How to Run the Appraisal Date Rollover Process

This screen will roll Employee Appraisals forward on the Employee Appraisal Maintenance Screen and insert a new record for the next Appraisal Due. The next Appraisal Code Due is pre-defined on the Appraisal Code Maintenance screen.  The report generated is a list of all those employees whose records have been updated.

Use the following steps to run the Appraisal Date Rollover Process:

          1. Click on Employee Appraisal System.

          2. Click on Appraisal Date Rollover.

          3. Click the Type Code drop-down menu to select an option. (i.e Date)

                    The value entered in this field must exist on the Appraisal Code Table. It generates the report by individual Appraisal Code or All (if left blank). Default is ‘Blank’

          4. Click the Submit Mode drop-down menu to select an option.

                    Trial will produce a test document for viewing only. Update will update the information in the database with the new values.

          5. Click the Submit button at the top of the menu bar to begin the Date Rollover process