This page guides you through the creation and the management of periodic and ongoing staff appraisal records..
These are topics on this page
Creating New Employee's Appraisal
Editing the appraisalIntroduction
Changing the Activity status of the Employee Appraisal Record
Introduction
Staff Appraisal records are managed through the employee profile. Selecting the Appraisal tile located within the left menu panel will provide you with access to the Staff Appraisal record function.
Navigating the Appraisal page
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The following is an outline of the fields that comprise the Staff Appraisal page:
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Creating
Newan Employee
'sAppraisal Record
To create an appraisal record observe the following steps:
Select the Employees>Employees sub-menu to open the User List page into the browser.
Search for the Employee record from within the User list.
Highlight the Employee record to be edited.
Either click on the edit button or double click on the Employee record to open it within the Employee page within the browser.
Click the Appraisal tile located within the left menu bar, to open the staff Appraisal list.
Click the
button within the ribbon bar to open a blank staff appraisal page within the browser.Within the Date field update the field with the date of appraisal. The date can be specified as free text or by using the calendar picker.
Although a data entry optional field , the Review Date field can be used to specify the date that the appraisal will be reviewed. The date can be specified as free text or by using the calendar picker.
Within the General Comments field input a narration of comments.
Within the Job Performance, Attitude, Personal Abilities and Overall Achievement panels ensure that you select an appropriate rating from the drop down list associated with the appraisal attributes.
Click the SAVE button to create the record.
Click the CLOSE button to exit back to the Staff Appraisal List.
Editing an Employee Appraisal
recordRecord
To edit an appraisal record observe the following steps:
Observe the steps 1 - 5 outlined under the topic Creating a Staff Appraisal record.
From the record listing, highlight the Training Appraisal record that is to be edited.
Either click on the edit button or double click on the Staff Training Appraisal record to open it within the browser
Edit the Staff Training Appraisal record .
Edits to the record can include as follows:✴
Registering a note through the Notes Panel.
✴Uploading a document related with the Warning.
✴Revision to the Expiry Review Date.Updating the training status.
✴Revisions to the field value set within the individual drop down fields listed under the Job✴Performance, Attitude, Personal Abilities and Overall Achievement panels.
✴Assignment of additional information into the Description or Remarks field(s)comments field.Click the SAVE button to update the record.
Click the CLOSE button to exit back to the Staff Training List.
Appraisal List.
Changing the Activity status of the Employee Appraisal Record
To edit the activity status of a Staff Appraisal record observe the following steps:
Observe the steps 1 -3 outlined under the topic Editing a Staff Appraisal record.
To deactivate the Appraisal record click the Deactivate button
To activate the Appraisal record observe the step 1 above and select the Activate button.
Once done, you can exit back to the Record List.
Deleting an Employee Appraisal Record
Although not recommended, and you are referred to the notes on record deactivation, to delete an Appraisal record observe the following steps:
Observe the steps 1 - 5 outlined under the topic Creating a Staff Appraisal record.
From the record listing, highlight the Appraisal record that is to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button to confirm the deletion of the selected record.
