1.       Navigate to Appraisal Template records; My Daily Work à System Setup à Performance à Appraisal Template.

2.       To add a new record, click New, to change click Edit.

3.       To configure an Appraisal Template record, enter the following data:

o   Enter template basic information & major weights upon which template scoring will depend, based on Competencies, Questions &/or Objectives.

o   Specify the Rating Scale, in case of Performance appraisal.

o   Select the Rating Method radio button, & the equivalent Appraisal Styles via provided check boxes. Also key-in the general Description for this template.

o   Questions: Select the questions that will be listed at this template, after specifying the relevant weight for ‘Questions’ tab at this template.

o   Competencies: Select the required competencies that will be assessed via this template, & specify the weight per competency at this template.

o   Appraisal Roles: In case this template has multi-raters with different weights, select the required appraisal role.