Print an Appraisal

When you print an appraisal, you can choose the sections that are included in the printed copy.

For each phase of the appraisal process – Planning, Performance, Assessment, and Review – the Print Appraisal screen lists all of the sections that are available for inclusion. If a section is not relevant for a particular phase, N/A displays.

To print a performance appraisal:

  1. Click Performance > My Appraisals.
  2. On the My Appraisals screen, click the appraisal name, which appears as a blue hyperlink.
  3. Click the Print Appraisal button, which displays on several tabs, including the Appraisal Information and Summary tabs.
  4. On the Print Appraisal screen, select the sections that you want to include in the printed copy:
    • To include every available section, select Check All.
    • To include every available section in a particular phase, select the check box in the column heading for that phase.
    • If a section has a blue heading, you can click the heading to display sub-sections and select those that you want to include.
    • If you select General Appraisal Notes or Appraisal Review Comments, you can choose to include comments based on the Comment can be viewed by setting selected by the person who entered the comment:
      • All: The entry can be viewed by administrators, managers, appraisers, and the employee.
      • Employee: The entry can be viewed by administrators and the employee.
      • Managers: The entry can be viewed by administrators and managers only.
      • Other Raters: The entry can be viewed by administrators, managers, and other raters.
      • Private: The administrator and the person entering the note are the only ones who can view a private entry. Click Next to display the appraisal as it will appear when printed.
  5. Generate the printed copy:
    • Click Download as PDF to generate a PDF file of the appraisal, which you can open or save.

    • Click Print to print a hard copy of the appraisal.