v7 FreeBalance Help

Overview

Performance Appraisal (PA) is used to provide personnel evaluations on individual civil servants.  Based on a configurable parameter, civil servants are evaluated using standardized templates. 

The performance evaluation used here is based on a modified 360 loop approach. Co-workers, the employee himself, as well as the direct head of the employee can provide feedback on the employee performance.

To Create a Performance Appraisal

Go to Human Resources -­> Employee Management -­> Performance Appraisal Management -­> PA for Employee

1. Click on the New icon.
2. Enter the Scheduled Start Date and Scheduled End Date.
3. Select the Appraisee (Employee to evaluate), the Appraiser (which is the Manager himself) and the Senior reviewer will be automatically populated by the application.

Note. When selecting the employee, the system will populate various field that are inherited from the employee assignment, like position, salary, institution, etc.

4. Search and Select the Performance Appraisal Template.
   1. Click on the Lookup  icon.
   2. Click on the Find icon.
   3. Select the template Non-Executives.
5. Choose Peers From Institution Type (Select Division)
6. Add some comments in the Appraiser Comments, if needed.
7. Click on the Objective Tab  at the bottom of the form.
8. Click on the New  icon. A new window will appear.
9. Enter the appropriate information like Title, Key Output, Action Plan, etc. Example:

10. Click on the Update and Return  icon.
11. Click on the Save  icon.

Note. The Scores Tab will be populated automatically later on when performance review cycle will be completed.

12. Click on the Peers  Tab to select the peer-s that will assess the Appraisee.
    1. Click on the Lookup icon.
    2. Click on the Find icon.
    3. Check out the box to select the peer-s. Example:

Note. The system will pop up only those employees who are from the same parent institution if they reports to the same manager.

13. Click on the Return icon.
14. Click on the Update icon.
15. Once the manager saves the Performance Appraisal. the workflow will change to Scheduled.
16. Enter a Start Date
17. Click on the Update icon.
18. Once the manager saves the Performance Appraisal with the start date, the workflow will change to In progress and the employee will be able to review his Performance Appraisal..

Note. The Appraiser can cancel the process at anytime during the scheduled dates.

Note. When the Performance Appraisal is saved, an email is sent to the Employee, the peers, and the subordinates, if applicable.

The Senior reviewer will input his feedback at the end of the process only. He oversees the entire Performance Appraisal process to ensure equity and transparency.

Note. To determine the final scores , the system will base the calculations on the weights and the scores of each criterion given by all evaluators. At the end of the Evaluation process, the senior reviewer will review the performance appraisal and will approve or reject it. Once the performance appraisal has been approved and the end date has