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Perf Appraisals

Concept

The Perf Appraisals page works with performance appraisal records in Self Service. It gives an employee or manager access to the personal workflow without needing the full back-office module.

Fields

FieldMeaning
Appraisal NoAppraisal reference.
PeriodReview period.
ReviewerAssigned reviewer.
StatusWorkflow state.

HowTo

  1. Open Self Service and choose Perf Appraisals from the Performance Mgt area.
  2. Use filters or search to find the relevant personal record.
  3. Open the record to review details, dates, amounts, balances, comments, or approval status.
  4. For editable workflows, choose New or Update, complete the required fields, and save.
  5. Confirm the request, profile, leave, appraisal, or compensation record shows the expected status.

Screenshots

image Showing self-service dashboard
Fig 1 Showing self-service dashboard

image Showing filters to the year in question
Fig 1.1 Showing filters to the year in question

image Showing the new button
Fig 2 Showing the new/create button

image Showing the dialog box when the create button is clicked
Fig 2.1 Showing the dialog box when the create button is clicked

image Showing Perf Appraisal section from the app
Fig 3 Showing the Perf Appraisal section from the app

image Showing Perf Appraisal view
Fig 3.1 Showing the Perf Appraisal view

image Showing Accomplishment Pane view
Fig 4 Showing the Accomplishment Pane view

image Passing comment to accomplishments
Fig 4.1 Viewing individual accomplishment

image Viewing individual accomplishment
Fig 4.2 Viewing multiple accomplishments

image Showing Comment Pane
Fig 4.3 Passing comment to accomplishments

image Showing KPI Pane
Fig 5 Showing KPI Pane

image Scoring and adding comment to individual KPI
Fig 5.1 Scoring and adding comment to individual KPI

image Showing each KPI score view
Fig 5.2 Showing each KPI Score view

image Scoring multiple KPIs and adding comment
Fig 5.3 Scoring multiple KPIs and adding comment

image Scoring multiple KPIs and adding comment
Fig 5.4 Clicking on the KPI ID

image Showing the reviewer’s score
Fig 5.5 Showing the reviewer’s score

image Showing the reviewer’s score
Fig 5.6 Showing the reviewer

image Showing the reviewer’s score
Fig 5.7 Showing the document uploaded

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