Appraisal Overview

Overview

Appraisal Overview – Business Explanation

Module: HR
Report Type: Analytical / Management Report
Business Area: Employee Performance Management

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1. What Business Information This Report Provides

The Appraisal Overview report gives management a consolidated view of employee performance appraisals within Dafater. It summarizes how employees are being evaluated, their performance scores, appraisal status, and outcomes over a selected period.

This report helps the business understand: - How employees are performing against defined goals and expectations
- Whether appraisals are completed on time
- Overall performance trends across teams, departments, or the organization
- Which employees are eligible for rewards, promotions, or development plans

In short, it connects employee performance data with strategic people decisions.

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2. When and Why to Use This Report

When to Use:

• At the end of appraisal cycles (quarterly, half-yearly, or annual)
• During salary revision or bonus planning
• While reviewing promotion or role-change decisions
• In leadership or HR review meetings
• For audit or compliance checks related to performance management

Why to Use:

• To ensure fair and consistent performance evaluations
• To identify high performers and underperformers
• To track completion and delays in appraisal processes
• To support data-driven HR and management decisions

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3. Key Columns and Their Business Meaning

While column names may vary slightly based on setup, the report typically includes:

• Employee
  Identifies the employee whose performance is being reviewed.

• Employee Name
  Makes the report easy to read and share with managers.

• Department / Team
  Shows which business unit the employee belongs to, helping compare performance across departments.

• Appraisal Period
  Indicates the time frame for which performance was evaluated.

• Appraisal Status
  Shows whether the appraisal is Draft, Completed, or Approved.
  Business value: Helps track process completion and accountability.

• Final Score / Rating
  Represents the overall performance result based on goals, KPIs, and evaluations.
  Business value: Used for promotions, increments, and bonuses.

• Appraiser / Reviewer
  Indicates who conducted or approved the appraisal, supporting transparency and governance.

• Remarks or Feedback (if available)
  Provides qualitative insights into performance strengths or improvement areas.

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4. Available Filters and Their Business Purpose

Common filters in the Appraisal Overview report include:

• Appraisal Period
  Focus on a specific review cycle (e.g., Annual 2025).

• Employee
  Review performance for a specific individual.

• Department
  Analyze how a particular department or team is performing.

• Company / Business Unit
  Useful for organizations with multiple entities.

• Appraisal Status
  Identify pending, completed, or approved appraisals.

• Date Range
  Analyze performance trends over time.

These filters allow managers and HR teams to quickly narrow down the data to what matters most for a specific decision or discussion.

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5. How to Interpret the Results for Business Decisions

• High Scores Across a Department
  May indicate strong leadership, effective goal setting, or a high-performing team.

• Consistently Low Scores
  Signal training needs, role mismatch, or process issues.

• Pending or Incomplete Appraisals
  Highlight gaps in execution and help enforce appraisal timelines.

• Top Performers Identified
  Can be shortlisted for promotions, bonuses, or critical projects.

• Performance Distribution
  Helps assess whether appraisal outcomes are balanced and fair.

By reviewing this report, leadership can ensure performance evaluations align with business expectations and talent strategy.

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6. Common Use Cases and Scenarios

• Salary Increment Planning
  Use appraisal scores to justify increments and control compensation costs.

• Bonus and Incentive Allocation
  Identify eligible employees based on performance ratings.

• Promotion and Succession Planning
  Spot high-potential employees for future leadership roles.

• Performance Improvement Planning
  Identify employees or teams needing coaching or training.

• Management Review Meetings
  Present a clear, data-backed summary of workforce performance.

• Audit and Compliance Reviews
  Demonstrate that appraisals are conducted systematically and fairly.

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Summary

The Appraisal Overview report in Dafater is a critical tool for aligning employee performance with business goals. It transforms individual appraisals into actionable insights, enabling leadership to make informed decisions on rewards, development, and workforce planning.

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Report Information

• Module: HR
• Related DocType: Appraisal
• Report Type: Script Report
• Standard: Yes