This topic brings together several tasks that affect the appraisal process. You may already have performed some of these tasks during implementation of Oracle Performance Management.

   To set up the appraisal process:

1. During an appraisal, Performance Management can allocate a rating to each objective and competency based on standard calculations. Alternatively, you can define your own formulas to calculate objective and competency ratings.

   See: Assessing Competencies and Objectives

2. To include competencies in an appraisal, create one or more competency assessment templates. HR Professionals and other authorized users create competency assessment templates using the Manage Competency Assessment Templates function.

   See: Assessment Templates

3. To include objectives in an appraisal, create one or more objective assessment templates. HR Professionals and other authorized users can create objective assessment templates using the Manage Objective Assessment Templates function.

   See: Assessment Templates

4. For rating overall performance, identify an existing performance rating scale or create a new performance rating scale. You select this rating scale when you define the appraisal template.

   See: Defining Rating Scales

   Alternatively, you can write a formula to calculate a final rating based on a worker's final scores for competencies and objectives. (In this case, you select both a rating scale and a formula when you define the appraisal template.)

   See: Assessing Competencies and Objectives

5. Identify or create questionnaires to include in the appraisal. If you omit this step, you cannot select questionnaires for the appraisee and main appraiser when you define the appraisal template. For 360-degree appraisals, you must define a questionnaire.

   See: The Appraisal Template

6. Create an appraisal template to configure the appraisal. You must create at least one appraisal template, and you can create several if you want to use a different template for each appraisal type or purpose.

   To create the appraisal template, HR Professionals and other authorized users use the Manage Appraisal Templates function.

   • To enable main appraisers to update and complete appraisals of ex-employees and ex-contingent workers, you can define the configurable options available in the appraisal template.

   • If you are using the Offline Appraisals feature, then the appraisal template must contain the offline appraisal templates for enabling the offline capabilities.

     If you personalize the online Appraisal pages for the appraisal participant types, and you plan to use the offline appraisals functionality, then you must personalize the offline appraisal templates to match those of the online appraisals. Oracle Performance Management supplies the offline appraisal templates that contain fields and sections similar to those that appear on the online appraisals.

     Oracle Performance Management supplies these templates:

     • For the appraisee -OfflApprSeedEmpTemplate

     • For the main appraiser -OfflApprSeedMgrTemplate

     • For an other participant - OfflApprSeedPartTemplate

     Use Oracle XML Publisher to personalize the XML version of the templates. For more information, see: Oracle XML Publisher User's Guide and Offline Appraisal Template Personalization Guidelines, an Oracle White paper on My Oracle Support Note ID:465183.1.

   See: The Appraisal Template

7. Review current settings of the profile options, and update if necessary:

   See: Configuring the Appraisals Function

8. Edit the APPRAISAL_TYPE lookup to include your enterprise's appraisal types. The values you specify here populate the Appraisal Purpose list on the SSHR Appraisal Setup page.

   See: Adding Lookup Types and Values

9. If appropriate, edit the APPRAISAL_ASSESSMENT_STATUS lookup to update the appraisal status values.

   See: Adding Lookup Types and Values

10. When an appraisal is complete, the application automatically updates the following fields in the Performance window:

    • Rating

      This field contains the appraisee's overall rating.

    • Date

      This field contains the appraisal completion date.

    • Type

      This field contains the interview type with the code APPRAISAL from the EMP_INTERVIEW_TYPE lookup. To ensure that Oracle Performance Management populates the Type field, you must update the lookup EMP_INTERVIEW_TYPE.

      See: Adding Lookup Types and Values

11. When you create a new appraisal using the self-service Appraisals function, you select an appraisal template in the Appraisal Setup Details page. You can personalize the Appraisal Setup Details page for each type of appraisal to identify a default appraisal template.

    See: Configuring the Appraisals Function

12. A manager can view all appraisals for an individual in a people hierarchy. By default, the people hierarchy excludes ex-employees. To include appraisals of ex-employees, you edit the relevant function.

    See: Configuring the Appraisals Function

13. Configure components of the Appraisals pages, such as flexfields, instruction text, and messages. In addition, you can include or exclude specific regions of the pages.

    See: Configuring the Appraisals Function

    Note: You can use function-level personalization to personalize the entire appraisal process under a single function.

    See: The Personalization Framework

14. Define your approvals process for appraisals.

    See: The Workflow section in Configuring the Appraisals Function

You are now ready to perform an appraisal.

See: The Appraisal Process