Concurrent Appraisals - Performance Pro

The feature gives the ability to add appraisals to your system in addition to the default cycling appraisal.

Using "Concurrent Appraisals" is helpful in many ways such as new hires that may need to be evaluated at 30, 60, and 90 days in addition to (or concurrent to) an annual cycling appraisal.  Another use of Concurrent Appraisals is where you may wish to evaluate an employee on a specific project. This feature allows you to set up non-cycling appraisal processes.

The main type of appraisal in Performance Pro is one that, once completed, cycles forward into a new blank appraisal. This type of appraisal is referred to as the "Default Appraisal."

With Concurrent Appraisals you can build additional types of appraisals (referred to as Appraisal Processes) in your system, save them, and assign them to employees as needed. These types of appraisals run concurrently with the default (cycling) appraisal but will NOT cycle after completion. 

When an appraisal process has been assigned to an employee, it can be accessed from the dropdown on the appraisal screens and the Employee Goal Tools > Current Goals tab.

Items to consider:

• Concurrent appraisals cannot be performed in a multi-appraiser role. Only primary or shared appraisers can perform evaluations using a concurrent appraisal process.
• Since they do not cycle, they cannot include Future Goals and will not have a Last column on the evaluation screens.

Please see article "Release Documents 3.13-Concurrent Appraisals" for more information on the Concurrent Appraisals feature.

Information includes:

Activating Concurrent Appraisals

Customizing the Name of the Default Appraisal

Creating a New Appraisal Process

Assigning, Editing, and Deleting Appraisal Processes to/from Employees

Editing, Duplicating, or Deleting Appraisal Processes

Employee Data-Appraisal Process Tab

Performing a Concurrent Appraisal