Multiple Ways to Launch a Performance Appraisal

Learn multiple ways to launch a performance appraisal.

How you launch a performance appraisal may depend on your role within your organization, your permissions, and your preferences.

When you launch an appraisal from My Employees or Project Teams, you complete three steps to finalize the process: Step 1: Select Employees, Step 2: Select Performance Workflow, Step 3: Review.

Three Ways to Launch a Performance Appraisal:

On the My Employees Screen: Managers can launch appraisals for direct reports by selecting Create New Appraisal on the Actions menu on the My Employees screen.

Through Project Teams: Managers with Project Teams can launch appraisals for their team members on the Performance Tab of the Project Team screen.

As an Administrator:: Administrators can launch appraisals on the Appraisal Administration screen. To do this click the plus icon at the end of a row for a selected employee. Administrators can launch an appraisal this way even if a primary appraisal has been launched by a manager. This can be helpful when hiring a new employee because you can create an appraisal for a 90-day review and start the regular appraisal simultaneously. If the employee does not already have a primary appraisal, this appraisal launched by the administrator is automatically marked as the primary appraisal.