eappraisal User Guide Version 11.3 Issue 1

Transcription

1 eappraisal User Guide Version 11.3 Issue 1

2 Halogen eappraisal User Guide Software Release: Version 11.3 Document Version: Issue 1 Issue Date: Revision History Issue Date Comments Issue Initial Publication Copyright Halogen Software Inc. All Rights Reserved. Halogen, Halogen eappraisal, Halogen esuccession, Halogen ecompensation, Halogen elearning Manager, Halogen e360, Halogen Job Description Builder, Halogen erecruitment, Feedback Central and/or other Halogen products and services referenced herein are either trademarks or registered trademarks of Halogen Software Inc. in the United States, Canada or other countries. All other trademarks belong to their respective owners. No part of this publication may be redistributed or reproduced in any form or by any means without Halogen s prior written permission. Portions of Halogen s Talent Management Suite may include third party technology and/or content. For more information, see the Halogen Software About page for details.

3 Table of Contents Chapter 1: Welcome to eappraisal What is an Appraisal Process? Access Rights and Privileges Chapter 2: Employee Tasks Updating Your Employee Profile for an Appraisal Process Writing Your Self-Appraisal Adding Final Comments to Your Appraisal Sending Your Appraisal for Competency Rating Feedback Selecting Multirater Evaluators Signing Off on Your Appraisal Chapter 3: Evaluator Tasks Performing a Third Party Review Performing a Third Party Approval of an Appraisal Performing a Multirater Assessment Providing Competency Rating Feedback Chapter 4: Manager Tasks Selecting Your Direct Reports Assigning Appraisal Forms to Your Direct Reports Adding Optional Competencies to a Form Approving Your Direct Reports Self-Appraisals Writing Appraisals for Your Direct Reports User Guide i

4 Table of Contents Assigning Your Direct Reports to Another Manager.. 13 Adding Past or New Goals for Your Direct Reports Assigning a Third Party Reviewer Approving Appraisals Written by Direct Managers Meeting with Your Direct Reports to Review Appraisals 14 Launching Halogen e Adding Final Comments to Your Direct Reports Appraisals Signing Off on Appraisals Performing a Combined Sign-off with an Employee Multirater Tasks Launching a Multirater Assessment Approving Multirater Evaluators Viewing the Status of a Multirater Assessment Viewing Multirater Reports Chapter 5: HR Representative Tasks Assigning Representees to Another HR Representative 18 Assigning Representees to Different Managers Assigning Appraisal Forms Adding Optional Competencies to a Form Approving Appraisals or Self-Appraisals for Representees Meeting with Representees to Review Appraisals Adding Final Comments to Appraisals Signing Off on Appraisals Chapter 6: Project Leader Tasks Assigning Appraisal Forms to Project Employees Writing Appraisals for Your Project Employees Meeting with Your Project Employees to Review Appraisals Adding Final Comments to Your Project Employees Appraisals Signing Off on Your Project Employees Appraisals.. 22 Chapter 7: Working with Forms About Working With Forms About Annotations ii Halogen eappraisal

5 Table of Contents About Printing Forms About the Split Screen About Comment Helper and Coaching Tips Index iii Halogen eappraisal

6 Table of Contents iv Halogen eappraisal

7 Chapter 1 Welcome to eappraisal Chapter Scope Chapter Scope This section introduces Halogen eappraisal, the performance appraisal module in Halogen s Talent Management Suite. The section topics are as follows: What is an Appraisal Process? on page 2 Access Rights and Privileges on page 2 User Guide 1

8 Chapter 1: Welcome to eappraisal What is an Appraisal Process? An appraisal process is used to capture, measure, and manage an employee s progress and/ or performance on the job during a predetermined time frame. Your company may refer to an appraisal process as reviews, or evaluations. With the Halogen eappraisal application you can partake in one or more of the following types of appraisal processes: Scheduled - can be initiated at any given time, and is not bound by anniversary or quarterly time frames Anniversary - usually completed once per year, dates are predefined and can vary for each employee and/or departments Interim - can be initiated on a quarterly basis, or reflect probation time frames While every company is different, the following example will be used to illustrate a commonly used Annual Performance Appraisal Process workflow. Table 1-1 A Typical Annual Performance Appraisal Process Workflow Participant HR Rep Employee Manager HR Rep Manager Employee Manager HR Rep Action Prepares the Appraisal Form, and sets up employee notification by . Logs into eappraisal and complete the Self-Appraisal Form online. Reviewing Manager(s) completes the Appraisal Form. Reviews and approves the Appraisal Form. Meets with Employee and reviews the Appraisal Form. Reviews and may add final comments then Signs off on the Appraisal. Signs off on the Appraisal. Signs off on the Appraisal. Access Rights and Privileges Employees of an organization are entered as participants of the appraisal process. They are then assigned roles which will enable them to access various elements of the application and designated information. Various access rights and privileges will be associated with the assigned roles. 2 Halogen eappraisal

9 Access Rights and Privileges While every company is different, the following illustrates different users and their roles with associated access rights and/or privileges within the Halogen eappraisal application. Table 1-2 Roles Employee Manager A Quick Glance at Access Rights and Privileges Access Rights and Privileges This user is usually any Employee that is being evaluated. They can access their Personal Pages, and manage their feedback. They are responsible for completing their Self-appraisals. This user is responsible for managing their direct reports They have access to Employee Appraisals and reports, and may have access to feedback when applicable. They review Employee Self-Appraisals, write up performance Appraisals, review Appraisals with the Employee and will sign-off on the Appraisal. HR Representative This user can be assigned to various stages of an Appraisal Process. They can be granted access to Employee Appraisals and Manager s list of direct reports. They may or may not be required to assign Appraisal Forms, select Manager s list of direct reports and provide sign-off approval on Appraisals. User Guide 3

10 Chapter 1: Welcome to eappraisal 4 Halogen eappraisal

11 Chapter 2 Employee Tasks Chapter Scope Chapter Scope This section describes the various tasks that an employee may be required to perform during an appraisal process. The section topics are as follows: Updating Your Employee Profile for an Appraisal Process on page 6 Writing Your Self-Appraisal on page 6 Adding Final Comments to Your Appraisal on page 6 Sending Your Appraisal for Competency Rating Feedback on page 6 Selecting Multirater Evaluators on page 7 Signing Off on Your Appraisal on page 7 User Guide 5

12 Chapter 2: Employee Tasks Updating Your Employee Profile for an Appraisal Process The employee profile is a collection of employee data, such as education, professional development, and so forth. If you see a Profile Completeness graph, pause your mouse pointer over the information icon to see what you must add to complete your profile. 1 Click Update your profile. 2 Add or edit profile information as required. Note: You cannot update your basic employee information name, job title, and so forth) at the top of your profile. If you need this information updated, contact your administrator. Writing Your Self-Appraisal Once you write your self-appraisal, it will be viewed by your manager and possibly a second level manager and/or a HR Rep. You may want to begin by reviewing your feedback to track your activities and relevant events. 1 Click Write your self-appraisal. 2 Complete the form as required. Note: If you want to add annotations for the reviewer of the form, click the Add Annotation icon to add them. For more information, see About Annotations on page 26. Adding Final Comments to Your Appraisal After your manager has completed your appraisal, you may be required to add final comments to it. 1 Click Add final comments to your appraisal. 2 Enter your comments in the Employee box. Sending Your Appraisal for Competency Rating Feedback Typically, your manager rates you on competencies, but you may also be required to send your appraisal to a 3rd party so they can rate your performance on these competencies. 1 Click Send your appraisal for competency rating. 6 Halogen eappraisal

13 Selecting Multirater Evaluators 2 Click Send to Competency Rater, select the employee(s), and then click Send. Notes: If required you can cancel the competency rating feedback request. Click Send your appraisal for competency rating, and then click Cancel Competency Rating. When all the competency rating feedback has been received, Send to Competency Rater, and then click Complete. Selecting Multirater Evaluators You may be required to select evaluators for a Multirater process. When you select evaluators, you must also define a relationship. For example, if you choose an evaluator that is your equal, or peer, select Peer as the relationship. 1 Click Select your Multirater evaluators. 2 Select the evaluator and the relationship, and then click Add. Signing Off on Your Appraisal You cannot add or edit any information on the form after you sign off. 1 Click Sign off your appraisal. 2 Review the form, and then click Sign Off. User Guide 7

14 Chapter 2: Employee Tasks 8 Halogen eappraisal

15 Chapter 3 Evaluator Tasks Chapter Scope Chapter Scope This section describes the various tasks that an Evaluator may be required to perform in an appraisal process. The section topics are as follows: Performing a Third Party Review on page 10 Performing a Third Party Approval of an Appraisal on page 10 Performing a Multirater Assessment on page 10 Providing Competency Rating Feedback on page 10 User Guide 9

16 Chapter 3: Evaluator Tasks Performing a Third Party Review You may be asked to provide a third party review of a performance appraisal. For example, you may be asked to provide feedback on employees that you have worked with during the year. 1 Click Provide third party feedback 2 Click Edit Appraisal. Performing a Third Party Approval of an Appraisal If you are neither a manager nor an HR Rep, you can still be asked to approve an appraisal. For example, if you are a corporate trainer, you may be asked to approve an employee s appraisal. 1 Click Approve appraisals as third party approver. 2 Click Review & Approve. Notes: You must read all of the annotations before you can approve the appraisal. If you have made changes or added new annotations, click Send Back to Author. Performing a Multirater Assessment You can perform a multirater assessment or you can decline it. If you decline, you must provide a reason. 1 Click Write Multirater assessments. 2 Click Edit Multirater or click Decline Assessment. Providing Competency Rating Feedback Typically, a manager rates employees on the competencies listed on an appraisal form. However, you may also be require to rate a fellow employee s performance on these competencies. 1 Click Provide competency rating. 2 Click Edit Appraisal. Tip: If the form has comments fields available, you can add your comments for each competency. 10 Halogen eappraisal

17 Chapter 4 Manager Tasks This section describes the various tasks that a manager may be required to perform in an appraisal process. The section topics are as follows: Selecting Your Direct Reports on page 12 Assigning Appraisal Forms to Your Direct Reports on page 12 Adding Optional Competencies to a Form on page 12 Approving Your Direct Reports Self-Appraisals on page 12 Writing Appraisals for Your Direct Reports on page 13 Assigning Your Direct Reports to Another Manager on page 13 Adding Past or New Goals for Your Direct Reports on page 13 Assigning a Third Party Reviewer on page 13 Approving Appraisals Written by Direct Managers on page 13 Meeting with Your Direct Reports to Review Appraisals on page 14 Launching Halogen e360 on page 14 Adding Final Comments to Your Direct Reports Appraisals on page 14 Signing Off on Appraisals on page 14 Performing a Combined Sign-off with an Employee on page 15 Multirater Tasks on page 15 User Guide 11

18 Chapter 4: Manager Tasks Selecting Your Direct Reports You may be required to select your direct reports in an appraisal process. 1 Click Select your direct reports. 2 Select the employees. Assigning Appraisal Forms to Your Direct Reports You may be required to assign appraisal forms to your direct reports. You can change the form assignment for each of your direct reports as long as the form is not currently in use for the selected direct report. 1 Click Assign forms to direct reports. 2 Select the check box next to the direct report(s) you want to assign a form to, and then click Assign Form. Adding Optional Competencies to a Form If a form has optional competencies associated with it, you can add them to the form as long as the form is not currently in use. 1 Click Assign forms to direct reports. 2 Select the check box(es) next to the direct report(s) you want to add optional competencies to, and then click Assign Form. 3 In the Available Forms list, select the form containing the optional competencies, then click the down arrow icon to open the Optional Competencies Selection area, and then click a competency, and then click Add. Approving Your Direct Reports Self-Appraisals Once your direct reports have written their self-appraisal, you can approve it or send it back to them. 1 Click Approve self-appraisals for direct reports. 2 Click Review & Approve for the appraisal. Note: You must read all annotations before you can approve the appraisal. To add annotations, click the Add Annotation icon. For more information, see About Annotations on page Halogen eappraisal

19 Writing Appraisals for Your Direct Reports Writing Appraisals for Your Direct Reports As a manager, you may be responsible for writing appraisals for your Direct Reports. 1 Click Write appraisals for your direct reports. 2 Click Edit Appraisal for the appropriate employee. Assigning Your Direct Reports to Another Manager As a manager, you may be able to assign your direct reports to another manager. 1 Click Write appraisals for your direct reports. 2 Select the check box(es) next to the direct report(s) you want to assign to a new manager, and then click Assign to Other Manager. Adding Past or New Goals for Your Direct Reports You can add a New Goals or Past Goals section for one or many of your Direct Reports. Furthermore, for a New Goals, you can link the New Goals to Organizational Goals. 1 Click Write appraisals for your direct reports. 2 Select the check box(es) next to the Direct Report(s), then click Add Goal, and then click Past Goal or New Goal. Assigning a Third Party Reviewer You may send an appraisal to a third party reviewer if required. 1 Click Write appraisals for your direct reports. 2 Click Edit Appraisal for the employee, and then click Send for Review. Tip: To take back control of the appraisal, click View Appraisal next to the employee appraisal that was sent for review, and then click Cancel Review. Approving Appraisals Written by Direct Managers You may need to approve appraisals written by direct managers for their direct reports. 1 Click Approve appraisals for second level reports. User Guide 13

20 Chapter 4: Manager Tasks 2 Click Review & Approve for the appropriate employee. Note: You must read all annotations before you can approve the appraisal. To add annotations, click the Add Annotation icon. For more information, see About Annotations on page 26. Meeting with Your Direct Reports to Review Appraisals You may be required to meet with your direct reports to review their appraisals. 1 Click Meet with direct reports to review appraisals. 2 Click Mark as Completed for the appropriate employee, or click View Appraisal to view the form first. Launching Halogen e360 The purpose of Halogen e360 is to enable managers to view evaluations from current and past Halogen e360 degree feedback in the performance appraisal. 1 Click Write appraisals for your direct reports. 2 Click View Appraisal for the employee, and then click Show next to Halogen e360. Adding Final Comments to Your Direct Reports Appraisals You may be required to add final comments to your direct reports appraisals. 1 Click Add final comments to your direct reports appraisals. 2 Click Review & Comment for the appropriate employee. Signing Off on Appraisals You may be required to sign off on the appraisals that have been completed for your direct reports. 1 Click Sign off appraisals for direct reports. 2 Click View Appraisal for the appropriate employee. 14 Halogen eappraisal

21 Performing a Combined Sign-off with an Employee Performing a Combined Sign-off with an Employee In a combined sign-off, you access the employee s sign-off task using your own computer and login information, and then you let the employee enter his/her password to sign-off on the appraisal. 1 Click Employee sign-off. 2 Click Sign Off for the appropriate employee, or click View Appraisal and then Sign Off, and then prompt the employee to enter his or her password. Multirater Tasks Multirater is an optional module that is used to gather feedback on an employee s performance from a variety of people, such as the employee (self), peers, managers, and so forth. As a manager, you have several privileges relating to Multirater. For example, you may be able to launch a Multirater process, approve evaluators chosen by subjects, and so forth. The following list details the Multirater tasks available to you: Launching a Multirater Assessment on page 15 Approving Multirater Evaluators on page 15 Viewing the Status of a Multirater Assessment on page 16 Viewing Multirater Reports on page 16 Launching a Multirater Assessment Multirater allows you to solicit feedback from other employees on the performance of your direct reports. 1 Click Write appraisals for your direct reports. 2 Click Edit Appraisal for the appropriate employee, and then click Launch Multirater. 3 Select the criteria for the assessment, and then click Next. 4 Select the evaluator(s), and then click Deploy. Approving Multirater Evaluators You may be required to approve Multirater evaluators. User Guide 15

22 Chapter 4: Manager Tasks 1 Click Approve Multirater evaluators selected by your direct reports. \ 2 Click Review & Approve for the employee that has selected evaluators. Viewing the Status of a Multirater Assessment When you view the status of a Multirater assessment, you can see information such as the number of evaluations under approval, the number of scheduled evaluations, the number of completed evaluations, and so forth. You can also notify evaluators that have not completed their assessments when you view the status. 1 Click Write appraisals for your direct reports. 2 Click Edit Appraisal for the employee whose Multirater status you want to view, then click the split screen icon, and then click Status. Viewing Multirater Reports After a Multirater assessment has been launched, you can use the split screen to view Multirater reports while writing an employee s appraisal. You can view a Multirater report based on the relationship group (Self, Peer, Manger, and so forth) and you can view a Multirater report based on the rater alone. In addition, you can view a tabular report of Multirater data, which shows data only (no graphs). 1 Click Write appraisals for your direct reports. 2 Click Edit Appraisal for the employee whose Multirater status you want to view, then click the Split Screen icon, and then click Reports. 16 Halogen eappraisal

23 Chapter 5 HR Representative Tasks Chapter Scope Chapter Scope This section describes the various tasks that an HR Representative may be required to perform in an appraisal process. The section topics are as follows: Assigning Representees to Another HR Representative on page 18 Assigning Representees to Different Managers on page 18 Assigning Appraisal Forms on page 18 Adding Optional Competencies to a Form on page 18 Approving Appraisals or Self-Appraisals for Representees on page 19 Meeting with Representees to Review Appraisals on page 19 Adding Final Comments to Appraisals on page 19 Signing Off on Appraisals on page 19 User Guide 17

24 Chapter 5: HR Representative Tasks Assigning Representees to Another HR Representative You may be able to assign representees to another HR Rep at any time during the course of an appraisal process. 1 Click Assign a manager to each representee. 2 Select the check box(es) next to the employee(s) you want to assign to another HR Representative, and click Assign to Other HR Rep. Assigning Representees to Different Managers If you find that a representee should be assigned to another manager, you may change the assignment at any time. 1 Click Assign a manager to each representee. 2 Select the check box(es) next to the employee(s) you want to assign to another manager, and then click Assign to Other Manager. Assigning Appraisal Forms You can assign an appraisal form to representees as long as the form is not currently in use for the selected representee. 1 Click Assign forms to representees. 2 Select the check box(es) next to the representee(s) you want to assign a form to, and then click Assign Form. Adding Optional Competencies to a Form If a form has optional competencies associated with it, you can add them to the form as long as the form is not currently in use. 1 Click Assign forms to representees. 2 Select the check box next to the representee(s) you want to add optional competencies to, then click Assign Form, and then, in the Available Forms list, select the form containing the optional competencies you want to add. 18 Halogen eappraisal

25 Approving Appraisals or Self-Appraisals for Representees Approving Appraisals or Self-Appraisals for Representees Once a representee has written their self-appraisal, you may be required to review and approve it, and you may also be required to review and approve appraisals written by managers for their direct reports. 1 Click Approve self-appraisals for representees or Approve appraisals for representees. 2 Click Review & Approve for the appropriate employee. Notes: You must read all of the annotations before you can approve the appraisal. If you have made changes or added new annotations, click Send Back to Author. Meeting with Representees to Review Appraisals You may be required to meet with your representees to review their appraisals. 1 Click Meet with representees to review appraisals. 2 Click Mark as completed or click View Appraisal if you want to view the appraisal before marking the meeting as complete. Adding Final Comments to Appraisals After the appraisals have been approved, you may be required to add final comments. 1 Click Add final comments to your representees appraisals. 2 Click Review & Comment for the appropriate employee, and then enter your comments on the form. Signing Off on Appraisals You may be required to sign-off on the appraisals that have been completed for your representees. 1 Click Sign off appraisal for representees. 2 Click Sign Off for the appropriate employee, or click View Appraisal to view the appraisal first. User Guide 19

26 Chapter 5: HR Representative Tasks 20 Halogen eappraisal

27 Chapter 6 Project Leader Tasks Chapter Scope Chapter Scope This section describes the various tasks that a Project Leader may be required to perform in an appraisal process. The section topics are as follows: Assigning Appraisal Forms to Project Employees on page 22 Writing Appraisals for Your Project Employees on page 22 Meeting with Your Project Employees to Review Appraisals on page 22 Adding Final Comments to Your Project Employees Appraisals on page 22 Signing Off on Your Project Employees Appraisals on page 22 User Guide 21

28 Chapter 6: Project Leader Tasks Assigning Appraisal Forms to Project Employees You may be required to assign appraisal forms to your project employees. You can change the form assignment for each of your project employees as long as the form is not currently in use for the selected employee. 1 Click Assign forms to project employees. 2 Select the check box(es) next to the project employee(s) you want to assign a form to, and then click Assign Form. Writing Appraisals for Your Project Employees As a project leader, you may be required to write appraisals for your project employees. 1 Click Write appraisals for your project employees. 2 Click Edit Appraisal for the appropriate employee, and then complete the form as required. Meeting with Your Project Employees to Review Appraisals You may be required to meet with your project employees to review their appraisals. 1 Click Meet with project employees to review appraisals. 2 Click Mark as Completed for the appropriate employee or click View Appraisal to view the form first. Adding Final Comments to Your Project Employees Appraisals You may be required to add final comments to your project employees appraisals. 1 Click Add final comments to your project employees appraisals. 2 Click Review & Comment for the appropriate employee, and then add your comments to the form. Signing Off on Your Project Employees Appraisals You may be required to sign off on the appraisals that have been completed for your project employees. 22 Halogen eappraisal

29 Signing Off on Your Project Employees Appraisals 1 Click Sign off appraisals for project employees. 2 Click Sign Off for the appropriate employee, or click View Appraisal to view the appraisal first. User Guide 23

30 Chapter 6: Project Leader Tasks 24 Halogen eappraisal

31 Chapter 7 Working with Forms Chapter Scope Chapter Scope This section provides detailed information on tasks you can perform while working with forms. The section topics are as follows: About Working With Forms on page 26 About Annotations on page 26 About Printing Forms on page 26 About the Split Screen on page 26 About Comment Helper and Coaching Tips on page 27 User Guide 25

32 Chapter 7: Working with Forms About Working With Forms Halogen s Talent Management Suite is highly customizable, so some of the functionality mentioned in this section may not apply to your organization. In this section, some of the more advanced form functionality will be described. About Annotations When reviewing or approving a form, you may have a question or comment for the author. Adding annotations allows you to ask questions or provide your comments to the author. The following table describes the annotation icons: Icon Description Indicates that you must review the annotation before you can complete your assigned task. Click this icon to read the annotation. Indicates that you can create an annotation if required. Click this icon to create a new annotation. Indicates an annotation that you have added or an annotation created by someone else that you have read. Click this icon to view or edit your annotation. About Printing Forms You can print forms in either of the following formats: Normal Print Condensed Print Normal Print prints the entire form as it appears on your screen. Condensed Print prints the form with only the ratings shown. You can also choose to stop sections from breaking across pages when you print the form. About the Split Screen Using the split-screen, you can view the current form along with his or her employee records such as goals, development plans, feedback, and so forth. In addition, you can also view in-progress or past appraisals/talent assessments for other employees in your chain of command. 26 Halogen eappraisal

33 About Comment Helper and Coaching Tips Note: If you are a third party reviewer or 2nd level manager or above, you will not have access to the split screen view. On a form, click the Split Screen icon so forth. to view employee records, appraisals, and About Comment Helper and Coaching Tips The Suggested Comments helper provides you with comments or coaching tips that you can use to complement your ratings. You can use these comments as they appear, or you can edit them. Each competency has categories, which allows you to choose comments about various skills related to that competency. In the Competencies section of the form, click Suggested Comments below the appropriate competency. User Guide 27

34 Chapter 7: Working with Forms 28 Halogen eappraisal

35 Index Numerics 3rd party approval 10 A About Annotations 26 Forms 26 Access Rights 2 Adding 27 final comments 19 Performance comments 27 Adding final comments to project employees appraisals 22 to your direct reports appraisals 14 Annotations about 26 Appraisal Forms adding optional competencies 12, 18 assigning 12, 18 exporting to PDF 14 Appraisal Process about 2 viewing status 7 Appraisals adding comments 19 adding employee comments 6 approve those written by Direct Managers 13 approving 19 meeting with employees 19 performing a 3rd party approval 10 review with representees 19 send for Competency feedback 6 signing off 7, 14, 19 signing off on project employees 22 writing for Direct Reports 13 writing for project employees 22 Approve employee self-appraisals 12 Approving Appraisals written by Direct Managers 13 Appraisals written by managers 19 employee self-appraisals 12, 19 Multirater evaluators 15 Assign to another Manager 13 Assigning Appraisal Forms 12, 18 Appraisal Forms to project employees 22 Representees to another HR Rep 18 Representees to another manager 18 third party reviewers 13 C Canceling Competency rating request 6 Coaching Tips using in Forms 27 Coaching tips 27 Combined sign-off 15 Comment Helper User Guide 29

36 Index: D using in Forms 27 Comments adding to Appraisals 19 adding to competencies 27 Competencies adding to forms 18 providing feedback for other employees 10 Competency rating feedback 10 Competency rating request canceling 6 Competency rating step 6 Complete appraisals for project employees 22 D Direct Reports adding final comments to appraisals 14 assigning New Goals 13 assigning Past Goals 13 assigning to another Manager 13 meeting with to review Appraisals 14 selecting 12 writing Appraisals for 13 E eappraisal welcome 1 Employee Comments adding to Appraisals 6 Employee Profile adding information 6 updating 6 Employee Records split screen view 26 Employee signature button on form 15 using manager s computer 15 Employee signature step 15 Employee sign-off using manager s computer 15 Employee Tasks 5 Employees 3 assigning to another Manager 13 meeting to review Appraisals 19 Evaluator Tasks 9 Evaluators Multirater selection 7 F Feedback Multirater 15 providing for other employees 10 your Competencies 6 Final comments adding 6 adding to direct reports appraisals 14 adding to project employees appraisals 22 Forms 25 about 26 annotations 26 assigning to project employees 22 Coaching Tips 27 Comment Helper 27 printing 26 H Halogen e360 launching 14 HR Rep Tasks 17 HR Representative 3 I Inappropriate language 19 Individual meetings with employees to review appraisals 22 L Language checking 6 checking for inappropriate words 19 Launch e Multirater Halogen eappraisal

37 Index: M M Manager 3 Manager Assignment 13 Manager Tasks 11 Managers assigning Direct Reports 13 Meeting with Project Employees 22 Multirater assessment 15 responding to questionnaires 10 selecting evaluators 7 starting an assessment 15 viewing reports 16 viewing status 16 Multirater evaluators approving 15 Multirater reports printing 16 viewing individual competencies 16 Multirater Tasks 15 My Status about 7 N New Goals assigning to Direct Reports 13 O Optional competencies adding to forms 12 P Past Goals assigning to Direct Reports 13 PDF 14 Printing Forms 26 Self-Appraisals 6 Privileges 2 Process Status viewing 7 Profanity 19 Profile updating 6 Project Employees adding final comments 22 assigning forms 22 meeting with to review appraisals 22 writing appraisals for 22 Project leader signature 22 Project Leader Tasks 21 Providing competency feedback 10 R Reports Multirater 16 printing 16 viewing Multirater 16 Representees assigning to another HR Rep 18 assigning to another manager 18 S Select Multirater evaluators 7 Selecting Direct Reports 12 Self-Appraisals approving 12, 19 printing 6 writing 6 Sending 6 Signing off combined sign-off 15 for employees without a computer 15 on Appraisals 14, 15, 19 on project employees appraisals 22 on your Appraisal 7 Spelling 19 checking 6 Split Screen View Employee Records 26 Summary report by rater 16 Summary report by relationship group 16 User Guide 31

38 Index: T T Tabular report by rater 16 Third party approval 10 Third Party Review 10 Third Party Reviewer assigning 13 U Update your Profile 6 W working with 25 Writing Self-Appraisals 6 32 Halogen eappraisal