Adding Staff Appraisals

1. To add a Staff Appraisal, first navigate to the relevant staff member's record via Staff > List > *Staff Name* > View Staff.

2. Click on the Appraisals tab. This will show any previous appraisals for the member of staff. To create a new appraisal, click Add Appraisal. 

3. A new box will open up, and this is where the details of the appraisal will go:

1. Select the Appraisal Type and Appraisal Category from the dropdown menus.
2. Select the member of staff leading the appraisal from the Appraisal With dropdown menu
3. Click the Date Due and Date Held boxes to select the date the appraisal should have occurred by, and when it did.
4. Type in the Details and Notes boxes to capture what happened during the appraisal and any follow up needed.

4. At the bottom of this box there are optional tabs:

1. Custom Questions: This allows you to set some custom fields/questions for Appraisals. The labels can be changed in Standard Values -> System Labels.
2. Tracking: As per custom questions, you can change the labels of the fields here to determine different dates for tracking. 
3. Documents: Upload any related documents.

Fill in the fields necessary and press Save.

5. Once an appraisal has been saved, it will appear in the list shown in step 2. From here, staff can then accept or reject an appraisal. To do this, navigate to the Appraisals Tab as per step 1 and 2, but instead of clicking new appraisal, click anywhere within the box of an existing entry.

6. In the top corner, click the Action dropdown menu and click the appropriate option. Then, click Save.