In this article, we will walk through conducting an appraisal in Performance Pro for your direct reports. The process is pretty straightforward, and we’ll walk through the basic steps from start to finish.
This video will provide you with guided instructions on how to conduct an appraisal.
Helpful notes to read prior to working on an appraisal.
- Before you begin, it's also important to know that the appraisal area auto-saves.
- There are no save buttons on these screens because as you enter verbiage and change text, it saves automatically.
- Open Performance Pro in one browser tab only. Do not open Performance Pro in multiple browser tabs or multiple browsers concurrently.
Once logged in as a manager (or appraiser), first double-check to ensure the goal weights add up to 100% in Employee Goal Tools if goals are applied to the appraisal. 
To begin, select the Appraisals tab. Here you’ll see what your company has applied to evaluate the employees that report to you. In this example, we will show all three categories. Keep in mind, your company may call these by different names:
- Core Values
- Competencies
- Goals
Let's get started!
- We’ll start with Core Values where you will see the name, description, the score bar and the level descriptions. Each level has different and distinct descriptions which are critical to helping you score the employee on each value. After you rate the employee and add comments, click “Next” to take you through each one.
- Then, click Evaluate Competencies and go through the same process. Once finished, you will move on to Goals.
- In the Goals section, if you have set Action Steps applied for a goal; you will handle scoring that goal a little differently.
- If your company includes Goal Progress in the appraisal, a section will appear on this screen where both you and the employee can independently mark the progress.
- The next tab is Summary Comments where you can summarize your comments and/or add information your company has listed in this section. Often Summary Comments contain open-ended questions, however, your company may include more specific items related to that employees’ progress, future goals, or merit increases.
Please note: at any time, you can view the appraisal document by clicking “View Current Appraisal,” which will also show the overall rating. And, while in the appraisal screen you can see the calculated score for each section.
