How to initiate employee appraisal?

To initiate employee appraisal from the Performance Appraisal section click the Initiate Employee Appraisal icon. Initiate Simple Appraisal Tab will appear. Then fill in the required fields:

  • Employee name (select from the drop-down)
  • Template name (select from the drop-down)- Appraisal Templates: Use appraisal templates which contain predefined set of skill/criteria for handling the appraisal.
  • Skills (Skills List: You can change predefined skills by adding new ones or removing existings. You can also select who can see particular skill.)

You can also add the assigned goals.

After completion of all required fields press the Initiate and Send to Employee or Initiate and Review button.