Follow these steps to launch a new appraisal on the Appraisal Administration screen.
To launch new appraisals:
-
In the
Actions column of the Appraisal Administration screen, click
to launch a new appraisal and enter the
Appraisal Name.
-
In the Launch a New Appraisal dialog, enter the following information: ,Appraisal Source, and select
Best Fit to launch a workflow based on an association criteria, or select
Choose a Workflow to manually select a workflow record.
- Appraisal Name: Enter a name.
- 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.
-
Click
Save Changes.
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).