How do I set up appraisal data?

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Within Cintra iQ's Appraisals Data Setup, you can set up the data that appears in the Appraisal record, which is used by employees within Self-Service.

To set up the appraisal data

  1. Navigate to the Appraisal Setup window.
    Go to Cintra iQ: Tools> Performance Management> Setup> Appraisal Setup
  2. Identify the Type of Appraisal required.
  3. Define the Activities that are required for the Appraisal.
  4. Define the class of the Appraisal's Objectives.
  5. Set the answer ratings for the Appraisal Questions, if applicable.
  6. Set the Appraisal Questions.
  7. Save by closing the window.

To report on objective class data

  1. Set up the data columns.
      1. Go to Cintra iQ: Tools> Performance Management> Setup> Appraisal Setup
      2. Click the New button. The New Objective window appears. 
      3. Enter the objective's Name
      4. Enter the objective's Description
      5. Enter the labels' names for the desired columns.
      6. Click the OK button. The Objective Class record is created.
  2. Create the Object Class report.
    1. Go to Cintra iQ: Definitions> Reporting> Reports. The Reports window appears.
    2. Select Data File: Employee.
    3. Click the New button. The Report Type drop-down appears.
    4. Select Listing Report.
    5. Click the OK button. The Create Listing Report Definition window appears.
    6. Enter the definition's Title.
    7. Select a Category.
    8. From the Available Fieldpane, navigate to: Appraisals> Performance Management Appraisal> [objective class definition].
    9. Expand the objective class fields.
    10. Select the desired fields.
    11. Continue to create the definition.
    12. Click the OK button when finished. The definition is created.
    13. Run the report.

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