How to Create an Appraisal

Introduction #

Creating appraisals is a crucial process for assessing employee performance and ensuring continuous improvement. This guide provides detailed instructions on how to create and manage appraisals in Cosmic HRM.

Prerequisites #

• Branch: Ensure branch details are set up in the system.
• Employee: Ensure employee details are available in the system.

Steps to Create an Appraisal #

1. Login to Cosmic ERP
   • Enter your username and password to access the Cosmic ERP dashboard.
2. Navigate to HRM System
   • In the main menu, click on ‘HRM System’.
3. Access Performance Setup
   • Within the HRM module, click on ‘Performance Setup’.
4. Select Appraisal
   • Click on ‘Appraisal’ under the Performance Setup section.
5. Click on Create (‘+’ icon)
   • Click the ‘+’ icon to create a new appraisal.
6. Select Branch
   • Choose the appropriate branch from the dropdown menu.
7. Select Employee
   • Choose the employee for whom the appraisal is being created.
8. Select Month
   • Choose the month for the appraisal period from the dropdown menu.
9. Click on Create
   • Click the ‘Create’ button to save the new appraisal.

Conclusion #

Creating appraisals in Cosmic HRM is essential for evaluating and improving employee performance systematically. By following these steps, HR managers can efficiently manage appraisal details and ensure fair performance reviews.