Appraisal Cycle
How to use Appraisal Cycle in Performance: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain goals, appraisal information and review responsibilities for the applicable cycle. Limit access to the employee and authorized reviewers. Training needs arising from a review can be linked to the training and skills process.
This page is a record page in Human Resources → Performance. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Cycle Name, Company, Start Date, End Date.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Appraisal Cycle from Human Resources → Performance, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Cycle Namecycle_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Start Datestart_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
End Dateend_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
KRA Evaluation Methodkra_evaluation_method | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Calculate Final Score based on Formulacalculate_final_score_based_on_formula | Check Optional | By default, the Final Score is calculated as the average of Goal Score, Feedback Score, and Self Appraisal Score. Enable this to set a different formula |
Final Score Formulafinal_score_formula | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Branchbranch | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Branch |
Departmentdepartment | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Designationdesignation | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Designation |
appraiseesappraisees | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Appraisee |
Child tables
appraisees — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Employeeemployee | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Appraisal Templateappraisal_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Appraisal Template |
Departmentdepartment | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Designationdesignation | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Branchbranch | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Branch |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.