Appraisal templates¶
The Appraisals app uses a preconfigured default template, which is general enough to be applicable to all employees. If desired, the default template can be modified, or, if different templates are needed, such as department-specific appraisal templates, new templates can be created.
Modify appraisal templates¶
If needed, changes can be made to the default template. To view the default template, navigate to .
The default template appears in a list view, named Default Template. Click on the template to view the template details. Make any desired changes to the template.
The default template consists of the following questions:
Employee Feedback |
Manager Feedback |
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|---|---|---|---|---|---|---|---|---|---|---|---|
My work What are my best achievement(s) since my last appraisal? Describe something that made you proud, a piece of work positive for the company. What has been the most challenging aspect of my work this past year and why? Did you face new difficulties? Did you confront yourself to new obstacles? What would I need to improve my work? How can the company help you with your needs and objectives so you can reach your goals and foster better collaboration. My future What are my short and long-term goals with the company, and for my career?
Which parts of my job do I most / least enjoy? Every job has strong points - which tasks do you enjoy the most and the least? My feelings How do I feel about the company…
How do I feel about my own…
|
Feedback Give one positive achievement that convinced you of the employee’s value. Some achievements that illustrate their strengths in addressing job challenges. Evaluation
Improvements How could the employee improve? From a manager’s point of view, how could you help them overcome their weaknesses? Short term (6-months) actions / decisions / objectives Do you need a rapid response to the current situation? Long term (> 6 months) career discussion, where does the employee want to go, how can you help them reach this path? How do you see the employee’s future - does your vision align with their aspirations? |
Create appraisal templates¶
Large companies with many departments may prefer department-specific appraisal templates, instead of using a default universal template. Creating and using department-specific templates can be helpful if specific feedback is needed.
Example
An appliance repair company has two main types of employees, office workers who handle administrative tasks and scheduling, and repair technicians who work in the field, performing repairs at customers’ homes.
This type of company may create two different appraisal templates, one for the office workers, and one for the on-site repair technicians.
To create a new appraisal template, click the New button in the upper-left corner. Next, configure the appraisal by adding questions to the template.
Additionally, a new appraisal template can be created by duplicating the default template, and making modifications to the copy. To duplicate the template, navigate to , then click on the template being duplicated. Click the (Actions) icon, then click Duplicate.
First, change the name of the template, then make any desired changes to the template.
Belangrijk
Appraisal templates are housed in the Surveys app. Any appraisal template created in the Appraisals app must be configured to be used with the Appraisals app, or it will not be available for appraisals.
To ensure a new template is available for the Appraisals app, navigate to the Surveys app, and click on the appraisal template.
Tick the radio button next to Appraisal at the top of the survey. This setting allows the survey to be used in the Appraisals app, and is visible in the Appraisal Template drop-down menu.
