Appraisal Form Template

28-Oct-2022 · Wing Au Yeung

What is Appraisal Form Template?

Appraisal Form Template is the template form of the assessment. Staff with different job natures or grading may need to do different assessments and thus the form would have different sections.

You would build up the form template with different sections and define the time of the appraisee and appraiser need to review the section.

What can be defined in Appraisal Form Template?


Field Description
Form Template CodeShortcode of the template
Form Template NameFull name of the template
Manager Score FormulaDefine how the manager score is calculated if you are not taking the average
Maximum ScoreOverall score of the appraisal
Allow Non-immediate Appraiser(s) to Submit without ResponseDefine whether you allow non-immediate appraiser, i.e. appraiser(s) other than the first appraiser, can submit the appraisal without answering the question. In this case, for unanswered questions, the score from the closest appraiser will be used.
RemarkAny notes you for your reference


1. General

Field Description
Show up at first stage Define whether this section needs to be reviewed in the first stage    
Show up at mid year* Define whether this section needs to be reviewed in the mid-year stage
Show up at year end Define whether this section needs to be reviewed at the year end
Show up at sign off* Define whether this section needs to be reviewed in the sign off stage
Only seen by managers Define whether this section can be reviewed by the appraisee, enable it if this section is only for the appraiser to review only
Hide Weighting Define whether the Weighting of this section can be viewed
Hide Rating Define whether all staff need to do the Rating(score comment by staff and manager) in this section
Hide measurement for Objective section only Define whether all staff need to setup the measurement of the Objective
Is Objective Editable at Mid Year
for Objective section only
Define if staff can edit Objective in mid-year stage
Number of layers
for Objective section only
Define how many parts and how you want the staff set up their objective, e.g the key action. Layer 3 would be the first part.
Optional comment box for manager Define whether the appraiser can write their comment
Optional comment box for employee Define whether the appraisee can write their comment

2. Rating Scale

Rating Scale is set in the Section Template. You can go to Appraisal->Section Template to add/delete/edit the value.

3. Details

for section with Question in the Section Template

It defines whether the question is active or not, i.e the question needs to be answered or not.

What's Next?

  • Create Appraisal Batch using this Appraisal Form Template
  • Check if the Competency Set and Appraiser set in the staff Placement is up-to-date