Managing Appraisals

Modified on Wed, 9 Sep at 4:01 PM

To manage Appraisals that you are responsible for, you will need to open the Appraisals Status screen by clicking Manager Hub > Appraisals Outstanding widget

You can also reach them by opening the Appraisals menu on the left hand side of the page and then selecting Current Appraisals

Both approaches will then open the screen below:

From here, you also have the option to Create Appraisals (for one or more employees) :

Create a Single Appraisal

To create a single appraisal for an employee, click on the Create Appraisal(s) button in the top left corner of the screen; the default selection will be Single.

Next, you will need to fill in some basic information, such as:

Employee	Select an employee for the appraisal using the search bar.
Completed By	Set a completion date for the appraisal.
Force Archive	Tick if the employee(s) have outstanding appraisals from last year, for example. The system will then archive the old appraisal and create a new one.

Once all of the criteria have been set to your requirements, click Submit to complete the process.

Create Bulk Appraisal(s)

To create multiple appraisals across departments, click on the Create Appraisal(s) button in the top
left corner of the screen, and choose Multiple.

With Multiple selected, you will then need to complete the fields on the screen below; you can choose multiple department(s) by holding down

Type	Defined within the Administration > Keywords section. You can select only certain employee types that you want to create appraisals for.
Level	If level is used and defined, again within the Administration > Keywords section, the user can filter down who they want to create the appraisal(s) for.
Completion Date	When the appraisal needs to be completed by.
Force Archive	Tick if the employee(s) have outstanding appraisals from last year for example. The system will then archive the older ones and create new.

Once all of the criteria have been set to your requirements, simply click Submit to bulk create the records for everyone within the department, level and type selected.

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