Administration

Understanding performance appraisals
An employee's performance appraisal is organized in three steps: Step #1: Employee completes self-evaluation Employees will get an email notification as soon as a new performance appraisal session is created for them. They will be able to comp...
Mon, Jan 29, 2018 at 10:58 AM
Why is a particular user not showing up on my Appraisals page?
There are a couple different reasons why a particular user may not be showing up in your list of potential reviewees. 1. Your user does not have the Employee 'privilege' assigned to their account. Only users with this assigned privilege can b...
Wed, Feb 12, 2020 at 2:26 PM
Who can launch performance appraisals?
Any employee's manager (or manager's manager and so on) can launch an appraisal on their subordinate(s). Additionally, appraisals can be launched on anyone in the organization by users with the following privileges: Administrator HR Administr...
Wed, Feb 12, 2020 at 2:46 PM
Launching a basic performance appraisal (for one employee)
To initiate a new performance appraisal, go to the Appraisals page. Once you find the person you want to evaluate (the reviewee), click on Launch next to their name. Select: Deadline for self-evaluation Deadline for manager evaluation Questionnaire...
Wed, Feb 12, 2020 at 10:45 AM
Launching a basic performance appraisal (for multiple employees)
To send out multiple appraisals at once, use the Batch Operations > Launch Appraisals option on the Appraisals page. You can select the entire organization at once or you may want to select only a specific department, job title, location, etc. If th...
Wed, Feb 12, 2020 at 10:43 AM
What happens to a performance appraisal after the deadline is reached?
The employee and/or manager can still respond to an appraisal after the deadline has passed. However, once they press the Submit button, their answers will be locked in place and cannot be modified unless the deadline is extended. If need be, see our...
Wed, Feb 12, 2020 at 2:57 PM
Changing the manager after an appraisal has been launched
If you update a reviewee's manager after a performance appraisal has been launched, the system will not automatically change the manager. The assumption is that you would want the person's manager at the time of launch to review the person and no...
Wed, Feb 12, 2020 at 3:11 PM
Reopening a self-evaluation already submitted by the employee
Employees can resubmit answers on their self-review when: The self-review deadline has not passed The manager has not pressed Submit for their responses The review is not shared with the employee (when applicable) The review has not been approved (...
Tue, Feb 25, 2020 at 11:44 AM
Reopening an appraisal already submitted by the manager
Managers can reopen their review if: The manager's deadline has not passed The review is not shared with the employee (when applicable) The review has not been approved (when applicable) The review has not been signed by any required parties (wh...
Wed, Feb 12, 2020 at 4:31 PM
Extending appraisal deadlines
To extend deadlines for appraisals, go to the Appraisals page. You can extend one appraisal's deadline(s) at a time or you can do this for multiple appraisals using the Batch Operations feature. For a single reviewee, press the Edit button next to...
Wed, Feb 12, 2020 at 2:51 PM