Settings

Employee Info

To add a new employee:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. Click the Add New Employee button.
  3. Enter the required (*) information: Last Name, First Name, Middle Name (if applicable), User Name, and Password in the appropriate fields.
  4. Click Save on the toolbar.

To enter an employee’s Hire Date:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Insert your cursor in the Hire Date field and type the date in month/day/four-digit year format (07/01/2013), or click on the calendar icon and select the correct date.
  4. Click Save on the toolbar.

Termination Date

Populate this field only if the employee has been terminated. Entering a date in this field will move the employee from an active employee to the Terminated Employees list on the Terminated tab. The employee’s Performance History will no longer be accessible and appraisals cannot be com­pleted.

To assign an employee’s appraiser:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Insert your cursor in the Appraiser field. A list of appraisers will appear.
  4. Select the name of the appraiser you would like to assign by clicking on it once or by entering a name in the Search Appraisers box.
  5. Click Select to choose the appraiser or Cancel to return to the Settings screen.
  6. Repeat this process in the second Appraiser field if this feature has been activated and if the employee has two shared appraisers.
  7. Click Save on the toolbar.

Note:

Remember, users must be designated as an appraiser before they will appear in any appraiser listing.

To change an employee’s appraiser:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Click the Edit icon next to the Appraiser field. A list of appraisers will appear.
  4. Select the name of the appraiser you would like to assign by clicking on it once or by entering a name in the Search Appraisers box.

    Note:

    If you wish to remove an appraiser and leave the field blank, you must choose None from the list.

  5. Click Select to choose the appraiser or Cancel to return to the Settings screen.

    Note:

    If you choose Select, a warning box will appear that explains the potential for data loss and gives options to Cancel, Remove, Restore, or Copy. If you choose Cancel, you will be returned to the Employee Data screen. If you choose Remove, it will not copy or restore any appraiser scores or comments. If you choose Restore, recent scores and comments previously made by this appraiser relating to this employee may be restored. If you choose Copy, any scores and comments currently made by this appraiser relating to this employee may be copied to the new appraiser.

  6. Click Save on the toolbar.

To assign a weight to an appraiser (if the Multiple Appraiser feature is not activated):    

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Insert your cursor in the Weight field and enter the weight you desire for the appraiser. If you enter a weight less than 100%, the second Weight field will automatically calculate so that the two weights equal 100%.
  4. Click Save on the toolbar.

    Note:

    When the Multiple Appraiser feature is activated, weights are assigned through the Multi-Appraiser Setup screens instead of the Employee Data screen.

To assign an employee's position:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Insert your cursor in the Position field. A list of company positions will appear.
  4. If you wish to manipulate the order of the position list, click the List positions alphabetically or the Group positions by category radio buttons.
  5. Select the position title to be assigned to the employee by clicking on it once or by entering a name in the Search Positions box.
  6. Click Select to choose the position or Cancel to return to the Settings screen.
  7. Click Save on the toolbar.

    Note:

    If the appropriate Position does not appear in the dropdown list, you must create it from the System Setup, Content Customization, Position Configuration screen.

To change an employee’s position:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Click the Edit icon next to the Position field. A list of company positions will appear.
  4. Select the position title to be assigned to the employee by clicking on it once or by entering a name in the Search Positions box.
  5. Click Select to choose the position or Cancel to return to the Settings screen.
  6. A message will display warning you that some data may be lost. Click Yes to proceed or No to cancel.
  7. Click Save on the toolbar.

 

Appraisal Settings

To enter an employee’s Appraisal Period:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Insert your cursor in the first Appraisal Period field and enter the date that represents the first day of the current appraisal period. Or click on the calendar icon and select the correct date.  For example, if the appraisal period were from July 1, 2013 to June 30, 2014, then 07-01-2013 would be the starting date. Enter the date in month-day-four-digit year format (07-01-2013).  Initially, the date defaults to today’s date.
  4. The ending date of the Appraisal Period will automatically default to a date based on the Appraisal Frequency (Monthly, Quarterly, Semi-Annually, Annually, Custom).
  5. If you have selected an Appraisal Frequency of Custom, you can change the ending date by inserting your cursor and entering the date in the proper format.
  6. Click Save on the toolbar.

Due Date

This date will automatically calculate based on the ending date of the Appraisal Period and Appraisal Frequency default when the employee is added. However, this date can be changed manually by inserting your cursor and entering the due date you desire.

Last Appraisal Date

This date reflects the day the employee’s last appraisal was marked complete in the system.  However, this date can be changed manually by inserting your cursor and entering the date you desire.

To enter an employee’s Last Appraisal Date (if avail­able):

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Insert your cursor in the Last Appraisal Date field and type the date in month-day-four-digit year format (07-15-2013) or click on the calendar icon and select the date that represents the day the employee’s last appraisal was completed. For exam­ple, if the appraisal period ended on June 30, 2013 but the actual appraisal was not conducted until July 15, 2013, you would enter 07-15-2013.
  4. Click Save on the toolbar.

To change an employee’s  Appraisal Frequency:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. From the Appraisal Frequency dropdown list, click the down arrow and select the desired frequency.
  4. Click Save on the toolbar.

To change an employee’s  Appraisal Cycle:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. From the Appraisal Cycle dropdown list, click the down arrow and select the desired cycle.
  4. Click Save on the toolbar.

Ad Hoc

If enabled on the Company Settings screen, an Ad Hoc box will show on this page. To initiate an Ad Hoc review, simply check the Ad Hoc box and click Save on the toolbar. Once the Ad Hoc appraisal has been completed, the Ad Hoc box will reset.

User Setup

To enter the employee’s ID number (if used by your Company):

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Insert your cursor in the Employee ID field and type in the ID. You may use up to 30 alpha-numeric char­acters.
  4. Click Save on the toolbar.

To enter the E-mail address:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. If you wish to enter an e-mail address or change the existing address, insert your cursor in the E-mail Address field and type in the e-mail address.
  4. Click Save on the toolbar.

To enter the employee’s Department, Location, or Division:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. From the appropriate Department, Location, or Division dropdown list, click the dropdown arrow and make your selection.
  4. Click Save on the toolbar.

Note:

If the appropriate Department, Location, or Division does not appear in the dropdown lists, you must create it from the System Setup, Company Settings, Company Units screens.

Privileges

To designate an employee as an Appraiser:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Click in the Is Appraiser box.
  4. The employee will now be added to the list of appraisers, have rights to enter the system as an appraiser, and perform appraisals on assigned employees.
  5. Click Save on the toolbar.

To give an appraiser Downline View or Downline Edit capabilities:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Upon activating the Is Appraiser box above, a Downline View option will appear.
  4. Click in the Downline View box to give the appraiser these rights.
  5. Once Downline View is activated, a Downline Edit option will appear. Click in this box if you wish to give the appraiser editing rights. You must select both Downline View and Downline Edit for an appraiser to be able to make edits.
  6. Click Save on the toolbar.

Note:

The Downline feature must be turned on at the System Setup, Company Settings screen in order for the Downline View and Edit boxes to appear.  Giving Downline Edit rights will allow appraisers to see their Downline’s information in the Employee Data screens and it will enable them to edit current appraisals and performance documentation.

To designate an employee as a Multi-Appraiser:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to edit or click Search on the toolbar.
  3. Click in the Is Multi-Appraiser box.
  4. The employee will now be added to the list of multi-appraisers, have rights to enter the system as a multi-appraiser, and perform appraisals on assigned employees.
  5. Click Save on the toolbar.

Note:

The Multi-Appraiser feature must be purchased and activated on the System Setup, Company Settings screen in order for the Is Multi-Appraiser box to appear.