Configure Global Appraisal Print View Options

When configuring default appraisal print options for your organization, administrators determine how all phases of the appraisal display on the Print View screen (Step 2), in PDF Format, and in print to hard copy.

To use this feature, it must be enabled. For more information, see Enable Global Appraisal Print View Configuration.

To configure global appraisal print options:

  1. Click Administration » Performance » Appraisals » Print Configuration.
  2. On the Print Configuration screen, select what you want to include when printing:
    • 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 or sub-section has a blue arrow, you can click the arrow to display all options and select or de-select, as desired.
    • If you select General Appraisal Notes, Journal Entries, 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.
  3. Click Submit.