Creating performance appraisals

Managers can create appraisals for employees reporting to them. The appraisal form that is used for the appraisal is configured with a rule so that managers can create appraisals.

Managers can create performance appraisals for an employee's primary work assignments, non-primary work assignments, or all work assignments.

  1. Select Manager > Performance.

    Optionally, select Manager > Team > Profiles, select an employee profile, click More Actions > Create Appraisal.

  2. In the Appraisals pane, click Create an Appraisal.
  3. Specify this information:
    Employee
    Specify the employee for whom to create an appraisal.
    Appraisal Form

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

    Allow Appraisal Creation For
    Specify the type of work assignment that the appraisal describes.

    This field is available only to the employee's primary work assignment manager.

    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.

    When Assign Previous Manager To Performance Appraisal is selected, the look-back date is calculated by subtracting the specified number of days or months from the appraisal creation date. The look-back date is then used to determine whether the appraisal is assigned to the employee's previous manager or current manager.

    Look-back Date = Current Date or Appraisal Creation Date − Specified Number of Days or Months
    • If the employee reported to a different manager on the look-back date and that manager is active, the appraisal is assigned to the previous manager.
    • If the previous manager is inactive, the appraisal is assigned to the current manager.
    • If no previous manager is identified within the look-back period, the appraisal is assigned to the current manager.
    • If the appraisal form is configured with Email for Reassign Appraisal = Automatic Email and the appraisal is assigned to a previous manager, a reassignment email is sent automatically.

    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.

    No dates are filled if the appraisal form uses a Frequency and a From date (for example, Annually From Anniversary Date).

    Appraisal Due Date

    Specify the due date for completion of the appraisal.

    If an appraisal due date is specified on the appraisal form template, the due date is displayed.

  4. Click OK.

    The appraisal is available to the manager under Review Performance > All Assigned To Me. If the appraisal form is set up for self-appraisals, the appraisal is also available to the employee for whom the appraisal is created.

    If an error occurs during this process, an Errors tab is displayed to review the errors.