Consolidated Appraisal Summary Report¶

Once an appraisal reaches Done, employee results are aggregated into a single row in the Consolidated Appraisal Report for enterprise analytics and decision making.

Open and Filter Report¶

Navigate to Appraisals ‣ Consolidated Appraisal Report.
Select Appraisal Period and filter by entity/department.
Verify row count against the number of completed appraisals in scope.

Report Column Categories¶

Category	Key Columns	Audit Focus
Identity	No., SBU, Full Name, Grade Level	Verify organizational data at evaluation date; ensure no duplicates.
Component Results	Work Performance, Annual Action Plan, Competency Assessment	Match the 3 component summary rows on the source appraisal.
Overall Result	Consolidated Score (%), Final Performance Rating	Validate formula weighting and rating threshold brackets.
Development	Aspirations, Strengths, Improvement Areas, Development Plan	Content matches approved appraisal fields.
Review	Review Meeting Notes, Growth Potential, Retention Risk, Engagement Level, Management Actions	Comprehensive review records according to unit procedure.

Weighting Distribution and Rating Scale¶

Consolidated score calculation formulas:

Employees with Annual Action Plan:

\[\text{Consolidated Score (\%)} = (\text{Work Performance} \times 40\%) + (\text{Annual Action Plan} \times 40\%) + (\text{Competencies} \times 20\%)\]
New Employees (without Annual Action Plan):

\[\text{Consolidated Score (\%)} = (\text{Work Performance} \times 80\%) + (\text{Competencies} \times 20\%)\]

Performance Rating Scale:

Rating Tier	Overall Score Criteria
Outstanding	Score >= 95%
Good	85% <= Score < 95%
Satisfactory	75% <= Score < 85%
Needs Improvement	60% <= Score < 75%
Unsatisfactory	Score < 60%

Note

Do not modify report data directly. Any adjustments must be made on the source appraisal form following authorized workflow channels.

End-of-Period Checklist¶

Before closing an appraisal period, Admin/HRM should audit:

[ ] 100% of appraisals in scope are in Done status (or have approved exception list).
[ ] No duplicate appraisal records exist for the same employee in the period.
[ ] Component scores, overall results, and rating tiers sample-checked for accuracy.
[ ] Development action plans and review notes are fully documented.
[ ] Consolidated reports filtered, verified, and exported according to HR data policies.
[ ] Appraisal period status transitioned to Closed.