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Appraisal Plan

Clear performance goals make the performance appraisal planning process much easier for both managers and staff members. Every company has a different approach to its performance appraisal. Some companies hold an annual review process, which may have assessment sessions annually, semi-annually, or quarterly. The Goodbooks contains an efficient Appraisal Plan screen that can be used for defining of Period and Appraiser of different KRA types. Go to Path: HRMS-Transaction-Appraisal-Appraisal Plan  
  1. Name:  Enter the name for the Plan. For example, the appraisal plan for January to June then names like "JANJUN2021".
  2. Description:  Enter any additional details about the plan like "Performance Appraisal for the period Jan-2019 to Jun-2019".
  3. Type:  Set the Appraisal Type whether the KRA is standard or any specific KRA for a specific department in this field.
  4. Nature: Select the nature type from the following categories.
    1. Peer-to-Peer:  Here the Appraiser is the person, reported by appraising and the appraiser is evaluating by getting information from the person(s) who are all reported to him.
    2. Reporting-To: Here the appraiser is the person who is reported by appraising.
    3. 360 Degree: Here the appraiser may be the person who is the sub-ordinate to appraise or superior to appraise.
  5. Self Appraisal: Apart from the Appraisal nature there is an option that the appraiser can evaluate himself and act as an appraiser.
  6. Performance Period: Set the period for Performance Appraisal
  7. Entry Period:  The period in which the appraisal Plan is prepared. This is additional information that is not considering anywhere in the appraisal procedure.
  8. Generate:  After entering the above necessary information then click the "Generate" button to generate the plan for these settings.
  9. Click the Save button to create an appraisal plan.

Contents

Revisions

Revision Differences

January 2, 2019 @ 06:06:23Current Revision
Content
Deleted: Appraisal Plan is defining of Period and  Appraiser for different type of KRAs. 
Deleted: Appraisal Plan UI 
Deleted: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2019/01/AppraisalPlan_ Scr1.png"><img class="alignnone size-full wp-image-10372" src="https:// help.goodbookserp.com/wp- content/uploads/ 2019/01/AppraisalPlan_Scr1.png" alt="" width="720" height="521" /></a> 
Deleted: <strong>Name :</strong>  Define the name for the Plan. Say for example the appraisal plan for January  to June  then name like "JANJUN2019". 
 Added: Clear performance goals make the performance appraisal planning process much easier for both managers and staff members. Every company has a different approach to its performance appraisal.
 Added: Some companies hold an annual review process, which may have assessment sessions annually, semi-annually, or quarterly.
 Added: The Goodbooks contains an efficient Appraisal Plan screen that can be used for defining of Period and Appraiser of different KRA types.
Deleted: <strong>Description :  </strong>More details about the plan like "Performance Appraisal for the period Jan-2019 to Jun-2019"Added: Go to Path: <strong>HRMS- Transaction-Appraisal-Appraisal Plan</strong>
Deleted: <strong>Type :</strong>  Here need to set Appraisal Type whether the KRA is standard or any specific KRA for specific department. 
Deleted: &nbsp; 
Unchanged: &nbsp;Unchanged: &nbsp;
 Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2019/01/AppraisalPlan_ Scr1.png"><img class="alignnone size-full wp-image-10372" src="https:// help.goodbookserp.com/wp- content/uploads/ 2019/01/AppraisalPlan_Scr1.png" alt="" width="720" height="521" /></a>
 Added: <ol>
 Added: <li><strong>Name:</strong>  Enter the name for the Plan. For example, the appraisal plan for January to June then names like "JANJUN2021".</li>
 Added: <li><strong>Description:  </strong>Enter any additional details about the plan like "Performance Appraisal for the period Jan-2019 to Jun-2019".</li>
 Added: <li><strong>Type:</strong>  Set the Appraisal Type whether the KRA is standard or any specific KRA for a specific department in this field.</li>
 Added: <li><strong>Nature:  </strong>Select the nature type from the following categories.
 Added: <ol>
 Added: <li><strong>Peer- to-Peer:</strong>  Here the Appraiser is the person, reported by appraising and the appraiser is evaluating by getting information from the person(s) who are all reported to him.</li>
 Added: <li><strong>Reporting- To: </strong>Here the appraiser is the person who is reported by appraising.</li>
 Added: <li><strong>360 Degree:</strong> Here the appraiser may be the person who is the sub-ordinate to appraise or superior to appraise.</li>
 Added: </ol>
 Added: </li>
 Added: <li><strong>Self Appraisal:</strong> Apart from the Appraisal nature there is an option that the appraiser can evaluate himself and act as an appraiser.</li>
 Added: <li><strong>Performance Period:</strong> Set the period for Performance Appraisal</li>
 Added: <li><strong>Entry Period:</strong>  The period in which the appraisal Plan is prepared. This is additional information that is not considering anywhere in the appraisal procedure.</li>
 Added: <li><strong>Generate:</strong>  After entering the above necessary information then click the "Generate" button to generate the plan for these settings.</li>
 Added: <li>Click the <strong>Save</strong> button to create an appraisal plan.</li>
 Added: </ol>

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