Appraisal

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Overview

Appraisal – Business Overview

What the Appraisal document is used for

The Appraisal document in Dafater is used to formally evaluate employee performance over a defined period. It supports fair, structured, and transparent performance reviews by capturing goals, achievements, competencies, and overall ratings.
This document helps organizations link individual performance with business objectives, compensation decisions, promotions, and employee development plans.

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Prerequisites and setup before using Appraisal

Before using Appraisal effectively, the following should be in place:

• Employees are properly set up with clear roles, departments, and reporting managers
• Performance periods (such as quarterly or annual cycles) are defined
• Appraisal criteria or goals are agreed upon, such as KPIs, competencies, or behavioral expectations
• Review responsibilities are clarified (who evaluates, who approves)
• Performance policies are communicated, including how appraisals impact salary reviews, bonuses, or promotions

These prerequisites ensure consistency and fairness across all appraisals.

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Typical workflow and how it fits into business processes

1. Appraisal initiation
   An appraisal is created for an employee for a specific review period.

2. Goal and performance review
   The employee’s achievements, challenges, and outcomes are assessed against predefined goals or expectations.

3. Manager evaluation
   The reporting manager reviews performance, provides ratings, and adds qualitative feedback.

4. Employee acknowledgment or discussion
   In many organizations, the appraisal is discussed with the employee to ensure alignment and clarity.

5. Approval and completion
   Once finalized, the appraisal becomes part of the employee’s official performance history.

6. Business follow-up actions
   Results are used for salary revisions, bonuses, promotions, training plans, or performance improvement actions.

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Key business scenarios where Appraisal is essential

• Annual or quarterly performance reviews
  Ensures structured evaluation across the organization.

• Salary increments and bonus decisions
  Provides documented justification for compensation changes.

• Promotion and succession planning
  Helps identify high-performing and high-potential employees.

• Employee development and training needs
  Highlights skill gaps and growth opportunities.

• Performance improvement management
  Supports objective discussions for underperformance and corrective plans.

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Important considerations for users

• Consistency is critical
  Use the same evaluation standards across employees to avoid bias.

• Focus on measurable outcomes
  Link performance ratings to clear goals and business results wherever possible.

• Document constructive feedback
  Balanced feedback improves employee engagement and acceptance.

• Use appraisals as a development tool
  The Appraisal should not only assess past performance but also guide future growth.

• Maintain confidentiality
  Appraisal records contain sensitive information and should be handled responsibly.

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In summary, the Appraisal document in Dafater is a cornerstone of effective performance management, enabling organizations to evaluate employees fairly, reward performance appropriately, and align individual contributions with business goals.

Basic Information

• Module: HR
• Document Type: Setup

Fields

Field Name	Label	Type	Required	Options	Description
naming_series	Series	Select	✓	HR-APR-.YYYY.-	Auto-generated appraisal document numbering series in Dafater
employee	Employee	Link	✓	Employee	Employee being evaluated in this appraisal
employee_name	Employee Name	Data		-	Full name of the employee under appraisal
department	Department	Link		Department	Employee’s department for organizational context
designation	Designation	Link		Designation	Employee’s job title during appraisal period
employee_image	Employee Image	Attach Image		-	Employee profile image for appraisal reference
company	Company	Link	✓	Company	Company under which appraisal is conducted
appraisal_cycle	Appraisal Cycle	Link	✓	Appraisal Cycle	Defined appraisal cycle covering evaluation period
start_date	Start Date	Date		-	Appraisal period start date
end_date	End Date	Date		-	Appraisal period end date
final_score	Final Score	Float		-	Final calculated appraisal score
appraisal_template	Appraisal Template	Link		Appraisal Template	Template defining appraisal structure and criteria
rategoalsmanually	Rate Goals Manually	Check		-	Enable manual scoring of goals
appraisal_kra	KRA vs Goals	Table		Appraisal KRA	Key Result Areas mapped against appraisal goals
goalscorepercentage	Goal Score (%)	Float		-	Weightage percentage assigned to goal scores
goals	Goals	Table		Appraisal Goal	List of individual goals for appraisal
remarks	Remarks	Text		-	Manager or reviewer comments on performance
total_score	Total Goal Score	Float		-	Total calculated score from all goals
feedback_html	Feedback HTML	HTML		-	System-generated feedback summary display
avgfeedbackscore	Average Feedback Score	Float		-	Average score from all feedback sources
self_ratings	self_ratings	Table		Employee Feedback Rating	Employee’s self-assessed performance ratings
self_score	Total Self Score	Float		-	Total score from employee self-evaluation
reflections	reflections	Text Editor		-	Employee’s self-reflection on performance and growth
amended_from	Amended From	Link		Appraisal	Reference to original appraisal if amended

Child Tables

KRA vs Goals (Appraisal KRA)

Field Name	Label	Type	Required	Options	Description
kra	KRA	Link	✓	KRA	Linked Key Result Area evaluated for this appraisal period
per_weightage	Weightage (%)	Percent	✓	-	Percentage weight assigned to this KRA in appraisal
goal_completion	Goal Completion (%)	Percent		-	Percentage achievement level of the defined KRA goal
goal_score	Goal Score (weighted)	Float		-	Weighted score calculated from KRA completion and weightage

Goals (Appraisal Goal)

Field Name	Label	Type	Required	Options	Description
kra	Goal	Small Text	✓	-	Defined appraisal goal aligned with Dafater performance objectives
per_weightage	Weightage (%)	Float	✓	-	Percentage weight assigned to goal for Dafater appraisal calculation
score	Score (0-5)	Float		-	Manager rating from zero to five for goal achievement
score_earned	Score Earned	Float		-	Weighted score earned based on rating and Dafater weightage

self_ratings (Employee Feedback Rating)

Field Name	Label	Type	Required	Options	Description
criteria	Criteria	Link	✓	Employee Feedback Criteria	Feedback criterion defined in Dafater for evaluating employee performance
per_weightage	Weightage (%)	Percent	✓	-	Percentage weight assigned in Dafater to this feedback criterion
rating	Rating	Rating		-	Actual rating recorded in Dafater against the selected criterion

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
HR Manager	✓	✓	✓	✓	✓
Employee	✓	✓	✓
System Manager	✓	✓	✓	✓	✓	✓
HR User	✓	✓	✓	✓	✓	✓

Related DocTypes

DocType	Relationship	Module
Employee Performance Feedback	Linked from	HR
Appraisal	Links to	HR
Appraisal Cycle	Links to	HR
Appraisal Template	Links to	HR
Company	Links to	Setup
Department	Links to	Setup
Designation	Links to	Setup
Employee	Links to	Setup