Show TOC

 Creating a "To Do" List

Use

Use the "to do" list function to generate a list of objects for which appraisals are to be prepared.

Prerequisites

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

Procedure

To access a "to do" list, proceed in one of the following ways:

To access from the profile view:

To access from the menu:

  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. 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 appraiser tab page.

  6. Choose .

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

  8. Select the appraisal model you want by double-clicking it.

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

  10. If necessary, change the name of the appraisal and the period to be appraised.

  11. Choose Enter.

  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. Select the appraisal model you want by double-clicking it.

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

  5. Choose Appraisers or Appraisees .

  6. If necessary, change the name of the appraisal and the period to be appraised.

  7. If necessary, change the object type.

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

The date is corrected as required.

The Generate "To Do" List screen appears. The system displays all objects that correspond to the evaluation path. If an appraisal has already been created for or by an object for the period specified (or part of this period), this will be displayed (based on the current status).

Note Note

It might also be the case that several appraisals have already been created for an object.

End of the note.

  1. You can now carry out one of the following actions:

Preparing an Appraisal

Completing Preparation of an Appraisal

Holding an Appraisal

  1. Select the line you want.

  2. If applicable, select the Anonymous appraiser flag.

  3. Save the appraisal.

The appraisal is now prepared. In a later step, you can change the appraisal (still in the preparation phase), or you can complete preparation of the appraisal.

  1. Select the line you want.

  2. If applicable, select the Anonymous appraiser flag.

  3. Choose Start of the navigation path Appraisal Next navigation step Complete preparation. End of the navigation path

The appraisal has been prepared, and can now be held.

  1. Select the line you want.

  2. If applicable, select the Anonymous appraiser flag.

  3. Choose .

The Change Appraisal - Individual Appraisal screen appears.

For more information on holding an appraisal, refer to Holding an Individual Appraisal .

Result

A "to do" list was generated, and one or more appraisals were prepared/held.