In this article, we will guide you through the process of editing the start and or end dates of an appraisal. For appraisals already assigned, only appraisal managers or admins logged in as managers have the authority to adjust the start date. Additionally, if the appraisal uses relative start dates, you have the flexibility to modify start dates before assigning them to employees.

For assigned appraisals, appraisal managers or administrators logged in as managers can edit the appraisal start date.

First, confirm that the function to edit phase dates is enabled in the appraisal setup:

1. Navigate to Administration > Performance > Appraisal Setup
2. Click Appraisal Settings
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3. Under the Appraisal Settings tab
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4. Under Appraisal Settings > Tick Auto manager update
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5. Click Save
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6. Sync the template settings by following the steps in this article - Synchronise an Appraisal Template to Assigned Appraisals

Once enabled and changes are synced, appraisal managers or administrators logged in as managers can edit the appraisal phase dates:

1. View the employee's appraisal

2. Click on the drop-down option in the Workflow section of the appraisal and then click Edit Phase Dates
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3. Make changes to the Start date to update the appraisal start date.

4. Changes will be displayed in the Workflow section of the appraisal

If the appraisal uses relative start/end dates, you can modify start/end dates before assigning them to employees.

For more detailed information, refer to the article on - Assigning an Appraisal Template to Employees

Similarly, if you have an Appraisal Assignment Rule in place, you can edit the rule to change the start date for all future appraisals. Follow the steps outlined in the article on Automatically Assign Appraisals using an Assignment Rule for a detailed guide on this process. -