Appraisal Training Notes

03-Nov-2022 · Wing Au Yeung

Introduction of Appraisal Modules

You can build an appraisal with 3 different types of sections:

  • Objective
    • Goals/Plans of the year, which can be created, rated and commented by both Appraisee and Appraiser 
  • Competency
    • Personal skills and abilities, which can be rated and commented by both Appraisee and Appraiser 
  • General Questions
    •  Employee's comment for the company, which can be commented by both Appraisee and Appraiser 

Different Stages for the section in an Appraisal

  • There were 4 stages within an appraisal, you can define how many stages for each section
    1. First stage
    2. Mid-year Optional
    3. Year-end
    4. Sign off Optional
  • Stages were designed for a "progress following up" purpose, so both Appraisee and Appraiser can keep track and review before signing off the appraisal year.
  • You can manage when should Appraisees and Appraiser update the appraisal at each stage, there is no time frame set up in an appraisal.
    • For example, if you define First stage and Year-end for the Objective section, both Appraisee and Appraiser will be required to submit 2 times("First stage" &"Year-end") within an appraisal.