Please note this is a legacy feature. To read about the improved performance management features new to Totara 13 please see the Performance page. 

After an appraisal has been created, Learners can be assigned to it on the Assignments tab. User assignments can occur any time during the appraisal creation. The appraisal won't be released to users until the Activate now link is selected. In the meantime, the appraisal status is set to Draft.

(This video above is taken from the Appraisals course in the Totara Academy).

Assigning learners to an appraisal.

An appraisal can be assigned to users based on their audience, organisation, or position. Select the type of group to assign in the Assign user group drop down.

Select the Save button.

Assigned users.

The assignment type and all assigned Learners will now appear on the Assignments tab. One appraisal can be assigned to multiple groups.

A site administrator or a user with the 'totara/appraisal:unlockstages' capability set to Allow, can reopen or unlock a completed stage for a specific appraisal role (e.g. Learner, Manager, Appraiser etc) or all roles, within a specific user's appraisal form, via the appraisal management area under the Assignments tab. 

For more information please see Managing appraisals.

Assigned groups

This section displays:

Assigned Learners

This section displays:

The Show Entries drop down allows you to select the number of rows of Learners that will be displayed per page. Use the buttons in the lower-right corner to jump to additional pages.

Use the Search box to enter a learner's name and hit the Enter key to search for Learners.

The learners that are listed differs depending on the status of the appraisal:

  • Draft - the table lists the users in the assigned user group(s).
  • Active - the table lists the users currently assigned to the appraisal.
  • Closed - the table lists the users who completed the appraisal. This does not include users who completed the assignment but were later removed from an assigned user group.

Totara Academy

The Totara Academy has a whole course dedicated to using Appraisals in Totara. Here you can learn more on how to use the tool, see best practice, and give it a go yourself.