Employee appraisals

Appraisals track employee evaluations, which assess how they are performing in their role within the company.

Appraisal codes

A company may set up several appraisal codes, which can be linked together in an appraisal plan, depending on the roles within the company. Initial appraisal codes are associated with HR Positions so that they are assigned when an employee is hired or given a new assignment.

The Appraisals page tracks the number of employees that are assigned to each code, code descriptions, due date of completion periods, the next appraisal code assigned, and a number of other details.

View an employee's appraisal history

You can view current appraisals and an appraisal history for any employee from the employee’s Appraisal page. Typically, an employee could have a number of different appraisal codes linked to their employee card. For example, when an employee first starts, the employee may be assigned a probation appraisal code and an annual appraisal code, which becomes active when the employee has passed their probation period. In addition, if the employee is given a new HR Position within the company, an appraisal may be added to their record. The history of their appraisals in maintained in Sparkrock 365.

To view appraisals for an employee

1. Choose , enter employees, and then choose the related link.

   The Employees page opens.

2. Select the employee for which you want to view their appraisals, and then on the action bar, choose Manage > View.

   The Employee Card page opens.

3. On the action bar, choose Home > Appraisals.

   The Employee Appraisals page opens and displays all appraisals for this employee.

Update an employee appraisal

Typically, appraisals are completed by the employee's direct supervisor in mySparkrock, but appraisals can also be updated by an HR analyst.

Change the status of an employee appraisal

1. Choose , enter employees, and then choose the related link.

   The Employees page opens.

2. Select the employee for which you want to change the status of an appraisal, and then on the action bar, choose Manage > View.

   The Employee Card page opens.

3. On the action bar, choose Home > Appraisals.

   The Employee Appraisals page opens and displays all appraisals for this employee.

4. If desired, in Completed Date, specify a completed date for this appraisal.

5. In Status, specify a new status for this appraisal.

Attach a document to an employee appraisal

1. Choose , enter employees, and then choose the related link.

   The Employees page opens.

2. Select the employee for which you want to attach a document to an appraisal, and then on the action bar, choose Manage > View.

   The Employee Card page opens.

3. On the action bar, choose Home > Appraisals.

   The Employee Appraisals page opens and displays all appraisals for this employee.

4. On the action bar, choose Attachments.

   The Attached Documents page opens and displays a list of existing attachments.

5. To add an attachment, perform the following steps:

   1. In Attachment, choose Select File.
      An Attach a Document dialog box appears.
   2. Choose Choose….
   3. Browse to the file that you want to attach, and then select Open.

Assign a score or rating to an employee appraisal

When an employee has reached the end of their appraisal period, management completes a review and determines a score. The employee's direct supervisor in mySparkrock, or an HR analyst can specify this overall score on the Employee Appraisals page, in the Total Score field.

Note

Note:
Sparkrock 365 does not support defining or validating a specific set or range of values for the Total Score field.

To assign a total score to an employee appraisal

1. Choose , enter employees, and then choose the related link.

   The Employees page opens.

2. Select the employee for which you want to assign a score to an appraisal, and then on the action bar, choose Manage > View.

   The Employee Card page opens.

3. On the action bar, choose Home > Appraisals.

   The Employee Appraisals page opens and displays all appraisals for this employee.

4. In Total Score, specify the total score for this appraisal.

See also

Set up appraisals

Feedback

To send feedback about this page, select the following link:

feedback-product-docs@sparkrock.com