To complete the appraisal cycle

  1. Finalize the appraisal so that the employee can review and print your appraisal before you meet.
  2. Meet with the employee to discuss the appraisal.
  3. To make changes, open the appraisal form and click Revert To In Progress. You can make all the changes agreed to with the employee, including adding goals or activities for the next appraisal period. When you are done, click Finalize to finalize the appraisal again.
  4. When the overall performance level is arrived at, specify the performance rating on the appraisal form.

    Open the appraisal form and click Update Overall Rating. Select the rating and click OK.

    Note: 

    If your organization lets the system calculate an overall score and derive the performance level from the score, you may or may not have the option to update the overall performance rating.

  5. When you are sure the appraisal form will not be changed any more, click Submit To Employee to submit the form to the employee for acknowledgment, or click Submit To Upline to submit the form for approval to the upline manager. You can no longer change the appraisal form at this point.
    Note: 

    You will see only one of these actions. The appraisal acknowledgment Flow option is selected at the time that the appraisal form is defined by the administrator.

    The appraisal is acknowledged in one of two ways, depending on the Appraisal Acknowledgment Flow selected for the appraisal form. See To submit the appraisal to the employee or To submit the appraisal to the upline manager

  6. When the employee acknowledges the appraisal, open the appraisal in your inbasket, click the Acknowledge button, add comments and click OK.
    Note: 

    By default, this is the final acknowledgment. However, your organization may modify the process flow and require other acknowledgments and approvals.

    When the appraisal is acknowledged it is displayed on your Historical tab and on the employee's Historical tab.