Performance appraisal review form

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Performance appraisal review form

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I. Contents of performance appraisal review form
You use the same process to create either competency based or traditional employee performance appraisals. Competency based appraisals use an extensive system of job and employee competencies that is defined before appraisals are created. You define most of this information when you set up the competency management features of the system.

The traditional appraisal approach uses appraisal templates that are stored in the system as text files and then completed when appraisals are due. An appraisal template can be any media object and is frequently an interactive form on the company intranet.

After you complete either a competency based or traditional appraisal, submit it for automatic approval routing, which is based on a defined approval hierarchy.

When you are using competency management, you define organizational, job, and employee competencies. The competency based performance appraisal system integrates those competencies with employee performance. You track employee activities throughout the year and create employee performance appraisals that compare employee performance with the required competencies for each job.

When employee performance appraisals are due, either a human resources system administrator or managers can create the appraisals. You can create an appraisal for any employee who is the direct or indirect subordinate. After a human resources administrator or a manager creates an employee performance appraisal, the manager reviews the appraisal, updates competency ratings as required, adds notes, and attaches pertinent diary entries.

When creating an appraisal, you can specify whether you will access the review program directly. This option is available only when you create a single appraisal. Although managers normally revise employee performance appraisals, a system administrator can perform this function, if necessary.

After you create the appraisals, the system automatically sends a message to each manager that one or more appraisals are ready for review. If you set up the system to require employee self appraisals, the system also automatically sends a message notifying each employee that a self appraisal is due.

After the manager and the employee have been able to review the appraisal, the appraisal can be approved. If you are using Employee Self Service (ESS), the employee can approve or contest their own appraisal. If you are not using ESS, you can assign delegates, which are typically human resources employees or the employee manager, who can approve or contest the appraisal on the employee behalf.

When the appraisal process is completed, the system automatically updates the performance appraisal information in the Employee Master Information table (F060116). Additionally, after the appraisal process is completed, you can access the appraisal directly from the Organizational Assignment form.

Performance Appraisals by Managers

Either a human resources representative or managers can create employee appraisals (P087711). After you create an appraisal, you revise and approve the appraisal before scheduling a review meeting with the employee. Depending on the system settings, you can use either a competency based or traditional approach to employee performance appraisals.

A competency based employee performance appraisal automatically generates an appraisal that compares job competencies to demonstrated employee competencies. For each job and employee competency, you can add notes that explain or support the evaluation. You can also attach to each appraisal performance diary entries that cite specific examples of employee performance.

A traditional employee performance appraisal stores templates or links to online appraisal forms. You complete the template and rate employee performance manually. You can also attach to the appraisal performance diary entries that support the evaluation.

After you complete an appraisal, you submit it to the next manager level for approval. The system automatically routes the appraisal to each person who appears in the approval hierarchy (P05844), ending with the employee. At each level, the approving manager can approve the appraisal or return it to the previous level manager. When the highest level manager in the approval hierarchy approves and submits the appraisal, the system sends a message to you indicating that the performance appraisal is ready for final review. If you are using ESS, you then use the Notify Employee menu option in the Current Performance Appraisal program (P087712) to send a message to the employee that the appraisal is ready for final review. The employee can then approve or contest the appraisal.

Employees use the Current Performance Appraisal program to review performance ratings, print the appraisal, review goals, and approve or contest the currently active employee appraisal. When the employee approves or contests the appraisal, the systems indicates that it is complete and moves it to historical status. The system also sends a message to a defined address book number indicating whether the employee approves or contests the appraisal. The system prevents any changes to the appraisal after the employee approval.

If you are not using ESS, an assigned delegate can approve or contest the appraisal on the employee behalf. The employee approval is normally the final step in the approval process.

After the appraisal is approved or contested, you schedule a meeting with the employee to discuss the employee competency rating results, career planning, and performance improvement plans that are in the appraisal. If you need to make further changes to the appraisal, you must create a new appraisal and submit it for approvals.

Note:
If you are not using ESS to route employee performance appraisals, and you allow delegates to approve or contest appraisals on an employee behalf, you must verify that the record keeping process is in compliance with local legislation regarding email or online signatures. We strongly recommend that if you allow delegates to approve or contest appraisals on an employee behalf that you keep hard copies of signed performance appraisals.

 Revising an Employee Performance Appraisal

Select Performance Management Daily Processing (G08PM1), Employee Performance Appraisals.
After a human resources representative generates one or more employee performance appraisals, and managers receive a message that one or more appraisals are ready for review, a manager reviews each appraisal. If the system is set up to require employee self appraisals, the manager also reviews the employee self appraisal and then adds or changes information and ratings, as appropriate. The manager then schedules a meeting with each employee to discuss the appraisal and obtain feedback.

The human resource representative or manager can use the Upcoming Reviews by Supervisor program (P052200) to determine the employees for whom a performance appraisal is due. Alternatively, they can use the Upcoming Review report in the P052200 application.

The manager uses the Employee Performance Appraisals program (P087712) to select the employees who are due for an appraisal, make changes, and adjust the ratings. If a human resources representative is responsible for locating employees whose appraisals are due and creating the appraisals, then the manager opens the current appraisal and revises the rating, if necessary. If the human resources department is not responsible for creating the appraisals, the manager can use this program to create them.

If you use traditional appraisals, managers manually complete the appraisal from a template. A manager can attach media objects to the appraisal template. An example of a media object might be a link to a report that documents the rating that you assign. If the system requires employee self appraisals, it sends a message to each employee that their self appraisal is due.

After completing an appraisal, the manager submits it for review. When the originating manager submits the appraisal, the system locks it, preventing changes. This lock also prevents changes to any performance diary entries that the manager connects to the appraisal. If the second level manager rejects the appraisal and returns it for additional changes, the system automatically unlocks the appraisal. The system routes the appraisal to each approving manager, using a defined approval hierarchy.

When the highest level manager in the approval hierarchy completes the review and approves the appraisal, the system sends the originating manager a message to notify the employee that the appraisal is ready for final review. If you are not using ESS, the manager uses a method outside of the JD Edwards EnterpriseOne system, such as email or personal contact, to notify the employee that the appraisal is ready for their review. After the employee reviews the appraisal, a delegate can approve or contest the appraisal on the employee behalf.

If you are using ESS, the manager selects the appraisal record and uses the Notify Employee menu option to send a message to the employee. The employee uses employee self service to review the manager appraisal and approve or contest it.

After the appraisal is approved or contested, the system locks the appraisal, preventing any additional changes. The manager then meets with the employee to discuss the ratings. If a manager needs to enter additional changes, then he or she must create a new appraisal, add the changes, and submit the new appraisal for approvals.
Although a human resources representative can review employee performance appraisals and make changes, most companies require that managers perform this function.

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