v7 FreeBalance Help

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

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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.