This article explains concurrent appraisals. The concurrent appraisals feature gives the ability to create and assign additional types of appraisals in addition to the default cycling appraisal.
Using concurrent appraisals is helpful in many scenarios such as new hires or position changes 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, save them, and assign them to employees as needed. They can also be set up to assign to new hires automatically or when a position change occurs. 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 will appear as a separate appraisal card in the Appraisals & Forms > Current Appraisals & Forms screen.
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 display the last score of the item on the evaluation screens.
- Concurrent appraisals currently cannot contain the core values section, although this capability is in our development plans.
Related Articles
Activating & Creating Concurrent Appraisals
Auto Assigning Concurrent Appraisals
Assigning and Deleting Concurrent Appraisals to/from Employees
Editing, Duplicating, or Deleting Concurrent Appraisals
Managers-Adding a Concurrent Appraisal to an Employee
Performing an Appraisal Using a Concurrent Appraisal Process
Assigning Goals to Concurrent Appraisal Processes