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 Preparation of an Appraisal

Purpose

In the preparation phase, many details that are required for holding the appraisal have to be determined.

Note Note

The appraisal is prepared by a person commissioned to do so. This person does not necessarily have to be one of the appraisers defined for the appraisal in question.

End of the note.

The following information is required:

  • Objects to be appraised (persons, business events, and so on)

  • The appraiser(s)

  • Appraisal model

  • If applicable, the period in which the appraisal has to be created

Note Note

In the case of multisource appraisals, a period can be specified for each appraiser/subappraisal.

End of the note.

  • For multisource appraisals: weightings of appraisers

Note Note

The weighting plays a role when the overall result is being calculated. In the standard system, weightings are only taken into account in the following calculation methods:

End of the note.

  • Determining the overall result using averages

  • For non anonymous appraisals: whether the appraiser(s) should remain anonymous

Note Note

If this flag is selected, information on the appraisers is stored in the system, nut this information is not displayed in the appraisal.

End of the note.

  • For anonymous multisource appraisals: the number of anonymous appraisers

This information can be

  • Defined from scratch

  • Copied from a completed appraisal

There are two possible scenarios in this case:

  • The current appraisal was planned for in the follow-up activities to the last appraisal (this applies to appraisals like annual performance reviews, which are held regularly, for example); the information defined in the last appraisal is copied automatically.

  • The appraisal is created by copying from an appraisal that has already been completed.

The information that is copied should be checked over and, if necessary, changed.

Appraisal details can be changed until preparation of the appraisal has been completed, or the appraisal has been held, and saved in the system.

Process Flow

  1. Determine the objects to be appraised (persons, business events, and so on)

  2. It is possible to specify that the system should determine appraisers or appraisees automatically, and to output these in a "to do" list. For further information, please refer to "To Do" List Creation .

  3. You have the option of entering appraisal details from scratch, or of copying details from a past appraisal of this person. Proceed as follows:

To define new information for the first time:

To copy information from an existing appraisal manually:

If the current appraisal was planned for in the previous appraisal:

  1. Select the appraisal model you want to use.

  2. Define the appraiser(s) and assign them to the objects to be appraised.

  3. For individual appraisals or multisource appraisals : specify whether the appraiser(s) should remain anonymous.

  4. For multisource appraisals : specify the weightings of the appraisers.

  5. For anonymous multisource appraisals : specify the number of appraisers.

  6. If necessary, specify the period in which the appraisal is to be held (for several appraisers, if applicable).

For more information, refer to Preparing Appraisals .

  1. Select the appraisal that you want to copy from.

  2. Copy the information from this appraisal.

  3. Check over the appraisal details.

  4. If necessary, change these appraisal details.

For more information, refer to Creating an Appraisal By Copying .

  1. Check over the appraisal details.

  2. If necessary, change these appraisal details.

For more information, refer to Changing an Appraisal in the Preparation Phase .

  1. If the appraisees are to be present for the appraisal, specify a date, time and location for the appraisal, and inform the appraisees of this.

  2. You may have to repeat this step several times for multisource appraisals.

  3. Complete preparation of the appraisal.

Result

The appraisal has been prepared. You can now proceed to the process Holding of an Appraisal .