How do I attach files and documents to an appraisal?

In SMB you can store documents directly against an appraisal record if required. To do this, first go to the employee whose appraisal you wish to update from the “Employees” option on the main menu, then select “Appraisals” from the employee menu at the top of the dashboard. Then, when the list of appraisals is shown, click on the “View” button for the appraisal you wish to access.

When the appraisal details page is shown, click on the “Add New Document” link to add a new file. On the “Add Document” page, enter a name for the file and use the file selector to locate the file on your local hard drive. If required, you can also store notes or a description against the file. Finally, click “Add Document” to store the file against the appraisal.

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