Defining appraisal text for appraisal forms

You can define text on the appraisal form that is displayed on the header page of an employee performance appraisal. The text is based on the stage of the appraisal process. It is also based on whether the appraisal is a self appraisal or a manager appraisal.

To add default organizational text, select Default Organization Appraisal Text on the appraisal form Rules tab. Text defined at the organization level is added by default when you save the appraisal form. You can then modify any appraisal text that does not work for the appraisal form. If you do not select Default Organization Appraisal Text , you can specify appraisal text or leave any or all of the appraisal states blank.
Optionally, you can define appraisal text for any, none, or all of the possible appraisal text states. You can also use a mix of form-level and organization-level appraisal text for an appraisal.
To accept the default organization text but clear the text in some places, save the form with the Default Organization Appraisal Text rule selected. Then, clear the check box for Default Organization Appraisal Text rule, make your changes, and save the form.

Specify this information on the Appraisal Text tab of an appraisal form.

Note: These fields are Rich Text Fields (RTF) that can be formatted.

Employee: Draft

Text defined in this field is displayed on the Draft self appraisal for an employee.

Employee: In Progress

Text defined in this field is displayed on the In Progress self appraisal for an employee.

Employee: Acknowledgment

Text defined in this field is displayed on the Acknowledge form for an employee.

Manager: Draft

Text defined in this field is displayed on the Draft appraisal form for a manager.

Manager: In Progress

Text defined in this field is displayed on the In Progress appraisal form for a manager.

Manager: Finalized

Text defined in this field is displayed on the Finalized appraisal form for a manager.

Manager: Acknowledgment

Text defined in this field is displayed to managers when opening acknowledged employee appraisals in their inbasket.

Manager: Upline Approval

Text defined in this field is displayed to upline managers when opening employee appraisals that were submitted for approval by a manager in their inbasket.
Click Save.