Performance Appraisal Criteria Group

Overview 

In order to provide an accurate picture of an employees job performance, standards must be established. These standards are then grouped together based on what best determines successful job performance specific to an employee's position. The Performance Appraisal Criteria Groups are used to group together different performance appraisal feedback and scoring criteria. This is based on user defined grouping conditions. For example, an Information Technology and an Administrative performance appraisal criteria group may reference a common typewriting scoring criteria.

Navigation

How to SEARCH:
  1. Enter the information to be used as retrieval criteria in the appropriate field (s). If you prefer to see a list of all performance appraisals criteria group, leave all fields blank.
  2. Click on the Find icon . 

The Performance Appraisal Criteria Group includes the following fields:

Field Definition
CodeUnique identification code of the Performance Appraisal Criteria Group.
ActiveActive Status - if checked, Performance Appraisal Criteria Group is available.

Language

Language used 
Name Name of the Performance Appraisal Criteria Group

 

Create a Performance Appraisal Criteria Group

To CREATE a performance appraisal criteria group that is used to group together different performance feedback and scoring criteria follow the steps below.

Navigation

By default, you will be in Search Mode.

  1. Click on the New icon   (you will then be in Insert Mode).
  2. Enter the new Performance Appraisal Criteria Group information.  Fields with an asterisk  are mandatory fields.
  3. Enter the Code, click on the Active checkmark, and select the Language, as required.
  • Code: Unique identification code of the Performance Appraisal Criteria Group.
  • Active:Active Status - if checked, Performance Appraisal Criteria Group is available.
  • Language:Language used 

4. Enter Name.   

  • Name: Name of the Performance Appraisal Criteria Group

To ADD Performance Appraisal Scoring Criteria to the Performance Appraisal Criteria Group, if required:

1.   Click on the tab and then click on the Lookup icon, and enter the Performance Appraisal Scoring Criteria information, or leave the Performance Appraisal Scoring Criteria information blank to retrieve all Performance Appraisal Scoring Criteria.

2.   Click Find icon 

3.   Click the individual Select Checkbox (es) to select and de-select the Performance Appraisal Scoring Criteria(s), as required.

4.   Repeat steps 1, 2 and 3 for all required Performance Appraisal Scoring Criteria.

5.   Click the Return icon  to return to the Performance Appraisal Criteria Group screen, or click the Discard button  to discard the selection entry and return to Performance Appraisal Criteria Group. 

6.   Click the individual Select Checkbox (es) to select and de-select the Performance Appraisal Scoring Criteria(s), as required, or click the Select All icon  or Unselect All  icon, to select all Performance Appraisal Scoring Criteria or de-select all Performance Appraisal Scoring Criteria, if required.

7.   Click the Remove icon to remove the selected Performance Appraisal Scoring Criteria information, if required.

To ADD new Performance Appraisal Scoring Criteria, refer to Performance Appraisal Scoring Criteria.[179]

To ADD Performance Appraisal Feedback Criteria to the Performance Appraisal Criteria Group, if required:

1. Click on the  tab and then click on the Lookup icon, and enter the Performance Appraisal Feedback Criteria information, or leave the Performance Appraisal Feedback Criteria information blank to retrieve all Performance Appraisal Feedback Criteria.

2. Repeat steps 2  to 7 which were used above for the tab.

To ADD new Performance Appraisal Feedback Criteria, refer to Performance Appraisal Feedback Criteria.[180]

Click on the Save icon  at the bottom of the Performance Appraisal Criteria Group page to save your new Performance Appraisal Criteria Group information.  A window will appear to confirm.

Delete a Performance Appraisal Criteria Group

To DELETE a performance appraisal criteria group that is used to group together different performance feedback and scoring criteria follow the steps below.

Note: Performance Appraisal Criteria Groups cannot be deleted if used within.

Navigation

By default, you will be in Search Mode.

  1. Find the Performance Appraisal Criteria Group you want to Delete
  • Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Performance Appraisal Criteria Groups, leave all fields blank.
  • Click Find.
  • Select the Performance Appraisal Criteria Group you want to Delete.

2. Click on the Delete icon.

3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            

4. Click OK to confirm and delete the Performance Appraisal Criteria Group

5. A window will be displayed confirming the Performance Appraisal Criteria Group has been deleted                                                                                                                                                                            
 

To Verify that the Performance Appraisal Criteria Group has been Deleted:

  1. Click on the Search icon
  2. Enter the Performance Appraisal Criteria Group information in the appropriate field (s).
  3. Click on the Find icon
  4. This window will appear

Modify a Performance Appraisal Criteria Group

To MODIFY a performance appraisal criteria group that is used to group together different performance feedback and scoring criteria follow the steps below.

Navigation

By default, you will be in Search Mode.

  1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all Performance Appraisal Criteria Groups, leave all fields blank.
  2. Click on the Find icon. 
  3. Click on the Performance Appraisal Criteria Group you want to modify.
    You will then be in Update/Delete Mode.
  4. Make the necessary modification(s).
  5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.