If a new appraisal template has not been created and you want to mirror an existing appraisal template, it is recommended that you copy the existing appraisal template and then change the phase dates within that copied template to reflect the relevant appraisal dates (i.e. new financial year dates) within each phase.
Once the new appraisal template is created, the manager can assign the new appraisal to their team members via the My Team or Performance tab.
This article covers the following topics:
How to Assign an Appraisal via the My Team tab?
To assign an appraisal to team members via My Team:
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Using this method, managers can assign a performance appraisal plan to their team members before completing the current appraisal plan. |
1. Navigate to the My Team on the left menu
2. Under the Team Members tab > Search the employee
3. Click Action > Assign Appraisal
4. Select an appraisal from the drop-down list
If the appraisal has relative start dates, select the Appraisal Start Date
5. Click Assign
6. A success message will be displayed "The appraisal has been assigned successfully.":
How to Assign an Appraisal via the Performance tab?
To assign an appraisal via the Performance tab:
1. Navigate to the Performance on the left menu
2. Select Team's Performance
3. Click Assign
4. Search appraisal template name > Select the template
5. Click Next
6. Review Appraisal Duration/Dates:
- If the appraisal has fixed dates, the appraisal will start and end on pre-selected dates (from the appraisal template):
- If the appraisal template has relative start dates, select the appraisal Start Date:
6. Select an option from the following:
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View and choose from your reporting line: Assign to selected employees.
Select employees by ticking the checkbox in the first column:
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The checkbox will be greyed out if the employee is already assigned the appraisal template. Click the popup icon to view the employee's assigned appraisal.
- Direct reports: Assign to all direct reports.
- Entire reporting line: Assign to all direct and indirect reports.
7. Click Assign
8. Click Confirm
9. A success message will be displayed to confirm the appraisals have been assigned successfully.