What are appraisals records?
Appraisal records are formal documents used within organizations to evaluate and record an employee's performance over a specific period. They are an integral part of performance management systems.
How do I create an appraisal record?
- Navigate to the Create Appraisals window.
Go to Cintra iQ: Tools> Performance Management> Create Appraisal - Select the desired Appraisal Type.
- Select the desired Appraisal Period.
- Select the desired Communication Structure.
- Check the Additional Roles option, if applicable. The Employees/Posts appear in the Included Employees/Posts for Appraisal Period pane.
Note: If a filter has been applied to the Navigator, the filtered list of Employees/Posts is displayed in the Included Employees/Posts for Appraisal Period pane instead of all the Employees/Posts listed in the Navigator. - Exclude the desired Employees/Posts from the appraisal period, where applicable.
- Select the desired Employees/Posts for whom you wish to create Appraisals.
- Click the Create Appraisals for Selected Emloyees/Posts button. A confirmation message appears.
- Click the OK button. The employees are removed from the Create Appraisals window. The Appraisals records can now be accessed from Self-Service by the employee/manager.
- Close to Save and exit the window.
