Creates organization
hierarchical structure on system
›
Loads employee
User Files (or bulk-imports records from HRIS/HRMS)
›
Sets appraisal
frequency (1, 2, 3, 4, 6, or 12-monthly)
›
Sets user
access/security levels
›
Assigns Divisional
System Administrators (if needed)
›
Manages User
ID's and Passwords
›
Creates online
Job/Role Descriptions (optional)
›
Creates position-specific
Appraisal Templates
›
Bulk-creates
appraisals for selected or all units/employees
(on behalf of managers)
›
Manages auto
emails and instant bulk emails
›
Monitors the
status of appraisals organization-wide
›
Moderates
the quality of appraisals organization-wide
›
Extracts
performance data and statistics from a range
of advanced reports
Divisional
System Administrator/s
›
Loads/edits
Divisional employee User Files
›
Sets access/security
levels of Divisional staff
›
Sets up and
edits Divisional appraisor teams
›
Monitors the
status of appraisals in assigned Divisions
›
Moderates
the quality of appraisals in assigned Divisions
›
Extracts Divisional
performance data and statistics from a range
of advanced reports
(These functions
are handled by the Corporate System Administrator
if size of organization does not require Divisional
Administrators. Divisional System Administrators
are only allowed to see and manage the employee
and appraisal records of those units, branches,
regions, or locations that were assigned to
them in the system.)
Appraisor
(Line Manager)
›
Creates Appraisals
(Performance Agreements) for each team member
(downloaded from Appraisal Template Database,
or designed from scratch). Tailors for each
team member as necessary
›
Logs
performance notes, for each team member, throughout
performance period
›
Conducts (facilitates)
appraisal interviews, and enters jointly agreed
Ratings, Actual Performance Notes, and Performance
Optimization Plans (POPs)
›
Updates employee
Personal Development Plans (PDPs), by consulting
their POPs
›
Extracts unit
performance data and statistics from a range
of advanced reports
Appraisee
(all levels)
›
Views and executes own
Performance Agreement
›
Logs own performance notes
throughout performance period
›
Attends appraisal interview
›
Executes Performance Optimization
Plan and newly-agreed Goals, Objectives, KPIs,
and/or Competencies for next performance period
›
Executes/attends agreed
PDP learning activities
NOTE:
Appraisees are staff members at all levels, including
supervisors and managers.
Appraisal Smart thus aims at all employees in the organization,
irrespective of their level
