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Once you've held the pre-appraisal meeting, you and your employee must do the following

by , 24 June 2014
One of the things you must do when preparing for performance appraisals is to hold a pre-appraisal meeting.

The main objectives of the pre-meeting are to:

1. Brief your employee on the objectives, systems, process and approach;

2. Motivate your employee and deal with any concerns he might have about the process or the outcome of the performance appraisal; and

3. Agree on the performance appraisal meeting date and time.

Once you've held your pre-appraisal meeting, you and your employee must perform the following duties to ensure the appraisal process runs smoothly.

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You and your employee must do the following after your pre-appraisal meeting

The Practical Guide to Human Resources Management says once you've held the pre-appraisal meeting, you and your employee must complete your final preparations for the appraisal meeting.

Use these checklists to prepare…

Checklist: The manager's preparations

#1: You must review:

  • The job description;
  • Your employee's goals and objectives;
  • Informal review notes;
  • Feedback from clients and customers;
  • Your employee's behaviour in terms of the corporate values and ethics;
  • Any other value-added activities or actions the employee has taken during the period under review.

#2: You must complete the performance appraisal form: Manager's appraisal.

Use this checklist to help your employee to prepare.

Checklist: Your employee's preparations

#1: Tell your employee to review:

  •  His job description;
  • Goals and objectives and the extent to which they were met;
  • Informal review and other feedback from clients and customers;
  • Any other value-added activities or actions he took during the period under review.

#2: Your employee must complete the performance appraisal form: Self-assessment.

There you have it. Knowing what you and your employee must do following the pre-appraisal meeting will help ensure the performance appraisal process runs without any glitches.

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