Creates organization hierarchical
structure on system
›
Loads employee data (or
bulk imports records from HRIS/HRMS)
›
Sets appraisal frequency
(1, 2, 3, 4, 6, or 12-monthly)
›
Sets user system access/security
levels
›
Allocates Divisional System
Administrators (if needed)
›
Manages User ID's and
Passwords
›
Manages creation of online
Job/Role Descriptions (if required)
›
Manages creation of position-specific
Appraisal Templates
›
Manages auto-emails and
instant bulk emails
›
Monitors the status of
appraisals organization-wide
›
Moderates the quality
of appraisals organization-wide
›
Uses/provides performance
percentages as input into performance-based
remuneration and rewards (if applicable)
(In Appraisal Smart, the
term "Division" includes Organization
Top Level Units, Branches, Regions, or Locations)
Divisional System Administrator/s
›
Loads/edits Divisional
employee user records
›
Sets user system access/security
levels of Divisional staff
›
Sets up and edits Divisional
Appraisor Teams
›
Monitors the status of
appraisals in assigned Divisions
›
Moderates the quality
of appraisals in assigned Divisions
(These functions are handled
by the Corporate System Administrator if size
of organization does not require Divisional
Administrators. Divisional System Administrators
are only allowed to see and manage the employee
and appraisal records of those units, branches,
regions, or locations that were allocated
to them in the system.)
Appraisor (Line Manager)
›
Schedules appraisals with
team members (direct reports)
›
Creates Performance Agreements
for each team member (downloaded from Appraisal
Template Database, or designed from scratch).
Tailors for each team member
›
Logs team member performance
record notes throughout performance period onto
system
›
Conducts (facilitates)
appraisal interviews and enters agreed ACTUAL
PERFORMANCE and RATINGS (the system calculates
performance percentages automatically)
›
Enters jointly agreed
Performance Optimization Plans onto system
Appraisee (all levels)
›
Views and executes own
Performance Agreement
›
Logs own performance record notes
throughout performance period onto system
›
Attends appraisal interview
›
Signs off appraisal on
own login, using own or any other computer
(no changes can be made to appraisal after
this)
›
Executes Performance Optimization Plan and newly-agreed Objectives/KPI's/Competencies
for next performance period
NOTE: Appraisees
are staff members at all levels, including supervisors
and managers.
Appraisal Smart thus aims at all employees in the organization,
irrespective of their level
