Versions Compared

Version Old Version 1 New Version Current
Changes made by

Clarity Oz Administrator

Clarity Oz Administrator

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
top
top

Section


Column

< Back to organisation


Column

To Appraisers >


Use the links below for more information on the different ways you can interact with your appraisees in Appraisal Toolkit.

Section


Column

Finding and viewing an appraisee's details



Column

Removing an appraisee



Column

Viewing historic appraisals


Column

Changing appraisers


Column

Changing due dates


Anchor
details
details
Viewing an appraisee's details

To view an appraisee’s details:

  • Click “Organisation” in the top menu bar

Image Added

  • Click "Appraisees" in the left navigation bar

You can filter the results according to show appraisees with (or without) an appraisal, and/or those with (or without) a revalidation date in Appraisal Toolkit

Section


Column

Image Added


Column
  • Click Image Added or Image Added in one or both filter options
  • Click Image Added



Section


Column

Image Added


Column
  • Search for the appraisee within your filtered results using the search box at the top of the page
  • Click the appraisee's name in the left hand column (e.g. Image Added) to view their details
  • Click the Image Addedto email their registered email address directly.


Back to top

Anchor
removing
removing
Removing an appraisee from your organisation

To remove an appraisee from your organisation:

  • Click “Organisation” in the top menu bar

Image Added

  • Click “appraisee” in the left navigation bar
Section


Column

Image Added


Column
  • Click Image Added or Image Added in one or both filter options
  • Click Image Added



Section


Column

Image Added


Column
  • Search for the appraisee within your filtered results using the search box at the top of the page
  • Click Image Addedto remove them as an appraisee


Back to top

Anchor
historic
historic
Viewing historic appraisals

To view an appraisee’s historic appraisals:

  • View the appraisee’s details
  • Click the Historic Appraisals tab

Image Added

  • Click Image Added to see the appraisal documentation.

Back to top

Anchor
changing
changing
Changing appraisers

To change the Appraiser assigned to appraise the appraisee:

  • View the appraisee’s details
  • Click Image Added in the Appraiser column in the Current Appraisals tab

Image Added

  • Search for the required Appraiser using the search function
  • Click Image Added
  • Alternatively, click Image Added to remove the Appraiser completely.

Back to top

Anchor
duedates
duedates
Changing due dates

To change the appraisal due date:

  • View the appraisee’s details
  • Click Image Added
  • Enter the desired date(s)
  • Click Image Added

Back to top