Template Master
Appraisal templates are created based on the different roles in an organization. Different templates can be created by choosing different parameters and rating scale options.
As an Admin you can upload the template with the groups, parameters, sub parameters weightages and targets so that the (Key Result Access) KRAs can be mapped to each template which will be used by the employee for goal setting and performance assessment
To view template master:
On the PW Admin menu, under Performance Management, click Performance Management Admin.
The General Setting page appears.
On the left hand side of the page, click Template Master.
The Template Master page appears.
In the Search text box, type the template name and then click Search.
The template master details displayed will be displayed in the grid.
Note: Click Clear button to clear the template.
Template Master Details
Field |
Description |
Template Name |
Displays the name of the template |
Description |
Displays the description of the template |
Active |
Displays whether the template is active - Yes or No If active, the template is available for the performance management activity on PeopleWorks else it is not available |
Template Type |
Displays the type of template |
Quantitative |
Displays the quantitative type associated with the template master |
Descriptive |
Displays the descriptive rating type |
Map |
Displays the Map link to map a group and its parameters to the template |
Mapping Status |
Displays the mapping status of the template |
View |
Displays the link to view the TEMPLATE. Details entered and mapped are displayed in read only format for viewing purpose. |
Click Download Template link to download the ‘Template Master Sub Parameter’.
The details displayed in the excel sheet report are:
Template Master Sub Parameter Details
Field |
Description |
Template Type |
Displays the type of template |
Quantitative Type |
Displays the quantitative type associated with the template master sub parameter |
Descriptive Type |
Displays the descriptive rating type |
No. of Groups |
Displays the number of groups in the template |
Maximum no. of Parameters in a group |
Displays the maximum number of parameters in a group |
Maximum no. of Sub-Parameter in a Parameter |
Displays the maximum no of sub-parameter in a parameter |
Vintage Required |
Displays the vintage required associated with the template master sub parameter |
The user will then manually fill the data in to excel and then upload the document so that the templates will be created with necessary details of parameters, groups, sub parameters, rating type template type and weightages.
Click Choose File, browse and select the file to upload.
Click Template Upload to upload the template.
To download the ‘Template Data Master Sub Parameter Vintage’, click Download Template.
The details displayed in the excel sheet report are:
Template Data Master Sub Parameter Vintage Details
Field |
Description |
Quantitative Scale |
Displays the quantitative rating scale |
Descriptive Scale |
Displays the descriptive rating scale |
Parameter Types |
Displays the type of parameters |
Behavior |
Displays the behavior of the rating scale |
The user will then manually fill the data in to excel and then upload the document so that the templates will be created with necessary details of parameters, groups, sub parameters, rating type template type and weightages.
Click Choose File, browse and select the file to upload.
Click Template Data Upload to upload the template.
Click the Show drop down box to view all the templates added corresponding to the template master.
Click to know more:
Department Designation Mapping
Template and Approver Configuration
Template - Organization Level Mapping
Learning Need Identification (LNI)