Appraisal Items

From MintHCM Wiki

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.

  1. Appraisal Items - Appraisals Detailed View.png
  2. Appraisal Items - Detailed View.png
  3. Appraisal Items - List View.png


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.


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


Related Processes

Related Process Steps

Related Features

Affected by


Related Integrations



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


LaftTypeRightShort DescriptionRelationship
Appraisalsone-to-manyAppraisal ItemsOne 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
Competenciesone-to-manyAppraisal ItemsFlex relate used in CompetenciesRelationship: Competencies - AppraisalItems
Goalsone-to-manyAppraisal ItemsFlex relate used in GoalsRelationship: Goals - AppraisalItems
Responsibilitiesone-to-manyAppraisal ItemsFlex relate used in ResponsibilitiesRelationship: Responsibilities - AppraisalItems
Usersone-to-manyAppraisal ItemsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - AppraisalItems
Usersone-to-manyAppraisal ItemsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - AppraisalItems
Usersone-to-manyAppraisal ItemsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - AppraisalItems

Mentioned in other articles

Technical Description

Dev Notes