Appraisal Template Settings
What is Appraisal Templates in Zoho People and how is it used?
Create appraisal templates to define a appraisal process that can include or exclude certain aspects such as self appraisal, normalization and salary hikes as part of the appraisal process. The templates created can be used when adding appraisal cycles in Operations (Operations > Appraisal Cycle tab). The steps and configuration available when adding an appraisal cycle will vary based on which template is applied.
Creating an Appraisal Template
To view the created appraisal templates, navigate to Settings > Performance > Configuration > Appraisal Template tab.
You have options to View Details or Edit an existing template here. The ellipses icon (
) has options to disable or delete templates.
- To create a new template from scratch click Create Appraisal Template.
- Enter the template name and add a description if required.
- Include Self Appraisal if required.
- Include Normalization and Salary hike if required. For this example, only Normalization is enabled.
- Click Create Appraisal Template to proceed to further steps.
- Now configure the template as required, the Self Appraisal tab lets tou configure the quantitative and qualitative paramters of the self review.
You also have options to preview (eye icon) or to customize the self appraisal form (conroller icon on the top-right).
You can enable or disable KRA, Goals, Competency to include or exclude these paramters as part of the self review. - Once configured, Proceed to Manager Review section by clicking Next. Configure both quantitative and qualitative paramterers here too. You also have options to configure multiple manager review levels, view preview, or customize the performance appraisal form from here.
- Proceed to Ratings section by clicking Next, here you can configure the rating type, the associated range, module weight, and additional tweaking via the options listed under "Additional Options". Click Next to proceed to Normalization section.
- The normalization tab lets you define the ideal rating destribution in the organization. Click here to learn more about normalization.
- Finally proceed to the Publish Configuration tab, here you can choose if the review is to be published manually or automatically on completion. Also specify what should be shared to employees, and add any other roles here to allow them to share the results as well. Enable feedback sharing if required. Click Submit to save this Appraisal template.
Using an Appraisal Template
To use an appraisal template, Navigate to Operations > Performance > Appraisal > Add Appraisal Cycle. You will be prompted to apply one of the created appraisal templates. In additon to what was configured during the appraisal template creation process, you can also configure Applicability and Period Configuration when creating an appraisal cycle.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Appraisal Review Settings
To configure appraisal review related settings, navigate to Settings > Performance > Configuration > Appraisal Review tab Order of sections Customize the order of sections. This is applicable in self appraisal, multi rater, performance user service ...Reports Settings
To configure Reports Settings in Performance Service, navigate to Settings > Performance > Configuration > Reports Here you have options to restrict appraisal cycle data export to administrators only, include fields in exported report, and ...Settings in Zoho People 5.0
What can you do in settings? Settings lets you setup Zoho People to handle your organization's HR Processes. It Includes: Setting up your organization's information in Zoho People. This includes basic details such as name, type of organization, ...Goals Settings
What are Goals? Goals are defined objectives aimed at achieving desired outcomes. They provide performance targets and are crucial for gauging employee dedication. An effective goal should adhere to the SMART criteria: Specific, Measurable, ...Compensation Settings
What is Compensation Settings? Compensation Service Settings allows administrators to configure the various aspects of employee compensation in your organization, this includes selecting the salary tracking method, linking hike push with Performance ...
New to Zoho LandingPage?
Zoho LandingPage Resources