Send Appraisals
What is in the “Send Appraisal” section?
This section provides a summary of appraisal cycle in an organisation.
| Items | Descriptions |
|---|---|
| Cycle name | Appraisal cycle name |
| Appraisal Name | Appraisal for a specified group of employees |
| Completed by | To complete before a specified date |
| Questionnaire | Select the appropriate questionnaire type |
| Appraisees | Indicates the number of appraisees |
| Appraisers | Indicates the number of appraisers |
| Appraisal state | Draft Submitted Locked Published Completed |
| User name | Created by a specified user |
| Date | Last updated date |
 | To add an appraisal cycle |
 | To edit an appraisal cycle |
 | To export the appraisal grid in Excel |
 | To save the layout, reset layout, clear filters or refresh the page |
How do I add a new appraisal cycle?
1. Click on Add.
2. A new appraisal cycle form appears.
3. Select Appraisal Cycle.
4. Enter Appraisal Name.
5. Select Date to complete.
6. Select Questionnaire list.
7. Select Appraisee list (all or selected).
8. Enter Assessment Start Date
9. Enter Assessment Start Date
10. Tick box next to ‘Hide Appraiser Name’, if applicable
11. Tick box next to ‘Allow Self Appraisal’, if applicable.
12. Select Appraisers for each appraisee (vice versa).
13. Click Save as Draft or Send.
How do I preview the questionnaire list in the appraisal?
1. Tick the box next to Cycle Name.
2. Click on Edit.
3. At the Questionnaire list, click on preview button. 
How do I edit a draft appraisal cycle?
1. Tick the box next to Cycle Name.
2. Click on Edit.
3. Enter Amended Details
4. Click Save as Draft or Send.
How do I resend a submitted appraisal cycle?
1. Tick the box next to Cycle Name.
2. Click on Edit.
3. Update the complete by date (should not be less than current date)
4. Enter other amended details.
5. Click Send.
6. Click Ok to confirm.
How do I export the appraisal cycle in Excel?
1. Click on Excel.
2. Choose the location.
3. Click Save.