How do I assign an appraisal form to an employee?

To assign an appraisal form to an employee, select the “Employees” link from the main menu, then navigate to the employee whom you wish to manage. Select the “View” button alongside the relevant employee and, when you are shown the View Employee page, open the Employee Menu by clicking on the arrow on the right-hand side of the menu and select the “Performance” option.

Next, either click on the “Add New Appraisal” link at the top of the page to start a brand new appraisal or click on the “View” button alongside the existing appraisal record you wish to assign the document to.

When the appraisal details are shown, click on the “Add New Appraisal Form” to create a new appraisal form request. On this page, enter a title for the appraisal, notes/instructions to employee’s receiving a request to respond.

Then, select “Online Form” from the “Form Type” dropdown list and select the appraisal template to use from the “Template” list.

Depending on whether the form is a single-stage form (completed entirely by a single employee) or a multi-stage form (where the form is routed through multiple employees), the form will update to allow you to select the employees to send the form to.

If the selected template is a single stage, you can select the employee, or employees, to send the form to by clicking on them in the list. You can also choose whether to anonymise the responses by checking the “Anonymous” checkbox. The final stage is to enter the date by which all responses should be submitted.

If the selected template is a multi-stage template, the list of users will be replaced by a set of dropdown lists, one for each stage, where you can select the recipient for each stage. In addition, you must enter a date by which each stage is due.

By default, the employees are only able to view forms that are assigned to them and awaiting completion. If you would like them to be able to view the forms after completion, check the “Visible to employee” checkbox.

If you would like the recipient of this form to be able to review responses made against other forms in this appraisal, check the boxes alongside the responses you would like them to be able to see. This would be used, for example, where a line manager is also completing a form as part of an appraisal and you would like them to be able to view and comment on responses given by the employee.

Finally click “Save and Issue” to store the appraisal and send requests to the selected employees. If you don’t wish to send the appraisal at this stage, you can click “Save” to store the appraisal for issuing at a later date.

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