Automated Appraisal Plans
Automatically create appraisals on schedule
Automated appraisal plans allow the system to automatically create appraisals for employees on a periodic schedule. This feature ensures employees are reviewed regularly without manual creation.
Enable appraisal automation
HR Managers can enable automatic appraisal creation in system configuration.
Steps
1. Go to Settings → Company → Appraisals Automation
2. Or go to Appraisals → Configuration → Appraisal Plans
3. Check Automatically Generate Appraisals to enable
4. Configure automatic creation timing
5. Click Save
Configure automatic creation timing
Set the time intervals between automatic appraisals.
| Fields | Trường dữ liệu | Description |
|---|---|---|
| Create an Appraisal after recruitment | Tạo đánh giá sau tuyển dụng | Create first appraisal after how long from recruitment (default: 6 months) |
| Create a first Appraisal after | Tạo đánh giá đầu tiên sau | Create second appraisal after how long from first (default: 6 months) |
| Create a second Appraisal after | Tạo đánh giá tiếp theo sau | Create subsequent appraisals after how long from previous (default: 12 months) |
Default configuration
Default timings
| Setting | Default value | Description |
|---|---|---|
| After recruitment | 6 months | Appraise new employees after 6-month probation |
| First appraisal | 6 months | Second appraisal 6 months after first |
| Subsequent appraisals | 12 months | Annual appraisals thereafter |
How it works
The system uses CRON jobs to automatically create appraisals on schedule.
Key points
• System runs daily CRON job to check next_appraisal_date for each employee
• When date arrives, system automatically creates appraisal in Ongoing status
• Sends notification emails to employee and manager
• Creates activities for both parties
• Updates next_appraisal_date for next appraisal
Next appraisal date
Each employee has a next_appraisal_date field determining when to create next appraisal.
Key points
• New employee: next_appraisal_date = hire_date + after recruitment period
• After first appraisal: next_appraisal_date = appraisal_date + first appraisal period
• After subsequent appraisals: next_appraisal_date = appraisal_date + subsequent period
• Can manually edit next_appraisal_date for individual employees
Customize per employee
You can customize appraisal schedule for individual employees.
Steps
1. Go to Employees → Employees
2. Open employee record
3. In HR Settings tab, find Next Appraisal Date field
4. Edit date to change appraisal schedule
5. Click Save
Disable automation for specific employees
You can disable automatic appraisal creation for some employees.
Key points
• Clear Next Appraisal Date in employee record
• System will not automatically create appraisals for this employee
• Can still create appraisals manually when needed
Track automatic appraisals
You can view list of employees with upcoming appraisals.
Key points
• Filter employees by Next Appraisal Date
• Group by month to see upcoming appraisal volume
• Export reports for planning
Effective automation tips
Key points
• Configure timing to match company culture (6 months, 1 year, etc.)
• Check Next Appraisal Date periodically to ensure accuracy
• Notify employees in advance about upcoming appraisals
• Use appraisal templates to standardize process
• Monitor notification emails to ensure employees receive them
• Customize schedule for special employees (probation, leave)