Performance appraisal components

Component	Description
Appraisal notifications	For resources and managers to be notified when an appraisal review is available or completed, you must set up appraisal notifications. The email notification setup consists of two elements: defining the email templates to be used in the notifications and assigning the email templates to the appropriate performance review event. Additionally, you can set up notifications to be displayed within the system.
Appraisal text	Appraisal text is user-defined text that appears on the header section of an employee or manager appraisal. It can be tailored to the various steps in the performance appraisal process. You can define appraisal text at the organization level and at the appraisal form level.
Rating scales	Rating scales are used to rate the various performance criteria. You can use the existing rating scales that are shared with Competency Management and Goal Management, or you can define new ones.
Rater types	Rater types are used to describe the relationship between a resource and another resource selected as "other rater." For example, dotted line manager, internal customer, or peer. When other rater reviews are enabled on an appraisal form, you can specify up to three rater types for the review. When a resource, manager, or HR administrator requests an other rater, they select a specific resource as a rater. They select the rater type that corresponds to the rater.
Appraisal criteria and criteria groups	Criteria are the items that are going to be rated on an appraisal form. An appraisal form can use the competencies, behaviors, or responsibilities and duties as criteria. These items are defined for a resource's competencies and skills or for a competency model. An appraisal form can also use the user-defined criteria included in a user-defined criteria group. Note: An appraisal form can include sections for all three types of criteria.
Appraisal sections	Sections are the building blocks of an appraisal form. Each section that you add to an appraisal form is displayed as a separate section on the resource's performance review. Sections are displayed in the order that you specify. After a section is added to a form, you can specify what role it is available to. You can assign a weight to the section. A section is associated with a specific type of information. For example, a resource section provides information on the resource being appraised. A criteria section points to a list of criteria that are rated by the appraiser.
Appraisal forms	An appraisal form combines the various elements of an appraisal. It includes these items: Usage rules: who is eligible to use the form, when the form becomes available to the manager, and which appraisals are merged into a consolidated form. Schedule: The review date range, the review due date, when the manager can input data. Sections: Ordered as they are displayed to the appraiser. Who views each section and what weight each section should have in the total performance score.

Appraisal notifications

For resources and managers to be notified when an appraisal review is available or completed, you must set up appraisal notifications. The email notification setup consists of two elements: defining the email templates to be used in the notifications and assigning the email templates to the appropriate performance review event. Additionally, you can set up notifications to be displayed within the system.

Appraisal text

Appraisal text is user-defined text that appears on the header section of an employee or manager appraisal. It can be tailored to the various steps in the performance appraisal process.

You can define appraisal text at the organization level and at the appraisal form level.

Rating scales

Rating scales are used to rate the various performance criteria. You can use the existing rating scales that are shared with Competency Management and Goal Management, or you can define new ones.

Rater types

Rater types are used to describe the relationship between a resource and another resource selected as "other rater." For example, dotted line manager, internal customer, or peer.

When other rater reviews are enabled on an appraisal form, you can specify up to three rater types for the review. When a resource, manager, or HR administrator requests an other rater, they select a specific resource as a rater. They select the rater type that corresponds to the rater.

Appraisal criteria and criteria groups

Criteria are the items that are going to be rated on an appraisal form. An appraisal form can use the competencies, behaviors, or responsibilities and duties as criteria. These items are defined for a resource's competencies and skills or for a competency model.

An appraisal form can also use the user-defined criteria included in a user-defined criteria group.

Note: An appraisal form can include sections for all three types of criteria.

Appraisal sections

Sections are the building blocks of an appraisal form. Each section that you add to an appraisal form is displayed as a separate section on the resource's performance review. Sections are displayed in the order that you specify. After a section is added to a form, you can specify what role it is available to. You can assign a weight to the section. A section is associated with a specific type of information. For example, a resource section provides information on the resource being appraised. A criteria section points to a list of criteria that are rated by the appraiser.

Appraisal forms

An appraisal form combines the various elements of an appraisal. It includes these items:

Usage rules: who is eligible to use the form, when the form becomes available to the manager, and which appraisals are merged into a consolidated form.
Schedule: The review date range, the review due date, when the manager can input data.
Sections: Ordered as they are displayed to the appraiser.
Who views each section and what weight each section should have in the total performance score.