CEPTutilities.cept.gov.in/csi/CSI-SOP/APAR.pdf · Created Date: 6/18/2020 5:09:14 AM
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Employee Self Services For reference only during CSI Pilot Phase 1 Performance Management Overview
Transcript of CEPTutilities.cept.gov.in/csi/CSI-SOP/APAR.pdf · Created Date: 6/18/2020 5:09:14 AM
Employee Self Services
For reference only during CSI Pilot Phase 1
Performance Management
Overview
Employee Self Services
Introduction to APAR
For reference only during CSI Pilot Phase 2
Employee Self Services
For reference only during CSI Pilot Phase 130
Introduction to APAR
• The performance of every Government servant is assessed annually throughthe Assessment Report. APAR provides the basic and vital inputs for assessingthe performance of an officer and his advancement in his career. It providesbasis for the Appraisal Process by which Reporting Officer and employee planand set objectives for a year at the start of the performance cycle. Employeeis assessed at the end of the year for the planned objectives set at the startof the year.
• SAP HR-Performance Management (PM) is an integrated solution, based onextensive research, state-of-the-art methodologies, emerging technologiesand industry standards. It contains Objective setting process, Annualperformance appraisal and Representation on performance appraisal.
• Objective setting process: In this process, one will have the opportunity tocreate Appraisal Document by Reporting Authority, view In-service Relative ofOfficer Reported Upon (Officer Reported Upon to Reporting Authority),Setting of Objectives by Officer Reported Upon, Review of Objectives byReporting Authority and Mid-Year Review by Reporting Authority.
Employee Self Services
Introduction to APAR
Annual performance appraisal: In this process, one will have opportunity to do Self-assessment by Officer Reported Upon (Will not be applicable for HAG Officer , Group C Staffother than LSG/HSG & Stenographer), Performance Assessment by Reporting Officer,Performance Assessment by 2nd Reporting Officer (Only applicable in case of Group B F&A),Performance Assessment by Reviewing Officer (Not Applicable in case of Group C Staff &Stenographer), Performance Assessment by Accepting Officer (Only Applicable in case ofHAG Officer & Group B F&A) and Assessment Sharing and Recommendations to OfficerReported Upon.
Representation on performance appraisal: In this process, one will have opportunity toRaising Representation by Officer Reported Upon, Accepting/ Rejecting representation byRepresents to Officer, Finalized APAR is shared to Officer Reported Upon and Overall APARProcess closure.
Other Integrated Process- Reports: In this section, one will have the opportunity to Accessapplication for all Authorities in PM module, Promotion/ Training Recommendations aremade for the Officer Reported Upon, In case of Transfer/ Promotion in PIS, notification toreporting officer for the Officer Reported Upon, In case of Suspension/ Retirement in PIS,holding/closing APAR for the Officer Reported Upon respectively, Other Activities can beperformed by the Officer ReporFtoerdrefeUrepnocenonalyndudrinOg CtShIePirlotAPhcatsievities can be performed by13t1heReporting Authority.
Employee Self Services
For reference only during CSI Pilot Phase 5
APAR Components
• Objective setting process
• Annual performance appraisal
• Representation on performance appraisal
• Other Integrated Process-Reports
Employee Self Services
APAR Overview
For reference only during CSI Pilot Phase 6
Employee Self Services
APAR Templates
For reference only during CSI Pilot Phase 7
• Group B Finance & Accounts • Statistical Investigator- Grade II (SSS)
• Group B Officers • Officer of CSC - UDC & LDC Grade
• Group C Officers • Officer of Rajbhasa Wing
• HAG Officers • MEMBERS
• JAG Officers • Group B (F&A) HAG
• SAG Officers • Group B (F&A) JAG
• Stenographers • Group B (F&A) JTS
• Group B Non-Gazetted & C Category • CSS Section Officer
• Group C Officers of Dept. Canteens • Stenographer Grade D
• For Other Grades - No special forms
Employee Self Services
For reference only during CSI Pilot Phase 8
Integration
• Training Administration Module
Training Recommendations are made for the Officer Reported Upon will be available to Training Manager
• Personnel Information System (PIS)
In case of Transfer/ Promotion in PIS, notification to reporting officerfor the Officer Reported Upon
In case of Suspension/ Retirement in PIS, holding/closing APAR for the Officer Reported Upon respectively
• Employee Self Service
Officer Reported upon should have access to ESS.
• Manager Self Service
Reporting Authority should have access to MSS.
Employee Self Services
For reference only during CSI Pilot Phase 9
Roles
• Reporting Authority
• Officer Reported Upon (Employee)
• 2nd Reporting Authority
• Reviewing Authority
• Accepting Authority
• Represents to Authority
Employee Self Services
Process Flow
1
What? Who and Where?
Objective setting process
Creation of Appraisal Document Reporting Authority at MSS in EmployeePortal
In-service Relative of OfficerReported
Upon
Reporting Authority at MSS in EmployeePortal
Setting of Objectives Officer Reported upon (Employee) at Home-->Work-->Task in Employee Portal
Review of Objectives Reporting Authority at Home-->Work-->Task in Employee Portal
Mid-Year Review of Objectives Reporting Authority at Home-->Work-->Task in Employee Portal
Annual performance appraisal
Self-Assessment Officer Reported upon (Employee) at Home-->Work-->Task in Employee Portal
Assessment by Reporting Officer Reporting Authority at Home-->Work-->Task in Employee Portal
Assessment by 2nd Reporting Officer 2nd Reporting Authority at Home-->Work-->Task in Employee Portal
Assessment by Reviewing Officer Reviewing Authority at Home-->Work-->Task in Employee Portal
Assessment by Accepting Officer Accepting Authority at Home-->Work-->Task in Employee Portal
Sharing Assessment and
Recommendations
Officer Reported upon (Employee) at Home-->Work-->Task in Employee Portal
Representation on performance appraisal
Raising Representation Officer Reported upon (Employee) at Home-->Work-->Task in Employee Portal
Accepting/ Rejecting representation Represent to Officer at Home-->Work-->Task in Employee Portal
Sharing of Finalized APAR Officer Reported upon (Employee) at Home-->Work-->Task in Employee Portal
APAR Process Closure
Overall APAR Process closure Officer Reported upon (Employee) at Home-->Work-->Task in Employee Portal
OR
FoRreprerefesreenntcteooOnflfyicdeurriantgHCoSmI Pei-lo->tWPhoarkse-->Task in Employee Portal 37
Employee Self Services
APAR Process• Creation of appraisal documents
– Creation of Appraisal Document by Reporting Authority.
– In-service Relative of Officer Reported Upon (Officer Reported Upon to Reporting Authority)
• Set Objectives for the Appraisal Year
– Setting of Objectives by Officer Reported Upon.
– Review of Objectives by Reporting Authority.
• Mid-Year Objectives for the Appraisal Year
– Mid-Year Review by Reporting Authority.
• Assessment for the Appraisal Year
– Self-assessment by Officer Reported upon (Will not be applicable for HAG Officer, Group C Staff other than LSG/HSG & Stenographer).
– Performance Assessment by Reporting Officer.
– Performance Assessment by 2nd Reporting Officer (Only applicable in case of Group B F&A).
– Performance Assessment by Reviewing Officer (Not Applicable in case of Group C Staff & Stenographer)
– Performance Assessment by Accepting Officer (Only Applicable in case of HAG Officer & Group B F&A)
– Assessment Sharing and Recommendations to Officer Reported Upon.
• Representation on APAR for the Appraisal Year
– Raising Representation by Officer Reported Upon.
– Accepting/ rejecting representation by Represents to Officer.
– Finalized APAR is shared to Officer Reported Upon
– Overall APAR Process closure. For reference only during CSI Pilot Phase 138
Employee Self Services
For reference only during CSI Pilot Phase 139
Create Appraisal Documents
Employee Self Services
Objective Setting Process
For reference only during CSI Pilot Phase 149
• Creation of appraisal documents by Reporting Authority
3. Click Manager Self Service tab
4. Click on APAR Management
Employee Self Services
Objective Setting Process(Contd.)
For reference only during CSI Pilot Phase 14
Employee Self Services
5. Enter Appraisal Start Date: 01.04.2015
6. Click Get Appraisee Details button
For reference only during CSI Pilot Phase 15
Objective Setting Process(Contd.)
Employee Self Services
7. Select the Officer reported upon(Employee)
8. Click Yes, Initiate Objective Setting button
For reference only during CSI Pilot Phase 144
Objective Setting Process(Contd.)
Employee Self Services
Objective Setting Process(Contd.)
Information Displayed to Reporting Authority
For reference only during CSI Pilot Phase 145
• In-service Relative of Officer Reported UponIn-case Any Authority is In-service Relative of the Officer Reported Upon, then the next Authority will replace the Reporting Authority as shown.
Employee Self Services
Objective Setting Process(Contd.)
For reference only during CSI Pilot Phase 146
Employee Self Services
For reference only during CSI Pilot Phase 147
Set Objectives for the Appraisal Year
Employee Self Services
Objective setting process• Set Objectives for the Appraisal Year
Setting of Objectives by Officer Reported upon
1. Provide Uand Passwo
2. Click Lo
For reference only during CSI Pilot Phase 148
Employee Self Services
3. Click Hometab
4. Click Worktab
For reference only during CSI Pilot Phase 149
Objective setting processed (contd…)
Employee Self Services
6. Click Refresh items button
7. Click the subject Plan Objectives - APAR 1
5. Click Task
For reference only during CSI Pilot Phase 150
Objective setting processed (contd…)
Employee Self Services
8. Click Objective Set by Employee and type All Objectives for the financial year
9. Select Define Objective
10. Click Yes
For reference only during CSI Pilot Phase 151
Objective setting processed (contd…)
Employee Self Services
For reference only during CSI Pilot Phase 152
Review Objectives(Reporting Authority)
Employee Self Services
• Set Objectives for the Appraisal Year
- Review of Objectives by Reporting Authority
3. Click Hometab
4. Click Worktab
For reference only during CSI Pilot Phase 153
Review of Objectives by Reporting Authority
Employee Self Services
6. Click Refresh items button
7. Click the subject Review Objectives -APAR 1
5. Click Task
For reference only during CSI Pilot Phase 154
Review of Objectives by Reporting Authority (Contd.)
Employee Self Services
8. Click Final Objectives by Reporting Officer and edit or add All Objectives for the financial year
9. Select Approve Planning
10. Click Yes
For reference only during CSI Pilot Phase 155
Review of Objectives by Reporting Authority (Contd.)
Employee Self Services
For reference only during CSI Pilot Phase 156
Review Objectives at Mid-Year (Reporting Authority)
Employee Self Services
Objective Setting Process: Mid-Year Review
• Mid-Year Objectives for the Appraisal Year
- Review of Objectives by Reporting Authority
3. Click Hometab
4. Click Work tab
For reference only during CSI Pilot Phase 157
Employee Self Services
6. Click Refresh items button
7. Click the subject Mid-Year Review of Objectives for Bhaskar Bhat(10000420) - APAR 1
5. Click Task
For reference only during CSI Pilot Phase 158
Objective Setting Process: Mid-Year Review(Contd.)
Employee Self Services
9. Select Close ReviewPhase and Click Yes
8. Click Final Objectives by Reporting Officer and edit or add All Objectives for the financial year
For reference only during CSI Pilot Phase 159
Objective Setting Process: Mid-Year Review(Contd.)
Employee Self Services
11. Select Close ReviewPhase and Click Yes
10. Click Final Objectives by Reporting Officer and edit or add All Objectives for the financial year
For reference only during CSI Pilot Phase 160
Objective Setting Process: Mid-Year Review(Contd.)
Employee Self Services
For reference only during CSI Pilot Phase 161
Perform Self Assessment
Employee Self Services
Annual Performance Appraisal
• Assessment for the Appraisal Year
– Self-assessment by Officer Reported Upon
1. Provide Usand Passwor
2. Click Log O
Note: Will not be applicable for HAG Officer , Group C Staff other than LSG/HSG& Stenographer
For reference only during CSI Pilot Phase 162
Employee Self Services
3. Click Home tab
4. Click Work tab
For reference only during CSI Pilot Phase 163
Annual Performance Appraisal (contd…)
Employee Self Services
5.Click Tasks
6. Click Refreshitems button
7.Click the subject Self-Assessment - APAR 1
For reference only during CSI Pilot Phase 164
Annual Performance Appraisal (contd…)
Employee Self Services
8. Click Duties and add allObjectives for the financial year
9. Select Submit Assessment
10. Click Yes
For reference only during CSI Pilot Phase 165
Annual Performance Appraisal (contd…)
(Below screen appears)
Employee Self Services
For reference only during CSI Pilot Phase 166
Assess Performance (Reporting Officer)
• Assessment for the Appraisal Year
- Performance Assessment by Reporting Officer
Employee Self Services
Performance Assessment – Reporting Officer
3. Click Home tab
4. Click Work tab
For reference only during CSI Pilot Phase 167
Employee Self Services
3. Click Home tab
4. Click Work tab
For reference only during CSI Pilot Phase 168
Performance Assessment – Reporting Officer (Contd.)
Employee Self Services
6. Click Refresh items button
7. Click the Assessment by Reporting Officer for Bhaskar Bhat (10000420) - APAR 1
5. Click Tasks
For reference only during CSI Pilot Phase 169
Performance Assessment – Reporting Officer (Contd.)
Employee Self Services
8. Click Note: Reporting Officer Assessment Remarks, FinalAppraisal, Preference and other fields text box, Add All thedetails for the financial year
For reference only during CSI Pilot Phase 170
Performance Assessment – Reporting Officer (Contd.)
Employee Self Services
If some of mandatory fields are left blank, system will show error message
For reference only during CSI Pilot Phase 171
Performance Assessment – Reporting Officer (Contd.)
Employee Self Services
Click Add Button to Select Training Recommendations
For reference only during CSI Pilot Phase 172
Performance Assessment – Reporting Officer (Contd.)
Employee Self Services
Click DOP TRAINING CATALOGtree
For reference only during CSI Pilot Phase 173
Performance Assessment – Reporting Officer (Contd.)
Employee Self Services
Click Modules/Curriculum Type Elements tree
Click Specialized Trainings tree
Performance Assessment – Reporting Officer (Contd.)
For reference only during CSI Pilot Phase 174
Employee Self Services
Training Program Recommended is assigned to APAR document. You can delete a wrong program assigned.
For reference only during CSI Pilot Phase 175
Performance Assessment – Reporting Officer (Contd.)
Employee Self Services
1. Select Submit Assessment
2. Click Yes
For reference only during CSI Pilot Phase 176
Performance Assessment – Reporting Officer (Contd.)
Employee Self Services
For reference only during CSI Pilot Phase 177
Assess Performance (2nd Reporting Officer)
Employee Self Services
• Assessment for the Appraisal Year
- Performance Assessment by 2nd Reporting Officer
178
3. Click Home tab
4. Click Work tab
Note: Only applicable in case of Group B F&A
Performance Assessment – 2nd Reporting Officer
For reference only during CSI Pilot Phase
Employee Self Services
3. Click Home tab
For reference only during CSI Pilot Phase 179
Performance Assessment – 2nd Reporting Officer (Contd.)
Employee Self Services
4.Click Refresh items button
5.Click the Assessment by Reporting Officer2 for Bhaskar Bhat (10000420) - APAR 1
For reference only during CSI Pilot Phase 189
Performance Assessment – 2nd Reporting Officer (Contd.)
Employee Self Services
6. Click Remarks of the Second Reporting Authority, Final Appraisal, Preference and other fields and edit or add all details for the financial year
7. Select Submit Assessment
8. Click Yes
For reference only during CSI Pilot Phase 181
Performance Assessment – 2nd Reporting Officer (Contd.)
Employee Self Services
For reference only during CSI Pilot Phase 182
Assess Performance (Reviewing Officer)
3. Click Home tab
4. Click Work tab
For reference only during CSI Pilot Phase 183
Employee Self Services
Performance Assessment – Reviewing Officer
• Assessment for the Appraisal Year
- Performance Assessment by Reviewing Officer
Employee Self Services
6. Click Refresh items button
7. Click Assessment by Reviewing Officerfor Bhaskar Bhat (10000420) - APAR 1
5. Click Tasks
Performance Assessment – Reviewing Officer (Contd.)
For reference only during CSI Pilot Phase 184
Employee Self Services
8. Click Reviewing Authority Assessment Remarks, Final Appraisal, Preference and other fields and edit or add all details for thefinancial year
9. Select Do you want to shareappraisal with Employee
10. Click Yes
For reference only during CSI Pilot Phase 185
Performance Assessment – Reviewing Officer (Contd.)
Employee Self Services
For reference only during CSI Pilot Phase 186
Assess Performance (Accepting Officer)
Employee Self Services
• Assessment for the Appraisal Year
- Performance Assessment by Accepting Officer
187
Performance Assessment – Accepting Officer (Contd.)
3. Click Home tab
4. Click Work tab
Note: Only ApplFicorarbefleerenince coanlsyeduorinfgHCSAIPGiloOtPfhfaisceer & Group B F&A
Employee Self Services
3. Click Home tab
4. Click Work tab
For reference only during CSI Pilot Phase 188
Performance Assessment – Accepting Officer (Contd.)
Employee Self Services
6. Click Refresh items button
7. Click Assessment by Accepting Officer for Bhaskar Bhat (10000420) - APAR 1
5. Click Tasks
For reference only during CSI Pilot Phase 189
Performance Assessment – Accepting Officer (Contd.)
Employee Self Services
8. Click Accepting Officer Remarks and other fields text box.
For reference only during CSI Pilot Phase 190
Performance Assessment – Accepting Officer (Contd.)
Employee Self Services
10. Click Yes
9. Select Do you want to share appraisal with Employee
For reference only during CSI Pilot Phase 191
Performance Assessment – Accepting Officer (Contd.)
Employee Self Services
For reference only during CSI Pilot Phase 192
View Assessment & Recommendations
Employee Self Services
Annual Performance Appraisal
• Assessment for the Appraisal Year
Assessment Sharing and Recommendations to Officer Reported Upon
1. Provide Usand Passwor
2. Click Log
For reference only during CSI Pilot Phase 193
Employee Self Services
3. Click Home tab
4. Click Work tab
For reference only during CSI Pilot Phase 194
Annual Performance Appraisal
Employee Self Services
6. Click Refreshitems button
7. Click APAR view to Employee - APAR 1
5. Click Tasks
For reference only during CSI Pilot Phase 195
Annual Performance Appraisal
Employee Self Services
Annual Performance Appraisal
For reference only during CSI Pilot Phase 196
Employee Self Services
Annual Performance Appraisal
For reference only during CSI Pilot Phase 197
Employee Self Services
Annual Performance Appraisal
For reference only during CSI Pilot Phase 198
Employee Self Services
Annual Performance Appraisal
For reference only during CSI Pilot Phase 199
Employee Self Services
1. Select Close Overall Appraisal Process
2. Click Yes
For reference only during CSI Pilot Phase 200
Annual Performance Appraisal
Employee Self Services
For reference only during CSI Pilot Phase 201
Raise Representation for APAR
Employee Self Services
Representation on performance appraisal• Representation on APAR for the Appraisal Year
– Raising Representation by Officer Reported Upon
1. Select Close Overall Appraisal Process
2. Click Yes
For reference only during CSI Pilot Phase 202
Employee Self Services
For reference only during CSI Pilot Phase 203
Accept/Reject Representation (Represents to Officer)
Employee Self Services
• Representation on APAR for the Appraisal Year
- Accepting/ Rejecting representation by Represents to Officer
Representation on Performance Appraisal –Represents to Authority
3. Click Home tab
4. Click Work tab
For reference only during CSI Pilot Phase 204
Employee Self Services
3. Click Home tab
4. Click Work tab
For reference only during CSI Pilot Phase 205
Representation on Performance Appraisal –Represents to Authority (Contd.)
6. Click Refresh5. Click Tasks items button
7. Click Representation Review for Bhaskar Bhat(10000420) - APAR 1
For reference only during CSI Pilot Phase 206
Employee Self Services
Representation on Performance Appraisal –Represents to Authority (Contd.)
Employee Self Services
to(Officer), Note: Report Remarks by Representsto(Officer), and Review Remarks by Representsto(Officer) and add all the details for the financialyear
9. Select Do you want to share appraisal with Employee
10. Click Yes
For reference only during CSI Pilot Phase 207
Representation on Performance Appraisal –Represents to Authority (Contd.)
8. Click Note: Review Remarks by Represents
Employee Self Services
For reference only during CSI Pilot Phase 208
View Finalized APAR
Employee Self Services
Representation on performance appraisal• Representation on APAR for the Appraisal Year
– Finalized APAR is shared to Officer Reported Upon
–
1. Provide Usand Passwor
2. Click Log
Note: Incase RepresentationAccepted
For reference only during CSI Pilot Phase 209
Employee Self Services
3. Click Home tab
4. Click Work tab
For reference only during CSI Pilot Phase 210
Representation on performance appraisal
Employee Self Services
6. Click Refresh items button
7. Click Display Appraisal Document'Group 'B' Officers'
5. Click Tasks
For reference only during CSI Pilot Phase 211
Representation on performance appraisal
Employee Self Services
8. Select Close Overall Appraisal Process
9. Click Yes
For reference only during CSI Pilot Phase 212
Representation on performance appraisal
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