Appraisal Information Tab

View appraisal information organized into sections such as Signature Log, General Appraisal Notes, and Appraisers, and complete actions such as printing or adding journal entries.

Sections

Section Description
Steps 1 through… A gray ribbon shows all the steps in the appraisal process. The current step, or phase, is shaded blue. Notes in the blue ribbon at the top of the screen indicate the next appraisal action, such as moving to the next phase or signing.
Signature Log The Signature Log shows who is required to sign the appraisal and during which phase they must sign it. The log also shows any additional requirements for the signatures, such as who needs to sign first.
General Appraisal Notes Use the General Appraisal Notes area to view and enter general comments about the appraisal. These comments do not have to be associated with a specific item in the appraisal.
Appraisers The Appraisers section shows who is providing input into the appraisal and in what order they are providing it. Depending on your permissions, you may also be able to see the weight given to each appraiser’s input.
Scale The Scale section provides appraisers with information about the scale used to evaluate this employee. For example, you might have a scale of 1 -5 in which 1 means Seldom Meets Expectations and 5 means Greatly Exceeds Expectations. Depending on your permissions, you may also see phases requiring approval and a list of names of the employees in the approval chain.

Buttons

The buttons on the Appraisal Information tab perform the following functions.

Button Description
Print Appraisal Click this button to open the Print Appraisal screen, which lets you select the sections that you want to include in the printed appraisal. See the “Print Appraisal Screen” section.
Add Journal Entry Click this button to add a comment to the General Appraisal Notes. Enter a subject line and a comment and select the people who can see the comment in addition to yourself:
  • All: The entry can be viewed by administrators, managers, appraisers, and the employee.
  • Employee: The entry can be viewed by administrators and the employee.
  • Managers: The entry can be viewed by administrators and managers only.
  • Other Raters: The entry can be viewed by administrators, managers, and other raters.
  • Private: The administrator and the person entering the note are the only ones who can view a private entry.