v7 FreeBalance Help

Performance appraisal schedules contains the list of planned schedules. This is where management will decide how often a performance appraisal will be conducted.

To CREATE performance appraisal schedules follow the steps below:

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1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Performance Appraisal Schedule information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, and select the Language, as required.

• Code: Unique identification code of the Performance Appraisal Schedule.
• Active:  Active Status - if checked, Performance Appraisal Schedule is available.  
• Language: language used

4. Enter Title  and Description of Performance Appraisal Schedule

• Title:  Name of the Performance Appraisal Schedule
• Description: Description of the Performance Appraisal Schedule        

To ADD Performance Appraisal Schedule Periods to the Performance Appraisal Schedules, if required:

1. Click on Lookup icon , and enter the Performance Appraisal Schedule Period information, or leave the Performance Appraisal Schedule Period information blank to retrieve all Performance Appraisal Schedule Periods.
2. Click Find icon 
3. Click the individual Select Checkbox (es) to select and de-select the Performance Appraisal Schedule Periods, as required.
4. Repeat steps 1, 2 and 3 for all required Performance Appraisal Schedule Periods.
5. Click the Return icon  to return to the Performance Appraisal Schedule screen, or click the  Discard button  to discard the selection entry and return to Performance Appraisal Schedule screen.
6. Click the individual Select Checkbox (es) to select and de-select the Performance Appraisals Schedule Period(s), as required, or click the Select All icon  or Unselect All  icon, to select all Performance Appraisal Schedule Periods or de-select all Performance Appraisal Schedule Periods, if required.
7. Click the Remove icon to remove the selected Performance Appraisal Schedule Period information, if required.

To ADD new Performance Appraisal Schedule Period, refer to Performance Appraisal Schedule Periods.

Click on the Save icon  at the bottom of the Performance Appraisal Schedule page to save your new Performance Appraisal Schedule information.  A window will appear to confirm.