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HR administrator
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- Defines the Performance Management
components which include notification components, rating scales, rater types,
criteria, criteria groups, and appraisal sections.
- Defines appraisal forms, including the form rules and schedule.
Adds sections to the appraisal forms, orders the sections, and assigns roles and
weights to each section.
- When it is time for reviews, generates the specific appraisal
records for specific resources and their managers. For each resource, a
self-appraisal and a manager appraisal is generated by the system.
- Makes the appraisal forms available to the resources and
managers.
- Can select other raters on behalf of a resource or manager.
- Monitors the status of performance reviews.
- Can perform resource and manager actions on their behalf.
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Resources
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- Receive a copy of their self-appraisal form in the Employee
Space. They also receive an appraisal form for each resource for whom they are
completing an other rater review. The forms are in Draft status.
- If they receive a request to select other raters in their
inbasket, submit the list of other raters directly from their inbasket.
- Complete their self-appraisal, including proposing goals and
requesting activities for the next appraisal period.
- Complete reviews for resources for whom they have been asked to
be an other rater.
- Review their performance appraisal when finalized by their
manager.
- Acknowledge the final version of their performance appraisal,
with comments.
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Managers
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- Receive an appraisal form for each of their direct reports in
the Manager Space.
- Can select resources to perform other rater reviews for their
direct reports and approve resources submitted as other raters by their direct
reports.
- Review self-appraisal and other rater appraisals for their
direct reports.
- Complete their appraisals of each direct report.
- Define resource goals, activities, or both as a result of the
review.
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