Adding/Editing Appraisal Types and Categories

1. Before staff appraisals can be added, you first need to set up the types and categories. First, head to Administration > Standard Values. 

2. Within the Staff Values box, find and click Staff Appraisal Categories or Staff Appraisal Types. 

1.  Categories could be for things such as 'Peer Assessment' or 'Self Assessment'
2. Types would include things such as 'Education' or Care'

The examples above are potential options, but this can be used for whatever fits best within your workplace. Setting them both up works the same so follow the below steps for both if needed.

3. The box that opens shows the list of any categories or types that have been created. To add another option to the dropdown, click Add Value, type the title in the Value textbox, then click Save. 

4. This new Value will now appear in the list. These can be edited by clicking the Notepad Icon, or press Close to return to the Standard Values screen.