This article provides Company Admin and Performance Administrators with instructions on how to add the planning phase.
đ | For more information on the planning phase, see our article FAQ: Planning & Action Phases. |
How do I add the Planning Phase?
1. Go to Administration > Performance > Appraisal Setup
2. Click the Appraisal Settings dropdown and select Appraisal Phases.
3. Click the Add New Phase Button.
This opens up a new drop-down allowing you to fill in the following information.
1. Phase: This allows you to select the type of phase (in this example, it is the Planning Phase).
2. Phase Title: This title is displayed to all users.
3. Start Date and End Date: This is the fixed duration of the phase.
â ď¸ | Start and End Date will only appear if you select the Fixed Duration Type. If you have selected Relative, you must enter the number of weeks/months for each phase. |
4. Description: This should describe the phase for the employee and manager.
5. Appraisal Phase Settings: This allows an administrator to determine if the employee and their manager can add, edit, or delete sections from the appraisal.
â ď¸ | Section Items refer to overall sections (Goals, Competencies, Questions). Section Subitems refer to the sub-items that relate to a section item, such as goal measures. |
6. Manager responses are visible by employee: This allows the employee to view the responses entered by their manager to the question section.
7. Require manager approval: When selected, the manager must approve this phase before the next phase can begin.
â ď¸ | Manual finalisation is required from the manager to progress the appraisal to the next phase. |
8. Background Colour: You can set a custom colour for the phase. This appears on the employeeâs workflow graph.
9. Once everything has been filled in, click the Add button.
â ď¸ | Summary sections are open during this phase to allow for commentary. |
â ď¸ | The appraisal status during the Planning Phase is 'Planning'. |