Appraisal Cycle

The scoring method and Appraisal Type is predetermined in every organization. 
 

Appraisal Type
Admin can create the Appraisal Cycle based on the Appraisal Type i.e., Competency, Goal, KRA, KRA & Competency, Goal & Competency. They can select the Score Method i.e., Ratings Based or Weightage Based, Select Rating Scale, Performance Review Period, etc. Select the Performance Review Frequency i.e., Monthly, Quarterly, Half Yearly, Yearly. Select Form Routing Level i.e., Employee to Functional Manager to Reporting Manager likewise. Admin can select Form Active Date, Form Submission Date for Employee, Manager, Reporting Manager, and select the Form type i.e. Standard Form or Customized Form.

There are 5 types of Appraisal Type.

  • Competency-Based, 
  • Goal, 
  • KRA Based, 
  • KRA & Competency-Based, 
  • Goal & Competency
1.2.1. Competency Based
The Competency Based Appraisal Type when selected needs to be filled up. There are 2 subtypes- Rating Based and Weightage Based.

Rating Based

In this appraisal type is based on the Rating.

 
The Admin needs to filled up by Filling up the Assessment Cycle Name, Select the Active/In Active and Form Type (Standard/Customized), Score Method, Start Date, End Date and select Rating Scale from the Dropdown. Then Click on Submit.

Weightage Based

In this appraisal type is based on the Weightage.

 
The Admin needs to fill this up by Filling up the Assessment Cycle Name. Select the Active/In Active and Form Type (Standard/Customized), Score Method, Start Date, End Date, and select Weightage Scale from the Dropdown. Then Click on Submit.

Create Weightage Based Rating & select Level out of 5/10 etc. 

1.2.2. Goal Based 
The Goal Based Appraisal Type when selected needs to be filled up. There are 2 subtypes- Rating Based, and Weightage Based. User need to select frozen goal period to create a Goal appraisal cycle.

Rating Based

This appraisal type is based on the Rating.

 
The Admin needs to fill up by Filling up the Assessment Cycle Name. Select the Active/In Active and Form Type (Standard/Customized), Goal Period, Score Method, Start Date, End Date, and select Rating Scale from the Dropdown. Then Click on Submit.

Weightage Based

In this appraisal type is based on the Weightage.

 
The Admin needs to fill up by Filling up the Assessment Cycle Name. Select the Active/In Active and Form Type (Standard/Customized), Goal Period, Score Method, Start Date, End Date, and select Weightage Scale from the Dropdown. Then Click on Submit.

Create Weightage Based Rating & select Level out of 5/10 etc. 

1.2.3. KRA Based
The KRA Based Appraisal Type when selected needs to be filled up. There are 3 subtypes- Rating Based, Weightage Based and Measure Based.

Rating Based

In this appraisal type is based on the Rating.

 
The Admin needs to fill up by Filling up the Assessment Cycle Name, Select the Active/In Active and Form Type (Standard/Customized), Score Method, Start Date, End Date, and select Rating Scale from the Dropdown. Then Click on Submit.

Weightage Based

In this appraisal, the type is based on the Weightage.

 
The Admin needs to fill up by Filling up the Assessment Cycle Name. Select the Active/In Active and Form Type (Standard/Customized), Score Method, Start Date, End Date, and select Weightage Scale from the Dropdown. Then Click on Submit.

Create Weightage Based Rating & select Level out of 5/10 etc. 

Measure Based

In this appraisal type is based on the Measure.

 
The Admin needs to fill up by Filling up the Assessment Cycle Name, Select the Active/In Active and Form Type (Standard/Customized), Score Method, Start Date, End Date, and select Outcome Scale from the Dropdown. Then Click on Submit.

Create Measure Based Rating & decide measure out of 100.

1.2.4. KRA & Competency Based
The KRA & Competency Based Appraisal Type when selected needs to be filled up. There are 2 subtypes- Rating Based, and Weightage Based.

Rating Based

This appraisal type is based on the Rating.

 
The Admin needs to fill up by Filling up the Assessment Cycle Name. Select the Active/In Active and Form Type (Standard/Customized), Score Method, Start Date, End Date, and select Rating Scale from the Dropdown. Then Click on Submit.

Weightage Based

This appraisal, type is based on the Weightage

 
The Admin needs to fill up by Filling up the Assessment Cycle Name. Select the Active/In Active and Form Type (Standard/Customized), Score Method, Start Date, End Date, and select Weightage Scale from the Dropdown. Then Click on Submit.

Create Weightage Based Rating & select Level out of 5/10 etc. 

1.2.5. Goal & Competency  
The Goal & Competency Based Appraisal Type when selected needs to be filled up. There are 2 subtypes- Rating Based and Weightage Based. User need to select frozen goal period to create a Goal & Competency appraisal cycle

Rating Based

This appraisal type is based on the Rating.

 
The Admin needs to fill up by Filling up the Assessment Cycle Name. Select the Active/In Active and Form Type (Standard/Customized), Score Method, Start Date, End Date, and select Rating Scale from the Dropdown. Then Click on Submit.

Weightage Based

This appraisal type is based on the Weightage

 
The Admin needs to fill up by Filling up the Assessment Cycle Name. Select the Active/In Active and Form Type (Standard/Customized), Score Method, Start Date, End Date, and select Weightage Scale from the Dropdown. Then Click on Submit.

Create Weightage Based Rating & select Level out of 5/10 etc.