Click "Appraisals" in the top menu to manage your organisation's appraisals.
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Use the links below for more information on:
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Allocating appraisal due dates |
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AppraisalsTo view a list of all of the appraisals in your organisation, go to the Appraisals area of Appraisal Toolkit:
- Click “Appraisals” in the top menu bar
You will be taken to the Appraisals overview page (“Appraisals” in the left navigation bar)
You can search for a specific appraisal or set of appraisals using the filter and search function:
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Filter the options according to year or status, or find appraisals with/without an appraiser, those that are late and/or those that are overdue : - Use the drop down, the Yes/No buttons, and/or the tick boxes to create detailed search criteria
- Click
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Search within your results: - Enter the name of either the appraisee or appraiser
- Click
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Please Note: You can only view appraisals if the Responsible Officer has granted you access and the status is "Complete" |
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Conflicts of interestIt is important to record any conflicts of interest that occur between appraisees and appraisers in your organisation.
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To view conflicts in your organisation
Click Appraisals in your top menu bar
Click “Conflicts of Interest” in your left navigation bar (see image above)
To remove a conflict of interest
- Go to the Conflicts section of Appraisal Toolkit (under Appraisals in the top menu bar)
- Click
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Exemptions
Appraisees may be exempt from an appraisal due to a number of reasons (e.g. illness/maternity leave).
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Allocating appraisal due dates
To batch allocate appraisal due dates to your Clinicians
- Go to the Appraisals area
- Click “Allocate Due Dates” in your left navigation bar.
- Clinicians without a current due date are shown at the top of the page
- Tick the boxes to the right of any Clinicians you want to allocate a due date to
- Click
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If Appraisal Toolkit could not allocate due dates to specific Clinicians they will be displayed at the bottom of the page with an explanation.
You can also allocate due dates for the next appraisal year, by clicking the Check link (
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To allocate due dates individually
- Find and view the appraisee
- Click
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- Click
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Allocating appraiser
You can allocate Appraisers to your Clinicians individually or in a batch process.
To allocate individually
- View the appraisee and ensure they have a current appraisal due date
- Click
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- Click
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To allocate Appraisers to multiple Clinicians
- Go to the Appraisals area
- Click “Batch Allocate Appraisers” in the left navigation bar
- Click
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- Click
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Unsubmitting / reverting appraisal status
As an Appraisal Administrator you can revert the status of an appraisal that has been submitted or signed off.
- Go to the Appraisals area of Appraisal Toolkit
- Click Unsubmit Appraisal/Revert Appraiser Signoff/Revert Clinician Signoff in the left navigation bar.
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