Myhrtoolkit provides functionality to manage appraisals within your company. Appraisals are set and closed by you as a manager. Both you and the employee have opportunities to add documents and notes to each individual appraisal.
Appraisal profiles are used to outline the different types of appraisals you might do (i.e. monthly 1-2-1's, annual reviews etc.
When creating an appraisal profile, you will need to fill in the sections below:
- Profile Name - i.e. Annual Review
- Default Manager - This is option. When appraisals are created, the person responsible for it is set as the employee's line manager. If you tick the box at the top of this section and choose someone in the list, they will be responsible instead of the employee's line manager.
- Default Deadline
- Pro-forma Documents
Once you've created your appraisal profile, you can navigate to the Appraisal Tasks tab to add an appraisal to someone.
If you have been assigned permissions to do so, you can manage the assignment of appraisals to your reports. Appraisal tasks are assigned to employees based on an appraisal profiles. To assign appraisal tasks, navigate to
Management > Appriasals > Appraisal tasks.
Find the employee you need. Any appraisal tasks they have assigned will be shown with an option to add more (the Add another appraisal link).
To assign more appraisal tasks, use the Add another appraisal link, which will open a new page with the same options as before.
Appraisal tasks can be deleted from an employee, however this should be done with caution - all data associated with that task (i.e. history, previously completed appraisals, documents, notes) will be permanently deleted from your myhrtoolkit installation. Depending on the permissions granted to you within myhrtoolkit, you may be able to perform this function yourself, or you may need to refer it back to a controller. To proceed with deleting an appraisal task, navigate to the appraisal tasks tab within
Management > Appraisals, and find the employee and appraisal task.
Follow the Delete link on the right, and confirm the action.
My Appraisals - As Appraiser
Management > Appraisals > My appraisals - as appraiser will show upcoming appraisals that you are required to conduct. Appraisal tasks will automatically show in advance of the deadline.
Documents and Notes
When you have completed the appraisal, documents can be uploaded or notes added as required. Both you and the employee are able to add to the appraisal record.
When the appraisal has been completed, follow the Confirm completed link. An email will be sent to the employee notifying them, and moved to the appraisal history area.
If you marked an appraisal as completed in error, a controller can reverse this.
The Appraisal deadlines report tab shows appraisal tasks assigned to you, and their current status. The page is filterable by year, location, department; there is also an option to see employees on probation.
If you need to export the filtered data to Excel, the page will reload with a link to the file for you to download.