To run the Mass Appraisal Creation program:Performance Management can automatically create appraisals for all members of a Performance Management Plan (PMP) on the date specified in the plan. You can create appraisals for new hires and employees who have transferred-in to your organization and are part of the performance-management plan population, even if their employment start date is later than the appraisal task start date. When you run the Mass Appraisal Creation program to republish the performance management plan, the process creates appraisals for new joinees and transfers-in.
Attention: You must first run the Performance Plan Republish process and flag it to reevaluate the population for appraisals to be created for new hires. The reason being on republish using the Reevaluate Plan Population option, a new population hierarchy is created and hence the new joinees will also be included in the qualifying plan population. For information about the Reevaluate Plan Population option, see: Using the Performance Management Plan Republishing Options
Alternatively, you can run the appraisal-creation process independently of the PMP.
As an HR Professional, you can run this program from the Batch Requests region of the Performance Management page.
See: HR Professional Performance Management Tasks
To run the Mass Appraisal Creation program:In the Name field, select Mass Appraisal Creation.
The Parameters window opens.
In the Effective Date field, enter the date on which the application is to create appraisals.
In the Performance Plan field, select the plan for which you are creating appraisals.
In the Appraisal Template field, select the relevant appraisal template. If the plan includes only one combination of appraisal template and appraisal period, the appraisal template name appears here automatically.
In the Log Output field, select Yes to create a log file of the appraisal-creation process.
Setting the Delete Pending Transactions parameter:
The default value of this parameter is No. If this parameter is set to No, the application prevents the creation of scorecards by deleting all the pending transactions when the Mass Appraisal Creation program is scheduled to run automatically. If any pending transactions exist, then the Mass Appraisal Creation program does not run and the application displays the following error: 'The Mass Appraisal Creation process has failed because pending transactions exist for this performance management plan'.
If required, to meet certain business requirements, HR administrators can set this parameter to Yes, in which case the application deletes all the pending transactions prior to the running of the Mass Appraisal Creation program. For example, a Performance Management Plan is published to a population of 20,000 employees. If objective setting has not been completed for about 100 employees, then HR administrators can choose to set this parameter to 'Yes' and run the Mass Appraisal Creation program.
The program creates appraisals for all plan members and allocates them to the initiator identified in the PMP.
The Mass Appraisal Creation process checks for workers in the plan population who have future dated termination. If the Allow Updates to Appraisals of Workers Terminated at a Future Date check box is selected for an appraisal template, then the program creates appraisals for workers whose termination date is set at a future date. Otherwise, the program does not create appraisals for such workers and their immediate direct reports. For more information, see: Enabling Update of Appraisals of Workers with Future-Dated Termination
You can view the Error Report on the Monitor Concurrent Program page. For information, see: Monitoring Reports and Processes