📄Appraisal V2

1. How to allow employees to submit ratings for appraisal (PMS) from their ESS portal?

Step 1: Log into the Cloud Portal, go to the ‘Settings’ menu and under the ‘Appraisal V2’ tab click on the ‘Appraisal Stages’ subtab.

Select the ‘Category’/’Employee’ and click on the ‘Edit Icon’ for the appraisal stage you want to activate and a pop-up will open.

Step 2: From the ‘IsActive’ option select ‘Yes’ option and click on the ‘Update’ button. The appraisal stage will be activated and employees will be able to submit their ratings for the same from their ESS portal.

Step 3: Once you activate the appraisal stage you can click on the ‘Active in All BU’s’ button. The appraisal will be activated for all the business units such as all the other categories or employees.

Note: Only one stage can be activated at a time for employees to submit the ratings from the ESS portal.

Path: Cloud Portal > Settings > Appraisal V2 > Appraisal Stages > Category/Employees > Edit Icon > IsActive- Yes > Update > Activate in All BU’s.

For any queries, contact [e-mail]

2. How to import appraisal parameter in bulk?

Path: Cloud Portal>Settings>Appraisal V2>Appraisal Parameter Import>Sample Appraisal Parameter Import>Select Settings>prepare file to be uploaded> fill in details>map components>Save Settings>Import Template>Upload File

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Appraisal V2’ tab click on the ‘Appraisal Parameter Import’ subtab.

Step 2: Download the ‘Sample Appraisal Parameter Import’ file from the upper left side of the screen.

Note: Add details in the Excel sheet according to the various columns.

• Business Unit Value: If set as Category-wise mention the category’ name and if set Employee Code-wise mention Employee Codes

• Stage: Add the stage name for which you want to add the appraisal question

• Parameter: Add the Parameters

• And fill in the respective information in the Marks, Order Number, Parameter Type columns.

Step 3: Select Settings or Add New. Enter Starting-Ending Row and map the Component Name to the Excel Colum Name according to the Excel sheet in the respective fields.

Step 4: Once you fill in all information ‘Save Settings’, upload file in the ‘Import Templates’ fields. Sheet Name will be auto-fetched. Click on the ‘Upload File, button and the details will be imported accordingly.

Note: Exclude the row with the Titles while entering the starting-ending row.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=AppraisalV2&submodule=AppraisalParameterV2Import#

For any queries, contact [e-mail]

3. How to import appraisal questions in bulk?

Path: Cloud Portal>Settings>Appraisal V2>Appraisal Parameter Import>Sample Appraisal Question Import>Select Settings/Add New>prepare file to be uploaded> fill in details>map components>Save Settings>Import Template>Upload File

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Appraisal V2’ tab click on the ‘Appraisal Parameter Import’ subtab.

Step 2: Download the ‘Sample Appraisal Parameter Import’ file from the upper left side of the screen.

Note: Add details in the Excel sheet according to the various columns.

• Business Unit Value: If set as Category-wise mention the category’ name and if set Employee Code-wise mention Employee Codes

• Stage: Add the stage name for which you want to add the appraisal question

• Parameter: Add the Parameters

• And fill in the respective information in the Parameter, Question, Weightage, Answer Type (Scale/Star Rating), Formula Field Name and Formula columns.

Step 3: Select Settings or Add New. Enter Starting-Ending Row, select Business Unit Type as ‘Custom’ and map the Component Name to the Excel Colum Name according to the Excel sheet.

Step 4: Once you fill in all information ‘Save Settings’, upload file in the ‘Import Templates’ fields. Sheet Name will be auto-fetched and the ‘Business Unit’ will be set as per the default settings (Category/Employee wise etc).

Step 5: Click on the ‘Upload File, button and the details will be imported accordingly.

Note: Exclude the row with the Titles while entering the starting-ending row.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=AppraisalV2&submodule=AppraisalParameterV2Import#

For any queries, contact [e-mail]

4. How to upload or import KRA, KPI and appraisal questionnaires or question in bulk in HRMS?

To upload or import KRA, KPI and appraisal questionnaires or question in bulk you need to follow the steps below.

1. Import appraisal parameters
2. Import the questions.

For any queries, contact [e-mail]

5. How to Check if the Appraisal Cycle/ Stage is Set Quarterly Bi-annually or Annually?

Path: Cloud login > Settings > Appraisal v2 > Appraisal stages (Employee wise/Category wise) select drop down > Check the start date and end date to know if the appraisal settings is set quarterly, half yearly or yearly.

Step 1: Login to cloud portal, click on ‘settings’ from menu, select ‘Appraisal V2’ tab and go to ‘Appraisal stages’.

Step 2: Select input from the dropdown of ‘Category wise/Employee wise’.

Note- The appraisal stages can be category wise/ employee wise depending on your appraisal configuration set up.

Step 3: Refer the ‘Start Date’ and ‘End Date’ to know if the appraisal cycle is set bi annually, quarterly or annually.

The start date and end date show the cycle of appraisal.

For example- If the start date is 1.4.2024 and end date is 31.3.2025 then the appraisal cycle is annual, like wise if it set from 1.4.2025 to 31.9.2025, then the appraisal cycle is set to bi-annual.

Link- https://cloud.pockethrms.com/Settings/Employee/Index?module=AppraisalV2&submodule=AppraisalStagesV2

For any queries, contact mail to: [e-mail]m