This example process describes a standard appraisal created automatically from a Performance Management Plan (PMP). The main appraiser is identified as the appraisal initiator. The flow described here is typical; however, the appraisals functionality is flexible enough to accommodate different process flows from the one described here.
Performance Management created the appraisal automatically on the date specified in the PMP and allocated it to you as main appraiser. You:
Log in to Manager Self Service and select the Performance Management function.
Your Performance Management Task List includes the task Manage Appraisals, which is enabled during the appraisal-task period.
You select the Manage Appraisals task, and then select the Appraise action for the first appraisee.
The appraisal template used in this example includes all available sections.
In the Appraisals Overview page, you complete the following regions:
The Competencies region, which already includes job competencies as specified in the competency assessment template. You add other competencies for this employee, and enter your evaluation of all competencies.
The Objectives region, which includes objectives to be appraised from the employee's personal scorecard. You enter a performance rating for each objective.
The Learning Path region, where you enter courses the appraisee should attend and specify target completion dates.
The Questionnaire region, where you complete the questionnaire identified for the main appraiser in the appraisal template.
You decide not to complete the Participants and Overall Rating and Comments regions at this point and save the appraisal as a draft to review the Competencies and Objectives regions.
When you have time to work on the competencies and objectives, you download the appraisal using the Download button. You update the details of the competencies, add and update the objectives, and then upload the completed appraisal.
You share the appraisal with the appraisee. You decide to share:
Your competency ratings and comments
Your objective ratings and comments
You decide not to share your completed questionnaire. In addition, you do not select Overall Rating and Overall Comments because you have not yet completed these entries. The appraisee can see the Learner Path region by default.
To allow the appraisee to update the appraisal, you select Update Appraisal in the Appraisee Permissions region. You do not select Participant Details. Provide Feedback on Overall Rating is not selectable because you have not selected Overall Rating.
While the appraisee owns the appraisal, you can view the appraisal but not update it.
The appraisee adds their own competency and objective ratings, completes the appraisee questionnaire, and then shares the appraisal with you.
You review the appraisee's contributions, amend one of your own competency evaluations, and include an additional objective in the Objectives region. You also add participants to the appraisal.
You share the appraisal with the appraisee again. On this occasion, you select:
Competency Ratings and Comments, so the appraisee can view your amendment
Participant Details, so the appraisee can review and update the list of participants
Update Appraisal, so the appraisee can update the appraisal (specifically, the list of participants)
Note: If you deselect Update Appraisal, the appraisee can view the information you are sharing but cannot update it. However, the appraisee can still provide feedback if you select Provide Feedback on Overall Rating.
You leave Main Appraiser Retains Ownership deselected because, to update the appraisal, the appraisee must own it.
Note: If you select Main Appraiser Retains Ownership, the appraisee can view any information you share but can neither update the appraisal nor provide feedback on the overall rating.
As you did not select Objective Ratings and Comments, the appraisee can see the list of objectives, including the objective you added in Step 4, but cannot see any of your objective ratings and comments.
While the appraisee owns the appraisal, you can view the appraisal but not update it.
The appraisee updates the list of participants and shares the appraisal with you again.
You review the revised list of participants. You remove one of the appraisers and make another a reviewer rather than an appraiser.
You share the appraisal with the appraisee, but this time you select Main Appraiser Retains Ownership so that you can continue to work on the appraisal. The appraisee can view latest changes but cannot make further updates.
You request the participants' feedback.
As you receive notification that participants have contributed to the appraisal, you review their contributions and make any further changes to the appraisal.
When all participants have contributed and you have no further changes to make, you are ready to discuss the appraisal with the appraisee. You use the Employee Review function to schedule a review meeting.
See: Entering an Employee Review
You use the appraisals Printable Page function to print the appraisal to take to the meeting.
Main appraisers and appraisees can print in progress and completed appraisals from the Main Appraiser and My Appraisals pages. See: Printing Appraisals
After the review meeting, you give final ratings and request approval. In the Details to be Shared with Appraisee region of the Final Ratings page, you select:
Additional Details, so that the appraisee can see latest changes to those sections of the appraisal to which the appraisee already has access
Overall Comments
Overall Rating
Provide Feedback on Overall Rating, so that the appraisee can comment
You decide not to share participant names and ratings.
Each approver in the approvals chain receives notification when their approval is required. One approver returns the appraisal for correction.
You update the appraisal to address their concerns and send the appraisal to all approvers and recipients again.
This time, all approvers approve the appraisal.
The appraisee receives a request for feedback on their overall rating. The appraisee reviews the sections of the appraisal you have allowed them to see, including the overall rating and comments, and provides feedback.
The appraisal process is now complete.
For a summary of the appraisals workflow notification messages, see: Appraisals Workflow Notifications