Who is this article for?

Everyone who is looking for information on the Appraisals module.

No elevated access or permissions are required.

Appraisals help you track the performance and progress of your Employees in an effective and granular manner. This article pulls together relevant guides to make managing and using the module easy.

In this article:

1. Configuring the module
2. Creating and editing items
3. Searching for items
4. Completing Appraisals
5. Keeping organised

1. Configuring the module

• Configuring Appraisals module settings
• Setting up Appraisals module Permissions

2. Creating and editing items

• Creating and managing Appraisals
• Creating and managing Competencies
• Creating and managing Questions
• Creating and managing Rating Scales
• Creating and managing Response Sets
• Creating and managing Responsibilities
• Recording and editing Development Plans
• Recording and editing Goals
• Recording and editing Journal Entries

3. Searching for items

• Searching for Appraisals
• Searching for Appraisal items
• Searching for Development Plans, Goals, and Journal Entries

4. Completing Appraisals

• Completing Appraisals as a Manager
• Completing Appraisals as an Employee
• 'Appraisals with forms requiring action' notifications

5. Maintaining Employee list

• Managing the Command Hierarchy
• Using the Employee Search