Configure Self Appraisal Form

The Self Appraisal form is already populated with a list of parameters that are typically filled in by the employees to describe their achievements outside the context of goals and competencies and also mention the challenges they faced while doing their job.

You can modify the form to add, modify, or delete the attributes on the form.

To configure the Self Appraisal Form, you need to:

1.  Follow the steps 1-7 in Configure Forms section.

The Self Appraisal form appears in editable form, as shown in Figure 1.

The first section displays the help text that can be modified by specifying customized help text for the form in the Help displayed to the user text field. This field is especially useful, when you modify certain fields and want to provide help on those fields.

2.  Customize the help text for the form by specifying the desired help text in the Help displayed to the user text field.

The Selected Attributes section displays the fields on the page and allows you to add or delete fields to/from the form.

3.  Click  icon to move the attributes of the form up in the sequence of their appearance and click  icon to move the attributes of the form down.

4.  Click the corresponding icon for an attribute under Actions column to delete it from the form.

You can also Modify the attributes on the form.

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 Figure 1

Modifying an Attribute on the Form

To modify the attributes on the form, you need to:

1.  Follow the steps 1-7 in Configure Forms section.

The Self Appraisal form appears in editable form.

2.  Click the corresponding icon for an attribute under Actions column to modify the attribute, as shown in Figure 2.

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Figure 2

The Attribute Mapping >Modify window appears, as shown in Figure 3.

3.  Provide the name of the attribute and its title in the Name and Title fields, respectively.
4.  Provide the name of the attribute group in the Group field, if you want to associate this attribute with an attribute group that can be displayed with the attributes, if required.
5.  Select the appropriate data entry rule from the Data Entry Rule field. The available options are:

  • Edit By Employee: Allows the Employee to provide the details on the form
  • Edit By Manager: Allows the Managers to edit the form and provide comments
  • Edit By Others: Allows the other managers such as the reviewer and the HOD to provide their comments.

6.   Provide  a description of the attribute in the Description field and click Save.

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 Figure 3

The attribute is successfully modified and a message suggesting the same appears, as shown in Figure 4.

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 Figure 4

You can create a new Attribute on the form.

Creating an Attribute on the Form

To  create a new attribute on the form,  follow the steps given below:

1.  Follow the steps 1-7 on the page.

2.  Click Create a new Attribute button at the end of Selected Attributes section, as shown in Figure 5.

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 Figure 5

The Attribute Mapping > Add page appears, as shown in Figure 6.

3.  Provide the name of the competency attribute and its title in the Name and Title fields, respectively.
4.  Provide the name of the attribute group in the Group field, if you want to associate this attribute with an attribute group that can be displayed with the attributes, if required.
5.  Provide the weight of the attribute in the Weight field and a description of the attribute in the Description field.

By specifying weight for an attribute, you can configure the relative importance of the attribute with other attributes.

6.  Click Save.

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 Figure 6

The attribute is successfully created and a message suggesting the same appears, as shown in Figure 6 above.

The Attribute is successfully added and can be seen in the Selected Attributes section, as shown in Figure 7.

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 Figure 7

 Adding an existing Attribute on the form

You can add an existing attribute to the form. To add an existing attribute to the form, you need to:

1.  Follow the steps 1-7 in Configure Forms section.

The Competencies form appears in editable form, as shown in Figure 8.

2.  Click Add button at the end of Selected Attributes section, as shown in Figure.

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 Figure 8

The Attribute Mapping > Add an attribute to the form window appears, as shown in Figure 9.

The window allows you to select an existing attribute and specify its data entry rule.

3.  Click on the Select attribute dropdown and select the attribute that you want to add from the list of attributes that appears, as shown in Figure.

4.  Select the desired Data Entry Rule of the attribute in the field if required and click Save.

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 Figure 9

The form is successfully updated with the new attribute and a message suggesting the same appears, as shown in Figure 10.

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 Figure 10

 

 

 

Click the respective links to learn about configuring the below given forms: