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You are viewing an old revision of this post, from January 2, 2019 @ 06:38:33. See below for differences between this version and the current revision.

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 @ 06:38:33Current Revision
Content
 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.
Deleted: Appraisal Plan is the defining of Period and  Appraiser for different type of KRAs. Added: The Goodbooks contains an efficient Appraisal Plan screen that can be used for defining of Period and Appraiser of different KRA types.
Deleted: Appraisal Plan UI 
 Added: Go to Path: <strong>HRMS- Transaction-Appraisal-Appraisal Plan</strong>
 Added: &nbsp;
Unchanged: <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>Unchanged: <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>
Deleted: <strong>Name :</strong>  <em>Define the name for the Plan. Say for example the appraisal plan for January  to June  then name like</em> <em>"JANJUN2019".</em> 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>
Deleted: <strong>Description :  </strong><em>More details about the plan like "Performance Appraisal for the period Jan-2019 to Jun-2019"</em> Added: <li><strong>Description:  </strong>Enter any additional details about the plan like "Performance Appraisal for the period Jan-2019 to Jun-2019".</li>
Deleted: <strong>Type :</strong>  <em>Here need to set Appraisal Type whether the KRA is standard or any specific KRA for specific department.</em> 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>
Deleted: <strong><span style="text-decoration: underline">Nature :</span>  </strong> 
 Added: <li><strong>Nature:  </strong>Select the nature type from the following categories.
 Added: <ol>
Deleted: <strong>Peer-to-Peer :</strong><em>  Here the Appraiser is the person,  reported by appraise and the appraiser is evaluating by getting information from the person(s)  who are all reported to him.</em> 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>
Deleted: <strong>Reporting-To : </strong> <em>Here the appraiser is the person who is reported by appraise.</em> Added: <li><strong>Reporting- To: </strong>Here the appraiser is the person who is reported by appraising.</li>
Deleted: <strong>360 Degree :</strong>  <em>Here the appraiser may be person who is the sub-ordinate to appraise or superior to appraise. </em> 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>
Deleted: <strong>Self Appraisal :</strong> <em>Apart from the  Appraisal nature  there is an option that the appraise can evaluate him self and act as appraiser</em> 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>
Deleted: <strong>Performance Period :</strong>  <em>Set the period for Performance Appraisal</em> Added: <li><strong>Performance Period:</strong> Set the period for Performance Appraisal</li>
Deleted: <strong>Entry Period :</strong>  <em>The period in which the appraisal Plan is prepared. This is an additional information which is not consider any where in the appraisal procedure.</em> 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>
Deleted: <strong>Generate :</strong>  After entering the above necessary information then click "Generate" button to generate the plan for these settings. 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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