Defining appraisal forms

Appraisal forms allow you to structure and capture performance evaluations for employees and managers.

See Performance appraisal score calculation.

  1. Select Administrator > Performance > Appraisal Forms.
  2. On the Forms tab, click Create.
  3. Specify this information:
    Form

    Specify a short and long description for the form. The long description displays on the appraisal form.

    Eligibility Group

    To restrict the form to one eligibility group, select the eligibility group.

    Eligibility groups are custom groups defined in HR Talent that let you define a group of employees with specific characteristics. For Performance Management, eligibility groups must be defined with a business class of WorkAssignment and a subject of HCMGroupAppraisal. For example, if you use a different appraisal form for managers and non-managers, you could create an eligibility group for each.

    See the Infor HR Talent Setup and Administration Guide.

    Form Total Weight

    As you add and weight sections, this field keeps a running total of all the section weights. This field helps you monitor the total weight if the Must Equal 100% check box is selected on Organization Configuration. This selection means that your organization requires the total weight of all sections to be 100%.

    Active

    The appraisal form is active by default. Clear the check box to inactivate it.

  4. Complete each tab. See these topics:
  5. Click Save.