Appraisal Template
Overview
Appraisal Template – Business Explanation
Appraisal Template is a setup document in Dafater that defines how employee performance reviews are structured and evaluated across the organization. It acts as a standard blueprint for performance appraisals, ensuring that all employees are assessed using consistent criteria and expectations.
Purpose in Business Operations
The Appraisal Template is used to: - Standardize employee performance evaluations - Define clear performance criteria and goals - Support fair, transparent, and objective appraisals - Align individual performance with company objectives
By using a predefined Appraisal Template, management ensures that performance reviews are not subjective or ad hoc, but structured and aligned with business priorities.
Prerequisites and Setup Requirements
Before using an Appraisal Template, the organization should have: - Clearly defined performance areas or competencies (e.g., productivity, teamwork, leadership) - An agreed appraisal period (monthly, quarterly, annual, etc.) - A clear performance review policy approved by management - Identified roles responsible for conducting appraisals (managers, supervisors, HR)
Once these elements are clear, the Appraisal Template can be created to reflect the company’s performance evaluation approach.
Typical Workflow and Business Process Fit
Template Creation
HR or management defines the Appraisal Template with standard evaluation criteria.Assignment to Appraisals
The Appraisal Template is used whenever employee appraisals are conducted, ensuring uniform evaluation.Performance Review Execution
Managers assess employees based on the structure defined in the Appraisal Template.Review and Discussion
Appraisal results are discussed with employees for feedback, improvement planning, or recognition.Outcome Usage
Appraisal results support decisions related to promotions, increments, training needs, or performance improvement plans.
The Appraisal Template fits at the foundation of the performance management process.
Key Business Scenarios Where It Is Essential
- Annual or periodic performance reviews
- Promotion and salary increment evaluations
- Identifying high-performing employees
- Detecting skill gaps and training requirements
- Supporting performance-based incentives or rewards
Without an Appraisal Template, performance reviews may lack consistency and credibility.
Important Considerations for Users
- Ensure appraisal criteria are clear, measurable, and relevant to job roles
- Keep the Appraisal Template simple and easy to understand
- Review and update the template periodically to match evolving business goals
- Apply the same Appraisal Template consistently to avoid bias
- Communicate expectations to employees before the appraisal period begins
In summary, the Appraisal Template is a critical setup document in Dafater that enables structured, fair, and meaningful employee performance evaluations, supporting both employee development and organizational growth.
Basic Information
- Module: HR
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| template_title | Appraisal Template Title | Data | ✓ | - | Dafater appraisal template name for organizing employee performance reviews |
| description | description | Small Text | - | Brief Dafater overview explaining appraisal purpose, scope, and usage | |
| goals | KRAs | Table | ✓ | Appraisal Template Goal | Dafater-defined key result areas and goals for employee appraisal |
| rating_criteria | Rating Criteria | Table | Employee Feedback Rating | Dafater rating standards used to evaluate employee performance feedback |
Child Tables
KRAs (Appraisal Template Goal)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| keyresultarea | KRA | Link | ✓ | KRA | Linked Dafater Key Result Area for this appraisal goal. |
| per_weightage | Weightage (%) | Percent | ✓ | - | Percentage weight assigned to this goal within Dafater appraisal. |
Rating Criteria (Employee Feedback Rating)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| criteria | Criteria | Link | ✓ | Employee Feedback Criteria | Selected evaluation criterion from Dafater employee feedback criteria. |
| per_weightage | Weightage (%) | Percent | ✓ | - | Percentage importance of this criterion in overall Dafater feedback score. |
| rating | Rating | Rating | - | Employee's rating score given for this criterion in Dafater. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Employee | ✓ | |||||
| HR Manager | ✓ | ✓ | ✓ | ✓ | ||
| HR User | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Appraisal | Linked from | HR |
| Designation | Linked from | Setup |