Score an Appraisal as a Manager

Steps for a manager to score an appraisal.

  • These steps begin on the My Appraisals screen. When it’s a manager's turn to score an employee's appraisal, the manager receives an email notification from Talent Manager with a URL link to open Talent. The manager can click that link to begin the process, then follow the steps below.
  • An appraisal must be in the Scoring phase of a workflow before the Score this Appraisal link displays.
  • If you are spending a long time scoring on Step 1, click Save at the bottom of the screen to ensure your data is saved, in case of system time-out or other session disruption. If you wish to return to scoring at a later time, click Finish Later.

To score an appraisal:

  1. Click My Employees > My Employees.
  2. On the My Employees screen, click the appraisal that is awaiting your assessment.
  3. At the top of the screen, click Score this Appraisal.
  4. Click Expand All Notes to see any journal entries and progress notes.
  5. Scroll down to view each competency, skill, and goal that requires scoring. As a manager, for each item you can see scores submitted by other appraisers. As you scroll, enter a rating for each category. Depending on system settings, you may see rating tips you can use to help you select a rating.
  6. If necessary, enter a comment for an item. The settings of the scale selected for scoring determine whether comments are required.
    1. If you enter a comment, you must first select who can view the comment from the Comment can be viewed by drop-down list.
    2. If the Generative AI for appraisal scoring comments Core feature is enabled for your Group, an AI Assistant is available to help draft your comment. To use the assistant, enter up to 3,000 characters in the Comment field and click the AI Assistant button to generate a draft, which appears in the AI Assistant for Scoring Comment dialog. You can edit the draft manually, or click Generate again and receive a different draft. You can also modify the prompt and try again, as many times as desired. When satisfied, click Accept Changes to transfer the text to the Comment field. Click Reset Prompt at any point to clear the prompt field. Generate and revise as often as needed. Click Close to return to the Comment field without using the AI suggestion.
  7. Click Next to review all of the ratings that you entered.
  8. When you are satisfied with your ratings, click Finish to submit your assessment.
  9. After submitting the score, the Appraisal opens. You can scroll to the Appraisers section and click Edit to change your ratings even after you click Finish, provided that the appraisal is still in the Assessment phase. You can also click the Summary tab for an overview of all the content and ratings. Managers can view all submitted appraiser scores.