Creating performance appraisals (manager)

Managers can create appraisals for employees reporting to them. The appraisal form that is used for the appraisal is configured with a rule so that managers can create appraisals.

Managers can create performance appraisals for an employee's primary work assignments, non-primary work assignments, or all work assignments.

  1. Select Manager > Review Performance > All Assigned To Me.
  2. Click Create Appraisal.
  3. Specify this information:
    Employee
    Specify the employee for whom to create an appraisal.
    Appraisal Form

    Select the appraisal form to use as a template for the appraisal.

    Allow Appraisal Creation For
    Specify the type of work assignment that the appraisal describes.

    This field is available only to the employee's primary work assignment manager.

    Performance Review Period

    If a performance review period is specified on the appraisal form template, the dates are filled.

    If dates are not filled, you must specify a performance review period.

    No dates are filled if the appraisal form uses a Frequency and a From date (for example, Annually From Anniversary Date).

    Appraisal Due Date

    Specify the due date for completion of the appraisal.

    If an appraisal due date is specified on the appraisal form template, the due date is displayed.

  4. Click OK.

    The appraisal is available to the manager under Review Performance > All Assigned To Me. If the appraisal form is set up for self-appraisals, the appraisal is also available to the employee for whom the appraisal is created.

    If an error occurs during this process, an Errors tab is displayed to review the errors.