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Online appraisal guide eAppraisal Administrator Guide Version Issue www halogensoftware com CHalogen eAppraisal ?? Administrator Guide Software Release Version Document Version Issue Issue Date August Revision History Issue Issue Date August Comments Init

eAppraisal Administrator Guide Version Issue www halogensoftware com CHalogen eAppraisal ?? Administrator Guide Software Release Version Document Version Issue Issue Date August Revision History Issue Issue Date August Comments Initial Publication Portions of Halogen ? s Talent Management Suite include the following technology and or technologies content developed by Apache Software Foundation and Projects Subject to the Apache License v http www apache org Rustici Software LLC http www scorm com This product may also include the following content developed and copyrighted by Robert W Eichinger and Michael M Lombardo for Lominger Limited Inc LEADERSHIP ARCHITECT Competency Sort Cards FYI FOR YOUR IMPROVEMENT a Development and Coaching Guide th Edition Ten Universal Dimensions Without the prior written permission of Lominger Limited Inc no part of such content may be used reproduced or transmitted in any form or by any means outside of its use as included with this software solution Copyright - Halogen Software Inc All Rights Reserved Halogen Halogen eAppraisal Halogen eSuccession Halogen eCompensation Halogen eLearning Manager Halogen e Halogen Job Description Builder and or other Halogen products and services referenced herein are either trademarks or registered trademarks of Halogen Software Inc in the United States Canada or other countries All other trademarks belong to their respective owners No part of this publication may be redistributed or reproduced in any form or by any means without Halogen ? s prior written permission CTable of Contents Preface ix Purpose ix Audience ix Graphics ix Typographic Conventions x Using Halogen ? s Documentation x Chapter Welcome to eAppraisal Halogen eAppraisal Overview eAppraisal Features What is an Appraisal Process Access Rights and Privileges Chapter Appraisal Center About the Appraisal Center Creating an Appraisal Process Creating Duplicates of an Appraisal Process Opening an Appraisal Process Closing an Appraisal Process Sorting and Filtering Appraisal Processes Deleting an Appraisal Process Viewing the Process Details Setting Up a Multiple Language Process Administrator Guide i CTable of Contents Chapter Appraisal Process De ?ning a Scheduled Process De ?ning an Anniversary Process De ?ning an Interim Process De ?ning a Project Process De ?ning a Library Process Adding an Administrator to the Administrator Access List Archiving a Process De ?ning the Print Options About Goal and Development Plan Editing Chapter Appraisal Steps About the Appraisal Steps Page Steps in the Appraisal Process Steps in a Project Process Adding a New Step to an Appraisal Process De ?ning a Step in the Appraisal Process Setting a Due Date For a Step Allowing an Approver to Edit the Appraisal Form De ?ning Prerequisites for a Step Creating Cascading Approvals Creating a Conditional Approval Step Pre- populating the Manager Form with Employee Self-Appraisal Data Combining Comment and Sign-o ? Steps Allowing Managers to Access Employee ? s Sign-o ? Step Bypassing an Approval Step Allowing Managers to Launch Self- Appraisals Con ?guring a Third Party Approval Step Con ?guring a Competency Rating Step Reordering Steps in an Appraisal Process Deleting Steps from an Appraisal Process Chapter Appraisal Forms About The Appraisal