Field reference
Appraisal
How to use Appraisal 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.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Series, Employee, Company, Appraisal Cycle.
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 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.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
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 |
|---|---|---|
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
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. |
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 | 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: Designation |
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 |
Appraisal Cycleappraisal_cycle | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Appraisal Cycle |
Start Datestart_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
End Dateend_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Final Scorefinal_score | Float Optional · Read-only | Average of Goal Score, Feedback Score, and Self Appraisal Score |
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 |
Rate Goals Manuallyrate_goals_manually | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
KRA vs Goalsappraisal_kra | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Appraisal KRA |
Goal Score (%)goal_score_percentage | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Goalsgoals | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Appraisal Goal |
Remarksremarks | Text Optional | Any other remarks, noteworthy effort that should go in the records |
Total Goal Scoretotal_score | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
self_ratingsself_ratings | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Employee Feedback Rating |
Total Self Scoreself_score | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
reflectionsreflections | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Amended Fromamended_from | 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: Appraisal |
Child tables
KRA vs Goals — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
KRAkra | Link Required | Key Performance Area Linked record: KRA |
Weightage (%)per_weightage | Percent Required | Enter the percentage expected by the calculation and verify the resulting amount. |
Goal Completion (%)goal_completion | Percent Optional · Read-only | Enter the percentage expected by the calculation and verify the resulting amount. |
Goal Score (weighted)goal_score | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Goals — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Goalkra | Small Text Required | Key Responsibility Area |
Weightage (%)per_weightage | Float Required | Enter a numeric value using the required unit and precision. |
Scorescore | Float Optional | Enter a numeric value using the required unit and precision. |
Score Earnedscore_earned | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
self_ratings — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Criteriacriteria | 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 Feedback Criteria |
Weightage (%)per_weightage | Percent Required | Enter the percentage expected by the calculation and verify the resulting amount. |
Ratingrating | Rating Optional | Complete the value according to the field label and the record’s validation rules. |
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.