Configure Performance Appraisal Forms

Empxtrack allows to configure performance appraisal forms to add and delete fields, change the order of appearance of existing fields, modify the label of fields and edit the help text on the page.

Watch the video for step by step instructions to configure performance appraisal forms

Note: The steps mentioned below are of Empxtrack Enterprise product.

To configure performance appraisal forms, you need to:

1. Log into the system as an HR Manager or Administrator.
2. On the Homepage, click on the Product configurations tab.
3. In the Performance Management section, click on the Appraisal plans link. The Performance Appraisal Plans page appears as shown in Figure 1. The page displays the already existing appraisal plans and allows you to create customized performance appraisal plans.

Figure 1

4. Click View icon to open the appraisal plan that you want configure. A new page appears as shown in Figure 2.

Figure 2

5. Click Form and Settings tab. This section displays the list of forms that are selected for the appraisal plan and allows you to configure each form as per needs.

Figure 3

Note: Additional forms can be added to an appraisal plan even after appraisal has been initiated for an employee. The workflow state of the existing appraisal is changed as Set Aside before adding and initiating another appraisal plan. If you don’t want to allow initiation of another appraisal plan when the prior appraisal exists, then select the checkbox labelled as Uncheck to allow initiation of another appraisal when a prior(non signed off) appraisal with the plan name and time period exists on the Time & Notification tab as shown in Setup Performance Appraisal Timelines and Notifications.

6. Click on the corresponding Edit button for a form that you want to configure as shown in the Figure 4.

Figure 4

An appraisal plan is comprised of multiple appraisal forms. Some of the appraisal forms are listed below. You can visit these links to know steps to configure each of these appraisal forms.

• Introduction form
• Employee Profile overview
• Self Appraisal
• Competencies
• Goals sheet
• Development Plan
• 360 Feedback
• Promotion Recommendation
• Relative Ranking
• Salary Recommendations
• Pen Picture
• Final Score
• Submit

Click on the suggested links to know more about them

• Setup Performance Appraisal Plans
  • Setup Performance Appraisal Timelines and Notifications
  • Select Performance Appraisal Forms and Assign Weights
  • Setup Visibility Rules for the Appraisal
  • Create New Performance Appraisal Form
• Initiate Appraisal
• Change Appraisal State
• Configure Performance Potential Settings
• Appraisal-Employee Access
  • Fill Appraisal Form
    • Fill Self Appraisal Form
    • Fill Competency Form
    • Fill Goals Form
    • Fill Development Plan Form
• Manage Team Appraisal – Filter Records
  • Evaluate a Team Member
  • Evaluate Multiple Team Members
• Print Appraisal
• Manager Appraisal Dashboard
• Create a new Rating Scale