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 Creating a "To Do" List for a Business Event Appraisal: Example

Use

You want to generate a list of all the attendees of a business event. From this list, you want to prepare the corresponding appraisals.

Note Note

You can also generate the "to do" list in the Training and Event Management component. For further information, please refer to Performing a Business Event Appraisal .

End of the note.

Prerequisite

A suitable evaluation path must have been assigned to the appraisal model in question (via the form of appraisal).

Procedure

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

  2. The Search Function for Appraisal Model dialog box appears.

  3. Position the cursor on the appraisal model you want, and choose Continue.

  4. The Generate "To Do" List screen appears.

  5. Choose Appraisees .

  6. If necessary, change the name of the appraisal.

  7. If necessary, choose Change object type to select the object type Business event.

  8. Enter the name or the ID of the business event in question, and choose Enter .

  9. The period to be appraised was delimited to the date on which the business event is held.

  10. Choose Continue.

  11. The Generate "To Do" List screen appears. The system displays a list of all the attendees of the business event. If an appraisal has already been created by one of the attendees, this is displayed (on the basis of the current status).

  12. Either select one attendee, or select all attendees, and choose Start of the navigation path Appraisal Next navigation step Complete preparation. End of the navigation path

  13. Preparation of the appraisal(s) has been completed.

  14. If you want to use a hard copy of the appraisal sheet for holding the actual appraisals, select one or more attendees, and choose Start of the navigation path Appraisal Next navigation step Print appraisal sheet End of the navigation path .

Result

The appraisals can now be filled out by the attendees.