Appraisal Items

Appraisal Items
Name:	Appraisal Items
Tech Name:	AppraisalItems
Class Name:	AppraisalItems
Type:	Standard
Template:	Security_groups, Assignable, Basic
Custom Module:	No
Auditable:	Yes
Importable:	No
Reportable:	Yes
Hide module on Main Page:	No

Short Description

The Appraisal Items module in MintHCM system serves as a component for standardizing the appraisal process. It stores specific evaluation criteria and a relation to a specific appraisal process, where it's been used. Each record represents a distinct relation of an appraisal process and a criterion upon which candidates or employees are assessed.

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Overview

The Appraisal Items module in MintHCM was created to address the need for standardizing the appraisal process within the system. Its establishment stemmed from the necessity to establish a clear and systematic relationship between appraisal records and the specific criteria within which an individual, whether a candidate or an employee, is evaluated. Unlike conventional one-to-one relationships, this complex nature of linking necessitated the creation of a separate module, the Appraisal Items module.

This module functions as a bridge, connecting individual appraisal records with specific criteria represented in other modules within the system, such as Goals, Responsibilities, Competencies, Skills, Knowledge, Attitudes, or Responsibility Activities. Each record within the Appraisal Items module is associated with one record from any of these aforementioned modules, serving as the subject of the appraisal item.

Apart from standardizing the appraisal process, the Appraisal Items module offers users the advantage of reviewing criteria-related appraisal items conveniently. For example, if a record is created in the 'Skills' module and utilized in multiple appraisal processes as the subject of appraisal items, users can view all related items from different appraisal processes in the skill record's subpanel. As appraisal items contain assessments in their 'value' field, users can swiftly compare candidates or employees based on specific criteria.

Due to its specialized nature, the module is neither visible nor accessible through the standard navigation bar or global search bar. However, users can enter the module through an appraisal record's detailed view, where each appraisal item serves as a link to its specific detailed view. Once inside the module, users can easily switch to list view, edit selected records, and perform other standard actions. The module remains hidden by default because the most convenient way to manage these records is through the appraisal module or modules whose records are used as appraisal item subjects. Access to this module for standard users is maintained to ensure flexibility, but administrators have the option to restrict it via the role management panel if needed. To know more about managing appraisal items from within an appraisal module, please check the article Appraisals.

Fields

Appraisals Items module comprises several fields, each serving a specific purpose in capturing and organizing appraisal item related information. Here is a detailed explanation of each field:

Name		Unique identifier for the appraisal item record. It is auto generated and consist of two parts: "<Appraisal name> - <Subject name>"
Subject		Points out a record of another module that serves as a single criterion for an appraisal. It is a flexible relation field, where you need to determine which of predetermined modules you would like to link this appraisal item with and then select one record from within selected module. You can choose one of following modules as a subject: Goals, Responsibilities, Competencies, Skills, Knowledge, Attitudes, or Responsibility Activities.
Value		an assessement made during an appraisal precess. It isa a dropdown list that consist of 1-5 and N/A value. It is possible to leave this field blank if the assessement hasn't been conducted yet.
Appraisal		Establishes a relationship with the Appraisals module, linking the appraisal item record to the specific Appraisal.
Description		Allows users to provide additional context or details related to this particular appraisal item. In the "Description" field you can also include any other information that seem relevant to the created record.

Note: Fields marked with an asterisk on the form are required. Saving the record without providing input to them beforehand won't be possible.

Custom Actions

Processes

Related Processes

Related Process Steps

Related Features

Affected by

Initiating

Related Integrations

Structure

Fields

Name	Type	Required	Validations	Visible	Editable
Appraisal	relate	Yes		Yes	Yes
Assigned to	relate	No		Yes	Yes
Created By	relate	No		Yes	No
Date Created	datetime	No		Yes	No
Date Modified	datetime	No		Yes	No
Description	text	No		Yes	Yes
Modified By Name	relate	No		Yes	No
Name	name	Yes		Yes	Yes
Parent Type	parent type	Yes		Yes	Yes
Subject	parent	Yes		Yes	Yes
Value	enum	No		Yes	Yes

Relationships

Laft	Type	Right	Short Description	Relationship
Appraisals	one-to-many	Appraisal Items	One Appraisals record can have many related Appraisal Items records, but a specific Appraisal Items record can be related to only one Appraisals record.	Relationship: Appraisals - AppraisalItems
Competencies	one-to-many	Appraisal Items	Flex relate used in Competencies	Relationship: Competencies - AppraisalItems
Goals	one-to-many	Appraisal Items	Flex relate used in Goals	Relationship: Goals - AppraisalItems
Responsibilities	one-to-many	Appraisal Items	Flex relate used in Responsibilities	Relationship: Responsibilities - AppraisalItems
Users	one-to-many	Appraisal Items	Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - AppraisalItems
Users	one-to-many	Appraisal Items	Specific Sugar user can create many account records, but specific account record can be created by only one user.	Relationship: Users - AppraisalItems
Users	one-to-many	Appraisal Items	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - AppraisalItems