The Appraisals module in HRStop gives organisations complete control over employee salary revisions and increment management. From the moment an employee joins, every salary change, whether it is an annual increment, a mid-year revision, or a template reassignment, is recorded and maintained in the system. Administrators can view the full salary journey of any employee, track CTC growth over time, process appraisal arrears, and generate salary-related documents such as increment and appraisal letters — all from a single module.
Purpose
The Appraisals module helps organisations:
- Trigger salary revisions for individual employees or in bulk
- Update salary components or assign new salary templates during appraisal
- Apply percentage-based increments across salary components
- Calculate and disburse appraisal arrears in selected payroll cycles
- Maintain a complete appraisal history for every employee
- Generate salary-related letters using appraisal data
Who Should Use
Payroll Administrators
Payroll administrators can:
- Configure appraisal settings
- Trigger appraisals for individual employees or in bulk
- View appraisal details and history
- Calculate and submit appraisal arrears
HR Teams
HR teams can view appraisal details and history for employees, subject to their assigned permissions.
When to Use
The Appraisals module can be used when:
- Processing annual or mid-year salary increments
- Assigning a new salary template to an employee
- Updating individual salary component values
- Calculating and disbursing arrears due to delayed appraisals
- Generating increment or appraisal letters for employees
Workflow and Guides
1. Configuration
Configure appraisal settings before triggering appraisals.
| Article | Description |
|---|---|
| Appraisal Settings | Configure appraisal-related settings including date-based triggering, arrear consolidation, and income tax computation for arrears. |
2. Triggering Appraisals
Trigger salary revisions for individual employees or multiple employees at once.
| Article | Description |
|---|---|
| Triggering an Appraisal | Trigger a salary revision for an individual employee by selecting the salary update type and configuring the new salary details. |
| Triggering Appraisals in Bulk | Trigger salary revisions for multiple employees simultaneously using a CSV file. |
3. Viewing and Managing Appraisals
View appraisal details and history, and manage appraisals once triggered.
| Article | Description |
|---|---|
| Viewing Appraisal Details | View the details of a specific appraisal including previous and new salary breakup for an employee. |
| Viewing Appraisal History | View the complete appraisal history for an employee including all past salary revisions and CTC growth over time. |
| Managing Appraisals | Publish, unpublish, or delete an appraisal once it has been triggered. |
4. Calculating Arrears
Calculate and disburse appraisal arrears for employees.
| Article | Description |
|---|---|
| Calculating Appraisal Arrears | Calculate and submit appraisal arrears for an individual employee for a selected appraisal and payout period. |
| Calculating Appraisal Arrears in Bulk | Calculate and submit appraisal arrears for multiple employees together. |
5. See It All Together
Prefer to see the complete process in one place? This walkthrough takes you from triggering an appraisal to publishing it and calculating arrears, using a single running example.
| Article | Description |
|---|---|
| Walkthrough: From Triggering an Appraisal to Calculating Arrears | A complete worked example showing how an appraisal is triggered, published, and how arrears are calculated and submitted. |
Where It Reflects
Once an appraisal is triggered and published, the revised salary is reflected in the employee's payroll for the selected effective date. Appraisal arrears, once submitted, are included in the employee's payroll for the selected payout period. All appraisals are recorded in the employee's appraisal history and can be used to generate salary-related documents.
Important Notes
- Only users with authorized payroll administrative access can trigger and manage appraisals.
- Appraisal settings should be configured before triggering appraisals to ensure correct behaviour.
- An appraisal must be published before it reflects in the employee's payroll.
- Appraisal history is maintained for all employees and can be used to generate increment and appraisal letters using the Document Templates module. Refer to: Document Templates: Overview