This presentation explains the processes involved in the EmpXtrack appraisal module, detailing the roles of HR managers, employees, and managers in initiating, filling, viewing, and finalizing appraisals. It provides step-by-step instructions on how to conduct appraisals, configure the appraisal module, and manage various functionalities within the system. Key functions covered include logging in, rating appraisals, and the limitations on HR managers regarding appraisal ratings.

2. This presentation will help you understand different processes involved in Empxtrack appraisal
module including:
Users and Functionalities
A. Initiate appraisal as an HR manager.
B. Fill appraisal form as employee and submit the same to manager.
C. View and rate appraisal forms as manager.
D. Configure appraisal plan, forms and module.
Note: We would be exploring most of the functionality with 3 employees:
Janet Leverling – the Employee
John Steel – Janet’s Manager
Terri Osborne – the HR Manager
To login as an Employee, roll on
the mouse to the employee and
click on Login button (as shown
in the picture)

3. Initiate Appraisal as an HR Manager
To initiate appraisal, you need to:
1. Log in as Terri Osborne and initiate appraisal as HR Manager.
2. Go to Manage>>Performance Management>>Manage Processes.
3. Select Initiate appraisal process link from the Appraisals section on Manage team
processes page.
4. Select Plan A appraisal plan from the drop-down list.
The sample employees are already selected.
5. Type Janet Leverling in field
against Select employees and
remove all other employees
from the selection.
6. Click Initiate.

4. Initiate Appraisal as an HR Manager
The appraisal is successfully initiated for Janet in case an appraisal doesn’t exist for her.
Note: You can set aside her appraisal and initiate a new one.

5. Fill Appraisal Form as an Employee
To fill appraisal form, you need to:
1. Login as Janet Leverling.
2. Go to My profile>>My performance>>My appraisal.
3. Read the instructions to fill appraisal form in Introduction Form of My Appraisal page.
4. Fill all the forms available and rate yourself, wherever required.
5. Click on Submit button on submit form to complete the appraisal process.

6. View and Rate Appraisal as a Manager
To view and rate appraisal, you need to:
1. Login as John Steel (Janet’s Manager)
2. Click on View tab of Janet’s appraisal message to view her appraisal ratings.
Alternatively, go to Manage>>Performance management>>Appraisals, select the team
members, and click Evaluate to view appraisal of multiple team members together.

7. View and Rate Appraisal as a Manager
3. Select checkbox of the employee whose appraisal you want to view and edit. Put
comments if required.

8. View and Rate Appraisal as a Manager
You can view the comments and ratings that the selected employee has marked and provide
your remarks wherever you are not satisfied. Employee ratings will appear as shown.
Note: Click on the Submit button on submit page to send the final appraisal ratings to
HR manage.

9. View and Rate Appraisal as an HR Manager
HR manager cannot provide ratings to employees. To view and rate appraisal as HR manager,
you need to:
Alternatively, go to Manage>>Performance management>>Appraisals, select the team
members, and click Evaluate button under ACTIONS menu to view appraisal of multiple team
members together.

10. View and Rate Appraisal as an HR Manager
3. Click on each form listed to view the ratings of employee and their respective
managers. You can provide ratings wherever required.
You can view the final scores rated by Employee and Manager along with the comments
that Manager has added in appraisal form. Also, you can click One attribute for all
employees or All attributes for one employee button to get a comparative view of team
members on specified parameter(s).

11. Finalize Appraisal as an HR Manager
4. Go to submit form and click Submit button to finalize the appraisal. The appraisal is
successfully done and can be seen by employees, managers, and HR manager anytime
but cannot be edited.

12. Configure Appraisal as an HR Manager
To configure appraisal module, you need to:
1. Login as Terri Orsborne
2. Go to Settings>>Performance Management>>Configure Appraisal.
3. Click Create a new performance plan button to create a new plan. These plans allow
you to initiate appraisals based on a specific set of configurations whenever required.
You can also select the Edit, Copy, Delete option under Actions menu for desired action

13. Configure Appraisal as an HR Manager
4. Select the plan type, plan duration, workflow to be used and provide notification
settings in Time & notifications tab.
5. Select the appraisal forms to be used in the plan and then configure the selected forms
using Forms & settings tab.
6. Set visibility rules for the forms and fields for the employees in different roles using
Visibility rules tab.
7. Save the performance plan settings and your appraisal configuration is successfully
done.

14. For a Demo or more information, please contact