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.
