Appraisals

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

Short Description

It is a module in which the user creates an assessment of the recruited employee.


Screens


Business Description

It is a module in which the user creates an assessment of the conducted candidacy. As an evaluation tool, it has a set of related modules in which it can add new records, eg Competency, which must be added in a separate module and then used to evaluate the candidacy. Relationships to related modules are added through relational fields such as:

  • Evaluator : it is a relational field that is connected with the Employees module, here the user enters the person responsible for evaluating the recruitment process
  • Position : it is a separate module in which new jobs are created that are available in the company, in this field the user selects which position is related to the candidate's evaluation
  • Employee : it is also a relational field to the Employees module, where the user selects the person who is the subject of the application
  • Candidature: module in the system in which relationships are added to the candidature to which this appraisales relates

Apart from relational fields, there are also fields with basic data such as:

  • Name
  • Date
  • Assigned to
  • Description
  • Status
  • Type

From the standpoint of the candidacy, the skills and knowledge of the candidate are important. Needed for a position. Therefore, when creating a record, the functionality of adding an Appraisale Item was added. In which the user selects from a given category of requirements:

  • Goal
  • Responsibility
  • Competency
  • Skill
  • Knowledge
  • Attitiude

All of these categories are separate modules in which the user creates records and then adds relationships to the appraisals. A new Appraisal Item can be added by clicking on the "Add Appraisal Item" button. After clicking on the button, fields are added which the user can complete with relations to other modules like those above. For each added skill, we also provide the value of the grade and a description of the grade. All skills added in this way, along with the assessment and description, are called Appraisal Items and are automatically saved in another Appraisal items module.

Custom Actions

Processes

Related Processes

ProcessShort Description
Competencies and SkillsManagement of employees' competences and skills

Related Process Steps

Related Features

Affected by

Initiating

Related Integrations


Structure

Fields


Name Type Required Validations Visible Editable
Appraisal Items function No Yes Yes
Assigned to relate No Yes Yes
Candidature relate No Yes Yes
Created By relate No Yes No
Date date No Yes Yes
Date Created datetime No Yes No
Date Modified datetime No Yes No
Description text No Yes Yes
Employee relate No Yes Yes
Employee ID relate No Yes Yes
Modified By Name relate No Yes No
Name name Yes Yes Yes
Position relate No Yes Yes
Status enum Yes Yes Yes
Type enum Yes Yes Yes

Relationships

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
Candidaturesone-to-manyAppraisalsOne Candidature record can have many related Appraisals records, but a specific Appraisals record can be related to only one Candidature record.Relationship: Candidatures - Appraisals
Employeesone-to-manyAppraisalsOne Employees record can have many related Appraisals records, but a specific Appraisals record can be related to only one Employees record.Relationship: Employees - Appraisals
Positionsone-to-manyAppraisalsOne Position record can have many related Appraisals records, but a specific Appraisals record can be related to only one Position record.Relationship: Positions - Appraisals
Usersone-to-manyAppraisalsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Appraisals
Usersone-to-manyAppraisalsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Appraisals
Usersone-to-manyAppraisalsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Appraisals

Mentioned in other articles


Technical Description

Dev Notes