First, HR or the supervisor prepares the employee interviews (Appraisal / Settings). The interview is divided into different sections:
• Company goals
• Personal goals
• Questionnaire (can be recorded individually)
• Personal outlook / notes
The sections can be designed completely freely. There is also the option of displaying additional employee information before the interview (e.g. holidays, absences, etc.).
Once the appraisal interview has been set up, HR or the supervisor sends the invitation to the appraisal interview under Appraisal / Management (Attention: the invitation from the 2getHR is not yet linked to a date. This must be sent individually in the company calendar - e.g. Outlook). With the 2getHR invitation, the employee receives the link to his/her personal appraisal interview.
Info: the name of the interviewer must be entered under Employee interview / Management. This refers to the person who will conduct and manage the appraisal interview.
Before the interview: Employee and manager both click through the appraisal interview in advance and individually and evaluate / answer the personal questions. When the interview is conducted, both parties release their interview. The answers that are released by the system serve as a basis for discussion. Together, the employee and the supervisor agree on a joint assessment of the criteria.
After the conversation: Both parties release the conversation via button (signature). After approval, the interview is saved in the employee’s digital personnel folder and can be retrieved at any time.
The goals agreed upon in the conversation appear under Appraisal interview / Active objectives.