Updating an Appraisal Template

Updating an Appraisal Template

This topic discusses information related to updating appraisal templates.

After publishing a performance-management plan, can I make changes to the appraisal template, for example, add or change the Objectives and Competencies Templates?

You can update an appraisal template included in a performance-management plan, provided that the appraisal cycle has not started in your enterprise. You can modify the appraisal template and republish the performance management plan for the changes to take effect. If your plan includes appraisals, ensure you run the Mass Appraisal Creation concurrent process so that the latest appraisal template is available

When can I delete or update an appraisal template?

It is advisable to update or delete an appraisal template ideally before the appraisal cycle begins in your enterprise. If you make any changes to the template after even one appraisal is created, the evaluation process that your enterprise follows will be impacted. For example, you use an appraisal template 'Annual Appraisal Template-2010' to assess the competency and objective ratings of workers. Later, you change the Competency template in the appraisal template: Annual Appraisal Template-2010'. You will find that the competencies in the completed appraisals of workers who used the appraisal template 'Annual Appraisal Template-2010' , are impacted.

I have created an appraisal template and the template is associated with the appraisal process. Can I delete the appraisal template?

You cannot delete an appraisal template that is associated with the appraisal process. The Delete button appears as read-only.

Can I update an appraisal template that is associated with an appraisal process?

You can update an appraisal template that is associated with an appraisal process. However, certain restrictions apply to the changes that you can make to the template. If an appraisal template is used to create at least one appraisal and then if you change either appraisee or main appraiser questionnaire template, then all the appraisals that are created become incomplete. The questionnaires section will be missing in the appraisals. So, you cannot change the questionnaire template after appraisal template is used to create an appraisal. It is advisable to update an appraisal template ideally before the appraisal cycle begins in your enterprise. If you make any changes to the template after even one appraisal is created, the appraisal process that your enterprise follows may be impacted.