Difference between revisions of "Appraisal Workflow"

From SmartHCM Wiki
Jump to navigation Jump to search
(Created page with "==Screenshot== 1400px ==Introduction== The purpose of this screen is to define training courses recommendation as per rating of attributes. ...")
 
 
(14 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
==Screenshot==
 
==Screenshot==
−
[[Appraisal Workflow Screen.JPG|1400px]]
+
[[File:Appraisal Workflow.JPG | 1100 px]]
  
 
==Introduction==
 
==Introduction==
−
The purpose of this screen is to define training courses recommendation as per rating of attributes. For example there is an attribute called "Writes clean code" and employee gets lowest rating against this attribute from his appraisee's, then system will suggest appropriate course based on the rating.
+
The purpose of this screen is to define Appraisal workflow that defines that which employee will be appraised by which appraiser(s) and every appraiser weight can be define here. You can also define that whether an appraiser can see others appraisers appraisal's or not. It also can be define that can appraiser see the appraisal done by appraisee for himself.
  
 
==Query Panel==
 
==Query Panel==
−
On top there is a filter panel which contains just one dropdown as shown below. Attributes dropdown values are defined in [[Appraisal Attributes]] screen.
+
On top there is a filter panel which contains just one drop-down as shown below. Appraisal group drop-down values are defined in [[Appraisal Group]] screen.
−
[[File:Query Panel Appraisal Workflow.JPG]]
+
[[File:Query Panel Appraisal Workflow.JPG | 1100 px]]
  
−
==Grid==
+
==Define Appraisee Grid==
  
−
In the grid you can view records inserted against attributes and also add,delete, and update existing records.
+
In the grid you can view records inserted against Appraisal Group and you can also add,delete, and update existing records.
  
−
[[ File:Tcrsgrid.JPG ]]
+
[[File:Objective Assinger Grid Panel.JPG | 1100 px]]
  
−
It has three following columns.
+
It has eight following columns.
  
−
# '''Rating''': It is defined in [[Objectives Rating]] screen.
+
# '''Appraisee Job''': This combo box is mandatory and used to select an employee which you are going to define as appraisee.
−
# '''Course Name''': It is defined in [[Course Setup]].
+
# '''Position''': This Position field is display-only field and data will be automatically generated by the system when you will select an appraisee job.
 +
# '''Employee Name''': This Employee Name field is display-only field and data will be automatically generated by the system when you will select an appraisee job.
 +
# '''Objective Assigner Job Id''': This combo box is used to select a employee which you are going to define as Objective Assigner.
 +
# '''Objective Assigner Position''': This Position field is display-only field and data will be automatically generated by the system when you will select a Job ID.
 +
# '''Objective Assigner Employee Name''': This Employee Name field is display-only field and data will be automatically generated by the system when you will select a Job ID.
 +
# '''Show Other Appraisal''': It is a checkbox which you can check to show other appraisals or uncheck to hide.
 +
# '''Command Column''': It has following action buttons. [[File:Ab.jpeg|100px]]
 +
## [[File:Deleteicon.JPG|50px]] It will delete the record.
 +
## [[File:Editicon.JPG|50px]] Allows you to you edit an un-authorized record.
 +
## [[File:AuthorizeIcon.JPG|50px]] It will authorize a record (Will be hidden if the record is authorized).
 +
## [[File:AmendIcon.JPG|50px]] It will edit authorized record (Will be hidden is the record is un-authorized).
 +
 
 +
==Define Appraiser Grid==
 +
 
 +
In the grid you can view records inserted against particular Employee you selected and you can also add,delete and update existing records.
 +
 
 +
[[File:Define Appraiser Appraisal Workflow.JPG | 1100 px]]
 +
 
 +
It has eight following columns.
 +
 
 +
# '''Appraiser Job''': This combo box is mandatory and used to select an employee which you are going to define as Appraiser.
 +
# '''Position''': This Position field is display-only field and data will be automatically generated by the system when you will select an Appraiser job.
 +
# '''Employee Name''': This Employee Name field is display-only field and data will be automatically generated by the system when you will select an Appraiser job.
 +
# '''Appraiser Type''': This combo box is mandatory and used to select Appraiser Type. For e.g Self, Peer and Immediate manager.
 +
# '''Appraiser Weight''': This Appraiser Weight field is display-only field and data will be automatically generated by the system when you will select an Appraiser Type.
 +
# '''Show Other Appraisal''': It is a checkbox which you can check to show other appraisals or uncheck to hide.
 +
# '''Show Appraisee Appraisal''': It is a checkbox which you can check to show Appraisee appraisals or uncheck to hide.
 
# '''Command Column''': It has following action buttons. [[File:Ab.jpeg|100px]]
 
# '''Command Column''': It has following action buttons. [[File:Ab.jpeg|100px]]
 
## [[File:Deleteicon.JPG|50px]] It will delete the record.
 
## [[File:Deleteicon.JPG|50px]] It will delete the record.

Latest revision as of 12:36, 16 January 2019

Screenshot

Appraisal Workflow.JPG

Introduction

The purpose of this screen is to define Appraisal workflow that defines that which employee will be appraised by which appraiser(s) and every appraiser weight can be define here. You can also define that whether an appraiser can see others appraisers appraisal's or not. It also can be define that can appraiser see the appraisal done by appraisee for himself.

Query Panel

On top there is a filter panel which contains just one drop-down as shown below. Appraisal group drop-down values are defined in Appraisal Group screen. Query Panel Appraisal Workflow.JPG

Define Appraisee Grid

In the grid you can view records inserted against Appraisal Group and you can also add,delete, and update existing records.

Objective Assinger Grid Panel.JPG

It has eight following columns.

  1. Appraisee Job: This combo box is mandatory and used to select an employee which you are going to define as appraisee.
  2. Position: This Position field is display-only field and data will be automatically generated by the system when you will select an appraisee job.
  3. Employee Name: This Employee Name field is display-only field and data will be automatically generated by the system when you will select an appraisee job.
  4. Objective Assigner Job Id: This combo box is used to select a employee which you are going to define as Objective Assigner.
  5. Objective Assigner Position: This Position field is display-only field and data will be automatically generated by the system when you will select a Job ID.
  6. Objective Assigner Employee Name: This Employee Name field is display-only field and data will be automatically generated by the system when you will select a Job ID.
  7. Show Other Appraisal: It is a checkbox which you can check to show other appraisals or uncheck to hide.
  8. Command Column: It has following action buttons. Ab.jpeg
    1. Deleteicon.JPG It will delete the record.
    2. Editicon.JPG Allows you to you edit an un-authorized record.
    3. AuthorizeIcon.JPG It will authorize a record (Will be hidden if the record is authorized).
    4. AmendIcon.JPG It will edit authorized record (Will be hidden is the record is un-authorized).

Define Appraiser Grid

In the grid you can view records inserted against particular Employee you selected and you can also add,delete and update existing records.

Define Appraiser Appraisal Workflow.JPG

It has eight following columns.

  1. Appraiser Job: This combo box is mandatory and used to select an employee which you are going to define as Appraiser.
  2. Position: This Position field is display-only field and data will be automatically generated by the system when you will select an Appraiser job.
  3. Employee Name: This Employee Name field is display-only field and data will be automatically generated by the system when you will select an Appraiser job.
  4. Appraiser Type: This combo box is mandatory and used to select Appraiser Type. For e.g Self, Peer and Immediate manager.
  5. Appraiser Weight: This Appraiser Weight field is display-only field and data will be automatically generated by the system when you will select an Appraiser Type.
  6. Show Other Appraisal: It is a checkbox which you can check to show other appraisals or uncheck to hide.
  7. Show Appraisee Appraisal: It is a checkbox which you can check to show Appraisee appraisals or uncheck to hide.
  8. Command Column: It has following action buttons. Ab.jpeg
    1. Deleteicon.JPG It will delete the record.
    2. Editicon.JPG Allows you to you edit an un-authorized record.
    3. AuthorizeIcon.JPG It will authorize a record (Will be hidden if the record is authorized).
    4. AmendIcon.JPG It will edit authorized record (Will be hidden is the record is un-authorized).
Retrieved from "https://wiki.smarthcm.com/index.php?title=Appraisal_Workflow&oldid=9472"