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| Appraisal
Smart System Key Roles (Core Appraisal Module) |
| Corporate
System Administrator |
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Creates organization
hierarchical structure in the system; adds
Locations and Job Titles |
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Creates employee
User Files (or bulk-imports all user profiles
via a spreadsheet template) |
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Sets appraisal
frequency (1-, 2-, 3-, 4-, 6-, or 12-monthly) |
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Sets user
access privilege levels |
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Manages User
ID's and Passwords |
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Assigns Divisional
System Administrators (if needed) |
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Creates online
Job/Role Descriptions (optional) |
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Creates position/role-specific
Appraisal Templates |
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Bulk-creates
appraisals for selected or all units/employees
(or leaves it to managers to do for own staff) |
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Manages auto
reminders, instant and scheduled bulk emails |
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Monitors the
status of appraisals organization-wide |
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Moderates
the quality of appraisals organization-wide |
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Extracts
performance data and statistics from a range
of advanced reports |
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| Divisional
System Administrators (with larger organizations) |
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Create/edit
Divisional employee User Files |
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Set user access
privilege levels of Divisional staff |
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Set up and
edit Divisional appraisor teams |
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Monitor the
status of appraisals in assigned Divisions |
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Moderate the
quality of appraisals in assigned Divisions |
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Extract Divisional
performance data and statistics from a range
of advanced reports |
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(These functions
are handled by the Corporate System Administrator
if size of organization does not warrant Divisional
Administrators. Divisional System Administrators
are only allowed to see and manage the employee
and appraisal records of those units, branches,
regions, or locations that were assigned to
them in the system.) |
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| Appraisors
(Line Managers) |
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Create Appraisals
(Performance Agreements) for each team member
(downloaded from Appraisal Template Database,
or designed from scratch). Tailor Performance
Agreement for each team member as necessary |
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Log
performance notes, for each team member, throughout
the performance period |
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Conduct (facilitate)
appraisal interviews, and enter jointly-agreed
Ratings, Actual Performance Notes, and Performance
Optimization Plans (POPs) |
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Update employee
Personal Development Plans (PDPs) in conjunction
with employees |
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Extract unit/dept
performance data and statistics from a range
of advanced reports |
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| Appraisees
(all levels) |
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View and execute own Performance
Agreements |
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Log own performance notes
throughout the performance period |
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Attend appraisal interview |
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Execute Performance Optimization
Plan and newly-agreed Goals, Objectives, KPIs,
and/or Competencies for next performance period |
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Execute/attend agreed
PDP learning activities |
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NOTE: Appraisees are staff members
at all levels, including supervisors and managers.
Appraisal Smart thus aims at all employees in the organization,
irrespective of their level.
Download
System Flow Diagram (PDF File)
OTHER MODULES:
Learning
Management
Goal Management
Smart360
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