Appraisals

What you need to know

Before you begin your appraisal task please read the guidance on the following processes:

1. Adding or updating Personal Objectives
2. Adding or updating Personal Objective Comments
3. Adding or updating Employee Preferences or Career Aspirations
4. Adding or updating Employee Appointment Preferences
5. Adding or updating Employee Sea Preferences

What you need to know

You may want to view your appraisal on JPA for yourself or when:

• notified to action your appraisal by your 1RO (see also Update your own appraisal)
• notified that your appraisal has been finalised

What you need to do

• logon to JPA and select JPA Self Service – Employee, Armed Forces > JPA Next Gen Home Page

• click on the My Career sub-menu

• click on View Own Appraisal

• Click the Appraisal you wish to view

What you need to know

Updating your Appraisal will require the loading of Java scripts. This will appear as a downloaded file at bullet point 'click on Update Appraisal' and 'click the JPA Appraisal Form link'. You must activate this to continue.

There are 2 routes to updating Appraisals:

1. Using the Self-Service menu on JPA
2. When notified to action your Appraisal by your 1RO through a workflow notification

What you need to do

Using the Self-Service Menu

• logon to JPA and select JPA Self Service – Employee, Armed Forces > JPA Next Gen Home Page

• click on the My Career Sub-Menu

• click on Update Appraisal and the grey Oracle applications Appraisal List will open

• select the Appraisal you wish to update
• view all parts of the Appraisal that you have access to. This includes:
  • the Details tab, ensuring that the Personal, Responsibilities, Objectives, Preferences, and Comments sub-tabs are correctly populated
  • the 1RO tab, reading through the Performance Grades and Narrative sub-tabs
  • the Recommendations tab, which has been populated by the 1RO
  • the Inserts tab, which will only be populated when applicable
• click on the Subject tab

The Have no comments and the Date Seen (when first opened) will appear as a default. If you wish to add comments, you should click on the drop-down menu and select Have commented below. Spell check functionality is built into the JPA Appraisals Extension.

• click on the Complete button if you do not have any comments to make

A note box will appear stating that your participation in the appraisal is now complete.

• click OK

Updating Appraisal through Workflow Notification

• logon to JPA and select JPA Self Service – Employee, Armed Forces > Workflow Notifications to open the Workflow Notifications list
• select the relevant workflow, e.g. Appraisal Report for Period xxx. The workflow message will appear

• click the JPA Appraisal Form link within the workflow and grey Oracle applications Ongoing Appraisal Form will open
• select the Appraisal you wish to update
• view all parts of the Appraisal that you have access to. This includes:
  • the Details tab, ensuring that the Personal, Responsibilities, Objectives, Preferences, and Comments sub-tabs are correctly populated
  • the 1RO tab, reading through the Performance Grades and Narrative sub-tabs
  • the Recommendations tab, which has been populated by the 1RO
  • the Inserts tab, which will only be populated when applicable
• click on the Subject tab

The Have no comments and the Date Seen (when first opened) will appear as a default. If you wish to add comments, you should click on the drop-down menu and select Have commented below. Spell check functionality is built into the JPA Appraisals Extension.

• click on the Complete button if you do not have any comments to make

A note box will appear stating that your participation in the appraisal is now complete.

• click OK

What you need to know

If saving and sending an appraisal electronically, save the appraisal as you would normally (i.e Click File > Save as) in a secure area and send it to its intended destination as an attachment following the relevant security protocols.

Do not export the appraisal from JPA.

What you need to do

• logon to JPA and select JPA Self Service – Employee, Armed Forces > JPA Next Gen Home Page

• click on the My Career Sub-Menu

• click on View Own Appraisal

• click the Appraisal you wish to view

• select the Print Appraisal Button

A pop-out message will appear notifying you that a Request has been generated.

• click View

• this will lead to a classic white Self-Service user screen called Requests. Check all your internet browsers as this may open in a different browser

Click Refresh on the screen showing the Requests page until the Output button appears in the Output column. The Output button looks like a spiral-arrow with two pages of paper.

• click the Output button and a Word document version of the appraisal will open
• if printing the appraisal, print as you would a normal Word document i.e. Click File > Print