PMS

1. How to download annual appraisal ratings of all employees from ESS portal?

Step 1: Log into the ESS portal with admin credentials, go to the ‘PMS’ menu and click on the ‘Employee Report’ submenu.

Step 2: Under the ‘Appraisal Report’ tab, select required options such as, Appraisal Status and Employee Code (if you are downloading the report for single employee) and click on the ‘Search’ button. The Results will appear below.

Step 3: You can click on the ‘View’ and ‘Manager Status’ to check the respective details. Click on the ‘Download PDF’ or ‘Download Excel’ button and the appraisal report will be downloaded in the respective format.

Note: To download appraisal rating report for previous years, change the financial year first, download the report and reset the financial year again.

Path: Admin ESS Portal >> PMS >> Employee Report>> Appraisal Report>enter details>Download PDF/Excel

Link: https://ess.pockethrms.com/AppraisalUltimate/Report/AppraisalReport?Menu=AppraisalAdminStatusReport_V2

For any queries, contact [e-mail]

2. Why is manager unable to view appraisal filled by the employees?

If the manager is not able to see the appraisal form/entries in the ESS portal please check factors listed below 1) Check if the manager self-service role set as manager 2) The manager is added Approval matrix under the employee profile 3) The appraisal staging is activated for all user or not 4) Role allocation is set for appraisal module for the manager role

For any queries, contact [e-mail]