Note: The ratings for KRA, Goals, Competencies, Review questions can be imported for Self, Manager and Multi-rater reviews.

Overview

Prerequisites

Before importing:

• Ensure the appraisal cycle is active
• Required modules (KRA, Goals, Competencies, Review Questions) are configured
• Download and prepare the import file in the supported format
  

How to Import Module Ratings for an Ongoing Performance Appraisal Cycle

(i) Select Appraisal Cycle and Rating type

1. Navigate to Operations > Performance > Import > Module Rating Import.
   

   Import can also be performed under Operations > Performance > Appraisal. Click on the appraisal, select the ellipsis icon, and then click Module Rating Import.
   
   
   
   
2. Select the ongoing Appraisal Cycle (current)
   
   
   
3. Choose the Review Type, the review type that can be imported are listed based on the appraisal cycle configuration.
   
1. Performance Appraisal (Manager Review)
   
2. Self Appraisal 
   
3. Multi-rater
   
4. Click Import.
   The import configuration window appears.

(ii) Import Configuration

1. Submit Review: Enable this option to automatically submit the appraisal review during import. If disabled, the imported data will be saved as a draft for further review
2. Trigger Workflow: Enable this option to automatically trigger the associated appraisal workflow after import. If disabled, the associated workflow will not be triggered.
3. Click on Download Import File to download the import file for the selected appraisal cycle and enter the ratings for each module.
   
   
   
   This file contains the selected appraisal-applicable employees and their evaluation parameters, such as their Goals, KRA, and Competency, for which ratings and comments can be added and imported. A maximum of 20,000 records can be downloaded and imported at once.
   
   
4. Rating and Comment Configuration: This section displays the configuration defined for the selected appraisal cycle:
   
1. Rating Type – Defines how ratings are captured (e.g., Stars)
   
2. Allowed Range – Specifies the rating scale (e.g., 1–5)
   
3. Rating Enabled Modules – Modules where ratings can be imported
   
4. Comment Enabled Modules – Modules where comments can be imported
   
5. Click Import.

(iii) Upload Import File

(iv) Outcome