Appraisal Details

The appraisal details help you document and track the results of your employee appraisals.

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Print selection	Clicking the printer icon opens the following print selection dialog: You can see the results of the selection here.
New measure	Enter a measure discussed during the appraisal.
Edit qualification matrix	Update the assessments for the various tasks based on the appraisal.
Refresh	Refreshes the data for this function.
Select goals	In a selection dialog, you can choose from the available goals. Confirming (OK or Apply goal) adopts the selected goals into this appraisal:
Assess goals	Here you can assess the goals of the appraisal. Please note that an assessment is only complete once every goal is marked as completed:
Open process documents	Opens a view of all process documents relevant to the workplace/role of the appraisal:
Editing + release	Opens a wizard for editing the questions, measures, goals, and self-/other assessment.
Start appraisal	Once you have completed all preparations, you can use this button to start the appraisal. You can only make further changes once both parties (appraisal lead and employee) have activated (pressed) the start of the appraisal:
Complete appraisal	Once all information for this appraisal has been entered and saved, you can use this to complete the appraisal:

Here you can see the employee's basic data for this appraisal, i.e. personnel number, last name, first name, and primary workplace.

Define the appraisal data:

Appraisal date	The date and start time of the appraisal.
Appraisal lead	Select the appraisal lead from all available employees. For appraisals with your employees, we recommend selecting yourself. The appraisal cannot be carried out/saved without an appraisal lead.
Workplace	If the employee has several workplaces/roles, select one for the appraisal. The appraisal cannot be carried out/saved without a workplace/role.
Appraisal type	Select the appraisal type. The appraisal cannot be carried out/saved without an appraisal type.
Appraisal note	Enter the notes for an appraisal here.
Review period from	The appraisal can be carried out for a specific review period. Define the start date here.
Review period to	Define the end date for the review period here.
Follow-up	If the appraisal should be flagged for follow-up, define a follow-up date here.
Employee comment	Enter the employee's comments on an appraisal here.
Appraisal lead comment	Enter the appraisal lead's comments on an appraisal here.
Completed	Once everything is done for an appraisal, use this switch to mark it as completed.

Goals	Record goals for the employee identified during the appraisal.
Measures from the current appraisal	Opens an overview of the measures discussed during the employee appraisal. You can also create new measures here via the context menu.
Development areas	Enter the employee's identified development areas.
Strengths	Enter the employee's identified strengths.
Self-/other assessment	Record the assessments for the employee's individual tasks here. Use the qualification levels in a drop-down dialog for this. The following mapping is used: Self-assessment = employee assessment Other assessment = appraisal lead assessment
Documents	Store the documents needed for the appraisal.
Question catalogs	Define the question catalog to be used for the appraisal here.