Setting Up Traditional Appraisal Templates

Access the Performance Appraisal Templates form.

Type Review

Enter a user-defined code (06/RV) that specifies the type of performance review to be completed.

Performance Appraisers Role

Enter a user-defined code (08/AL) that indicates the role for the user of this template. This person might be a supervisor or the employee.

Job Group

Enter a grouping of similar jobs that are linked together to form a unit. The jobs might be similar in functions within the organization, job duties, tasks, responsibilities, job evaluation methods, or pay philosophies. Typical job units are clerical or administrative; technical, engineering, scientific, and professional; factory jobs; management; and executive.

Consider dividing groups into separate populations based on the differences between exempt and non exempt employees, according to the rules and regulations of the Fair Labor Standards Act. For example, consider assigning all the managers to the Managers job group.

A job category defines a specific job, and all related job categories are classified by a job group. You can define job group codes using UDC table 08/JG.

Language

Enter a user-defined code (01/LP) that specifies the language to use on forms and printed reports. Before you specify a language, a code for that language must exist at either the system level or in the user preferences.

The system uses the language information that is based on the system sign on. You can select a different language if you are creating appraisal templates in another language.