Appraisals
As a manager you are responsible for ensuring that the appraisals for the employees you manage are kept up-to-date and the results recorded. The mySparkrock Appraisals functionality provides the capability for you to determine when an employee’s appraisal is due and to record the results of the appraisal.
For indirect reports, you can use the My Team page to determine whether the managers that report to you are up-to-date with completing their appraisals. You can follow up with managers for whom employee appraisals are overdue.
To view the pending appraisals for your reports
Go to Manager Self Service > Appraisals.
The Appraisals page opens and displays the list of pending appraisals for the individuals who report to you.
For each pending appraisal, you can view the name of the employee and the position that is associated with the review. You can also see the time left to complete the appraisal or when the due date is in the past, the amount of time that the appraisal is overdue. If the appraisal is in progress, you have the options to either Cancel or Complete that particular appraisal.
Note
Note: If the Cancel or Complete buttons do not appear, a required field, such as the Completion Date, has not been entered.
When an appraisal is overdue, the overdue amount displays on a red background with the word Overdue next to the overdue duration.
To view more details
Select anywhere on a row, except on a button.
The following table includes information about the details that mySparkrock displays.
| Name | Description |
|---|---|
| Appraisal Plan | Specifies the description of the appraisal plan, for example, 3 Month Review. |
| Total Score | Specifies a high-level score for the appraisal. |
| Due Date | Specifies the date on which the appraisal is due to be completed. If there is an associated threshold for hours worked, this value is also displayed. |
| Completion Date | Specifies the date on which the appraisal was actually completed. Note: The status of an appraisal cannot be marked as Completed or Canceled without this date. |
| Manager Review | Specifies manager comments that are related to the review. |
| Appraisal Guidelines | Specifies the guidelines that the appraisal must follow when guidelines are provided with the appraisal plan. If there is a hyperlink configured in the More Information field of the appraisal plan, this link is also displayed. |
| Attachments | The attachments which support the review are presented as hyperlinks on the right hand side. To download the attachment, select the hyperlink. To delete an attachment, choose  . |
Record completed appraisals
As a manager, when you complete an appraisal for an employee, you must record the completion of this task.
To record the completion of an appraisal
Go to Manager Self Service > Appraisals.
On the row for the appraisal that you want to complete, choose Complete.
The Complete dialog box appears.
To confirm completion of the appraisal, choose YES.
The Complete dialog box closes and the appraisal that you just recorded is no longer displayed in the list of outstanding appraisals.
Edit appraisal details
As a manager, before you mark an appraisal as complete, you must edit the details of the appraisal with relevant information. You can enter or change the Completion Date, Total Score, or Comments. You can also add more attachments to the appraisal.
To record the completion details of an appraisal
Go to Manager Self Service > Appraisals.
On the row for the appraisal that you want to complete, choose Complete.
A dialog box appears that displays the following text:
Are you sure you want to complete this appraisal?
Name: <name>
Due date; <date>
Choose Yes.
Cancel an appraisal
If an appraisal is no longer required, a manager can record the cancellation in the employee’s records.
Note
Note: If you want to specify a comment explaining the cancellation, you must add the comment before canceling the appraisal.
To cancel an appraisal
Go to Manager Self Service > Appraisals.
A list of the appraisals that are due appears.
On the row for the appraisal that you want to complete, choose Cancel Appraisal.
A dialog box appears.
To confirm the cancellation of the appraisal, choose YES.
The dialog box closes and the appraisal that you just canceled is no longer displayed in the list of outstanding appraisals.
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