Assigning Appraisal Template to Employees

The purpose of the Assign Appraisal Template page is for the admin to initiate an assessment for the employees.

Step 1

Start by navigating to the Assign Appraisal page, by following the steps below

Step 2

Once you are on the Assign Appraisal Page, the screen will be displayed as below. 

Starting from left you will notice, you will notice a list of appraisal template that is available in your database(4), and you are currently viewing the list by Template(3). Viewing By Template is the default view of this page, you may choose to toggle to view By Employee by clicking on the button next to (3).

To assign appraisal, start by selecting one of the Template found on (4), and navigate the to the listing on the right, where you find a list of employees that is alegible for this assessment. In order to quickly assign this assessment to those who are alegible, click on select all(5), and move to action(6), then click on Assign(7). Once assigned you will notice the status update from Un-assign to Ongoing under the status(8).

Once Template Assigned, this assessment is effectively triggered for the specified employees according to the timeline that is set within the appraisal templete.

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