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Modules & Reporting

Appraisals

The Appraisals tab on an employee's record keeps a record of appraisals, each with an optional document.

The Appraisals tab listing each entry with issue and due dates

To add one, click the green plus, complete the form and click Save:

  • Description
  • Issue date (optional)
  • Due date (optional)
  • Notification (optional)
  • A file to attach, Word, Excel or PDF only (optional)
  • Notes and comments (optional)
The entry form

A notification only emails someone if the employee has notification managers set against them. Edit an entry with the pencil icon, or remove it with the bin.

Appraisals Appraisals