Generating performance appraisals for eligibility groups

Use this procedure to generate performance appraisals for employees that belong to a specific eligibility group. Based on the appraisal rules for the appraisal form, a manager appraisal is generated for each employee. If self-appraisals are set up, a self-appraisal is generated for each employee.

  1. Select Administrator > Performance > Appraisal Creation > By Groups.
  2. Specify this information:
    Appraisal Form
    Select the appraisal form from which the performance appraisals are generated.
    Eligibility Group
    If the appraisal form is associated with an eligibility group, the group is displayed by default in this field. If a group is not displayed, select an eligibility group.
    Performance Review Period
    If a performance review period is specified on the appraisal form, it is displayed in these fields. You can overwrite the dates.

    Specify a date range or a frequency.

    • If the review period is the same for every selected employee, specify the start and end date of the review period in the Date Range field.
    • If each employee has a different review period, specify the review period. For example, a review period that is based on the start date. This period can be a set number of days or months from a specified date or it can be customized.
      • To specify a date, select the period of time from the Frequency list and select a date from the From Date list. The specified date can be the employee's start date, adjusted start date, anniversary date, or other date. For example, for an annual review using the start date as a starting point, select Annually from the Frequency list. Then select Start Date from the From Date list.
      • To specify a custom date, select Custom from the Frequency list. Specify a Number of Units and select a Unit Type. For example, for a review every six weeks, specify 6 in the Number of Units field and select Weeks from the Unit Type list.
      • To generate appraisals for employees who have an appraisal due during this period, select a date range in the From Date Is Between field.
      • To set a range of appraisal end dates, select dates in the Appraisal End Date Range field.
      • When appraisals are created using a Frequency and From Date combination and the Appraisal End Date Range field is left blank, you can specify a number of days in the Select Number Of Days Prior To Appraisal End Date For Appraisal Creation field. The Appraisal End Date Range field is set by default to the current corporate date and appraisals are created in advance by the specified number of days.
    Due Date
    Specify the date by which the appraisal must be completed.
    Make Appraisals Available Immediately
    Select this check box to make the appraisals available to managers and employees, if applicable, as soon as they are created. The appraisals are created in Draft status.

    If you do not select this check box, the appraisals are created in Preliminary status and are available only to the administrator.

  3. Click OK to process this action immediately. Click Schedule to schedule the action for a later date or set up a recurring schedule to run the action.
    To view the progress of the action, select Start > My Actions on your Applications Menu.
    • If no appraisals are attached to the appraisal form when you perform this action, the action updates the selected appraisal form with the latest changes to the position criteria, user-defined criteria, and competency models that may be included in the appraisal form sections.
    • If you chose to make the appraisals available immediately, these actions apply:
      • The appraisals become available to managers and, if applicable, to employees as soon as they are created.
        Note: If input rules exist for the manager, the manager cannot update the appraisal outside the specified input period.
      • If notifications are enabled, the employees and managers are notified that the appraisal is available.
      • If other raters are enabled, an action request to select other raters is sent. If the manager can select other raters, the request is sent to the manager's inbasket. If managers and employees can select other raters, the request is sent to the employee's inbasket.
    • If you chose not to make the appraisals available immediately, the appraisals are created in Preliminary status. You can review them under Performance > Appraisal Maintenance on the Preliminary tab. You must then make the appraisals available to the managers and employees.

      See Making appraisals available.

    • If an error occurred during this operation, you can review the errors under Performance > Appraisal Maintenance on the Errors tab.