of Joining''': Date of joining could or could not be same as Hiring date. Select this appropriately.
-'''Blood Group''': Select employee blood, maybe useful in case of emergency.
-'''Active Directory User''': Based on the flag '''ACTIVE_DIRECTORY_USER_AUTO_GEN''' value set in [[System Default]], system will enable/disable this field.
-If it is set to '''Y''', system will disable this field and generate AD user on its own.
-*'''Email''': If '''ACTIVE_DIRECTORY_USER_AUTO_GEN''' flag in [[System Default]] is set to Y, system will generate Email id on its own with domain name
-'''EMAIL_DOMAIN''' specified in [[System Default]] screen.
-*'''Job Detais'''
-[[File:Emp_Info 2 Job.png|400px]]
-'''Job No.''': Select one of the jobs you created earlier in [[Job Information]] screen.
-'''Position''': Shows the position you associated with the job in [[Job Information]] screen.
-'''Category''': Category of the employee you linked with the job in [[Job Information]] screen.
-'''Employment Type''': Shows the Employment Type you chose for the job in [[Job Information]] screen.
-'''Basic Salary''': Basic salary defined against any particular job in [[Job Information]] screen.
-'''Org. Location''': Job needs to be in a department such as Networking, Development, Sales, HR and etc. You define job department in [[Job Information]] screen.
-'''Geo Location''': It is the geographical location of the job, it could be anywhere from country to state to city to street.
-*'''Bank Details'''
-[[File:Emp-info 3 Bank.png|400px]]
-'''Employee Type:''' Select one of the type of Employees you created in [[Employee Type]] screen.
-'''Grade:''' [[Grade]]s have paramount importance in SmartHCM, because most of the payroll and HR settings depend on them.
-'''Employee Status:''' Choose one of the statuses you created in [[Employee Status]] screen.
-'''Status Date:''' System automatically sets status date to your system clock when you take action such as create a new employee and/or change existing employee/s status.
-'''Shift:''' Select a suitable shift for your employee you created in [[Shift]] screen.
-'''Confirm. Date:''' The date on which you change employee status from '''Probation''' to '''Continue'''.
-'''Retirement Date:''' Good moments always come to end. Select when he/she is going to retire.
-'''Start Basic Salary:''' Starting salary of your employee on the date of joining.
-'''Basic Salary'''
-'''Gross Pay:''' Inclusive of incentives such as housing, transportation, medical and others.
-*'''Other Information'''
-[[File:Emp-info-4 other.png|400px]]
-*'''Employee Name Translation'''
+The primary Appraisal Group screen is consist of following sections;
-[[File:Emp info 5.png|400px]]
+Appraiser's Setting,Appraisal Type Setting and Appraisal Additional Viewers
-'''Language:''' Select language in which you want to translate your name.
+===Appraiser's Setting===
+In this section we define that who will appraise and weight-age of every appraiser.
-'''First Name'''
+[[File:Appraisal Group 2.PNG]]
-'''Middle Name'''
+'''Appraiser Type''': Select one of the Appraiser Type defined in [[Appraiser's Type]].
-'''Last Name'''
+'''No. Of Appraiser''': Enter no of Appraiser against each Appraiser Type.
-'''Family Name'''
+'''Weight''': Enter weight against each Appraiser Type.
-'''Full Name:''' Shows complete name as you type in First, middle, last and family name fields.
+===Appraisal Type Setting===
+In this section we define appraisal types and their weighage against each Appraisal Group.
+[[File:Appraisal Group 3.PNG]]
-===Additional Information===
+'''Appraisal Type''': Select Appraisal Type from list. Possible Appraisal Type can be Performance,Personal and Objective.
-Additional information that are not included in basic information are under this tab.
-[[File:Emp-info-addi-tab.png|600px]]
+'''Weight''': Enter weight against each Appraisal Type for specific Appraisal Group. Total weight of all Appraisal Type must be 100.
-===Additional Field Information===
+===Appraisal Additional Viewers===
+The purpose of this section is to provide access rights to view the appraisal of the group.
-[[File:Emp-info-Add-field info.png|600px]]
+[[File:Appraisal Group 4.PNG]]
-In case any field is not available in Employee Information screens, using [[Additional Information Field Setup]] any required field can be added.
+'''Employee''': Select those employees from list who have access rights to view the appraisal of the group.

Difference between revisions of "Appraisal Group"

Latest revision as of 10:35, 16 January 2019

Contents

Introduction

Screen Panels

Appraiser's Setting

Appraisal Type Setting

Appraisal Additional Viewers

Navigation menu

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