Configuring details

Select the Automate Appraisal Reassignment check box to automatically reassign employee performance appraisals to the new manager when an employee or manager is reassigned. For example, when the resource is transferred, promoted, or terminated.

For information on this option, see Appraisal reassignment.

Specify the number of days to display an alert next to the appraisal before the due date. By default, an alert is displayed 15 days before the due date. The alert continues to display until the appraisal is completed.

For example, you can specify that an overdue notification is sent 15 days after the due date. Notifications are sent to the person until the person completes the action or until the number of days that is specified in the Send Reminder up to Days field is reached.

For example, if the overdue reminder days is set to 15 days and the send reminder up to days is set to 90, then the person who has the pending action receives notifications that begin 15 days after the due date and end 90 days after the due date.

Select the Use Weighted Responsibilities check box to enable weighted responsibilities. If you select this option, you can add weights to responsibilities on positions, jobs, and appraisal forms.

If you specify a number in the Total Weight Default field, the number is defaulted to all positions. It can be overridden on individual positions and on position sections on individual appraisal forms. The total of the position responsibility weights must equal the appraisal section weight before a resource appraisal can be created. This total must include the responsibilities defaulted from jobs.

Select the Must Equal 100% check box if you want the total of all the weighted sections to equal 100%.