Creating appraisals by resource

You can create an appraisal for an employee by resource.

  1. Select Appraisals.
  2. Click the Processes tab.
  3. Click Create By Resource.
  4. Specify this information:
    Appraisal Form

    Select the appraisal form to use as a template for the appraisal.

    Employee ID
    Specify the employee ID for whom to create an appraisal.
    Allow Appraisal Creation For
    Specify the type of work assignment that the appraisal describes.
    Assign Previous Manager To Performance Appraisal
    Select Assign Previous Manager To Performance Appraisal to automatically assign a transferred employee's performance appraisal to the employee's previous manager based on the specified look-back period.
    Number
    Specify the number of days or months.
    Type
    Select if the duration is days or months.

    If the option is enabled from the performance organization configuration, the Number and Type fields are populated automatically. You can keep the default values or update it to adjust the look-back period.

    See Creating performance appraisals.

    If Assign Previous Manager To Performance Appraisal is not selected, the appraisal is assigned to the current manager.

    Performance Review Period

    If a performance review period is specified on the appraisal form template, the dates are filled.

    If dates are not filled, you must specify a performance review period.

    Appraisal Due Date

    Specify the due date for completion of the appraisal.

  5. Select the Make Appraisals Available Immediately check box.
  6. Click Submit.

    After submitting the form, the application creates two document type records. One record is for the manager, and one record is for the employee.