Appraisal Template
考核範本

Appraisal Template  is under Appraisal.

The Appraisal Template in HRPro provides a standardized framework for conducting performance evaluations. It allows you to customize and define the criteria, ratings, and comments sections used during the appraisal process. This helps ensure consistency and fairness across all employee evaluations.

HR Managers or Department Managers/Division Managers can create different types of appraisal templates for different groups of employees, e.g. Managers, Senior staff, Junior staff, Salespeople, etc.

考核範本 位於[考核]中。  

HRPro中的考核範本提供了一個標準化的框架，用於進行績效評估。它允許您自訂並定義在考核過程中使用的標準、評分及評語部分，有助於確保所有員工評核的一致性與公平性。

人力資源經理或部門經理／部門主管可以為不同的員工群組建立不同類型的考核範本，例如經理、高級員工、初級員工、銷售人員等。人力資源經理或部門經理／部門主管可為不同員工群組建立不同類型的考核範本，如經理、高級員工、初級員工、銷售人員等。

• Click the blue Add button to create a new Appraisal Template. 

• Click the red Delete button to delete the selected Appraisal Template. 

• Click the green Edit button to edit the selected Appraisal Template. 

• Click the cyan Copy button to copy the selected Appraisal Template to the new Appraisal Template.

• 按下藍色「新增」按鈕以建立新的考核範本。  

• 按下紅色「刪除」按鈕以刪除所選的考核範本。  

• 按下綠色「編輯」按鈕以修改所選的考核範本。  

• 按下青色「複製」按鈕以將所選的考核範本複製成新的考核範本。

Default Reviewer

You can define the default Reviewer for this Appraisal Template. The available options are

• 1. Report To (Superior)

  2. Approver 1 

  3. Approver 2

  4. Approver 3

  5. Approver 4

  6. Approver 5

  7. Self

  8. Department Manager

  9. Departmental Peers

  10. Division Manager

  11. Divisional Peers

  12. Direct Subordinates

  13. Subordinates

  14. Determine Later

  15. Select Multiple...

預設考核者  

您可以設定此考核範本的預設考核者，可選擇的選項包括：  

1. 直接主管（Report To）  

2. 核准者1（Approver 1）  

3. 核准者2（Approver 2）  

4. 核准者3（Approver 3）  

5. 核准者4（Approver 4）  

6. 核准者5（Approver 5）  

7. 自我（Self）  

8. 部門經理（Department Manager）  

9. 部門同級同事（Departmental Peers）  

10. 部門主管（Division Manager）  

11. 部門同級同事（Divisional Peers）  

12. 直接下屬（Direct Subordinates）  

13. 下屬（Subordinates）  

14. 稍後決定（Determine Later）  

15. 可選多位（Select Multiple...）

Show Items 

• If the Show Goal and Objective checkbox is checked, Goal and Objective are shown on the Appraisal Form for this Appraisal Template. 

• If the Required Goal and Objective checkbox is checked, the reviewer must fill in the Goal and Objective on the Appraisal Form before the Appraisal Completion. 

• If the Show Overall Comment check-box is checked, the Overall Comment is shown on the Appraisal Form for this Appraisal Template. 

• When the Required Overall Comment checkbox is checked, the reviewer must fill in the Overall Comment on the Appraisal Form before the Appraisal Completion. 

• If the Show HR Comment checkbox is checked, HR Comment is shown on the Appraisal Form for this Appraisal Template. 

• If the Required HR Comment checkbox is checked, the returned Appraisal required HR Comment by editing the Appraisal and changing the status to complete before it can be found in Appraisal Result. 

• If the Show Next Appraisal Date checkbox is checked, the Next Appraisal Date is shown on the Appraisal Form for this Appraisal Template. 

• If the Required Next Appraisal Date checkbox is checked, the Next Appraisal Date on the Appraisal Form must be filled in before the Appraisal Completion. 

顯示項目說明：

• 如果勾選「顯示目標與目的」核取框，該考核範本的考核表中將顯示目標與目的欄位。  

• 如果勾選「必填目標與目的」核取框，考核者必須於完成考核前填寫考核表中的目標與目的。  

• 如果勾選「顯示整體意見」核取框，該考核範本的考核表中將顯示整體意見欄位。  

• 如果勾選「必填整體意見」核取框，考核者必須於完成考核前填寫考核表中的整體意見。  

• 如果勾選「顯示人資意見」核取框，該考核範本的考核表中將顯示人資意見欄位。  

• 如果勾選「必填人資意見」核取框，必須透過[編輯考核並將狀態更改為完成，才能在[考核結果]中查詢到該考核。  

• 如果勾選「顯示下次考核日期」核取框，該考核範本的考核表中會顯示下次考核日期欄位。  

• 如果勾選「必填下次考核日期」核取框，考核表中的下次考核日期必須在完成考核前填寫。

Workflow

1. Pending: This is the initial state and is mandatory for the process to begin.

2. Self-Review: If this option is selected, the appraisal form is first sent to the appraisee (the person being reviewed). They need to fill in their self-rating and self-commits before the reviewer can start their review.

3. Allow Return for Self-Review Correction: If this option is enabled, the appraisee can revise their self-review based on initial feedback from the reviewer or any discrepancies noted during the review.

4. Reviewer Review: This step is mandatory. The reviewer evaluates the appraisee’s performance and provides their assessment.

5. Appraisee Feedback: If this option is selected, the appraisal form is sent back to the appraisee to provide feedback on the review before the appraisal process is completed.

6. Reviewer Final Review (before Feedbacker Feedback): If this option is checked, the appraisal form returns to the reviewer for any final amendments before it is sent to the feedbackers.

7. Feedbacker Feedback: If this option is selected, the appraisal form is sent to the feedbackers (as defined in the Employee Master, EPortal tab) to provide their feedback. If there are multiple feedbackers, the workflow follows a sequence: Feedbacker 1 → Feedbacker 2 → Feedbacker 3.

8. Reviewer Final Review (after Feedbacker Feedback): If this option is checked, the appraisal form returns to the reviewer for final amendments after receiving feedback from the feedbackers. Usually, you select either Reviewer Final Review (before Feedbacker Feedback) or Reviewer Final Review (after Feedbacker Feedback).

9. Return to HR for HR Comment: If this option is selected, the appraisal form is marked as Awaiting HR Comment, allowing HR to input their comments before the appraisal is completed.

10. Completed: This is the final mandatory step, indicating that the appraisal process is complete.

This workflow ensures that all necessary reviews and feedback are collected and addressed before the appraisal is finalized. 

流程說明：

1. Pending（待處理）: 這是初始狀態，為流程開始的必要階段。  

2. Self-Review（自我考核）: 選擇此選項時，考核表會先發送給被考核者，自行填寫自評分數與承諾，然後考核者才能開始審核。  

3. Allow Return for Self-Review Correction（允許自我考核修正）: 啟用此選項後，被考核者可根據考核者給予的初步反饋或考核中發現的差異，重新修正自評內容。  

4. Reviewer Review（考核者審核）: 此步驟為必須，考核者對被考核者的表現進行評價並給出意見。  

5. Appraisee Feedback（被考核者回饋）: 選擇此選項時，考核表會回傳給被考核者，讓其對考核結果進行回饋，然後才完成考核流程。  

6. Reviewer Final Review (before Feedbacker Feedback)（考核者最終審核前—回饋者回饋前）: 啟用時，考核表將返回考核者進行最後修訂，然後再送交回饋者。  

7. Feedbacker Feedback（回饋者回饋）: 選擇此選項時，考核表會送給指定的回饋者（根據[員工主檔，EPortal 分頁]，回饋流程依序為回饋者1 → 回饋者2 → 回饋者3。  

8. Reviewer Final Review (after Feedbacker Feedback)（考核者最終審核後—回饋者回饋後）: 啟用時，在接收回饋者反饋後，考核表返回考核者做最終修訂。通常會在「回饋者回饋前」或「回饋者回饋後」兩者中擇一啟用。  

9. Return to HR for HR Comment（返回人力資源部以供人資評語）: 選擇此選項，考核表標記為等待人資評語，讓人資部門於考核完成前填寫意見。  

10. Completed（完成）: 此為最終必須階段，表示考核流程已結束。

此整體流程確保所有必要的審核和回饋均被收集並妥善處理後，考核方可正式結束。

Appraisal Items

• Click the blue Add button to create a new Appraisal Item. 

• Click the red Delete button to delete the selected Appraisal Item. 

• Click the green Edit button to edit the selected Appraisal Item. 

• Click the orange Export button to export all Appraisal Items into an Excel File. 

• Click the green Up button to move the selected Appraisal Item up. 

• Click the green Down button to move the selected Appraisal Item down. 

Appraisal Template is not allowed to be edited if "Allow Edit Appraisal Template even if related Appraisals exist (Recommend No)" in Appraisal Module Setup is enabled.

考核項目

• 按下藍色「新增」按鈕以建立新的評核項目。  

• 按下紅色「刪除」按鈕以刪除所選的評核項目。  

• 按下綠色「編輯」按鈕以修改所選的評核項目。  

• 按下橙色「匯出」按鈕以將所有評核項目匯出為 Excel 檔案。  

• 按下綠色「上移」按鈕以將所選的評核項目上移。  

• 按下綠色「下移」按鈕以將所選的評核項目下移。

若在「考核模組設定」中啟用了「即使已存在相關考核，仍允許編輯考核範本（建議選否）」設定，則不允許編輯考核範本。

Appraisal Item: The title that identifies the specific appraisal criterion.

Description: A detailed explanation outlining the purpose and expectations of this Appraisal Item.

Weights (0-100): Determines the contribution of this Appraisal Item to the Overall Rating. A higher weight increases its impact on the final score. (Refer to the Overall Rating Formula in Appraisal Review).

Rating Scale: Specifies the rating range for this Appraisal Item — either 1–5 or 1–10. A 5-point scale provides broader categories, while a 10-point scale allows more precise differentiation between performance levels.

Required Comment: If enabled, the reviewer must provide comments for this Appraisal Item before completing the appraisal. 

Allow N/A Rating: If selected, the reviewer may choose “N/A” instead of the standard ratings (Excellent, Good, Satisfactory, Fair, Poor). When “N/A” is chosen, this item’s rating will be excluded from the Overall Rating calculation.

No Rating: If selected, standard rating options (Excellent, Good, Satisfactory, Fair, Poor) are hidden, and the reviewer cannot assign a rating for this item.

考核項目 :  此欄為考核項目的標題，用以識別具體的評核標準。  

說明 : 詳細說明此考核項目的目的及期望要求。  

加權因子(0-100) : 決定此考核項目在整體評核結果中的比重。權重值越高，對最終總分的影響越大。（請參閱「考核檢視」中的整體考核公式）。  

評分制 : 設定此考核項目的評分範圍，可為 1–5 或 1–10。五分制提供較寬泛的評估分類，而十分制則能更細緻地區分表現層次。  

必需評語 : 如啟用，考核者在完成考核前必須為此考核項目填寫評語。  

允許"不適用"評級 : 如啟用，評核者可選擇「不適用 (N/A)」以取代標準評分（優秀、良好、滿意、一般、差）。選擇「不適用」後，此項目的評分將不包含於整體考核計算中。  

不設評分 : 如啟用，標準的評分選項（優秀、良好、滿意、一般、差）將被隱藏，考核者無法為此項目打分。