Employee Appraisal

This page guides you through the creation and the management of periodic and ongoing staff appraisal records..

These are topics on this page

Creating New Employee's Appraisal
Editing the appraisal

Introduction

Staff Appraisal records are managed through the employee profile. Selecting the Appraisal tile located within the left menu panel will provide you with access to the Staff Appraisal record function.

Navigating the Appraisal page

Click to expand and preview the fields that comprise the Staff Appraisal page

The following is an outline of the fields that comprise the Staff Appraisal page:

Save: This button is used to create as well as save updates to an existing record.
Close: This button is used to close down the staff warning page.
Deactivate: This button is used to adjust the activity status of the staff training record.
Notes: This button provides access to the notes function. Notes can be retained against the training profile thereby tracking actions and communications.
Documents: This button provides access to the document function.
Delete: This button is used to delete the staff training record.

Creating New Employee's Appraisal

To create a new employee's appraisal, click the +New button
Fill out the information for the employee's appraisal by using the drop-down menu to rate the employee.
. The rate range from 1 - 9 with 1 being the lowest and 9 being the highest.
You need to fill out all the field that has a * symbol to it. You cannot save the appraisal if you will not fill out those fields
Click save once done filling out the fields.

Editing the appraisal

If you need to change the appraisal information, you can click on the appraisal and click edit. Alternatively, you can double-click the appraisal to edit it.
After editing the changes, click save to save the changes.