Performance Appraisal Organizational Control

Overview

The Organizational Control managed the appraisal process and provides a forum for all participants to know the kay dates for conducting appraisals. The employee must know when the performance appraisal is to start as well as the performance standards that they will be evaluated on. In the application performance appraisal organizational controls are settings that are used to manage performance appraisals within an organization. These settings will be used to determine when to notify employees and when to conduct the performance appraisal. The performance appraisal will become available to reviewers on the dates specified in the organizational controls.

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 appraisal organization control leave all fields blank.
  2. Click on the Find icon . 

The Performance Appraisal Organization Control screen includes the following fields:

FieldDefinition
CodeUnique identification code of the Performance Appraisal Organization Control.
ActiveActive Status - if checked, Performance Appraisal Organization Control is available.
Use Notification OffsetIf checked, use the notification offset for standard offset and probation offset.
Requires Personal Learning PlanIf checked, Performance Appraisal requires a Personal Learning Plan.
SchedulePerformance Appraisal schedule selected from the defined list of schedules. Common schedules would be Quarterly, Semi-Annual, etc
Probation OffsetNumber of days prior to the end of the probation period used for notification
LanguageLanguage used
Exception NotesExplanation for using the selected Performance Organization Control

 

Create a Performance Appraisal Organizational Control

Performance appraisal organizational controls are settings that are used to manage performance appraisals within an organization.

To CREATE performance appraisal organizational controls 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 Organizational Control information.  Fields with an asterisk  are mandatory fields.
  3. Enter the Code, click on the Active, Use Notification Offset and Use Personal Learning Plan checkmark, as required.
  • Code: Unique identification code of the Performance Appraisal Template.
  • Active: Active Status - if checked, Performance Appraisal Organization Unit is available.
  • Use Notification Offset: If checked, use the notification offset for standard offset and probation offset.
  • Use Personal Learning Plan: If checked, the Performance Appraisal Template requires a Personal Learning Plan.

4. To enter theSchedule, click on the Lookup icon, click on Find icon  to retrieve the Performance Appraisal Schedule list, and then select the Performance Appraisal Schedule.

  • Schedule: Performance Appraisal Schedule selected from the list of defined schedules. Common schedules would be Quarterly, Semi-Annual, etc

5.  Enter the Standard Offset and the Probation Offset

  • Standard Offset: the number of days between each performance appraisal
  • Probation Offset:the number of days in the probation period.

6. Select the language from the drop down menu

  • Language: language used

7. Enter Exception Notes, if required.

  • Exception Notes: explanation for using the selected Performance Appraisal Schedule.

8. Click on the New icon under  to enter the Performance Appraisal Organization Template (refer to Performance Appraisal Organization Template for more information).

9.   Click on the Save and Return icon to save the Performance Appraisal Organization Template information and return to the Performance Appraisal Organizational Control, or click on the Discard icon  to discard the Performance Appraisal Organization Template entry and return to the Performance Appraisal Organizational Control.

10.   Click the individual Select Checkbox (es), under  to select and de-select the Performance Appraisal Organization Template (s), as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Performance Appraisal Organization Template, if required.

11. Click the Remove icon to remove the selected Performance Appraisal Organization Template, if required

12. Repeat steps 9 to 12 for all required Performance Appraisal Organization Templates.

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

Performance Appraisal Template

Navigation (From   click the New Iconunder )

Create a Performance Appraisal Template

Navigation (From   click the New Iconunder )

1.   Enter the new Performance Appraisal Template information.  Fields with an asterisk  are mandatory fields.

2.   Click on the Is Primary checkbox, as required.

  • Is Primary: if checked, then this is the primary Performance Appraisal Template.

3.    To enter the Performance Appraisal Template if required, click on the Lookup icon ,  click on Find icon  to retrieve the Performance Appraisal Template list, then select the Performance Appraisal Template.

4. Click on the Save and Return icon to save the Performance Appraisal Template information and return to the Performance Appraisal Organizational Control, or click on the Discard icon  to discard the Performance Appraisal Template entry and return to the Performance Appraisal Organizational Control.

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

6.   Click the Remove icon to remove the selected Performance Appraisal Template, if required

Delete a Performance Appraisal Organizational Control

Performance appraisal organizational controls are settings that are used to manage performance appraisals within an organization.

To DELETE performance appraisal organizational controls follow the steps below:

Navigation

By default, you will be in Search Mode.

  1. Find the Performance Appraisal Organizational Control 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 Organizational Control, leave all fields blank.
  • Click Find .
  • Select the Performance Appraisal Organizational Control you want to Delete.
  1. Click on the Delete icon .
  2. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
  3. Click OK to confirm and delete the Performance Organizational Control
  4. A window will be displayed confirming the Performance Organizational Control has been deleted                                                                                                                                                                            
     

To Verify that the Performance Appraisal Organizational Control has been Deleted:

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

Modify a Performance Appraisal Organizational Control

Performance appraisal organizational controls are settings that are used to manage performance appraisals within an organization.

To MODIFY performance appraisal organizational controls 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 Organizational Control, leave all fields blank.
  2. Click on the Find icon . 
  3. Click on the Performance Appraisal Organizational Control you want to modify. You will then be in Update/Delete Mode.
  4. Make the necessary modifications.  To add or remove a Performance Appraisal Template, refer to Performance Appraisal Template.
  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.