An appraisal is a turning point in an employee's career. It can either help the employee to propel to new career heights or pull the employee's career backward. However, either of these conditions is entirely based on the employee's performance. On most occasions, the word 'appraisal' itself can bring fear in the minds of the employees. It is the manager's and HR professional's duty to create a calm and comfortable environment for the appraisal so that employees can express themselves during the appraisal.
With OrangeHRM managers and HR professionals can now create that calm and comfortable environment by allowing the user to personalize the header for an appraisal. The user can create and store multiple headers that can be used in form design. Also, the user can select the header which they want to use when creating appraisal or appraisal cycles.
Go to Performance -> Configuration ->Appraisal -> Templates. Upon following this path the following screen is triggered.
Step 1 – Click the 'Add' button which is towards the top right-hand corner of the above screen. Upon clicking the 'Add' button then 'Add Appraisal Template' is activated.
Step 2 - Complete the following fields.
|Name||The user can enter a preferred name|
|The user can provide a brief description|
|This field is a checkbox that needs to be enabled. Upon enabling this checkbox the appraisal will be made as a default appraisal template.|
Step 3 – The user can create the preferred content by using the allocated space in the 'Add Appraisal Template' screen (Refer to the image below)
Step 4 - Click 'Save ' after making all the relevant changes.
Refer the following :