Create a new appraisal status

Appraisal statuses allow you to notify employees and/or line managers when they need to complete an appraisal form.

Statuses you set up apply to all appraisals, regardless of if you create monthly ones-to-ones or annual appraisals.

  1. Sign in to Staffology HR.

  2. Go to System Tools > Lookup Tables > Perform.

  3. Select either Employee Status or Manager Status.

    A screen listing any existing statuses set up displays.

  4. Select Create New on the screen that opens.

  5. Complete the screen using this table as a guide:

    Field Description
    Type Automatically set as either Employee or Manager.
    Lookup
    Enter the name of the appraisal status.
     
    Example Employee Statuses include:

     

    • In Progress

    • Ready to Review

    • Reviewed by Manager

     

    Example Manager Statuses include:

     

    • Reviewed by Manager

     

    To display statuses in an ordered list in the manager and employee dropdowns, add a number before the status. For example, 1) In Progress.

    Lock
    Select to 'lock' appraisals with this status.

     

    For example, you might set a lock to stop employees from adding information while a line manager reviews the appraisal.
  6. Select Save.

    The status you have created displays in the list on either the Employee or Manager Status screens.

  7. Select Close.

Related topics:

These are the next steps you should complete before creating your appraisal templates:

After you have completed these steps, you can Create a new appraisal template .