Appraisal Setup Configuration

Appraisal Setup Configuration

GOAL: To provide a wholistic overview of how to configure Appraisal setup. 

Configuration

EMPLOYEE APPRAISAL SYSTEM > FORM TYPE MAINTENANCE

**Here you can configure different Appraisal Form Type Codes and configure Status = Active/Inactive**

Note: The default status when adding a new record is ‘Active’. Once an Appraisal Form Type Code = Inactive, it can no longer be attached to an Employee Record.

The most common Form Type Codes include ALP, EXPSUM, NTIP and PVP.

EMPLOYEE APPRAISAL SYSTEM > APPRAISAL TYPE CODE MAINTENANCE

**Here users define the different Appraisal Forms under each Type Code**

Example: Under Type Code = NTIP we have the following Forms configured; NTIPSTR & NTIPSUM

This module defines the Number of Signatured Required, who Initiates the Appraisal and any applicable Unsatisfactory Approver Employee ID.

EMPLOYEE APPRAISAL SYSTEM > EMPLOYEE APPRAISAL MAINTENANCE

Select an Active Employee and enter a New Record. 

Note: New Appraisal Entries should match the appropriate position details. Use Staffing > Position and Assignment to verify and match the data accordingly.

**SECTCH, 602, 160, Z for the Position in question**

Configure Employee Position, Type Code and enter Appraisal Start Date and TAB to auto populate the Appraisal End Date, which determines the duration that a person is an appraiser. 

**Report To Data structure has auto populated accordingly as setup in OPC. Here we can see the Secondary Teacher appraisal data is reported to the Secondary PVP**

Note: Supervisor ID can be configured at the bottom to Override where the Appraisal Data is reported to.

A Type Code is tied to certain appraisal forms and can be assigned to employees to determine the kinds of forms they will be dealing with. **

For additional information go to OPC Management > Position Control and then search the Position ID of the employee to view the Reports to Position ID. 

OPC MANAGEMENT > POSITION CONTROL > POSITION ID = 1647

**Report To Position ID data matches what populated in Appraisal Maintenance**

Note: This will identify the Position ID of the supervisor in which this employee reports to and will display the ID that is needed for the Supervisor ID field. 

EMPLOYEE APPRAISAL RESULTS > EMPLOYEE APPRAISAL RESULTS > EID

**Here we can see that creating an NTIP Appraisal for this EID has assigned all 3 NTIP Appraisal Forms for the Employee**

Here users can confirm who is assigned the Appraisal currently and is the Appraisal has obtained any signatures so far. 

IMPORTANT NOTE: Employee Appraisal Results allows for an Override Signature to be provided for an Appraisal in the back end at an administrative level. 

TEACHER (Portal) > APPRAISAL > APPRAISAL EMPLOYEE

**The Employee can see the order of Forms under Appraisal Employee**

Simply choose the Blue Hyperlink to open Appraisal 1 and populate the form accordingly.

At any point the user can choose Save at the bottom to save their progress and exit the module.

**This notification will confirm the Save was successful**

Once complete at the bottom you can see a Summary of the Appraisals Progress.

**Choose Sign to populate the Employee Signature once complete**

Note: Sometime (depending on the Appraisal Form Type) the Appraisal needs to be sent to the Manager once before the Appraisal can be signed.

**In this case choose Send to Manager button** 

From here onwards, send the Appraisal to Manager (if necessary) and begin Signing the Appraisal to send it back and forth. Progress can be monitored at the back end using Employee Appraisal Results module.