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 Approving and Following Up an Appraisal (PA-PD)

Purpose

This workflow describes the procedure for approving and following up an appraisal.

Once an appraiser has held and completed an appraisal, it can be sent to the appraisee for approval. The appraisee can display the appraisal, and opt to approve or reject it. If the appraisee decides to reject the appraisal, the appraiser can then review the appraisal. Once the appraisal has been approved, various follow-up activities can be performed.

Note Note

You must use this workflow if you wish to perform the follow-up activities defined for the appraisal model. You can also set up the workflow so that it omits the approval process.

End of the note.

You use this workflow if, for example, you want to:

  • Give appraisees the option of approving/rejecting an appraisal

  • Give yourself the option of reviewing rejected appraisals

  • Update specific qualifications profiles on the basis of the results of appraisals

  • Perform remuneration reviews in conjunction with appraisals

  • Make appraisal results available to other departments for follow-up/further processing

  • Make the following up of an appraisal depend on whether it has been approved or not

Process Flow

  1. An appraiser carries out an appraisal, and completes this appraisal. The completion of the appraisal is the triggering event that starts the workflow.

  2. It is the appraisee’s task to approve the appraisal. This person is determined automatically on the basis of the appraisal data defined in the system.

  3. The appraisee receives the appraisal. He or she can display it, and opt to approve or reject it.

Appraisal approved

Appraisal rejected

  1. The appraisal is informed of this by e-mail.

  1. The status of the appraisal is changed back to In process so that the appraisal can be reviewed and changed if necessary.

  2. The appraiser is informed by e-mail that the appraisal was rejected – the appraisal itself is attached to this mail so that it can be reviewed.

  3. Once the appraisal has been reviewed and changed as necessary, it is completed and passed on to the appraisee again for approval.

Note Note

An appraisal can be rejected several times. This step is not complete until the appraisal has been approved.

End of the note.

  1. Once the appraisal has been approved, it is followed up.

Follow up in background

Follow up in foreground

This runs automatically, and cannot be canceled. No correspondence is triggered.

In this case, a suitable agent is determined – this agent is informed of this task by e-mail. The agent can carry out or cancel the follow-up activities.

Result

The workflow is completed.

  • The status of the appraisal is Approved or Completed .

  • The background follow-up activities were performed automatically.

  • The foreground follow-up activities were performed as required.

For more information on defining the workflow, refer to Details of Workflow Definition .