An appraisal is a way to assess the performance of an employee over a specific period of time. Usually, a company conducts an appraisal every six months, in other words, an appraisal is conducted twice a year. Different companies conduct different types of appraisals. The following are examples of the various types of appraisals:
- 360-degree appraisal
- Management by objective
- Psychological appraisals
- Self Assessments
An appraisal should be created giving a lot of thought and attention to every detail. Otherwise, the evaluator will not be able to fully assess the employee. With OrangeHRM, evaluators can now create appraisals according to their specific requirements. As a result, evaluators can now fully assess an employee eliminating the risk of missing a single piece of information. The appraisals are created based on competency mappings. Also, Goals and Questions can be defined and added.
Go to Performance -> Appraisals -> Appraisal List. The following screen appears:
Step 1 – Click the 'Add' button which is located towards the top right-hand corner. The 'Add Appraisal' screen appears.
Step 2 – Complete the following fields.
|
Field |
Description |
|
Employee name |
Name of the employee for whom the appraisal is being created. |
|
Description |
A brief description of the appraisal. |
|
Template |
Map the appraisal to the pre-defined templates. |
|
Appraisal Cycle |
Map the appraisal to the pre-defined appraisals listed in the dropdown. |
|
From/To |
Define the time period for which the appraisal is being created. |
|
Due Date |
The due date for the appraisal. |
Step 3 – Click 'Next' after defining the above fields. After clicking 'Next' the below-mentioned screen is triggered.
Step 4 – Complete the following fields for the above screen in order to define the evaluators for the appraisal.
|
Field |
Description |
| Main Evaluator |
Mention the name of the main evaluator. Alternatively, the user can appoint himself/herself as the main evaluator by enabling the checkbox. |
|
Supervisors |
Mention a supervisor/s required for the appraisal. This field supports multiple entries. |
|
Peers |
Mention a peer/peers required for the appraisal. This field supports multiple entries. |
Step 5 – Click 'Save' once the above fields have been defined.
Configure Appraisals
It is possible to configure up to 11 columns and you can now see the job title, Subunit, and location details of appraisals created for employees in the system. Identifying appraisals created for a specific job title, Sub Unit, Location, Employment Status or Supervisor name is now easily achievable via the filter options present in the system.
Step 1 - Click the three dots " ... "and select " configure". The following pop-up window will display.
Step 2 - Select the Preferred column and click 'Save'
Filter Appraisals
Step 1 – Click the Filter icon in the 'Employee Appraisals' screen to search for a specific appraisal or to search for a specific set of employees. The 'Filter Appraisals By' page appears.
When Selecting the “Reset” within the Filter, this will reset the search results back to the default list view.
Step 2 – Complete the fields in the above-mentioned screen.
| Field | Description |
| Employee Name | Search based on the name of the employee. |
| Job Title | Search based on the Job Title |
| Location | Search based on the Location name |
| Subunit | Search based on the subunit |
| Employment Status | Search based on the employment status |
| Supervisor Name | Filter employee appraisals of selected supervisor/s |
| Evaluator Name | Search based on the name of the evaluator. |
| From / To | Define a time period to narrow down the search. |
| Appraisal Cycle | Search based on the predefined appraisal cycles available in the dropdown. |
| Appraisal Status |
Search based on the status options of the appraisal available in the drop-down:
|
| Review Status |
Search based on the review status options available in the drop-down:
|
| Make Filter Default |
Allows personalizing the appraisal list view based on specific user preferences. When saved, the same filters are applied automatically every time the user accesses the appraisal list. |
Step 3 - Click 'Search' after defining the above filter criteria.
Download Appraisals
By clicking the download option, it is possible to download the appraisal reviews of evaluators' ratings in one go within any stage (Initiate, In progress, Completed, etc.) of an appraisal. In a particular appraisal, if there are multiple evaluators that have been set up, all evaluator's reviews can be downloaded to PDF or DOCX formats.
Sample Appraisal
Main Evaluator
Self Review
Supervisors
If the appraisal has signature functionality enabled, the downloaded file will include a section below for evaluators to sign the document.
If you want to download all the appraisals at once, select all the appraisals and click "..." and select "Download Selected"
The system displays a pop-up window allowing you to select your preferred download file format, either PDF or DOCx and the download link for the selected files will then be sent to the email address of the logged-in user.
If the logged-in user's email address has not been added in the system under their contact info, the system displays a pop-up message requesting the email address to send the appraisal download link.
As this process takes some time to download, the system does the processing and sends the file download link to the actioned user’s email.