A feedback cycle is initiated by the Human Resource (HR) manager from the Home screen Navigation Bar click on -> HR Administration.
Click on Manage Feedback Cycle on the HR Administration Page, it takes you to the following page;
This page lists down the details of the previous appraisals cycles conducted through the system.
Click on button, it takes you to the following screen where a Feedback Cycle can be initiated or added;
There are basically four steps in adding a new feedback cycles, they are;
- Cycle details : Here you can enter the basic details of the feedback cycle
- Employee list: Here you can choose the eligible employees to be added in the cycle
- Schedule: Here you can set the due date for each step based on which system sends out reminders emails.
- Confirmation : From this window you can preview what we have done in previous steps and confirm it to add a new cycle
Cycle details: In cycle details you need to fill in the following details;
Employee List :
Cycle Name: Give a name for each cycle created for easy reference at a later point (e.g. "Annual Appraisal 2014").
Template: You can choose from the templates that is already created and which is relevant to your new cycle (review cycle or Survey).
Description: Some description about the cycle. (Optional)
Cycle Date: Here you can mention the duration of the feedback cycle by setting the start and end dates. PS: The date time entered here are in EST Time zone.
Review Group: Here you can choose the group of persons who is going to give feedback to employees (for e.g. employee & Manager). To create additional review groups, please contact our support team (email@example.com)
Review Period: Here you enter the period of review.
Workflow: Here you can choose the workflow for the feedback cycle.
Qualitative feedback: When this option is selected - Only comments can be provided for competencies and KPIs. When this option is not selected, then rating and comments can be provided
Click save and continue to proceed to the next page.
You can select the employees to be added by using various filters available like;
- Employee name
- Date of joining (DOJ)
- Work role Etc.
Employees can also be uploaded from excel sheet.
If you want to remove any employees who is already included, select the employee and click on remove button. Employee will be removed from the confirmed list and their name will be there in the removed list.
When you have your final confirmed list of employees, you can save and continue to proceed to the next page.
Here you can set the due date for a particular activity based on which reminder emails will be sent (if configured).
- Fixed: In fixed type, you can choose a fixed date as a due date.
- Duration: Here you can set the due date relative to cycle start date.
From this window you can preview what we have done in previous steps and confirm it to add a new cycle.
Here they will show the details like Total number of employees added in the Cycle, Total number of employees yet to confirm, start date, end date etc.
Click on the confirm button to add a new feedback cycle.
It is important to note that feedback Cycle will be started only on the start date & time mentioned in the cycle details while adding the feedback cycle. Employees will get the action items only after the cycle is opened.
PS: Synergita implementation for your Organization may vary from how the features are described here. The screen shots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.