Initialize Appraisals

LightWork’s Initialize Appraisals section allows you to generate and open a list of Appraisals for a group of Employees, instead of having to open them one by one.

How to Initialize Appraisals
Note: You can do any combination by using the filter available.

  1. Filter Options
    Qualify the filter based on the following available options:

    1. Specific Manager
      Select a Manager to filter through only their Direct Reports.

    2. Company
      Select a Company to filter by that Company.

    3. Organization
      Filter by the Organization Levels.

    4. Salary / Hourly Classification
      Classification Filter by whether the Employee is Salary or Hourly.

    5. Next Performance Review Date
      Filter based on the next performance review.

    6. Exclude Employees with an Open Appraisal
      Will exclude any Employee that has an open Appraisal.

  2. Update Results
    Selecting 'Update Results' will populate a list of Employees who fit the filtered qualifications.
    Note: If the list is not showing as expected, select 'Reset Filters' to clear the filtered selection and start again.

  3. Employees
    Select the Employees you would like to initialize, from the list that generates, by using the check boxes next to their names.
    Note: In the filter results ribbon next to 'Employee' there is a check box option that allows you to mass-select Employees.

  4. Configure Appraisal Settings
    Click on Next: Configure Appraisal Settings, and complete the following fields:

    1. Appraisal Type
      Select the Appraisal you wish to create.

    2. Review Method
      Based upon the Appraisal Type selected, the system will default to the review method for that Appraisal Type. However, you can override if desired.

    3. HR Has Final Approval
      Check if you want HR to be the Final Approval for the Appraisal.

    4. Override

      1. Period Start & Period End
        Change the period Start & End Date.

      2. Due Date
        Change the Due Date.

      3. Assigned Templates
        Allows you to assign specific Templates. In your setup, you may have already assigned the Templates based on the Appraisal Type or through the Template Cross Reference. This is only to override those assigned Templates.

  5. Create Appraisals
    To create the Appraisal(s) click on Create Appraisals.

  6. Confirm Creation
    You will receive a notification indicating the number of Appraisals you created. Click on 'Okay' to confirm.