Users who can access an appraisal will have the same workflow, regardless of their role. The difference comes with individual questions or elements of the appraisal; one question may require a role to respond, while response is optional or not allowed on other questions.
To view appraisals, hover over Appraisals in the main navigation menu and select either Latest appraisal or All appraisals.
The tabs displayed will depend upon the logged in user:
Select the appropriate tab to view the appraisals that have been assigned.
The overview for each appraisal includes:
Select the linked appraisal name to view it.
The stages of the appraisal are displayed. Note that only one stage will be available; the other stages will be made available automatically based on the start dates setup in the appraisal settings.
Each stage will have a completion date listed. You may receive notifications on your My Learning dashboard and via email when a new appraisal is available, if a stage due date is coming up, or if a stage is overdue.
To save a copy of the current appraisal, including responses to elements so far, select the Save PDF Snapshot button. A PDF copy of the appraisal will be saved and will be displayed under the name of the appraisal on the All Appraisals page. You can also download a copy by selecting the Download now button.
To print a copy of the appraisal, select the Print button. You will be prompted to select which stages will be printed. Check the checkbox next to Leave space on print-out to write comments to include additional space under each element on the page for writing in comments by hand.
Select the Print now button. The browser's printer dialog will appear. The options available for printing will depend upon the browser you are using. The example shown below is for Google Chrome.
Managers, manager's managers, and appraisers, are granted access to view and respond to appraisals for learners. One appraisal element may require responses from all roles while another only requires response from the learner and learner's manager.
In this case, a "Manager" refers to the user who is setup on the learner's user profile in the Manager field on the Primary position page. The "Manager's Manager" is the user in the learner's manager's Manager field. The "Appraiser" is the user setup on the learner's user profile in the Appraiser field on the Primary position page.
Managers can access their team member's appraisals through the My Team tab on the main navigation menu.
Select the Appraisals link for a learner.
For each appraisal, the manager can view:
Selecting the linked appraisal name will open the appraisal for viewing and/or completion.
Once an appraisal is marked as completed it cannot be re-activated.
To begin working through an appraisal, go to Appraisals > All Appraisals on the main navigation menu.
To begin completing an appraisal, select the Start button in the current highlighted stage of the appraisal. Only one stage of an appraisal is available at any time; the next stage will become available after the previous one is completed.
If you have already selected an appraisal stage to view it, but have not completed it, the button text will say Continue.
The pages of this stage will appear on the left-hand side as a menu. The elements that need to be completed appear on the right-side. Elements are the questions or pieces of information that are displayed in the appraisal.
Element types include:
Select the Next button to move to the next page of the stage. If no elements required a response, then selecting the Next button will mark the page as complete. A stage is complete when all required questions are answered and a tick is displayed in the check box next to the page name.
Question elements will display the question, followed by a way to select an answer. This could take the form of a dropdown, radio buttons, check boxes, sliders, or text boxes, depending upon the type of question.
If your role has permission to answer a question, you will see a Your answer label with a method for selecting the answer next to it. If answering a question is required for your role, then a red asterisk will appear next to Your answer. You will not be able to move on to the next page until the required fields on the current page are completed.
Your answer may be visible to users in other roles. The list of roles will be displayed under the Your answer label. The answer provided by users in other roles may be visible to you. Answers that you have permission to view will be displayed below your answer.
Review questions allow you to select components of the learning plan to pull into the appraisal and review. This process will be the same for any components that may need reviewed; not all components will be included on every appraisal.
You can enter responses for any existing goals as well as click the Choose goals to review button to add additional goals to the appraisal.
At any point, you may save your progress by scrolling to the top of the page and selecting the Save progress button.
On the last page of the appraisal stage, select the Compete stage button. The stage will be marked complete with a tick in the checkbox next to You must complete this stage.
When the appraisal stage has been completed by all user roles, a green tick mark will appear for the stage. The next stage will open up for user access.
When all appraisal stages have been completed by all user roles, the appraisal status will be updated to "Completed", including the date on which it was completed. A completed appraisal is still available for users to view and print using the buttons at the top right-hand side of the screen.
When viewing appraisals overview pages and reports, the appraisal status will be updated from "Active" to "Completed".