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 Appraisal Creation

Purpose

Note Note

The processes and procedures described here refer to the creation of appraisals for persons.

End of the note.

Persons are appraised because guidlelines to this effect have been issued by the personnel development or personnel administration department (selecting personnel for promotion, annual performance review, or salary review, for example). An appraisal might only be held once or, as is the case with annual performance reviews, at regular intervals.

During the phase in which the appraisal is prepared, the appraisees, appraisers, and other information on the appraisal have to be specified.

The appraisal can be held in the appraisee’s presence or absence. Depending on the appraisal model in question, either one appraisal or several subappraisals have to be created. Once the appraisal(s) have been completed, the results can be passed on to other departments for further processing, and to the appraisee for approval. Feedback sessions can be arranged with the appraisee, and more appraisals can be planned.

Prerequisites

The following prerequisites must be met if you want to work through this process:

  • Forms of appraisal must already be defined

  • Appraisal models must already be defined

For further information on these activities, refer to the Implementation Guide (IMG) for Personnel Development under Appraisal Systems.

Process Flow

Process of Appraisal Creation:

  1. Prepare the appraisal.

  2. For further information, please refer to Preparation of an Appraisal .

  3. Hold the appraisal.

  4. For further information, please refer to Holding of an Appraisal .

  5. Complete the appraisal.

  6. For further information, please refer to Completion of an Appraisal .

  7. Perform follow-up activities for the appraisal.

For further information, please refer to Following Up and Approval of an Appraisal .

Note Note

An appraisal can be created in a single step in the following cases only:

End of the note.

  • If an appraisal model with the appraisal type Individual appraisal is used. See Creating an Individual Appraisal in One Step .

  • If the appraisal was not prepared or held in the system. In this case, details and results of the appraisal are input "after the event".

Result

You have created an appraisal.