Appraisals

What is an Appraisal?

An appraisal is a regular review of an employee's job performance and overall contribution to an organisation.

Performance appraisals are a part of career development and consist of regular reviews of employee performance.

What is the state change in an appraisal cycle?

Items	Descriptions
All	All appraisals
Draft	Draft appraisals
Submitted	Submitted appraisals
Locked	Locked appraisals
Published	Published appraisals and these can be viewed by the respective appraisees in “My Appraisal”
Completed	Completed appraisals
Cancelled	Cancelled appraisals
	To edit an appraisal
	To submit appraisal
	To cancel appraisal
	To lock appraisal
	To publish appraisal
	To complete appraisal
	To change the state of an appraisal
	To export the appraisal grid in Excel
	To save the layout, reset layout, clear filters or refresh the page

How do I update a submitted or a locked appraisal?

1. Click “+” to expand the records. (next to Appraisal Name)

2. Tick the box next to Appraisee Name.

3. Click on Edit.

4. Update the Summary and the Development Plan sections under Discussion Tab.

5. Click Save.

a. Save – To save.

b. Save & Close – To save and return to the main grid.

How do I change the status of an appraisal cycle?

1. Select All tab.

2. Tick the box next to Cycle Name.

3. Click on State .

4. Select Change Appraisal Status.

5. Click Ok.

How do I export the appraisals in Excel?

1. Click on Excel.

2. Choose the location.

3. Click Save.