Difference between revisions of "Performance/Personal Appraisal"

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(Created page with "==Screenshot== 1000px ==Introduction== The purpose of this screen is to do the appraisal (Performance/Personal) of the employees w.r.t Appra...")
 
 
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The purpose of this screen is to do the appraisal (Performance/Personal) of the employees w.r.t Appraisal Plan. Check [[Appraisal_Plan_Generation]] to learn about Appraisal Plan
 
The purpose of this screen is to do the appraisal (Performance/Personal) of the employees w.r.t Appraisal Plan. Check [[Appraisal_Plan_Generation]] to learn about Appraisal Plan
  
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The screen has three sections.
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The screen has two Sections.
  
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# '''Query Section''': This section has a drop down field (Plan Id). If you want to view an existing plan that you made earlier, just search the plan in the drop down field and select. All the information will be displayed related to that plan.
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# '''Primary Section''': This section has three Input fields (Employee, Plan, Flag) and four Display fields (Employee Id, Appraisal Group, From Date, To Date).
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[[File:Section1.png|500px]]
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## '''Input fields'''
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# '''Primary Section''': This section is to create a new appraisal plan for a group. It has two input fields (Appraisal group & Show in ESS) and two display fields (From date, To date). If you are creating a new plan follow these steps
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### Employee: This field is actually a drop down menu to select the employee with is to be appraised.
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## Click on Add button
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### Plan: This field is also a drop down menu and the Appraisal Plan can be selected by this. Learn more about Appraisal Plan here [[Appraisal_Plan_Generation]]
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## Select the group you want to make plan for
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### Flag: By this drop down menu you can select the appraisal type i.e: Performance/Personal
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## If you want to make visible this appraisal in ESS (Employee Self Service) then tick the Show in ESS checkbox.
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## '''Display fields'''
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## Click on Save button
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### Employee Id: This displays the employee Id of the selected employee once an employee is selected by Employee drop down menu.
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## After the save is complete. You will see these new buttons on the secondary section toolbar  [[File:StartAppraisalIcons.png|200px]] We will talk about these later
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### Appraisal group: This displays the selected Appraisal Group name according to selected Appraisal plan.
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[[File:Section2.png|500px]]
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### From Date: This displays the selected Appraisal Group->Appraisal Plan Duration Start date.
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# '''Secondary Section''': This section is dependent of primary section. Once you have created a plan, now it is time to add employees to this plan. Follow these steps to do so,
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### To Date: This displays the selected Appraisal Group->Appraisal Plan Duration End date.
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## If you want to add all the employees of the group to this plan. Click on Add All button
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## If you want to add some random employees of the group to this plan. Click on Add button and choose employee to add.
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[[File:PerformanceAppraisalPrimary.png|800px]]
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## After you have added employees, save this section by clicking on Save button.
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## Once you are done with all the necessary Appraisal setups and want to start appraisal. Now it is time to use these buttons that appeared on secondary section toolbar
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# '''Secondary Section''': This section has two tab panels (Performance/Personal Appraisal, Attribute). Once you have selected the Employee, Plan and Flag respectively from the Primary Section. Performance/Personal Appraisal tab of Secondary section will be enabled.
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### Start Objective in ESS: It will toggle the objective in ESS. If this button is pressed then appraisers can give the objectives to their appraise according to appraisal workflow.  
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## '''Performance/Personal Appraisal''': Once this tab panel is enabled, It is time to fill the appraisal data of the selected employee for selected Plan.
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### Start Appraisal in ESS: It will toggle the appraisal in ESS. If this button is pressed then appraisers can appraise their appraise according to appraisal workflow.
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## '''Attribute''': This tab panel is to give the rating against the given attributes. Select a row from Performance/Personal Appraisal tab and then navigate to this Attribute tab. Add attributes one by one and give their rating.
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[[File:Section3.png|500px]]
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[[File:PerformanceAppraisalSecondary.png|800px]]

Latest revision as of 13:51, 16 January 2019

Screenshot

PerformanceAppraisal.png

Introduction

The purpose of this screen is to do the appraisal (Performance/Personal) of the employees w.r.t Appraisal Plan. Check Appraisal_Plan_Generation to learn about Appraisal Plan

The screen has two Sections.

  1. Primary Section: This section has three Input fields (Employee, Plan, Flag) and four Display fields (Employee Id, Appraisal Group, From Date, To Date).
    1. Input fields
      1. Employee: This field is actually a drop down menu to select the employee with is to be appraised.
      2. Plan: This field is also a drop down menu and the Appraisal Plan can be selected by this. Learn more about Appraisal Plan here Appraisal_Plan_Generation
      3. Flag: By this drop down menu you can select the appraisal type i.e: Performance/Personal
    2. Display fields
      1. Employee Id: This displays the employee Id of the selected employee once an employee is selected by Employee drop down menu.
      2. Appraisal group: This displays the selected Appraisal Group name according to selected Appraisal plan.
      3. From Date: This displays the selected Appraisal Group->Appraisal Plan Duration Start date.
      4. To Date: This displays the selected Appraisal Group->Appraisal Plan Duration End date.

PerformanceAppraisalPrimary.png

  1. Secondary Section: This section has two tab panels (Performance/Personal Appraisal, Attribute). Once you have selected the Employee, Plan and Flag respectively from the Primary Section. Performance/Personal Appraisal tab of Secondary section will be enabled.
    1. Performance/Personal Appraisal: Once this tab panel is enabled, It is time to fill the appraisal data of the selected employee for selected Plan.
    2. Attribute: This tab panel is to give the rating against the given attributes. Select a row from Performance/Personal Appraisal tab and then navigate to this Attribute tab. Add attributes one by one and give their rating.

PerformanceAppraisalSecondary.png

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