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Version 10.0 Issue 1 www.halogensoftware.com eAppraisal Administrator Guide Hal

Version 10.0 Issue 1 www.halogensoftware.com eAppraisal Administrator Guide Halogen eAppraisal – Administrator Guide Software Release: Version 10.0 Document Version: Issue 1 Issue Date: 23 August 2010 Revision History Issue Date Comments Issue 1 23 August 2010 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. 2.0) (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, 4th 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 2001-2010 Halogen Software Inc. All Rights Reserved. Halogen®, Halogen eAppraisal™, Halogen eSuccession™, Halogen eCompensation™, Halogen eLearning Manager™, Halogen e360™, 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. Administrator Guide 10.0 i Table of Contents Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Purpose . . . . . . . . . . . . . . . . . . . . . . . . . ix Audience . . . . . . . . . . . . . . . . . . . . . . . . ix Graphics . . . . . . . . . . . . . . . . . . . . . . . . ix Typographic Conventions . . . . . . . . . . . . . . . . x Using Halogen’s Documentation . . . . . . . . . . . . . x Chapter 1: Welcome to eAppraisal . . . . . . . . . . . . . . . . . 1 Halogen eAppraisal Overview . . . . . . . . . . . . . . 2 eAppraisal Features . . . . . . . . . . . . . . . . . 2 What is an Appraisal Process? . . . . . . . . . . . . . 3 Access Rights and Privileges . . . . . . . . . . . . . . 4 Chapter 2: Appraisal Center . . . . . . . . . . . . . . . . . . . . 7 About the Appraisal Center . . . . . . . . . . . . . . . 8 Creating an Appraisal Process . . . . . . . . . . . . . . 9 Creating Duplicates of an Appraisal Process . . . . . . 13 Opening an Appraisal Process . . . . . . . . . . . . . 14 Closing an Appraisal Process . . . . . . . . . . . . . 15 Sorting and Filtering Appraisal Processes . . . . . . . 15 Deleting an Appraisal Process . . . . . . . . . . . . . 16 Viewing the Process Details . . . . . . . . . . . . . . 17 Setting Up a Multiple Language Process . . . . . . . . 17 Table of Contents ii Halogen eAppraisal Chapter 3: Appraisal Process . . . . . . . . . . . . . . . . . . 19 Defining a Scheduled Process . . . . . . . . . . . . . 20 Defining an Anniversary Process . . . . . . . . . . . 22 Defining an Interim Process . . . . . . . . . . . . . . 25 Defining a Project Process . . . . . . . . . . . . . . 28 Defining a Library Process . . . . . . . . . . . . . . . 30 Adding an Administrator to the Administrator Access List 32 Archiving a Process . . . . . . . . . . . . . . . . . . 32 Defining the Print Options . . . . . . . . . . . . . . . 33 About Goal and Development Plan Editing . . . . . . . 34 Chapter 4: Appraisal Steps . . . . . . . . . . . . . . . . . . . . 37 About the Appraisal Steps Page . . . . . . . . . . . . 38 Steps in the Appraisal Process . . . . . . . . . . . . 39 Steps in a Project Process . . . . . . . . . . . . . . . 41 Adding a New Step to an Appraisal Process . . . . . . 42 Defining a Step in the Appraisal Process . . . . . . . . 43 Setting a Due Date For a Step . . . . . . . . . . . . . 44 Allowing an Approver to Edit the Appraisal Form . . . . 45 Defining Prerequisites for a Step . . . . . . . . . . . 46 Creating Cascading Approvals . . . . . . . . . . . . . 47 Creating a Conditional Approval Step . . . . . . . . . 48 Pre-populating the Manager Form with Employee Self-Appraisal Data . . . . . . . . . . . . . . . . . . 50 Combining Comment and Sign-off Steps . . . . . . . . 50 Allowing Managers to Access Employee’s Sign-off Step 52 Bypassing an Approval Step . . . . . . . . . . . . . . 53 Allowing Managers to Launch Self-Appraisals . . . . . 55 Configuring a Third Party Approval Step . . . . . . . . 56 Configuring a Competency Rating Step . . . . . . . . 58 Reordering Steps in an Appraisal Process . . . . . . . 60 Deleting Steps from an Appraisal Process . . . . . . . 60 Chapter 5: Appraisal Forms . . . . . . . . . . . . . . . . . . . 63 About The Appraisal Forms Page . . . . . . . . . . . 64 Creating a Form . . . . . . . . . . . . . . . . . . . . 64 About Equally Weighted Scoring . . . . . . . . . . . . 69 Administrator Guide 10.0 iii Table of Contents Copying an Appraisal Form . . . . . . . . . . . . . . 70 Editing an Appraisal Form . . . . . . . . . . . . . . . 71 Using Electronic Signatures . . . . . . . . . . . . . . 72 Configuring Process Steps . . . . . . . . . . . . . 73 Adding a Sign-off Step with a Prerequisite Step . . . 74 Turning on Electronic Signatures . . . . . . . . . . 74 Troubleshooting Electronic Signatures . . . . . . . 75 Exporting Forms . . . . . . . . . . . . . . . . . . . . 75 Importing Forms . . . . . . . . . . . . . . . . . . . . 76 Previewing Appraisal Forms . . . . . . . . . . . . . . 77 Removing Appraisal Forms . . . . . . . . . . . . . . 78 Setting a Default Appraisal Form . . . . . . . . . . . 79 Using HTML Tags in Appraisal Forms . . . . . . . . . 80 Finding and Replacing Text . . . uploads/Litterature/ online-appraisal-guide.pdf