Appraisal Debugging

The purpose of this white paper is to show how you can make sure the appraisals are created
with all the required functionality and permissions needed when they are part of a Performance Management Plan, or when created in mass using the concurrent process of Mass Appraisal Creation. When troubleshooting appraisals created as part of a Performance Management Plan to see why they are not giving the expected permissions, first check to see what was flagged in the appraisal template that was used when they were created. If the appraisal template name is not known, you can get the name used by reviewing the Performance Management Plan. The Performance Management Plan administration is located under the HR Professional v4.0 responsibility. From this responsibility, select the function for Performance Management. In the section for Administration, the Performance Management Plans link can be selected.
Next screen, search for the Performance Management Plan name that was used and select the Update icon.
Click Next through the first and second pages of the plan until the Update Plan: Process page is shown. In the Appraisal region, the appraisal template that was used to create all the appraisals is displayed.
Once the appraisal template name is known, or if it is known already, navigation to the appraisal template is located in the Performance Management function under the HR Professional v4.0 responsibility. Located in the Setup region is a link to Manage Appraisal Templates.
Search for the Appraisal Template that is used in the Performance Management Plan.
Click on the Details icon for the appraisal template. This will show how the template was setup when the appraisals were created as part of the Performance Management Plan.
The Share Options region is divided into two sections. The first section being Details to Share with Appraisee and the second section being Appraisee Permissions. When main appraisers share appraisals with appraisees, they specify which information the appraisee can view and whether the appraisee can update the appraisal. For example, to share competency ratings and comments, the main appraiser selects the Competency Ratings and Comments check box. By default, no sharing option is selected, but you can change this initial setting for appraisals that use this template. Please Note: The main appraiser can override these initial appraisal-sharing options in appraisals that use the template. In the section for Details to Share with Appraisee the valid selections are: Competency Ratings and Comments Completed Questionnaire Overall Comments Participant Details Participants Comments Objective Ratings and Comments Overall Ratings Participant Names Participant Ratings In the section for Appraisee Permissions the valid selections are: Additional Details Provide Feedback on Overall Ratings Add Participant
The next region is the Learning Path. In the Learning Path region of an appraisal, you can identify training courses for the appraisee. You select the Include Learning Path option to include the region in appraisals. The next region is the Competency Profile. To see the competency details, select the tab for Competency Template. This will display the competency template that was included in the appraisal template and which competencies will be created as part of the appraisal. The next region is the Offline Template Details. To enable the appraisal participants to complete the appraisals offline, you must select an offline appraisal template for each appraisal participant type (main appraiser, appraisee, and other participant) in the Offline Appraisal Template Details region. The next region is the Access Appraisals of Terminated Workers. There are 2 checkbox selected in this region. One is if appraisals for terminated employees are to be shown and updated. The other is if appraisals for contingent workers are to be shown and updated. The last region is the Access Appraisals of Future Terminated Workers. This checkbox allows appraisals to be updated if there is a future termination date pending for an employee.
You can roll back plans from the Performance Management Plans page. You may accidentally publish a plan with incorrect dates or details, or to the wrong population. You can take a corrective action by rolling back such a plan. You can roll back plans that are at any status except at the Draft status. However, you cannot roll back completed plans. Rolling back a plan is an irreversible action. When you click the Roll Back icon for a performance management plan, the application displays the Monitor Plan page with a warning message. Note: You must monitor the scorecard and appraisals details before you choose to roll back a plan. When you rollback a plan, the application removes all the transactional data related to the plan including scorecards, objectives, appraisals, and sets the plan status to the Draft status. A notification is sent to all members of the plan population when the performance management plan is rolled back. To roll back a published Performance Management Plan, select the HR Professional v4.0 responsibility and navigate to Performance Management. Click on the link for Performance Management Plans.
Search for the Performance Management Plan to be rolled back. As long as the end date of the plan has not passed, the Roll Back icon will be enabled.
Click on the Roll Back icon for the appropriate plan.
You can use the Criteria / Filter option to display how many appraisals will be deleted during the roll back process. Once a plan is rolled back, the status of the plan becomes Draft.
To republish a plan, select the Publish icon for the appropriate plan after all updates and corrections have been made. When you republish a performance management plan, the application does not delete appraisals and scorecards of workers if they are no longer part of the published plan population, for example, because of termination or transfer to another plan. The application changes the status of these appraisals and scorecards to Transferred from Plan. This status is displayed for all scorecards and appraisals of workers who are either terminated or transferred from the published plans. You can view the scorecards and
appraisals with the Transferred from Plan status on the Monitor Plan page using the HR Professional or HRMS Manager responsibilities. You cannot view or access the scorecards or appraisals with Transferred from Plan status using Employee or Manager Self-Service responsibilities.

Appraisal Debugging

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The purpose of this white paper is to show how you can make sure the appraisals are created

Click on the Roll Back icon for the appropriate plan.

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