Managing the Release of Appraisal Report

Step 1

To manage who is able to view the final rating & gain access to the appraisal report, start by navigating to the access control page as shown below.

Step 2

Now that you are on the Appraisal Report Access page, start by clicking on Edit (3), and ensure you are on the right Appraisal Period (4).

Next, select the intended Appraisal Template that you would like to control access (5), and you will be able to find the specific appraisal period that has been completed on the right (6).

Here (7), you will be able to choose, which appraisal role, is able to view the specific report for the designated appraisal period. By turning it on, the specified role will be able to view the final rating & generate the designated report.

Once you are done, click on the Save button, located at the top right corner of the screen.

Step 3 (Optional)

If you would like to control, that only a specific few employees will have different access, you may toggle on to the employee tab (8), and customize access only for the specific employee (9). 

The screen below shows an example of if the staff has more than one template (10) assigned to them.