A company may conduct several appraisals for its employees and at the same time, it is important for a company to track the progress of the appraisals that were conducted in order to understand whether the assigned evaluators have completed their respective appraisals. Tracking the progress of appraisals are important in order for the company to get a complete overview of the appraisals.
With OrangeHRM, the users can track and review the progress of its appraisals through a graphical illustration making it easy to view. The admin users can view and review the status and the progress of the appraisal,
Go to Performance -> Reports -> Reviews and Appraisal Progress. Upon following this path the below screen is triggered.
Step 1: Complete the above-mentioned fields to generate the report.
|Employee Name||The name of the employees for whom the report should be generated for.|
|Evaluators||Name of the evaluator.|
Select the status of the appraisal from the dropdown, whether its :
|Sub Unit||Choose the departments relevant to the appraisal from the dropdown.|
|Location||Choose the locations relevant to the appraisal from the dropdown.|
|Supervisors||Choose the supervisors relevant to the appraisal from the dropdown.|
|Appraisal Due Date||Define the due date of the appraisal.|
Select the review status from the dropdown whether its
|Appraisal Period||Define the appraisal periods.|
The user can include either of the following employees for the report :
Select the appraisal cycle from the dropdown.
Note: This button is available to all the other fields apart from the following fields :
- Appraisal Due Date
- Appraisal Status
- Appraisal Period
- Review Status
This button helps to add entries for a field.
Step 2: Click 'Search' after defining the above-mentioned fields.
Following are the fields that are shown in the report,
|Employee ID||Shows the employee's ID|
|Employee name||Shows the employee's first name last name|
|Supervisor Name||Shows the supervisor's first name last name|
|Description||Shows the appraisal description|
|Appraisal Status||Shows the current status of the appraisal|
|From Date||Shows the date range|
|To Date||Shows the date range|
|Due date||Shows the due date|
|Final Rating||Shows the final rating which was given by the main evaluator|
|Evaluator Type||Shows the evaluator type for which are configured for that particular appraisal|
|Evaluator Name||Shows the evaluator names with reference to the evaluator type|
|Review Status||Shows the current review status|
Refer the following :