Appraisal Training Notes

1. Setting up for Competency Section

• Checklist
  Set up the Competencies that would be used
  Set up the Competencies Set for different groups of staff
  Set up the Weighting for each Competency in Competency Set

2. Assigning Competency Set to Employees

• Checklist
  Each Placement has their own Competency Set
  Check and Update the Competencies Set before the Appraisal Batch is generated

3. Assigning Appraisal Relationship

• Checklist
  Set up the Appraiser for each staff
  Check and Update the Appraiser before the Appraisal Batch is generated

4. Setting up Appraisal Section

• Checklist
  Define the Weighting for each sections
  Set up the rating scale
  Set up the Questions answer method and define who needs to answer the question

5. Creating Appraisal Form Template

• Checklist
  Define the Stage for each sections
  Define whether the Question is active or not

6. Setting up for Appraisal Batch

• Checklist
  Check Compentency Set is up-to-date in the staff Placement
  Check the Appraiser is up-to-date in the staff Placement

7. Editing Appraisal in Appraisal Batch

• Checklist
  Check the Setting of the Appraisal
  Check the status of the Appraisal
  Post the batch when the numbers are correct