This document helps the user to understand how to use the performance module system functionalities, capabilities, step-by-step procedures for system access and use.
Once the employee receives the email that their appraisal is created, they can log into OrangeHRM to complete their self-review.
Review My Appraisal
The user needs to log in to the system and select "Appraisals" under "Performance" and click the "My Appraisal". The system will navigate the user to the appraisals which are assigned for the user.
Performance-> Appraisals-> Employee Appraisal
Select the appraisal that is shown in the "Initiated" state as below. Upon selecting, the system navigates the user to the appraisal form.
There are two views of an appraisal, one is the "Single View" and the other one is the "Multiple View".
Single View ( Expanded View of Appraisal)
Multiple View (To view all the reviewer’s review)
Select the below-highlighted icon on top of the appraisal form to switch to the Multiple view option.
once the system navigates the user to the screen where you need to rate your self for the competencies, questions or goals which were assigned for you. After you have filled the information you can save and if you are confident with the rate that is given you can submit the appraisal.
Once user clicks on the Review icon the system will direct you to the single view of the appraisal. The ratings can be added from 1 to 5 and comments against every Objectives and value in the appraisal form by giving the ratings based on the work performed during the period.
The ratings can be kept as in drafts by clicking the "Save" option and resume that for later review.
When the ratings are given, the user can click "Submit". Once you have submitted the appraisal you cannot make any changes.
Once you submit the self-review, the appraisal looks as shown below.
By default, the user cannot view the scores which were given by the supervisor or the other reviewers. Note: This is based on the permission set up by the HR manager.
The employee can create goals for themself if the HR has given permission through the system. Note: This is configurable in the system as an HR manager can decide to give permission for the employee to create goals.
Select add goal option from by hovering over the plus icon on the screen
The system navigates the user to the "Add goal" screen and the requested information should be filled as follows.
First, add the goal name and the goal description and set the goal "Due date" and the evaluator groups. If the created goal is a child goal of another goal, the user can add the parent goal name in the "Parent Goal" field. Next, click Save. The supervisor receives an email notification once you have submits the goal and it is under pending review from the supervisor's end. Once the goal is approved by the supervisor, you can proceed.
Rate My Goals
Once a goal is assigned for you, those are get listed under the "My Goals" section. It is possible to view the goals through Performance -> Goals -> My Goals
Select the goal and mark the goal completion and once the goal is completed, select the "Achieved" under status field and click update.
Select add 'Objective with Key Results' option by hovering over the plus icon on the screen.
The system navigated to the screen where the user needs to fill the objective goal information and assign the OKR to the employee.
First, add the OKR name and the description and set the OKR "Due date" and the evaluator groups. If the created goal is a child goal of another goal, user can add the parent goal name in the "Parent Goal" field. Next, assign the OKR to the respective employee by selecting the employee name from the "Assigned To" field and click save.
When saving the OKR goal information, the user can add the key results for the created objective. By clicking the "Add" the user can add the Key Results as shown below.
Fill the above information and save the Key result. Similarly, the user can create multiple key results and save. Refer to the article.
Upon saving the key results, all the created key results are shown under the objective. Once the employee updates the completion for each key result, the completion rate for each key result can be shown as below.
From the Goal list screen the user can view the Objectives and the key results that are created for the objectives by expanding the objective.
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