The Multiple Contributors feature enables company admins or performance managers to add additional contributors to assist in employee performance appraisals. This feature is especially useful when a manager may not have the time or capacity to oversee an employee’s performance for all periods or to develop specific skills. Other employees, seniors, managers, or executives can be added to help in certain areas. Contributors have limited access compared to managers but can significantly enhance the appraisal process.
How to enable the multiple contributor feature in an appraisal template?
Appraisal Template Configuration: A new setting, "Allow Multiple Contributors," has been added, providing flexibility in enabling the feature for specific appraisal templates.
Synchronise the Appraisal Settings: Please synchronise the appraisal template for this new feature to be applied for current appraisal assignees.
📝To Learn more about synchronising an appraisal template, please reference article link.
Click on the 'Synchronise' option.
Select an option to sync - Template settings (Appraisal, Phase and Section).
Click on the 'Sync' button.
The current appraisal assignees will start to see the 'Share' button on their appraisal to add contributors to an appraisal.
How to add contributors to an appraisal?
Contributor Management: Company admins or performance managers can manage contributors through the Contributors icon with the title 'Share' on the appraisal page.
Contributor Access: Contributors can access shared appraisals via email notifications or the new "Shared With Me" submenu.
The Company admins or performance managers can click on the Share button, and they will see a popup to add contributors to an appraisal and send invites.
Company admins or performance admins can type in the name and select a maximum of 5 contributors to an appraisal.
As soon as the invites are sent to the contributors, an email notification will be triggered to inform the same to the users.
How can contributors access the shared appraisal?
Email notification: Contributors receive an email with a link to the appraisal.
Shared With Me submenu: Automatically displays for logged-in users with shared appraisals.
How to remove a Contributor from the appraisal?
Company admins or performance admins can click on the delete icon to remove the Contributors from the appraisal during any appraisal phase.
What can Contributors do in the appraisal?
Sections | Visibility | Actions (Add, Edit, Delete) |
Goal | Same access as the Manager | Only can contribute Notes |
Competency | Same access as the Manager | Only can contribute Notes |
Development Objective | Same access as the Manager | Only can contribute Notes |
Checkpoint | View responses after approval | Have a separate response to the Checkpoint section |
Questions | Same access as the Manager | Only can contribute Notes |
Recommendation | Same access as the Manager | Same access as the Manager |
360 Review | Same access as the Manager | Only view list of 360 reviewers |
360 Questions | Same access as the Manager | Same access as the Manager - usually view |
Summary | Same access as the Manager | Can put a comment but cannot give a rating |
Potential Ratings | ❌ don’t see the section at all | ❌ don’t see the section at all |
Criticality and Flight Risk | ❌ don’t see the section at all | ❌ don’t see the section at all |
Adding Notes as a Contributor
Notes facilitate adding additional supporting or supplementary information to a users appraisal. They can be added to any Goals, Development Objectives, Competencies, or Questions. This can include notes on your progress, such as positive feedback you have received from customers or colleagues.
Adding notes to an appraisal follows the same process for employees, managers, and contributors. Each user can enter their notes directly within the relevant appraisal section, ensuring a consistent and straightforward experience regardless of their role.
Adding Notes
1. Click +Add Note within the relevant section
2. Enter in the details/text for your note
3. Select the visibility (public/private/manager only)
4. Click Save
What are the new notifications added for Multiple Contributors?
Share Appraisal (trigger when new contributor assigned): An email is sent to inform the user that they may access and contribute to a team member's appraisal.
Checkpoint Start for Contributor: An email is sent to the contributor notifying them that the checkpoint has started.
Checkpoint Due for Contributor: An email is sent to the contributor notifying them that the checkpoint is due.
Checkpoint Rejected: This notification will be sent when a checkpoint has been rejected by a manager.
Frequently Asked Questions
Can I add contributors to an in-progress appraisal? +
Yes, you can add contributors to an appraisal at any time, regardless of its phase.
Can I remove a contributor from an appraisal mid-way? +
Yes, you can remove a contributor from an appraisal at any time, regardless of its phase. Any details submitted by the removed contributor will remain in the appraisal, but the contributor will no longer have access to view or make changes.
Can I give more control to a contributor to provide ratings and add attachments? +
Contributors are intentionally given limited access to appraisals. If you need to grant a contributor more control, consider assigning them the role of Performance Manager, which provides greater authority over the appraisal process.