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FAQ: Scoring Phases

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Written by Michael Ho

Welcome to our FAQ section! Here, you’ll find quick answers to the most common questions about scoring phases such as employee or manager review/rating phases or final scoring/rating phases. If you don’t see your question listed, feel free to contact us directly.

This article covers the following topics:

Adding Ratings

Why can't the employee or manager add a rating?

During the self-scoring phase, employees will be able to rate the different sections and provide an overall comment/rating in the summary section.

Likewise, during the manager scoring phase, ratings will become available for managers to rate the different sections and provide an overall comment/rating in the summary section.

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An appraisal cannot be in two phases at once and must be in either the Self-Scoring or Manager Scoring phase for employees or managers to provide ratings.

Why is there no rating scale in each of the sections?

If ratings have been enabled and your employees, staff, or team members cannot see the rating scale or options in sections such as goals, development objectives, competencies, or the summary section, it is likely because the appraisal has not yet entered the scoring phase for the relevant user.

Ratings are only available during specific phases:

  • Employees can provide ratings during the Self Scoring Phase.

  • Managers can provide ratings during the Manager Scoring Phase.

If the option to provide ratings is unavailable, ensure that the appraisal has progressed to the correct phase.

Can the employee and manager provide ratings at the same time?

No, ratings cannot be provided simultaneously. Ratings can only be submitted during specific phases:

  • Employees can provide ratings during the Self Scoring Phase.

  • Managers can provide ratings during the Manager Scoring Phase.

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All phases occur sequentially (not at the same time), ensuring that ratings are provided separately by the employee and manager.

Multiple Scoring Phases

Could we have multiple Self Scoring or Manager Scoring Phases?

It is not recommended to include more than one Self or Manager Scoring Phase in an appraisal. If multiple phases are created, the ratings entered in each new phase will overwrite the previous ones when the scoring phase begins.

Appraisals are designed to have only one final summary rating, and each section can include only one overall rating. For mid-year ratings, you can consider incorporating a checkpoint that activates on the checkpoint start date. Keep in mind that this will allow only one rating within the checkpoint section.

Appraisal Status

What is the appraisal status for the Self Scoring Phase or Manager Scoring Phase?

The appraisal status for both the Self Scoring Phase and Manager Scoring phase is 'Finalise'.

Available Notifications

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Ensure that appraisal notifications are activated before assigning appraisals to employees.
Note that new notifications will only apply to newly assigned appraisals. If notifications are added after assigning appraisals to employees, these notifications will not be sent for existing appraisals.

What notifications are available for the self scoring phase?

  • Self Scoring Phase Started: Employees receive an email notification when the self scoring phase starts.

  • Self Scoring Phase Due Date: An email is sent to employees as a reminder when the self-scoring phase due date nears.

  • Self Scoring Phase Rejected: Users are notified via email if their manager rejects their self-scoring phase.

  • Self Scoring Phase Submitted: Managers receive an email notification when an employee submits their self scoring phase. This notification is sent only if the 'Require manager approval' option is enabled in the self-scoring phase settings.

  • Self Scoring Phase Finalised: Upon finalisation of the self-scoring phase, users receive an email notification. This is also sent when the employee submits their self-scoring phase and the phase does not require manager approval.

What notifications are available for the manager scoring phase?

  • Manager Scoring Phase Started: Managers receive an email notification when the manager scoring phase begins.

  • Manager Scoring Phase Due Date: Managers are notified via email when the manager scoring phase deadline is approaching.

  • Manager Scoring Phase Finalised: Employees are informed through email once their manager finalizes the scoring phase.

Still have questions? Feel free to reach out to our Support team here.

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