Completing a self-appraisal
See the Infor HR Talent User and Administration Library (Cloud and On-premises) and select Administrator > HR Talent Setup and Administration.
You can see a timeline for the status of each appraisal on the Appraisal Overview tab. The statuses for the self-appraisal cycle are Draft, In Progress, Submitted For Review, and Completed.
- Select Growth.
- Click the Performance tab, then select the appraisal.
- Click Start Appraisal or Continue Appraisal to display the Performance Appraisal page.
- You can complete the available sections in the Performance Appraisal page in any order or by clicking Next at the end of each section.
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Select the sections and specify this information:
- Our Values
- Review the values and select the I have read and understand Our Values check box.
- Position Description
- Review the position description details and acknowledge the position
description by clicking the Acknowledge
button. The Position Description Acknowledgment form is displayed. Select the check
box or specify your full name in the E-Signature field.
If required, specify additional comments for the position description details.
You cannot submit the appraisal if the acknowledgment is required.
- Evaluate Criteria
- Specify ratings and provide comments for each criteria section.
- Pulse
- Specify the information from pulse surveys.
- Evaluate Goals
- Review and add a rating for each goal.
You can add a rating on any rated goal, including a completed goal.
You can complete a goal.
You might not see all of your goals. Goals that belong to other goal types are not displayed in the appraisal.
- Set Goals
- Review your future goals. Optionally, request new goals for the next performance review period.
- Completed Activities
- Review your completed activities.
This section includes unvalidated competencies and skills, credentials, and education.
If the continuous development module is active, then continuous development data, such as learning activity, is displayed.
- Planned Activities
- Review the activity requests and personal activities that you currently
have in process. Optionally, you can request an activity, request a personal
activity, or take action on a checklist component.
This section includes list of items that are below performance in competencies, skills, education, and credential that result from a percent-fit analysis. You can also see suggested activities that can help you meet expectations in this section.
If the continuous development module is active, then continuous development data, such as learning activity, is displayed.
- Rave
- Specify information from rave awards.
- Awards
- Specify information from other awards.
- Check-Ins
- Specify information from check-in meetings.
- Overall Evaluation Comments
- Provide comments for the overall performance appraisal.
- If the Submit section is available, then click Submit. When prompted, click OK.
- Optionally, to mark the section as completed, click Mark Section As Reviewed. Select the check box for the sections that are completed and click Submit. If there are unvalidated items, then a confirmation message is displayed. Click OK.
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To exit the appraisal and continue later, click Save And Close. To resume, click Continue Appraisal.
You can modify your responses. Save each section that you change.
- When the self-appraisal is complete, select the appraisal and click Submit.
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To view other relevant details about the appraisal, click the Additional Information tab.
Additional information include these details:
- Our Values: The mission statement.
- Instructions: Instructions for completing the appraisal.
- Take Notes: Contains your own private and public notes.
- Completed Appraisals: List of all your completed appraisals.
- To generate the PDF of the appraisal, click View.
- To view your completed appraisals, click Completed.