Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Print an Appraisal

If you have access to edit appraisal print options, you can choose the sections that are included on the Print View screen (Step 2), in PDF Format, and when printed to hard copy.

Appraisal users must have certain features enabled before they can create and/or modify default print settings for the organization, or define and save their own default print settings in Step 1 of the Print Appraisal Workflow:

  • Global Print View Configuration: This feature must be enabled for a group to have access to configure a default print configuration for the organization (Administration » Features » Performance » Appraisals » Global Print View Configuration). If the sub-feature, Lock Configuration is enabled (Administration » Features » Performance » Appraisals » Appraisal Administration » Lock Configuration), then users in the group will not be able to override the default print configuration.
  • Users Print View Configuration: This feature (Administration » Features » Performance » Appraisals » Users Print View Configuration) must be enabled.
    Note: When setting print options, be aware that 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. Open an appraisal from Performance » My Appraisals, from My Employees, or from Appraisal Administration.
  2. On the Appraisal screen, click the Print Appraisal button, which displays on several tabs, including the Appraisal Information and Summary tabs.
  3. 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 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, Appraisal Review Comments, or Journal Entries, 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.
  4. To restore the default print settings configured by an administrator, click Restore Default View. You can return to this step to restore defaults at any time.
  5. Click Next to display the appraisal as it will appear when printed.
  6. 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.