Performance Appraisal Screen

During the Assessment phase, employees and managers at all levels rate employees.

Participants in an appraisal process follow a workflow set up by the administrator. This workflow may include multiple stages, including additional assessments from peers, second level managers, matrix managers, and outside sources. As part of setting up the appraisal workflow, the administrator selects the competencies and goals on which the appraisal will be based.

When managing performance appraisals from this screen, the details of the appraisal are organized on tabs. All performance appraisals have an Appraisal Information tab and a Summary tab. Some have additional tabs, depending on your role within the company.

The Appraisal Information tab is the main tab, where you can see the phases or steps of the workflow across the top of the screen. The current phase is highlighted. A message in a colored ribbon at the top of the screen tells you what action is required to move the appraisal to the next phase.