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.
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Sign in to Staffology HR.
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Go to System Tools > Lookup Tables > Perform.
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Select either Employee Status or Manager Status.
A screen listing any existing statuses set up displays.
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Select Create New on the screen that opens.
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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
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Ready to Review
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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. -
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Select Save.
The status you have created displays in the list on either the Employee or Manager Status screens.
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Select Close.
Related topics:
These are the next steps you should complete before creating your appraisal templates:
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Activate the Additional Feedback Provider feature (if required).
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Update employees'/ line managers' Set Rights permissions to the Perform module.
After you have completed these steps, you can Create a new appraisal template .