Settings: Configuring Your Evaluation System
Where to Find: Evaluate → Appraisal → Settings
The Settings section is the foundation of your appraisal process. Here, you can define the standards and benchmarks that the system uses to evaluate employee performance across your organization.
This section consists of five main tabs: Performance Categories, Decision Points, Assessment Points, Notification Templates, and Approval Flows.
This section consists of five main tabs: Performance Categories, Decision Points, Assessment Points, Notification Templates, and Approval Flows.
Performance Categories
This tab displays your predefined success levels, such as "Top Performer" or "At Risk," along with their corresponding score ranges. You can edit these ranges and the levels to fit your organization's needs, and the system will automatically assign these categories to employees based on their final appraisal scores.
This tab displays your predefined success levels, such as "Top Performer" or "At Risk," along with their corresponding score ranges. You can edit these ranges and the levels to fit your organization's needs, and the system will automatically assign these categories to employees based on their final appraisal scores.
Decision Points
This tab allows you to define the decision points available for employee appraisals. Decision points represent the outcomes assigned to employees based on their appraisal results, such as "High Potential," "Skill Enhancement," or "Performance Improvement Plan." You can add, edit, or remove decision points to align with your organization's talent management process.
This tab allows you to define the decision points available for employee appraisals. Decision points represent the outcomes assigned to employees based on their appraisal results, such as "High Potential," "Skill Enhancement," or "Performance Improvement Plan." You can add, edit, or remove decision points to align with your organization's talent management process.
Assessment Points
In this tab, you can view the criteria used to evaluate employees. These points are organized into two categories.
In this tab, you can view the criteria used to evaluate employees. These points are organized into two categories.
- Executive: These are pre-set metrics used to assess performance at the leadership or management level. They focus on high-level impact, such as how an individual contributes to business growth, their importance to the company's stability, and their readiness for future challenges.
- Custom: This tab contains any additional, tailored criteria that may be specific to your organization’s unique needs.
For every criterion, there is a standardized scale with four values: Very Low, Low, High, and Very High.
Notification Templates
The Notification Templates tab displays the standard automated notifications used in the appraisal process.
This tab includes:
The Notification Templates tab displays the standard automated notifications used in the appraisal process.
This tab includes:
- Overdue Appraisal Alert: Sent when an appraisal review or task is overdue.
- Upcoming Appraisal Reminder: Sent to notify users about upcoming appraisal deadlines.
Approval Flows
The Approval Flows tab allows administrators to create and manage approval routes for appraisal processes.
How to Create a New Approval Flow:
The Approval Flows tab allows administrators to create and manage approval routes for appraisal processes.
How to Create a New Approval Flow:
- Click the + Add button.
- In the Approval Details section, configure the main settings:
- Approval Name: Enter a unique name for the approval flow..
- Sequential: Toggle this on if approvals must happen in a specific step-by-step order.
- Days to Approve: Set the number of days allowed to complete the approval.
- Calculate approval in: Choose whether to count deadlines using Working Days or Calendar Days.
3. In the Approvers section, add responsible users or groups:
- Type: Select how to assign the reviewer (Approver, Relation Type, or Employee Group).
- Employee Group/Employee: Choose the specific user, relation, or group from the list.
- View Only: Enable this switch if the selected party should only view the appraisal without approving it.
