How to Create a 360 Degree Appraisal Plan

Learn how to create a 360 Degree Appraisal plan with CloudOffix

Starting with the CloudOffix App Drawer screen, click 360 Degree Appraisal, located in the HR Cloud Drawer.

Fig. 1: CloudOffix App Drawer screen, Click ‘360 Appraisal’ to begin

Appraisal Plans:

In the Appraisals Page, Click the New button.

Fig. 2: Click ‘New’ for new plan

Give your new appraisal a name.

Fig. 3: Enter name for the appraisal

Company: Enter your company details.

Mode: I can create the appraisal plan for any department, etc.

Fig. 4: Enter details

Excluded Employees: If ‘By Department’ is chosen for the Mode, a new field appears with the option to exclude people from this group if necessary.

Fig. 5: Excluded Employees available to be selected if ‘Department’ is selected as ‘Mode’

Appraisal Type: Selection from Competence, goal, or competence + goal, where ‘Competence’ measures behavioral attributes of the employee, and ‘Goal’ measures achievements both on a personal and company levels.

If both competence and goal are selected here, two tabs will appear at the bottom of the page, one is for the configuration of the competence and the other for goals.

Fig.6: Appraisal Type and Competence settings

Evaluation Period: this determines how often appraisals are conducted. Appraisals can be performed monthly, quarterly, twice a year or annually.

Start Date: Select a start date

End date: Select an end date

Tabs:

One to configure Competence, the other for Goal settings

Fig. 7: The degree of the appraisal will be determined by the number of people evaluating. Total is 360 degrees.

Under the Competence Settings tab:

Survey Mode: Select from Use Default Survey, Send custom surveys, or Based on expert level.

Default Survey: Select your pre-defined survey from the dropdown list or create and edit a new one. Click on the arrow next to the survey to see its details.

Send Custom Surveys: If selected, we have the option to send each participant a different, customized survey to complete.

Based on Expert Level: If selected, the system will automatically select and send the relevant surveys to each person based on the job title stated on their employee card.

Who will evaluate?: The degree of the appraisal changes as we add or remove evaluators from the list.

Select Employee, Manager, Colleagues, and sub employees to create a real 360 degree view.

The evaluation deadline determines the timing for activities to be created for relevant people and set the deadline for the evaluation to be finalized.

Fig. 8: Competence weight to be calculated out of the whole appraisal, which ultimately must equate to %100

Competence Weight: determines the weight in percentage that the competence carries in the total appraisal. Make sure to consider the personal and company goal weights. The total of the appraisal must equal %100.

Apply a value for the competence weight.

The next section is where the percentage weight values are given to each contributor of the competence survey.

The rule here is that only the employee can have a percentage weight value of zero. The remaining contributors must have a value higher than zero.

Assign your values here.

Fig. 9: Goal Settings Tab

Goal Settings Tab

Who will set the goals?: Have employees set their own goals, Own manager, or the performance responsible to set goals.

Select an option.

Company goal setter: Select from the drop down list to allocate someone to set company goals.

Goal weights: Let’s just recap that the goal weight, company goal weight and the personal goal weight must equal %100 so, consider the value entered for the competence weight value.

Goal setting deadlines: refer to creating activities, which the system does automatically.

Fig. 10: Weights to be entered for the Goals entered

Define Goals: Goals can also be defined in the plan, which will be used for every employee included in the plan.

Click activate by clicking this button.

Then click ‘Add item’ to reveal perspectives to configure with goal and weight.

Add as many as necessary.

Fig. 11: Goal definition section

The plan is currently in draft mode. Click ‘Save’ to save the appraisal plan.

Fig. 12: Save the Appraisal

Click ‘Start’ to move the stage to ‘In progress’.

Fig. 13: Start the Appraisal process

Now that the appraisal is in progress, there are new options.

The same plan can also be used for the next period by clicking the ‘Prepare Next Period’ button.

Other options are to ‘Complete’, or to ‘Reset to Draft’.

Fig. 14: New options

Congratulations! You have just created a 360 Degree Appraisal Plan