Deltek Talent Management

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system administration
For more information:Searching Online Help

Launch Appraisals from the Appraisals Tab

Launch appraisals from the Appraisals tab of the Project Team screen.

To launch appraisals:

  1. Click Career Center > Career Development > Project Teams.

Note: Managers can also access the Project Teams screen from My Employees (My Employees > Project Teams.)

  1. Click the link for a particular project team.
  2. Click the Appraisals tab.
  3. On the Appraisals grid of the Appraisals tab, click in the Actions column next to a team member’s name to create an appraisal for a single employee or click the Launch Appraisal for All Members Listed button to create an appraisal for all members on a team.
  4. On Step 1: Select Employees, the single employee for whom you launched the appraisal will be selected, or all employees will be selected if you are launching appraisals for all members. Make changes to selections as desired and click Next when satisfied.
  5. On Step 2: Select Performance Workflow, select one of the options from the Appraisal Source field. The options available depend on your permissions:
    • Most Closely Associated Workflow: Select this option to launch the appraisal that most closely matches workflow selections for each selected employee, such as Organization level, Location, Job, Salary Grade, and so on. After making this selection, employees are grouped under the heading of the workflow that will be used for their appraisal, and the Appraisal Name displays in the Launch Appraisals section at the bottom of the tab..

    • Choose Workflow: Select this option, then select a workflow to use from the drop-down list of active workflows. All employees selected for the launch will use this selected workflow.

    • Copy an Appraisal: If appraisals are available to copy, you can select this option, then select an available workflow from the drop-down list of active workflows, as well as closed workflows that have been used within the last three years. All employees selected for the launch will use this selected workflow.

    • Mark Appraisal as Primary: Select this option to use the selected workflow for reporting and in any other areas of Deltek Talent where performance scores are referenced.

    • Click Next.

  6. On Step 3: Review of the Launch Appraisals screen, review the selected options and click Finish.

    The Project Team Performance tab displays with a list of appraisals awaiting completion for the selected team members.

    Note: For appraisals that are launched as part of a project team, an information icon displays next to the team member’s name when the manager accesses either the My Employees screen or the matrix manager on the My Matrix Employees screen.

    The tool tip associated with the icon displays information related to the creation of the appraisal, such as the project team and team leader.

    Note: Appraisals can be reassigned to new managers or team leaders.
    Note: If an administrator has configured an appraisal workflow with Include Competencies from Project or Include Skills from Project, the project metrics will be pulled into the appraisal when an appraisal is launched. The weight defined in the workflow for the Include Competencies from Project or Include Skills from Project category will be evenly distributed across the metrics added.