Within this article, company or Performance admins can understand how to manually or bulk assign appraisals to employees.
đ | To automatically assign appraisals, please see Automatically Assign Appraisals using an Assignment Rule. To understand how managers assign appraisals, please see Assign Appraisals to Team Members as a Manager. |
How to Manually Assign an Appraisal?
To manually assign an appraisal:
1. Navigate to Administration > Performance > Appraisal Setup
2. Click the drop-down icon next to Assigned List > Assign Appraisal
3. Review the appraisal template and start date:
If the appraisal has fixed start dates, the fixed start date will be displayed.
If the appraisal template has relative start dates, enter the appraisal Start Date in the date selector field.
4. Apply a filter or search the employee
5. Tick the checkbox to select employees
đ | Employees who are already assigned to the template cannot be reassigned. You can click the view icon to display their current appraisal. To assign appraisals to employees before completing their current appraisal, please see this article - How to Assign Appraisals via the My Team tab. |
6. Assign the appraisal by selecting one of the below:
Assign to selected team members: Assign the appraisal to employees marked with the checkbox.
Assign to entire organisation: Assign the appraisal to all employees
Assign to all filtered users: Assign the appraisal to all employees that match the filter (if applied from step 4).
7. A success message will be displayed at the top of the page to indicate that the appraisal has been assigned successfully:
Once the appraisal has been assigned, click the Eye icon to view the appraisal assignment
How to Bulk Assign Appraisals?
đ | Alternatively, to automatically assign appraisals, please see Automatically Assign Appraisals using an Assignment Rule. |
To bulk assign an appraisal to employees:
1. Navigate to Administration > Performance > Appraisal Setup
2. Click the drop-down icon next to Assigned List > Assign Appraisal
3. Review the appraisal template and start date:
If the appraisal has fixed start dates, the fixed start date will be displayed.
If the appraisal template has relative start dates, enter the appraisal Start Date in the date selector field.
4. Click Upload List
5. Click Download Import Template > Complete the CSV file with the employee user identifiers
6. Click Choose file > Select the completed CSV file
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7. Review all rows to ensure the uploaded employee list is correct and without errors
â ď¸ | Invalid rows will not be imported. You may want to edit your data and upload again. |
8. Click Confirm
9. A success message will be displayed once the system has finished assigning users.