If you are encountering issues with updating or editing goals in the appraisal template, the root cause could be one of the following four factors:
- User Lacks Access to Edit/Update Goals in the Appraisal Template Settings
- "Enable Next Year" Button is Toggled ON
- Due Date for Goal Planning Has Passed
- Appraisal Progress Report Access is Enabled
Scenarios for Each Root Cause :
1. User Lacks Access
Problem: The Add/Edit/Update permissions are not granted to the user.
Consequences:
- Only the Appraiser can Add/Edit/Update goals.
- Appraisee and Reviewer do not have these permissions.
Solution: Go to Appraisal Template setting, tick the box and reset the template.
2. "Enable Next Year" Toggled ON
Problem: When this button is toggled ON, it indicates that the appraisal will take place NEXT YEAR. Users cannot add/edit/update their goals until then
Example:
- If the current year is 2024, enabling the "Next Year" button means the goals can only be updated starting January 2025.
Solution: Go to Appraisal Template setting, disable the box and reset the template.
Solution: Go to Appraisal Template setting, amend the Planning section and reset the template.
4. Appraisal Progress Report Access Enabled
Problem: Enabling this function triggers the Sign Off process, marking the appraisals as completed. Once marked completed, no further actions, including goal updates and ratings, can be performed.
Solution:
- Keep the Report Access toggled OFF until appraisals are fully completed.
How to Troubleshoot and Resolve the above Issues
- Identify the Root Cause: Determine which of the above factors is causing the issue.
- Amend the Settings Accordingly: Make the necessary changes to the settings.
- Reset the Template:
- Exception: For root cause 4 (Report Access Enabled), simply turn off the Report Access without resetting the template.
- For other root causes, reset the template and re-fill it with the correct settings.
Important: After making any changes to the template, reset the template assigned to the appraisee to ensure the new changes are reflected. Otherwise, the old settings will remain in effect.
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