Creation of Appraisals in HRMS

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Document on creation of Manager-Employee Appraisal

Author: Harika Kondampally

Creation Date: Mar 25, 2009

Last Updated:

Version:

1.0


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Manager-Employee Appraisal

This document explains about How to create a manager employee appraisal

and approving chain process.

To create an Appraisal to an employee follow the steps described below:

Step 1: - To create an appraisal we need to login in to application using employee

manager user name and password. First we need to login in to application toknow the manager of that employee.

Responsibility : - NUAN US HR Manager, SPWX INTL BG

Navigation:- People Enter and Maintain

( Select an active employee from per_all_people_f table. For example,

Employee Name : - Ellis, Steven )


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Click on Supervisor Tab.


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Manager Name :- Gregory, John

Step 2 :- We should login into the application using Manager User name and

Password.

To know the manager User Name execute the following query.

Select user_name

from fnd_user

where employee_id = (select person_id

from per_all_people_f

where full_name = 'Gregory, John')User Name :- JOHNG

We need to reset the Password for this user name as we don't know the current

password.

Navigation :- System Administrator Security User Define


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Press F11, enter User Name as 'JOHNG' and press Ctrl+F11.

Enter Password for the User Name 'JOHNG' (johngtest) and save it.


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Re-enter your password to verify and save.

Login in to the application using Manager User Name 'JOHNG' and Password

'johngtest'.


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Enter following details and Click on Apply :

Current Password : johngtest

New Password : johngtest1Re-enter New Password : johngtest1

Step 3 :- we should change the eligibility date of the employee.

Navigation :- NUAN US HR Manager, SPWX INTL BG People Enter and

MaintainEnter the Name of The employee and click Find. Click on Assignment and select

Supervisor tab.


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Click the DFF


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Change performance Eligibility Date to next date of next appraisal period that

you want to create. If you want to create an appraisal for the period '01-OCT-

2008' to '30-SEP-2009' then Performance Eligibility Date should be '01-OCT-2009'.

Click OK and Save.

Step 4: - Run Concurrent Program 'Nuance Create Employee Appraisal -Duplicates Allowed'.

Navigation :- Processes and Reports Submit Processes and Reports Nuance

Create Employee Appraisal - Duplicates Allowed


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Click OK and Submit the request. This Program will create an appraisal for the

employee 'Ellis, Steven'.

Step 5 :- Login into application using Employee 'Ellis, Steven' User name and

Password.

To get the User Name of the employee execute following query.

Select user_name

from fnd_user

where employee_id = ( select distinct person_id


where full_name = 'Ellis, Steven'

)

User Name : SELLIS

Reset the Password as we did it above for the Manager.

Login into the application using employee User Name 'SELLIS' and Password

'sellistest'.


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Enter the following information after login :

Current Password : sellistest

New Password : sellistest1

Re-enter New Password : sellistest1

Click Apply.


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Select 'Nuance Employee Self Service US, Standard'.

Click 'Performance Management'.


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Edit the appraisal that is created. Click Edit.


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Enter employee rating and comments for each competency and save.

Click Continue.

Click Continue.


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Enter Comments fro appraisal and Click Submit to Manager.

The appraisal has been submitted to the Manager 'Gregory, John'.


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Step 6: - Login into application using Manager User Name and Password to

evaluate the rating of the employee for the appraisal.

Navigation :- Nuance Manager Self Service US, Standard Performance

Appraisals Non Sales

Edit Appraisal of the employee 'Ellis, Steven'.


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Edit the Appraisal to enter Manager Rating.

Enter Manager Rating for that employee and Click Save.


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Appraisal is saved. Click Continue.


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Click Continue.

Click Continue to have a final review of the appraisal.


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Click submit.

Click Yes. Once you have submitted the appraisal no edits will be possible.


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Submitted the Appraisal for HR Approval.

Step 7:- Now HR Manager of the Organization has to review the appraisal andapprove it. For this we should know the HR Manager of the Organization.

Navigation :- NUAN US HR Manager, SPWX INTL BG Work Structures

Organization


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To know the name execute the following query:

select name

from hr_all_organization_units

where type = 'BG'

and business_group_id = ( select distinct business_group_id


where full_name = 'Ellis, Steven')

Name : SSFT US Business Group

Enter Name and Click Find.


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Click on DFF.


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HR Approver : O'Brien, Tim.

We should log in into the application using HR approver O'Brien, Timothy user

name and password.

To get the User Name of the HR approver execute following query.

Select user_name

from fnd_user

where employee_id = ( select distinct person_id


where full_name like 'O%Brien, Tim')

User Name : OBRIEN_TIM

Reset the Password as we did it above for the Manager.

Login into the application using employee User Name 'OBRIEN_TIM' and

Password 'obrientim'.


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Enter the following information after login :

Current Password : obrientim

New Password : obrientim1

Re-enter New Password : obrientim1

Click Apply.


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Click on 'NUAN Document Approvals and Notifications' responsibility.

Click on 'Nuance Appraisal for Ellis, Steven (Proposed by Gregory, John)


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Check the appraisal and click on 'Approve' if we want to approve it.

Step 8: - This Process should follow through out the organization hierarchy of

appraisal chain until it gets approved.

Creation of Appraisals in HRMS

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