The Refresh Appraisal Summary program updates the performance management plan appraisal data. This process enables managers to view the most up to date information on the Performance Management Plan Appraisal Rating Summary. For more information, see: Viewing Performance Management Plan Appraisal Rating Summary

You run this process from the Submit Request window.

You can schedule this process to run based on the appraisal cycle in your enterprise. Alternatively, you can run this program, whenever workforce complete their appraisals.

   To run the Refresh Appraisal Summary program:

1. In the Name field, select Refresh Appraisal Summary.

   The Parameters window opens.

2. In the Plan Name field, select the plan for which the application must refresh appraisal summary data for reporting purposes.

   Note: This process does not update any information related to appraisals, rather populates the rating summary information for managers in a separate summary table.

3. In the Appraisal Period field, if a performance management plan has multiple appraisals, select the specific appraisal period to view the corresponding appraisal summary.

   If the plan includes only one appraisal period, then the appraisal period appears here automatically.

4. Click OK, and then Submit.

What's Next

To monitor the process, click the Process Monitor and Reports link on the Performance Management Home page for HR Professionals and navigate to the Monitor Concurrent Programs page.