Templates Delegated to Me

Templates allow Appraisers to start an appraisal for a group of team members using the same objectives. Appraisers have the ability to delegate this task to one of their team members to do this.

Once a template has been assigned to you, you can add key business result areas to the template. Follow the steps below to update a template.

  1. Go to the Home page and select Delegated To Me (Appraisal template) tab
  2. Select the template and on the command bar along the top, select Edit.
  3. Select New Objective and in the dialog form that will open, fill in the details.
    • Title Fill in the title of the core value objective.
    • Group Select the group this objective belongs to. If you have not created a group yet, click on Add to create a new group.
    • Description Fill in the description for the of the core value objective.
    • Priority Fill in the priority.

      Notes:
      Priority is not a rating but just show the level of importance for the stated objectives. Prioritize by ranking the objectives/expected results in terms of their importance to the job to be performed. Prioritize according to the following guideline:
      Priority 1 = Important
      Priority 2 = Very Important
      Priority 3 = Critical

    • Exceed Expectations (EE) Rating Criteria Fill in what constitutes an EE
    • Met Expectations (ME) Rating Criteria Fill in what constitutes an ME
    • Require Improvement (RI) Rating Criteria Fill in what constitutes an RI
  4. Click on Save to add the core value object.