Appraisals Tab

Created by Harrigan Phillips, Modified on Fri, 6 Jan, 2023 at 1:55 PM by Harrigan Phillips

This tab us used to record and track Staff Appraisals. You will need to have the permissions for Staff - Appraisal View/Edit to see/alter this tab accordingly.

You can also set who an individuals Appraisal Manager is from this tab at the top.

TABLE OF CONTENTS

Adding/Editing Appraisal Types and Categories
Adding/Editing Staff Appraisals
Viewing Staff Appraisals
Reporting Staff Appraisals

Adding/Editing Appraisal Types and Categories

Before you start adding Appraisals you should setup any types/categories accordingly in Administration -> Standard Values. Under the Staff Values area, find and click on either Staff Appraisal Categories or Staff Appraisal Types.

Whichever option you choose you will see a modal of any existing ones setup. Either use the Add Value button to add new ones, or use the notepad icon to edit/delete existing ones.

Adding/Editing Staff Appraisals

To add a new Appraisal, click the Add Appraisal button underneath the list of existing ones.

To edit an Appraisal, click the row it is listed.

Both will open a modal with the available fields/tabs:

Field/Tab	Description
Appraisal Type	e.g. Initial Review, these are set as per the section above.
Appraisal Category	e.g. Review, these are set as per the section above.
Appraisal With	The main person leading the Appraisal.
Date Due	The date the Appraisal should have occurred by.
Date Held	The actual date it occurred.
Details	Enter details of the appraisal accordingly.
Notes	Any notes or comments following the Appraisal.
Accepted	Indicates if the Appraisal has been accepted by the Staff member
Date Accepted	Indicates the date the Appraisal was accepted.
Custom Questions	This allows you to set some custom fields/questions for Appraisals. The labels can be changed in Standard Values -> System Labels.
Tracking	As per custom questions, you can change the labels of the fields here to determine different dates for tracking.
Documents	Upload any documents accordingly such as a form that was filled out or evidence related to the Appraisal.

When you have finished, ensure to click the Save button. The list of Appraisals will update accordingly.

Viewing Staff Appraisals

Any existing appraisals will appear in a table beneath the field displaying the Appraisal Manager for the individual selected. You can use the field labelled 'View' as a filter to specify if you want to view all appraisals, or only the most recent.

The following information regarding each Appraisal will be shown:

Field	Function
Type	Displays the type of Appraisal
Added	Displays the date the Appraisal was added
With	Displays who the Appraisal is with
Due	Displays when the Appraisal is due
Held	Displays when the Appraisal was held
Notes	Displays any additional notes
Accepted	Displays if the Appraisal was accepted or not
Date Accepted	Displays the date that the Appraisal was accepted
Document Uploaded	Displays if an additional document was included in the Appraisal entry

Note:
You can also view all upcoming Staff Appraisals by using the Staff - Upcoming Appraisals widget

Reporting Staff Appraisals

There are multiple reports you can run to print Staff Appraisal information. Go to Reporting > Reports Menu > Staff > Common Reports, and then from the list on the right, select List of Appraisals. You can print this to either an Excel spreadsheet, or a PDF file, using the respective icons. Use the filter on the left to narrow down which Staff members you want to run the report.

There is also the report List of Last Appraisals recorded which will only print out the most recent Appraisal