Creating an Individual Appraisal in One Step 

Prerequisites

There is only one appraiser and one appraisee.

If you want to create an individual appraisal for more than one person, proceed as described in the section entitled Preparing an Appraisal (Access via the Appraisals Menu).

Procedure

You create the appraisal from the profile view of the appraisee.

Alternatively, you can access the profile view in question from the structural display of the organizational unit. See Creating a Profile (Starting Out From the Structural Display for an Organizational Unit). In this case, start at step number 6.
  1. Choose Human resources ® Personnel management ® Personnel development ® Profile ® Change.

    2. The Change Profile screen appears.

  2. Select the appropriate appraisee. For more information on selecting objects in the Object Manager, refer to Working With the Object Manager.
  3. Double-click the selected appraisee.
  4. If necessary, change the key date.
  5. Select the Appraisals Where Appraisee tab page.
  6. Choose .

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

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

    8. The Prepare Appraisal - <appraisal model> screen appears.

  8. If necessary, change the name of the appraisal.
  9. If necessary, change the period to be appraised.
  10. Choose .

    11. The Change Appraisal - <Name of Appraisal> screen appears.

  11. If necessary, change the creation date of the appraisal.
  12. Rate the individual appraisal elements.
  13. To create notes for an appraisal element, choose .
  14. Save the appraisal.
  15. To complete the appraisal, choose Complete.

Result

The appraisal has been completed, and no more changes can be made to it.