Creating a proper appraisal form and assigning evaluators is important but at the same time, it is important for evaluators to evaluate the created appraisal form and provide unbiased feedback along with ratings. Once when feedback and ratings are provided by the evaluators, the employees can identify their actual performance. Hence helping them to further enhance their performance or take corrective actions to completely uplift their performance from a worse position to a much better position.
A company may be able to create appraisals, assign evaluators for the appraisal and evaluate as well. But the problem arises when users cannot evaluate multiple employees with their existing system. However, with OrangeHRM, users can now evaluate multiple employees with ease. the appraisals are created and activated, employees who are added as reviewers can evaluate the appraisal forms.
This feature can be accessed in two ways :
Path 1 : Go to Performance -> Appraisals -> My Appraisals.
Path 2: If another employee is been evaluated then the user can access this feature by following this path: Performance -> Appraisals -> Appraisal List.
This feature allows the user to directly access another employee's appraisal while reviewing an appraisal of a different employee. With this feature, it improves eliminating the need to go back and forth to the appraisal list in order to review multiple employee appraisals.
Refer the following article to learn about how to evaluate appraisal for self-review.
Step 1 – Click the icon in front of the appraisal that requires to be reviewed. Upon clicking the button the following image is displayed.
Step 2 – Rate the competencies and Goals using the rating bar. The scale is from 0 to 5 with 0.5 intervals. Also, the user can add comments to the questions that are listed in the appraisal under the question section and click 'Save'.
Step 3 – Upon saving the answer the user can resume the ratings by clicking save. When all the competencies and goals are rated, Click 'Submit'. Once submitted, the form is not editable for the reviewer.
Optional: The user can view the actions performed for an appraisal under the 'Appraisal History' section which is displayed at the bottom of the review.
Step 1 - Upon following Path 2 the following screen is displayed.
Step 2 – Cick the icon in front of the appraisal that requires to be reviewed. Upon clicking the button the following image is displayed.
Step 3 - The main Evaluator and admin can view the appraisal forms of all reviewers on one screen. The user can go to the multiple view section by clicking the employee name from the appraisal list or by clicking the 'Multiple View' icon in the top right corner of the appraisal.
Step 4 – Upon clicking 'Multiple View' the following screen is displayed.
Step 5 – To switch to Single View, click the green button with each reviewer’s name and select 'Read' from the drop-down.
If the attachment section is enabled, the reviewers can upload attachments for the appraisals. Refer to the following article to enable the attachment section.
In the same section, it is possible to add more than one attachment for the appraisal with the “ + Add Attachment” option.
The attachment section is not available when the user navigated to the multiple view of an appraisal. If an attachment is available, it is shown with an attachment sign next to the reviewer who has uploaded the attachment.
Once the user downloads the appraisal, if there are any added attachments, it is shown under the “Attachment” section as follows.
Reject a review
The main evaluator can reject a submitted review. The HR Admin can reject the main evaluator review. When rejected, the form will become editable.
The reject button is available for the main evaluator in each single review form once it is submitted.
HR admin and the main evaluator can use the multiple views to reject the main evaluator review as shown below.
Completing the Appraisal
The main evaluator finalizes the review. They will look at the other reviews and approve/Reject as required. Once all the reviews are approved. The main evaluator then gives his own rating which will be considered as the final rating as shown in the above image.
Step 6 - After each evaluator has submitted their review then the main evaluator and the employee who is been assessed can download the review by clicking the "Print" button available in the above screen. "Print" is displayed once the user submits their review. Upon clicking the 'Print' button the following screen is displayed
Please refer Add Subscribers to Email Notifications article to view performance related email notifications.
Refer the following :