Multi-Appraiser Quickstart Guide-Performance Pro

For companies with employees assigned to perform multi-appraiser evaluations, these simple steps will guide them through the process.

• Since multi-appraisers typically evaluate employees they don’t directly supervise, the process is even simpler than for a primary appraiser.
• Multi-appraisers may have access to rate Core Values, Competencies and Goals, add, edit and delete Goals, as well as potentially add and edit Forms and Notes. As most organizations only have multi-appraisers evaluate Core Values, Competencies and Goals, that is what is detailed below.
• Also, please note that the terminology used in this article is default language. Your organization may have customized the terms Competency, Goal, Core Value, Employee, Appraiser, Appraisal, Multi-Appraiser, Summary Comments, Ready for Meeting, and Action Steps to a different term. The customized terms will display in your system.

Completing a Multi-Appraiser Evaluation
Note: If your organization has activated Core Values, Evaluate Core Values will appear in the main menu before Evaluate Competencies. The evaluation process is the same. Refer to the Competency instructions below for evaluating Core Values.

1. In the role selector, set your role to Multi-Appraiser.
2. From the main menu, click Appraisals, then Evaluate Competencies.
3. Click the employee selection tool. In the pop-up window, double-click the employee you wish to view or click once and click Select. Click Show Direct Reports Only if you wish to remove Downline users from the list and only display your direct reports.
4. If the Concurrent Appraisal feature is activated, you will need to select which appraisal you wish to work with from the Appraisal Process dropdown list. This list will only be visible if the feature is activated.
5. The Overview tab lets you see at a glance the assigned Competencies, any scores given, weight of each Competency, and if comments have been entered. A progress bar displays on the right side of the screen showing Overall Progress of the appraisal and the Competency Progress. (Scores and weights will not display if they are hidden in your system.)
6. Select the Competency you wish to evaluate from the Select Competency to Evaluate box. 
7. Select the value on the rating scale that best represents their perfor­mance by typing it in the box above the Multi-Appraiser scoring bar, clicking on the scoring bar at the appropriate level, or selecting the Performance Level Description on the left side of the screen (the level’s number will automatically be assigned as the rating).
8. If the Competency you selected has Sub-Competencies, a Sub-Competencies box will appear below the Competency description. Expand the box to view all Sub-Competencies and information by clicking the expander at the bottom center of the box.
9. From the Rating dropdown box, click the down arrow and select a rating and continue until all Sub-Competencies have been evaluated. Ratings on Sub-Competencies will be averaged together to produce a score for the Competency. This score will automatically be reflected on the scoring bar and in the box above it. You may manually edit this score unless Prohibit Override was enabled in Company Settings.
   Note: If Require Rate is enabled, requiring a rating on all Sub-Competencies, the appraisal cannot be marked Ready until all Sub-Competencies are rated.
10. If you would like to compare scores given on the selected Competency with other employee scores on the same Competency, Click the Compare icon.  The employees shown will be those in your realm of responsibility, including Downline if that feature is activated.
11. If Allow Multiple Comments has been activated in Company Settings, and if additional comments are desired, click the green + sign next to the Multi-Appraiser name and enter the additional comments in the new field. If there is not a + sign, this feature is not available in your system. If you would not like the additional comment to appear on the appraisal, deselect the Show Comment in Appraisal checkbox.
12. Additional comments that were added can be deleted by clicking the delete icon above the comment. Comments can be edited by making changes in the comment boxes.  The first comment box cannot be deleted.
13. When all desired comments are selected, click Save to insert the comments into the Multi-Appraiser Comments box, or Close to exit the Comment Coaching box without saving, or Clear Selection to clear all your selected comments.
14. Competencies you have evaluated are indicated on the Overview tab in bold text with a green check mark (√) next to it.
    Note: Some organizations do not use numerical Core Value, Competency and Goal ratings and/or weightings. In these situations, the weights and scoring do not display.
    
    

Step 2: Evaluate Goals (if applicable)

1. Click the employee selection tool. In the pop-up window, double-click the employee you wish to view. Click Show Direct Reports Only if you wish to remove Downline users from the list and only display your direct reports.
2. If the Concurrent Appraisal feature is activated, you will need to select which appraisal you wish to work with from the Appraisal Process dropdown list. This list will only be visible if the feature is activated.
3. The Overview tab lets you see at a glance the assigned Goals, any scores given, weight of each Goal, and if comments have been entered. Progress bars on the right side of the screen show Overall Progress of the appraisal and the Goal Progress. (Scores and weights will not display if they are hidden in your system.)
4. Select the Goal you wish to evaluate from the Select Goal to Evaluate box. All Goals assigned to this position will appear in this list. (You can also select a Goal by clicking on the Evaluation tab and clicking Back or Next to move through the list.)
5. The weight of the selected Goal displays to the right of the Goal name (unless weights are hidden.) A full description of the Goal appears below the Goal name. If necessary, click on the expander at the bottom center of the Goal description to view the entire description.
6. If a Goal has Action Steps, complete steps 9-11 and 13-18. If there are no Action Steps, skip to step 12.
7. If the Goal you selected has Action Steps, an Action Steps box will appear below the Goal description. Expand the box to view all Action Steps and information by clicking the expander at the bottom center of the box.
8. Read the description of the Action Steps (if present). From the Rating dropdown box, click the down arrow and select a rating.
   Note: Rate Action Steps must be activated on the Company Settings screen in order for the rating boxes to appear. If they don’t appear, then individual Action Step ratings are not applicable.
9. Continue until all Action Steps have been evaluated. Ratings on Action Steps will be averaged together to produce a score for the Goal. This score will automatically be reflected on the scoring bar and in the box above it. You may manually edit this score unless Prohibit Override was enabled in Company Settings.
   Note: If Require Rate is enabled, requiring a rating on all Action Steps, the appraisal cannot be marked Ready until all Action Steps are rated.
10. If Action Steps are not applicable, from the Evaluation tab, evaluate the employee on the Goal. Select the rating that reflects their performance by typing it in the box above the Multi-Appraiser scoring bar, clicking on the scoring bar at the appropriate level, or selecting the Performance Level Description on the left side of the screen (the level’s number will automatically be assigned as the rating).
11. Comment on the Goal (if desired or required) by placing your cursor in the Multi-Appraiser Comments box and typing your comment.
12. If Allow Multiple Comments has been activated in Company Settings, and if additional comments are desired, click the green + sign next to the Multi-Appraiser name and enter the information in the new field. If there is not a + sign, this feature is not available in your system. If you would not like the comment to appear on the appraisal, deselect the Show Comment in Appraisal checkbox. Additional comments can be deleted by clicking the delete icon above the comment.
13. For comment suggestions, click the Comment Coaching icon and select the comments you’d like to include by clicking in the box to the left of the comment. (The icon is located on the top right side of the Multi-Appraiser Comments box.) You may edit the comment suggestions at this point or wait until you save and they are inserted into the Multi-Appraiser Comments field.
14. Comments can be edited by making changes in the comment boxes.
15. Click the Language Check icon on the toolbar to review your text.
16. Repeat until all Goals have been evaluated.
17. Goals you have evaluated are indicated on the Overview tab in bold text with a green check mark (√) next to it.
    Note: Ratings and comments are automatically saved when you move to another screen.

Step 3: Summary Comments

1. Enter any additional information, concerns, etc. in the available fields on the Summary Comments screen. There may be a variety of fields available (comment fields, checkboxes, dropdown menus, etc.) depending on how your organization has customized this screen.
2. Click the View Current Appraisal button if you should need to refer back to the appraisal.

Step 4: Mark the Appraisal as Ready

1. The Status Overview tab lists the steps in the appraisal process. As a multi-appraiser, the only step on the Finish Appraisal screen is to mark the appraisal as Ready for Meeting. This step will be clickable.
2. Click on the Ready tab. The top section of this tab displays your next step. The Appraisal Checklist shows the status of each Competency and Goal. Make sure all Competencies and Goals have been evaluated (evaluated items are indicated by a green check mark (√) for completed and items still requiring attention are highlighted and display a red x). If you haven’t completed what is required, click on the item title to be taken to the corresponding section.
3. If you wish to view the appraisal before you mark it as Ready, click the View Current Appraisal button.
4. When all items have been entered appropriately, click the Mark Ready button on the Ready tab.
5. You are finished. Multi-appraisers do not merge or complete appraisals. They are finalized by the pri­mary appraiser.

Step 5: E-Signing the Appraisal (if applicable)

1. If your company uses e-signature, from the toolbar, click Home.
2. In the role selector, set your role to Multi-Appraiser.
3. Under the To Be Signed widget, click the appropriate appraisal link.
4. Review the appraisal one last time.
5. To move quickly to the E-Signature section, from the Jump To dropdown box, select E-Signature. Under the Signature heading, click the Sign link.
6. To exit the system, click Sign Out.

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