This article provides Company Admins or Performance Administrators with information on how to use the Diagnostics Tool for managing appraisals.
Overview of the Diagnostics Tool
The Diagnostic Tool is a powerful feature that helps Company Admins or Performance Administrators troubleshoot and manage appraisals. This tool provides detailed insights into the configuration and status of appraisals, ensuring alignment with template settings and helping to resolve discrepancies efficiently.
Accessing the Diagnostic Page
Navigate to the Individual Performance page.
Locate the Diagnostic icon at the top right corner of the page.
Click the Diagnostic icon to access the Diagnostic page.
Key Information Provided by the Tool
Overview Tab
This section displays general information about the individual appraisal, such as the parent template, current phases, and status.
Details Tab
This section shows all current Appraisal Setting configurations from both the Appraisal and Template.
Phases Tab
This section shows all current Phase configurations from all phases of the Appraisal and Template.
Sections Tab
This section shows all current Section configurations from all phases of the Appraisal and Template.
The Diagnostics Tool also provides the following key information:
Appraisal Assignment: Identifies who assigned the appraisal to the user.
Appraisal Title: Displays how the appraisal title will appear on the user side.
Summary Comments Visibility: Resolves issues where summary comments are not visible to the employee after the appraisal is completed.
Understanding the Tool's Labels
The Diagnostics Tool uses specific labels to indicate the status and differences between the appraisal and the template:
Contains Differences: This label indicates when the system detects any differences between the Appraisal and the Template.
Removed from Template: This label shows when a section or phase is found in the Appraisal but no longer exists in the Template.
Missing from Template: This label indicates when a section or phase is found in the Template but does not exist in the Appraisal. These sections are displayed at the bottom of the list.
Additional Features
Individual Synchronisation: The Diagnostic Tool also provides Individual Synchronisation, which syncs only the current appraisal. This feature is useful for testing changes or fixing specific appraisals without affecting all appraisals.
Actual Start and End Dates: The tool indicates the actual start and end dates of the appraisal phases, eliminating the need to run a report.
Phase Status: Appraisal phases such as Self Scoring, Manager Scoring, and Approval have the status ‘Finalise’. The Diagnostics Tool helps capture a screenshot of which phase the employee’s appraisal is currently at, eliminating the need to run a report.
Frequently Asked Questions (FAQ)
Why are my Summary comments not visible to the employee after completion? +
Sync happens after the appraisal has been completed. Use the Diagnostics Tool to manually sync the completed appraisals to ensure summary comments are visible.
How can I ensure that changes in the appraisal template settings are reflected in the user’s appraisal? +
Use the Diagnostics Tool to check the configuration and advise using the "Synchronise" feature or the "Sync Appraisal" button if changes are intended for an individual user.
What should I do if the appraisal phases in the template do not appear in the user’s appraisal? +
Use the Diagnostics Tool to identify the issue and recommend using the "Synchronise" feature or the "Sync Appraisal" button.
How can I tell if there are differences between the appraisal and the template? +
The Diagnostics Tool uses specific labels such as "Contains Differences", "Removed from Template", and "Missing from Template" to indicate discrepancies.