v7 FreeBalance Help

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.