Employee Record – Appraisal

Make sure you have completed following session(s)

l Add New Employee

l Appraisal Form Setup

The purpose of this function, is to record employee’s appraisal record. Operation steps as below:

Steps

1. Go to “Employee Record” and select “Appraisal”

2. Click the [New] button to create an appraisal record

3. Enter the details of the appraisal record, including

Data Field	Explanation	Example
Date of appraisal	The date of the appraisal record	2018/01/15
Performance Period	Performance period for this appraisal record	2017/01/01 – 2017/12/31
Type	Appraisal type	Annual Review
Form	Select the defined appraisal form	Form A 2018
Supervisor	Free text field to store supervisor name	Manager A

4. Enter the performance rating by double clicking the appraisal item. Each appraisal item can store employee’s rating & supervisor’s rating.

5. The system will auto calculate the appraisal item score, in some special case, user may edit the item score manually

6. Enter the “Comments / Examples” if needed

7. Click the [Next] button to move to the next appraisal item, then repeat steps 4-6 until all items completed

8. Enter the custom defined data field of the appraisal record

9. Click the update button to save the appraisal record

10. Repeat steps 1-7 to enter appraisal record from another employee

See also