In a performance evaluation process it is possible to configure different stages to be included in it. This way the system provides the flexibility to incorporate stages tailored to your process. Among the configurations we find the Feedback stage, which is aimed at delivering feedback from the downward evaluator to their evaluatees. In this instance, it is possible to incorporate a new flow where the employee being evaluated can request an appeal of their score if they are not satisfied with the result, and therefore with the feedback from their evaluation. This article details the step-by-step flow.
Scope / Limitations:
This article is aimed at user administrators or those with custom profiles who have modification permissions in Evaluations. It focuses on the Appeal process flow within a performance evaluation.
Process on the Individual Platform:
You can activate the Appeal option in a performance evaluation from the "General" tab, provided you have included the Feedback stage in the process. The Appeal allows the employee to contest their performance evaluation after receiving the Feedback in their report.
It is important to keep in mind that if the employee decides to appeal, the evaluation administrator is responsible for modifying the scores. However, the downward evaluator and the profile supervisor will be notified. Additionally, only the scores from the downward evaluation can be modified.
Appeal Flow:
When a participant is in the Feedback stage and receives feedback that rates them as "Not satisfactory", they will have the opportunity to appeal their evaluation. During this process, they can include comments, attach relevant files, and add email addresses to notify third parties.
If an employee appeals their evaluation, they are automatically moved to the "Appeal" tab in the monitoring of the evaluation process. In the "Appeal status" column, you can review pending appeals by identifying employees marked as "Requests appeal". Also, in the "Actions" column, you will find the "View comment on Feedback" button to examine the feedback provided by the supervisor and the evaluatee's appeal response and comment.
If you need to modify the evaluation, you can do so from the "Evaluations" tab. Here you will find the "Modify" option, available only for downward evaluations.
You can adjust the scores for Competencies, Objectives and Potential Questions directly in the downward evaluation form. After editing the scores, make sure to click "Save".
After modifying the downward evaluation, it is necessary to publish the updated score report. To do this, in the "Appeal" section and within the "Participants" tab, click "Publish score modification". By doing so, the scores will be updated in the evaluated employee's report.
Finally, if necessary, you can add a message or comment explaining the changes made. You also have the option to attach relevant files. Once you publish the changes, both the employee and their supervisor will be notified by email. In addition, you can include additional email addresses to notify third parties about the modifications made.
The employee's score report will be updated automatically and they will be able to indicate whether they acknowledge receipt or mark "Not satisfactory" and leave comments. It should be noted that on this occasion they will not be able to appeal their score again.
Once the employee responds to the resolution of their Appeal, the process will be automatically closed for that employee, and they will be found in the "Results" stage.
🤖 This article was translated using artificial intelligence. View original article.