Below is a list of tasks that will help you and your team execute streamlined and efficient year-end appraisals.
Communicating about your process
- Update the welcome message to highlight important due dates and reminders about your appraisal process
- Review your home screen widgets and make any desired changes to the users home screens
- Enable automated E-mail alerts for appraisal reminders
System preparation
- Verify that all appraisals from the previous year have been completed. Follow these instructions to force-complete any remaining open appraisals
- If your organization utilizes the “Hide Next Appraisal” feature, launch the current appraisal from Company Settings
- Review and make any necessary edits to Routing paths
- Pull the Goal Detailed and/or No Goals report(s) to determine if all employees have goals and if the goals total 100% weighting cumulatively for each employee
Update Employee Data
- Verify that all new employees have been added into Performance Pro
- Review the Employee Information report and update Employee Data
- Verify that all employees are assigned to the correct Appraiser(s)
- Verify that all employees have the correct position
Data Sync to Performance Pro
If you have a data sync in place, you may want to consider pausing the daily update so that managers and/or positions do not change in the middle of an appraisal. As a reminder, competencies (or factors) are tied to the employees’ position. When the position changes, so do the competencies.