Changing an Appraisal in the Preparation Phase

Prerequisites

  • Preparation of the appraisal has not yet been completed.

  • The appraisal has not yet been held.

Procedure

To change the appraisal, access it in one of the following ways:

To access from the profile view:

To access via appraisal evaluation:

  1. Choose Start of the navigation path Human resources Next navigation step Personnel management Next navigation step Personnel development Next navigation step Profile Next navigation step Change. End of the navigation path

  2. The Change Profile screen appears.

  3. Select the appropriate appraiser or appraisee. For more information on selecting objects in the Object Manager, refer to Working With the Object Manager .

  4. Double-click the selected appraiser or appraisee.

  5. Select the Appraisals Where Appraisee (or Appraisals Where Appraiser ) tab page.

  6. Select the appraisal that you want to change, and choose .

  1. Work through the steps described in the procedure Evaluating Appraisals (in Edit mode), and select the In preparation flag.

  2. A list of appraisals appears.

  3. Select the appraisal you want, and choose Start of the navigation path Edit Next navigation step Appraisal Next navigation step Change End of the navigation path or Start of the navigation path Edit Next navigation step Appraisal (new session) Next navigation step Change. End of the navigation path

The Prepare Appraisal - <appraisal model> screen appears.

  1. Make your changes.

  2. Save your changes.

  3. If you do not want the appraisal to be changed any further, but to be performed at a later point in time, choose Start of the navigation path Appraisal Next navigation step Complete preparation. End of the navigation path

Result

The appraisal has been changed in the preparatory phase.