Appraisal Template
How to use Appraisal Template 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: Appraisal Template Title, KRAs.
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 Template 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 |
|---|---|---|
Appraisal Template Titletemplate_title | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
descriptiondescription | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
KRAsgoals | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Appraisal Template Goal |
Rating Criteriarating_criteria | Table Optional | Criteria based on which employee should be rated in Performance Feedback and Self Appraisal Linked record: Employee Feedback Rating |
Child tables
KRAs — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
KRAkey_result_area | Link Required | Key Result Area Linked record: KRA |
Weightage (%)per_weightage | Percent Required | Enter the percentage expected by the calculation and verify the resulting amount. |
Rating Criteria — 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.