From the end of the cycle through to setting up a new performance review, learn how to conduct a performance appraisal using MyHR.
READ - Steps to complete the appraisal process
WATCH - How to training video
Step one: At the end of the cycle
Both yourself and your employee will receive a notification that the review is ready for appraisal.
Either employee or manager can start the appraisal at the end of the cycle by selecting go to appraisal.
As a manager, you can start the appraisal stage before the end of the cycle.
Step two: Complete individual appraisals
Complete the manager appraisal stage by using the sliding scale to rate each goal. Your employee won't be able to see the ratings at this stage or the feedback you provide with your rating.
Your employee will also be able to complete the appraisal stage at the same time by self-rating each goal using the rating scale and adding their own feedback, which won't be shared with you until the final appraisal.
If your employee completes their appraisal after you, you'll receive an email advising you that the final appraisal is ready to schedule.
Step three: Final appraisal
Once both parties have done their side of the appraisal it is time for final appraisal. This is where you sit down with the employee, and using the software as a tool, discuss each rating (employee and manager) and then agree on where the final ratings should land, and if needed, provide a final summary with each item's rating.
This step happens on the manager's side. The employee can not submit the final appraisal.
Give an overall rating and summary at the bottom and submit the final appraisal.
Step four: Set up for the next period
Create an active review for the next time period - you can start from the previous review if the goals are similar, or you can start from a template.
Watch: Performance appraisal walkthrough