Launch a New Appraisal

Follow these steps to launch a new appraisal on the Appraisal Administration screen.

To launch new appraisals:

  1. In the Actions column of the Appraisal Administration screen, click to launch a new appraisal and enter the Appraisal Name.
  2. From the Appraisal Source, select Best Fit to launch a workflow based on an association criteria, or select Choose a Workflow to manually select a workflow record.
  3. Click Submit.
    This returns you to the Appraisal Administration screen where the employee now has an active appraisal listed.

If the employee does not already have a primary appraisal, the appraisal that you launched using steps 1–3 above is automatically marked as the primary appraisal.

For employees who already have active appraisals, click next to an employee’s name to display the appraisal(s).