v7 FreeBalance Help

Use This Section After Completing the Performance Appraisal Template under Performance Management in Support Entities

 Overview

Performance appraisals are a method used by organizations to evaluate their employee’s job performance.  This method can include an evaluation of an employee’s recent successes and failures and their personal strengths and weaknesses. A performance appraisal is the primary factor in determining if the employee requires a promotion or further training.

 Benefits

Performance appraisals help employees understand what is expected at their workplace and what needs to be done to meet these expectations. In addition they also provide an opportunity for employees to discuss their goals and receive any guidance, support or training needed to fulfill these goals. As a result this can ultimately improve employee motivation and overall job satisfaction.

Objectives

The second process in the Performance Appraisal process is operational support.  This includes setting up the individual Performance Appraisal sessions, as well as the review by the immediate manager and by designated colleagues, and finally the review between the employee and the appraiser manager. The actual evaluation period is called a "PA session".  At the beginning of the PA session employees will have to meet with management and specify their personal and career objectives for the upcoming review period. These objectives can also be updated until the performance appraisal process actually starts and will provide a partial base for an employee’s evaluation. At the end of the PA session, the authorized Reviewer will evaluate the performance of the employee for the specified working period.  Evaluations are based on a modified 360 loop approach, which is a combination of self, peer, and supervisor’s performance appraisals. A performance evaluation will become available based on the predetermined Performance Appraisal Schedule. For example, if the performance appraisal is on a quarterly schedule then it will only become available to fill out every four months.

 Use the Performance Appraisal for Employee function to evaluate an employee’s job performance. This is where the reviewer will score the employee on pre-defined criteria, provide written comments about the employee’s behavior and evaluate the employees learning plan and objectives.