Appraisals

Manage appraisal cycles, questionnaires, and individual appraisals.

Who can access

• Users with “Appraisal menu”. Sub-permissions: create appraisals and questions, appraise, view results.

Appraisals (setup)

1. HR → Appraisals → Appraisals.
2. Create a cycle: name, period, participants, and questions.
3. Publish to open for appraisers.

Appraise (do an appraisal)

1. HR → Appraisals → Appraise.
2. Select the assigned employee or self (if 360/self-appraisal).
3. Rate questions, add comments, and submit.

Approved appraisals (results)

1. HR → Appraisals → Approved Appraisals.
2. Filter by cycle or department.
3. View/download summaries as permitted.

Tips

• Keep competencies consistent across cycles for comparability.
• Encourage written feedback to support ratings.

Troubleshooting

• Can’t see the cycle: ensure you’re a participant or have admin rights.
• Submissions blocked: verify the cycle is open and not past the deadline.