How to Create an Employee Performance Appraisal Template

When you want to make Assessment template from employee performance based on the category skill which has been made, You can make it by following these steps :

  1. On the Menu Performance → Select Template.
  1. Click the button New to register a template on the performance menu.
  1. Fill in the section General with the type of template you want to display.

🔥IMPORTANT! It's worth paying attention to if you want fill in the General section, make sure Eligibility Profiles And Rating Model in the Performance menu has been made first.

NoFeatureInformation
1NameFilled with no The template to be created.
2DescriptionFilled with description the template.
3Rating ModelFilled with Rating Model that would be used.
4Active• Click Yes, if the Template is still active and processed in system.
• Click No, if the Template is already not active, then the data will be automatic lost in another menu.
5Allow Feedback• Click Yes, if you want to accept employee feedback.
• Click No, If you don't want to accept employee feedback.
6Eligibility ProfileFilled with employee grouping who can access Templates.
7Eligible After (Month(s))Filled The minimum minimum boundary start of work time employees who can access the template, example: 3, then the template can start to be used on the month to the month 3 Early employee service period.
  1. In part Section, click the button “Create”, and continue by filling in the data section for the template that will be used by the company.

🔥IMPORTANT! It's worth paying attention to if you want Fill in the detailed section section, make sure Section And Rating Model in the Performance menu has been made first.

NoFeatureInformation
1Active• Click Yes, if the Details Section is still active and processed in system.
• Click No, if the Detail Section is complete not active, then the type of detail section will be automatic lost in another menu.
2Allow Feedback• Click Yes, if you want to accept employee feedback.
• Click No, If you don't want to accept employee feedback.
3SectionFilled with Section that will be the evaluation item on the template
4Sequence No.Filled with sequence section which will appear in the template.
5Rating ModelFilled with type Rating Model as basic calculation.
6Calculate Rating ModelFilled with type Rating Model as Basic final calculation.
7WeightFilled with weight/value From the item.
8Matrix type Filled with type Matrix a framework.
8Matrix WeightFilled with weight/value from the matrix.

Do save with a click button “Save Changes” in the Details section first, then continue by filling in the rest of the template data.

  1. In part Period, click the button “Create”, and continue by filling in the period data and survey for the template that will be used by the company.

🔥IMPORTANT! It's worth paying attention to if you want Fill in the Detail Period section, make sure Goal Plan On the Goal menu has been made first.

NoFeatureInformation
1NameFilled with no according to the template period is active.
2Display NameFilled with no which will be displayed on the template.
3Start DateInitial date The template is used.
4End DateThe end date The template is used.
5Self WeightFilled with weight/value percentage which will be taken to be the basis of the assessment of the employee himself.
6Manager WeightFilled with weight/value percentage which will be taken to be the basis of the assessment of Manager to employee.
7Participant WeightFilled with percentage of weight/value which will be taken to be the basis of the assessment of Participant
8Active• Click Yes, If the period of detail is still active and processed in system.
• Click No, If the period of detail has been not active, then the data will be automatic lost in another menu.
9Allow Feedback • Click Yes, if you want to accept employee feedback.
• Click No, If you don't want to accept employee feedback.
10Generate Point• Click Yes, If you produce points
• Click No, If it doesn't produce points
11Goal PlanFilled with annual achievement plan period. Example: 2022, then the achievement plan for the template is valid for the year 2022.
12Self Evaluation DateFilled with Self Evaluation start date.
13Manager Evaluation DateFilled with Manager Evaluation start date.
14Closing DateFilled with end date for filling out the evaluation on Templates.

In part “Survey”

NoFeatureInformation
1Self WeightFilled with weight/value percentage which will be taken to be the basis of the assessment of employee itself.
2Manager WeightFilled with weight/value percentage which will be taken to be the basis of the assessment of Manager to employee.
3Use Survey• Click Yes, If the template will using the survey method and processed in system.
• Click No, If the template do not use the survey method, then the survey for the template will be automatic lost in another menu.

In part “Probation/Contract”

NoFeatureInformation
1Contract End PeriodFilled with end of the period the term of contract of contract employee.

Do save with a click button “Save Changes” In the period period of detail first, then continue by filling in the rest of the template data.

  1. If you have entered all the template information, then the final step is to do it save with a click button “Submit” at the very bottom of the Template page.

Read Also :
– How to Create Competencies and Types of Assessment for Employees
– How to Group Employee Performance Assessments
– How to Change Managers Who Evaluate Employee Performance
– How to Change Employee Performance Appraisals
– How to Set Up the Employee Performance Matrix Display