Welcome to our FAQ section! Here, you’ll find quick answers to the most common questions about syncing appraisal, phase, and section settings while addressing common issues and limitations. If you don’t see your question listed, feel free to contact us directly.
📝 | To sync an appraisal, please follow the steps outlined here - Synchronise an Appraisal |
This article covers the following topics:
Appraisal, Phase, or Section Settings
How to sync appraisal, phase, or section settings?
Sync your appraisal and select the 'Template settings' option.
This option will sync data under the Appraisal Settings, Phase Settings, or Section Settings sections to all related appraisals.
1. Appraisal Settings
2. Appraisal Phases
3. Appraisal Sections
How to sync section changes?
Sync your appraisal and select the 'Section' option.
This option will sync the following changes:
1. Adding a New Section: When an admin adds new sections to a template and synchronises, the system will automatically add the new sections and the section items into the appraisals related to the template.
2. Removing a Section: When admins remove a section in an appraisal template and then synchronise, the system will remove the entire section data, including:
Section items
Notes and Attachments in the sections/section item
❗ | Deleted sections or items cannot be restored after the sync. |
3. Updating a Section: The system syncs the Title, Weight, and Description of sections to all related appraisals.
For checkpoint sections, admins can adjust the start and end dates of each checkpoint and sync them to appraisals.
Existing section items, notes, and attachments in the appraisals remain untouched to preserve any modifications made by the employee and manager.
4. Re-ordering Sections: When managing performance appraisals, re-ordering sections is a seamless task that allows for optimized organization and presentation of appraisal data. Re-ordered sections can be synchronised.
5. Checkpoint Dates: Checkpoint dates can be synced, and the system automatically updates notification schedules related to the checkpoint accordingly.
How to sync phase date changes?
Sync your appraisal and select the 'Phase dates' option.
This option will sync changes that are made to the phase dates under the Appraisal Phases tab, such as date changes to the planning, action, self or manager scoring (review) phases, approval phases, 360 review, and complete phases.
⚠️ | For the sync feature to work effectively, the title, order, and number of phases match. Any discrepancies in these aspects will prevent the system from syncing any changes in phase dates. |
Syncing phase dates not only updates them but also resends notifications for the relevant phases. This includes updates to scheduled notifications related to phases.
360 Review Due Date
360 Review Task Due
Action Phase Due Date
Appraisal Approval Task Due Date
Manager Scoring Phase Due Date
Planning Phase Due Date
Self Scoring Phase Due Date
Notifications
Why were there multiple phase notifications sent out?
Multiple phase notifications may be sent out if you have made changes or made updates to the phase dates. When you sync phase dates or all settings, the system automatically adjusts and reschedules notifications associated with the updated phase dates, such as:
Action Phase Due Date
Manager Scoring Phase Due Date
Planning Phase Due Date
Self Scoring Phase Due Date
360 Review Due Date
360 Review Task Due
Limitations of Sync
Why have the changes not synced to assigned appraisals?
The sync will not apply to the following:
Completed Appraisals: Once appraisals are finalised, they cannot be synced. Company admins will need to roll back the appraisal before syncing to apply the changes.
Exclude Appraisal Phase Data, Except Phase Dates: While synchronising data, it's crucial to omit any appraisal phase data except phase dates for streamlined information management.
Changes at a Section Item Level: Any adjustments made at a section item level, such as editing goals or modifying section items within existing appraisals, are not synced for precise appraisal tracking.
Data Related to 360 Reviews: Data linked with 360-degree reviews, including the review phase, specific sections, and questions, are not synchronised to ensure focused evaluation processes.
Appraisal with Ratings Recorded: Whenever an appraisal contains recorded ratings, it will not be synced if at least one rating is present.
Still have questions? Feel free to reach out to our Support team here.