Generating Individual Employee Performance Appraisals

Access the Create Employee Performance Appraisal form.

To generate individual employee performance appraisals:

1. Complete these fields:

   • Type of Review

   • From Review Date

   • Appraisal Due Date

   • Thru Review Date

   • Self Appraisal Due Date

2. If you want the system to create the appraisal and automatically proceed to the appraisal review, select the Begin Performance Appraisal Process option.

   The Begin the Appraisal Process option is available only when you select one employee. When you select two or more employee records, this option is not included on the form.

3. Click OK.

   The system automatically creates an employee performance appraisal and sends a message to the employee and the manager indicating that the appraisal is ready for review. If you have selected two or more employees the system submits the Create Batch Performance Appraisals report (R087721).

4. On the Confirmation form, click OK.

   If you select the option to begin the appraisal process, either the Competency Based Performance Appraisal Revisions form or the Traditional Performance Appraisal Revision form appears. You use this form to complete the steps for revising an employee performance appraisal.