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Creating and maintaining an Appraisal Template is a very important piece of
setups when it comes to Performance Management using Oracle HCM suite.
Oracle HRMS provides Appraisal template that can be customized/configured for
your organizations needs. You can have multiple templates for different
purposes.
Here is a step by Step guide to create and manage an Appraisal Templates
within Oracle (works on 11i and R12) ebusiness suite HCM module.
1. Begin by navigating to the Manage Appraisal Templates page. Click the HR Professional V4.0 link.
2. Click the Manage Appraisal Templates link.
3. The Manage Appraisal Templates page enables you to create an appraisal template.
You can define as many appraisal templates as you need to meet your enterprise requirements. Alternatively, you can use a single appraisal template for all appraisals.
4. Click the Create Appraisal Template button.
5. Click in the Template field.
6. Enter the desired information into the Template field. Enter a valid value e.g. "FY07-Year End Appraisal Template".
7. Click in the Valid From field.
8. Enter the desired information into the Valid From field. Enter a valid value e.g. "01-JAN-2007".
9. Click in the Valid To field.
10. Outside these dates, the template is not available for use.
Enter the desired information into the Valid To field. Enter a valid value e.g. "01-May-2008".
11. Click in the Final-Rating Scale field.
12. Select a performance-rating scale to allocate a final rating to the
appraisee. Enter the desired information into the Final-Rating Scale field. Enter a valid value e.g. "Global Performance".
13. Click in the Description field.
14. Enter the desired information into the Description field. Enter a valid value e.g. "FY07-Year End Appraisal Template with Global Performance rating scale".
15. Click in the Instructions for Appraisal Participants field.
16. Enter the desired information into the Instructions for Appraisal Participants field. Enter a valid value e.g. "Enter the Instructions for Appraisal Participants".
17. Click in the Appraisal Total Score Formula field.
18. You can select an Appraisal Total Score Formula to identify the appropriate final rating from the selected performance-rating scale. The formula, which you write, can base any calculations on the worker's total scores for competencies and objectives. The rating identified by the formula appears as the worker's Suggested Overall Rating on the Final Ratings page of the appraisal.
Enter the desired information into the Appraisal Total Score Formula field. Enter a valid value e.g. "SUM_COMP_AND_OBJ".
19. Click the vertical scrollbar.
20. Click the Assess Competencies option.
21. To apply a competency template to assess competencies during an appraisal, you must select or create a competency assessment template in the appraisal template. Otherwise, the Competencies region
does not appear in appraisals. Click in the Competency Template field.
22. Enter the desired information into the Competency Template field. Enter a valid value e.g. "FY07-Year End Appraisal".
23. The Update Competency Profile option determines whether the application updates competency profiles automatically after the appraisal.
Click the Update Competency Profile option.
24. Click the Competency Profile Source Type list.
25. Click the Other list item.
26. To assess the objectives during an appraisal, you must select or create an objective
assessment template in the appraisal template. Otherwise, the Objectives region does not appear in appraisals.
Click the Assess Objectives option.
27. Click the vertical scrollbar.
28. Click in the Objective Template field.
29. Enter the desired information into the Objective Template field. Enter a valid value e.g. "FY07-Year End Appraisal".
30. Click the Include Questionnaires option.
31. You can include the appraisee and main appraiser questionnaires in the appraisal. Appraisers can complete the questionnaire you identify for the
appraisee. Click in the Appraisee Questionnaire field.
32. Enter the desired information into the Appraisee Questionnaire field. Enter a valid value e.g. "Questionnaire".
33. Click in the Main Appraiser Questionnaire field.
34. Enter the desired information into the Main Appraiser Questionnaire field. Enter a valid value e.g. "Questionnaire".
35. When the main appraiser shares the appraisal with the appraisee, the main appraiser specifies which information the appraisee can view and whether the appraisee can update the appraisal. The Sharing Option enables this functionality.
Click the Configure Sharing Options option.
36. Click the vertical scrollbar.
37. Click the Additional Details option.
38. Click the Competency Rating and Comments option.
39. Click the Completed Questionnaire option.
40. Click the Overall Comments option.
41. Click the Participant Details option.
42. Click the Objective Ratings and Comments option.
43. Click the Overall Ratings option.
44. Click the Participant Names option.
45. Click the Participants Ratings option.
46. Click the Provide Feedback on Overall Ratings option.
47. Click the Add Participant option.
48. In the Learning Path region of an appraisal, you can identify training courses for the
appraisee. Click the Include Learning Path option.
49. Click the Apply button.
Thats it! You have successfully tried how to Create and Manage the Appraisal Templates
in Oracle HCM 11i/R12.
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