This article provides Company and Performance Administrators with instructions on how to manage appraisal setup.
How do I create a new appraisal template?
1. Go to Administration → Performance → Appraisal Setup.
2. Click the +New Template button.
3. A new section appears, allowing you to enter in the appraisal template details, including:
Title: This is the name of the appraisal.
Appraisal Title: This is the name of the appraisal that the user will see.
Description: This is the description of the appraisal for the employee and manager.
Duration Type: This is the time frame or duration of the appraisal (Relative or Fixed).
Rating System: This is where administrators can select a previously created rating system.
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Administrators can create new rating systems by going to Administration → Performance → Rating Systems.
Appraisal Settings: This is where you can set additional settings for the appraisal.
Auto restart appraisal
Auto manager update
Section weight is visible
Section item weighting is enabled
Employee can see manager score
Overall manager rating display:
Final manager rating display:
Manager can edit phase dates
Allow multiple contributors
4. Save, you have created a new appraisal template.
⚠️An appraisal template can only contain one type of rating system.
How do I copy an appraisal template?
1. Go to Administration → Performance → Appraisal Setup.
2. Click the Copy Template button.
3. Select the template you wish to copy and click the Copy button.
4. The copied template will be indicated with "- Copy" at the end.
How do I update the performance manager in an appraisal?
1. Go to Administration → Performance → Appraisal Setup.
2. Click the Update Managers button.
3. A list of user appraisal assignments will appear where there are discrepancies between the direct manager and appraisal manager.
4. Tick the box to update next to the user's assignment and click the Update Selected to update the appraisal manager to match the direct manager or click the Update All button to update all assignments in the list automatically.
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Tick the box for Auto manager update under the Appraisal Settings tab to automatically update the manager in the appraisal to match the user's direct manager whenever there is a change in the user's profile.
Configure Appraisal Notifications in Appraisal Setup
Use the Appraisal Notifications tab to set up Performance notifications that apply to a specific appraisal template before assignment. Configure these prior to issuing the template so the right emails trigger for employees and managers.
Go to Administration > Performance > Appraisal Setup, open your template, then select the Appraisal Notifications tab to configure the notifications that will apply to that template.
Ensure notifications are configured and activated before assigning the template; notifications added after assignment won’t apply retroactively to already-issued appraisals.
To verify delivery later, use Notification History (Administration > General > Notification History) and the Advanced Search filters (e.g., Notification, Trigger, Email Address, Date Range).
Manage Appraisal Notifications (Edit, Delete) in Appraisal Setup
You can manage existing template notifications directly in the template’s Appraisal Notifications tab.
To edit a notification, open the template’s Appraisal Notifications tab and modify the required settings (for example, recipients or content) for that notification. Save your changes.
To delete a notification from the template, remove it in the Appraisal Notifications tab so it no longer applies to new assignments of that template.
How do I allow/disallow managers to assign or delete appraisals
As a company admin, you can configure, at the company level, if managers can assign or delete appraisals. This allows administrators greater control over their organisation's performance processes.
⚠️Managers can assign and delete appraisals by default.
1. Go to Administration → General → General Setup.
2. Under the Configuration tab, Enable/Disable the toggle for:
Allow manager to assign appraisal
Allow manager to delete appraisal