| HR administrator |
- 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 |
- 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 |
- 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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