Overview

The Appraisals module in HR360 Hub provides a structured way to review employee performance and process salary increments. It brings together appraisal cycles, the goals assigned to employees, and a multi-level approval flow, so that every increment is reviewed by the reporting manager and the head of department before it is finalized.

The Appraisals module contains the following areas that work together to support the appraisal process:

Appraisal Cycle: Lists the evaluation cycles configured in the portal and lets HR/Admin users open a cycle to see the employees and departments eligible for appraisal, and to process increments.

Team Approval: Used by reporting managers to review the increments submitted for their team members before they move to the head of department.

Department Approval: Used by heads of department to review the increments that have already been approved by the reporting manager.

This guide covers:

How to access the Appraisals module from the left sidebar.
How to view the Appraisal Cycle listing and open a cycle.
How to view the eligible employees and eligible departments of a cycle.
How reporting managers review increments under Team Approval.
How heads of department review increments under Department Approval.

An increment moves through the following stages once it has been submitted:

Stage	Who acts	What happens
Manager Review	Reporting Manager	The manager reviews the increment under Team Approval and either approves or rejects it.
Department Review	Head of Department	After manager approval, the increment appears under Department Approval for the head of department to review.
Active / Complete	System	Once the required approvals are done, the increment is applied and recorded against the employee.
Rejected	HR/Admin	If a manager rejects the increment, it goes back to HR/Admin for revision and resubmission.

📜 Note: Access to the Appraisals module and its actions is controlled by role permissions. Users must have the relevant Appraisals access to view cycles, process increments, or approve requests.

Prerequisites

Before working with the Appraisals module, ensure the following are in place:

The user must be logged in with a role that has access to the Appraisals module.
An appraisal (evaluation) cycle must already exist. Cycles are created only from Portal Settings > Evaluation Cycle, which is covered in a separate document.
Employees must be assigned the relevant evaluation cycle when they are created or edited in the Employee module. Only these employees appear as eligible in the cycle.
Goals must be assigned to employees separately, either from the Performance Hub module or from the employee profile.
Each employee should have a reporting manager, and each department should have a department head, so the approval flow can route correctly.

Section 1: Accessing the Appraisals Module

After logging in to HR360 Hub, follow the steps below to access the Appraisals module.

From the left sidebar, click on Appraisals to expand the sub-menu.
The sub-menu displays Appraisal Cycle, Team Approval, and Department Approval.
Click on Appraisal Cycle to open the Appraisal Cycle listing.

Appraisals — Left sidebar showing Appraisal Cycle as the active sub-item

Section 2: Appraisal Cycle Listing

The Appraisal Cycle page lists every evaluation cycle configured in the portal, along with its dates and current status. Use it to find the cycle whose appraisals you want to manage.

Appraisal Cycle — Listing page showing cycle name, start date, and end date

2.1. Listing Table

Column	Description	Sortable
Cycle Name	The name of the evaluation cycle, e.g. Annual Performance Review 2026. The name is a link that opens the cycle.	Yes
Start Date	The date the cycle begins.	Yes
End Date	The date the cycle ends.	Yes
Actions	Eye icon — opens the cycle to view its eligible employees and departments.	No

2.2. Page Controls

Items per page selector: Controls the number of records displayed per page.
Search icon: Filter cycles by name or other fields.
Refresh icon: Reload the listing to reflect the latest changes.
Pagination controls: Navigate through pages using the page buttons at the bottom of the listing.

📜 Note: Appraisal cycles cannot be created from this page. To create or configure a cycle, go to Portal Settings > Evaluation Cycle.

Section 3: Viewing an Appraisal Cycle

Clicking the cycle name or the Eye icon on the Appraisal Cycle listing opens the cycle details. The page has two tabs, Employees and Departments, which show who is eligible for appraisal in this cycle, either individually or grouped by department.

3.1. Eligible Employees

The Employees tab lists every employee who has been assigned this evaluation cycle. Employees are assigned a cycle when they are created or edited in the Employee module.

Eligible Employees — Employees tab showing the employees eligible for the selected cycle

Column	Description	Sortable
Employee Name	The employee’s name and email address, with an avatar showing their initials.	Yes
Department	The department the employee belongs to.	Yes
Status	The employee’s current status, shown as a badge, e.g. Active.	Yes
Actions	Process Increment icon — opens the increment form for the employee, when an increment has to be processed.	No

💡 Tip: Use the Process Increment icon in the Actions column to go directly to the increment form for an employee. The steps are covered in Section 4.

3.2. Eligible Departments

The Departments tab lists the departments whose employees have been selected as eligible for this cycle. Departments that have no eligible employees do not appear.

Eligible Departments —Departments tab showing eligible, completed, and in-progress counts

Column	Description	Sortable
Department	The name of the department.	Yes
Total Eligible	The number of employees in the department who are eligible for this cycle.	Yes
Completed	The number of eligible employees whose increment has been completed.	Yes
In Progress	The number of eligible employees whose increment is still in progress.	Yes
Actions	Eye icon — opens the list of eligible employees for that department.	No

Clicking the Eye icon for a department shows only the eligible employees of that department. Click Back to Departments to return to the Departments tab.

Eligible Departments — Eligible employees of a selected department

Section 4:Processing an Increment

To process an increment for an employee, click the Process Increment icon in the Actions column of the Employees tab (or of a department’s employee list). The increment form opens for the selected employee.

Process Increment — Employee details, goals, and increment information

4.1. Employee Details

The top of the page confirms who the increment is for. It displays the employee’s name and email address, along with the following details:

Detail	Description
Department	The department the employee belongs to.
Evaluation Cycle	The evaluation cycle the increment is being processed under, e.g. Annual Performance Review 2026.
Reporting To	The employee’s reporting manager, who will review the increment first.

4.2. Goals

The Goals section lets you attach the employee’s goals to the increment so that their ratings can be reviewed alongside it. Use the Select Goal dropdown to choose a goal, then click Add Goal. Each added goal appears as a card that can be removed with the trash icon.

Each goal cardis split into two halves:

Employee Submission: Shows what the employee submitted for the goal and their self rating. It displays "No submission yet." until the employee submits the goal.
Manager Evaluation: Shows the manager’s review and rating. It displays "Pending manager review." until the manager approves the goal.

The Average Self Rating and Average Manager Rating at the bottom of the Goals section summarize the ratings across all added goals. They display dashes until ratings are available.

⚠️ Important: Goals are not created here. Goals are assigned to an employee separately in the Performance Hub module or from the employee profile. Ratings are added only after the employee completes and submits the goal and the manager approves it.

4.3. Increment Information

Field	Required	Description
Increment Type	Yes	Select Fixed Amount to give a set amount, or Percentage to give a percentage of the current salary.
Increment Amount	Yes	Enter the increment value. The label reflects the selected type.
Effective Month	Yes	Select the month from which the increment takes effect, shown in YYYY-MM format, e.g. 2026-11.

4.4. Submitting the Increment

Add the relevant goals for the employee, if required.
Select the Increment Type, enter the Increment Amount, and choose the Effective Month.
Click Submit to send the increment into the approval flow, or click Cancel to close the form without saving.

📜 Note: Once submitted, the increment goes to the employee’s reporting manager for review under Team Approval.

4.5. Viewing a Processed Increment

Once an increment has been processed, its record shows the increment details on the left and an Approval Timeline on the right. The badge at the top-right of the page shows the increment’s current status.

Increment Details — Processed increment with its approval timeline

Field	Description
Increment Type	Whether the increment is a Fixed Amount or a Percentage.
Increment Value	The value of the increment, e.g. 10% or 10000(fixed).
Effective Month	The date from which the increment applies.
Processed By	The user who processed the increment.
Increment Processed	A confirmation banner stating that the increment has been successfully applied and recorded.
Approval Timeline	Each status the increment has moved through, with the date, the user who processed it, and the resulting status.

Section 5: Team Approval

Team Approval shows the increments submitted for the reporting manager’s team. Every increment must be approved by the reporting manager before it can go to the head of department.

5.1. Accessing Team Approval

From the left sidebar, click on Appraisals to expand the sub-menu.
Click on Team Approval.

Appraisals — Left sidebar showing Team Approval as the active sub-item

5.2. Team Approval Listing

Team Approval — Listing page showing the increments of the manager’s team

Column	Description	Sortable
Employee	The employee’s name and email address, with an avatar showing their initials.	No
Department	The department the employee belongs to.	Yes
Increment	The increment value, shown in Rs for a fixed amount or % for a percentage.	No
Current Stage	The stage the increment is currently at, shown as a badge, e.g. Manager Review, Department Review, Active, or Complete.	No
Submitted	The date the increment was submitted.	Yes
Action	Eye icon — opens the increment record.	No

5.3. Reviewing an Increment

Click the Eye icon for an increment that is at the Manager Review stage. The page shows the increment details on the left and the Pipeline Overview on the right, with Approve and Reject buttons at the top.

Team Approval — Increment awaiting manager review, with Approve and Reject buttons

Panel	Description
Increment Details	Shows the employee’s department, reporting manager, increment amount, and the date the increment was submitted.
Pipeline Overview	A timeline of every stage the increment has passed through, with the date, the user who processed it, and the status.

5.4. Approving or Rejecting an Increment

Click Approve to approve the increment. It moves to the head of department and appears under Department Approval.
Click Reject to reject the increment. It goes back to HR/Admin for revision and resubmission.

⚠️ Warning: A rejected increment does not go to the head of department. HR/Admin must revise it and resubmit it, after which it starts the approval flow again.

5.5. Viewing Increments at Later Stages

Increments that have already moved beyond the manager’s review remain visible in the listing. Opening one shows the same layout, with the Pipeline Overview recording each stage, who processed it, its status, and any comment entered.

An increment at the Department Review stage shows the manager’s approval and comment, and the department review still pending.

Team Approval — Increment at the Department Review stage, with the manager’s approval recorded

An increment at the Complete stage shows every approval in the timeline.

Team Approval — Completed increment with its full pipeline history

Section 6:Department Approval

Department Approval shows the increments that have been approved by the reporting manager and are awaiting the head of department’s approval.

6.1. Department Approval Listing

To access it, click on Appraisals in the left sidebar to expand the sub-menu, then click on Department Approval. The page lists each department with the number of increment requests it has.

Department Approval — Listing page showing departments, department heads, and request counts

Column	Description	Sortable
Department	The name of the department. The name is a link that opens the department’s requests.	Yes
Department Head	The head of the department, with name and email address. Displays a dash if no head has been assigned.	No
Total Requests	The total number of increment requests for the department.	Yes
Pending Request	The number of requests still awaiting the department head’s review.	No
Action	Eye icon — opens the department’s increment requests.	No

6.2. Department Requests

Clicking a department or its Eye icon opens the list of increment requests for that department. The columns match the Team Approval listing: Employee, Department, Increment, Current Stage, Submitted, and Action. Click Back to Department Approvals to return to the department list.

Department Approval —Increment requests for a selected department

6.3. Reviewing a Request

Click the Eye icon for a request to open the increment record. The record uses the same layout as in Team Approval, with the Increment Details on the left and the Pipeline Overview on the right. The Pipeline Overview shows the manager’s approval and comment, and the Department Review stage awaiting the head of department.

💡 Tip: Use the Pending Request column on the listing to quickly see which departments still have increments waiting for the head of department’s review.

Summary

The following table provides a complete step-by-step summary of all key workflows in the Appraisals module:

#	Action / Step	Result
1	Access Appraisals: Log in → Appraisals in left sidebar → Appraisal Cycle.	The Appraisal Cycle listing opens, showing every evaluation cycle with its dates and status.
2	View an Appraisal Cycle: Click the cycle name or the Eye icon.	The cycle opens with the Employees and Departments tabs showing who is eligible for appraisal.
3	Review Eligible Employees: Open a cycle → Employees tab.	Employees assigned the evaluation cycle are listed with their department and status.
4	Review Eligible Departments: Open a cycle → Departments tab → Click the Eye icon for a department.	Departments show eligible, completed, and in-progress counts; opening one lists that department’s eligible employees.
5	Process an Increment: Click the Process Increment icon in the Actions column → Add goals → Select Increment Type, enter Amount and Effective Month → Click Submit.	The increment is submitted and goes to the reporting manager for review under Team Approval.
6	View a Processed Increment: Open the increment record.	Increment details and the Approval Timeline show each stage, who processed it, and its status.
7	Review Team Increments: Appraisals → Team Approval → Click the Eye icon for an increment.	The increment details and Pipeline Overview are displayed for the manager’s review.
8	Approve an Increment: On Team Approval, open an increment at Manager Review → Click Approve.	The increment moves to the head of department and appears under Department Approval.
9	Reject an Increment: On Team Approval, open an increment at Manager Review → Click Reject.	The increment goes back to HR/Admin for revision and resubmission.
10	Review Department Increments: Appraisals → Department Approval → Select a department → Click the Eye icon for a request.	Increments approved by the manager are displayed for the head of department’s review.

Appraisals-Overview