A performance appraisal can be a turning point in an employee's career. It can either help the employee to propel to new career heights or result in career regression of the employee. The outcome is entirely based on the employee's performance. Often times, the word 'appraisal' itself can bring fear to the minds of employees. It is the responsibility of the manager's and HR professional's to create a calm and comfortable environment to facilitate the appraisal so that employees can express themselves openly during the appraisal process.
With OrangeHRM, Managers and HR professionals can now help to create that calm and comfortable environment by allowing the user to personalize the header for each employees 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 appraisals or appraisal cycles.
Go to Performance -> Configuration ->Appraisal -> Templates. This will bring you to the following screen:
Step 1 – Click the 'Add' button which is located at the top right-hand corner of the above screen. Upon clicking the 'Add' button the 'Add Appraisal Template' is activated.
Step 2 - Complete the following fields.
| Field | Description |
| Name | The user can enter a preferred name |
|
Description |
The user can provide a brief description |
|
Is Default |
When enabling this checkbox the appraisal will become a default appraisal template. |
|
Include Attachments Section |
When enabling this checkbox the attachment section gets enabled for the appraisal template |
Step 3 – The user can define 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.
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