🎯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 [email protected]

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 [email protected]

How to Delete the Incomplete Appraisal and Close the Appraisal Cycle?

Path: Admin ESS Login > PMS > Request > Delete Appraisal

Step 1: Login to Admin ESS portal, go to ‘PMS’ menu and select ‘Request’.

Step 2: select ‘Delete Appraisal’ tab.

In case you want to delete all appraisal:

In Delete all appraisal all the appraisals of the selected employee will be deleted: Path: Mention Employee Code > Delete

In case you want to delete any stage of the appraisal:

In Delete Stage Wise appraisal, the selected employee and selected stage appraisal will be deleted Path: mention stage > mention employee code > Delete

Note- If want to delete the added KPI questions for employee Tick on ‘Include KPI’ and Click ‘Delete’

Link:https://ess.pockethrms.com/AppraisalUltimate/Transaction/AppraisalEntry?Menu=DeleteAppraisal

For any queries, contact [email protected]