General Settings

Here you can set the date format, and theme color, configure SharePoint API permissions, hide the side navigation panel, hide the web part title, remove the custom web part CSS, final rating, brand logo, etc.


• API Configuration: API configuration help in working delta sync, excluding unlicensed and shared mailbox users on theuser's page Click on the link




• Date Format: Admin could select the desired date format (Reflects the entire application like date columns etc.)




• Theme: A theme could be selected for the application.




• Side Navigation Panel: Enabling would hide the SharePoint site side navigation panel.




• WebPart Title: Enabling would hide the web part title of the home page.




• Custom Webpart CSS: Enabling would provide a full-width page layout with no margin.




• Final Rating: Users could navigate to Absolute Rating, Average Rating percentage, and Weighted Rating percentage.




• Brand Logo: Clients/ User could update their company logo which would be displayed on the top left corner of the navigation panel.

Users

Notification

Notification settings or email templates users could change the body of the email (changing the text in the email body or adding placeholders).

The notification has three categories: Self Review, appraisers review, and HR review.





Self-Review

• It triggers notifications to the appraisee and has different notification templates.




• Review Announcement: A reminder notification could be triggered to all the appraisees. (One day before the self-review could start)




• Review Notifications: Notifications are triggered to all appraisees on the self-review start date.




• Last Day Reminder: Reminder notifications are triggered to all the appraisees a day before the self-review time deadline.




• Last Day Notification: Notifications are triggered to all the appraisees on the last day of the self-review timeline.




Appraisal’s-Review

• Notifications are triggers to the appraisers (Manger of appraisee) and have different notifications templates.




• Review Announcement: Notifications are triggered or sent to all appraisers one day in advance of the appraiser’s start date or on a self-review timeline. (Appraiser review starts next day of self-review timeline)




• Review Notifications: Notifications are triggered or sent to all appraisers on the appraisal-review set start date. i.e., on the next day of the self-review timeline.




• Last Day Reminder: The notifications are triggered or sent to all appraisers on a day before the appraisal review timeline.




• Last Day Notification: Notifications are triggered to all the appraisers on the day of the appraisal-review timeline.




HR-Review

Notifications are triggered or sent to the HR executives. In this category, they are different notifications




• Review Announcement: Notifications are triggered or sent to HR executives (Team) before one day of the HR review start date or on an appraiser review timeline.




• Review Notifications: Notifications are triggered or sent to HR executives (Team)on the HR review start date. i.e., on the next day of the appraiser-review timeline.




• Last Day Reminder: Notifications are triggered or sent to HR executives (Team) on a day before the HR review time deadline.




• Last Day Notification: Notifications are triggered or sent to HR executives (Team) on the day of the HR executive review timeline.




All reminder's notifications work with the help of power automation.

Self-review start date and timeline are defined during appraisal cycle creation.

Appraisal review starts on the next day of the self-review timeline, the appraiser review timeline is defined during appraisal cycle creation.

HR review starts on the next day of the appraiser-review timeline, the HR review timeline is defined during appraisal cycle creation.

Features

• Ratings: Different rating scales could be mapped or selected for the appraisal cycle (Appraisal cycle creation). The rating scale plays a role during self-review (appraisee review), appraiser review, and HR review of the appraisal cycle.

  




• 360 Feedback : Different rating scales are added while mapping or selecting for appraisal cycle in appraisal cycle creation. The rating scale plays a role in 360 feedback ratings. Appraisee can request and receive feedback during their appraisal cycle.

  




• Rating Verbatim:

  




• Appraisal Cycle: Appraisal cycle could be created, and users could be added.

  All the required details could be added in the appraisal cycle as mentioned below and could be saved by clicking the save button.

  




1. Name of the Appraisal Cycle: Please enter the name of the appraisal cycle to distinguish based on the relevance you may have.




2. Select Appraisal Cycle Duration: The duration of the appraisal cycle can be selected based on your organization’s review cycle duration.




3. Appraisal Cycle Start: The start date of the appraisal cycle could be allocated for an employee to be reviewed, in the above case it is for an annual review cycle, Example: The review start date is July 1st, 2022.




4. Appraisal Cycle End: The end date of the appraisal cycle could be allocated for an employee to be reviewed, in the above case it is for an annual review cycle, Example: The review start date is July 1st, 2022, and the review end date (considering Annual review cycle) it would be on June 30th, 2023.




5. Review start date: Define the date for which the app will be open to doing the self-reviews/ appraiser’s reviews in this app.




6. No of days for Self-Review: Define the number of days allowed to perform self-review by employees. Note: Employees should complete their self-review before it moves to the next stage of the appraiser’s review.




7. No of days for Appraiser's Review: Define the number of days allowed for appraisers to review employees. Appraisers must and should complete their activity before it moves to the next stage of collaboration with the HR/leadership team.




8. No of days for Review Conclusion: Define the number of days allowed to conclude the review cycle with internal HR/leadership/payroll / etc. meetings.




9. Enable Feedback: 360 feedback request option is shown to the appraisee.




10. Rating Scale:Users could self-review or self-rate themselves (appraisee review), appraiser review, and HR review of the appraisal cycle.

    Once the appraisal cycle is created, Admin could add an appraisee by clicking on the manage appraisee icon, redirecting to the employee selection page. Users can be selected and upon completion, click on the save button.

    
    
    
    
    
    

    To remove the users from the appraisal cycle, Click on the delete icon, and to add users click on add button.