As an Appraisal Administrator you can customise Appraisal Toolkit for Nurses to fit the settings of your organisation

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Use the links below for more information on:

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editing editing

Editing organisation details

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• Click 'Organisation' in the top menu bar 

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inviting inviting

Inviting new users

As an administrator you are able to invite staff to join your register with your organisation on Appraisal Toolkit for Nurses. To invite staff to join your organisation:

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adding adding

Adding users

To add users that are already registered with Appraisal Toolkit for Nurses to your organisation:

• Click “Organisation” in the top menu bar
• Click “Add User” in the left navigation bar

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department department

Departments

As an administrator you can sort your nurses into Departments:

• Click “Organisation” in the top menu bar
• Click “Manage Departments” in the left navigation bar

To add a department

• Enter a name for your department into the text box at the top of the page
• Click  Image Added
• Click Image Added in the drop down menu next to the department
• Click the 'Manage Appraisees' button to open the drop down menu Image Added  
• Click 'Assign Appraisees' in the drop down
• Search for the nurses you wish to assign to this department using the search function
• Tick the boxes to the right of any nurses you wish to add
• Click Image Added

To remove nurses from a department

• Click Image Added in the drop down menu next to the department
• Click 'Manage Appraisees' 
• Click 'Remove Appraisees'
• Search for the nurses you wish to remove from this department using the search function
• Tick the boxes to the right of any nurses you wish to remove
• Click Image Added

To rename a department

• Click Image Added in the drop down menu
• Enter the new name for your department
• Click Image Added

To Delete a department

• Click Image Added in the drop down menu
• Click Image Added to confirm

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settings settings

Organisation settings

You organisation settings can be configured to personalise Appraisal Toolkit for Nurses to your organisation. You can adjust your:

1. Appraisal Configuration (settings linked directly to appraisals within your organisation)
2. Optional Appraisal Features (Enable and disable appraisal features to meet your organisation's requirements)

Click Image Added to change your settings. 

Appraisal Configuration

• Choose how you want appraisal evidence to be collected
  • Appraisal Year
  • Due date
• Choose how you want the appraisals for your organisations spread out
  • Monthly
  • Quarterly
  • Yearly
• Choose whether you want Appraisal Toolkit for Nurses to automatically create new appraisals for nurses when their current appraisal is signed off
• Choose whether you want Appraisal Toolkit for Nurses to automatically allocate the same Appraiser to new appraisals.
• Chose whether Appraisers can appraise the same nurse in consecutive years.
• Determine how many appraisals an Appraiser can perform in an appraisal period
• Determine how many times a nurse can be appraised by the same Appraiser.
• Appraisal self management - Choose whether to give your nurses permission to adjust their appraisal evidence dates themselves.
• Auto-create appraisals for new users - Chose whether to set Appraisal Toolkit for Nurses to auto-create an appraisal for newly registered users in your organisation.

For more information on each setting hover over the Image Added icon next to each option on your Appraisal Toolkit for Nurses screen.

Click Image Added after making any changes. 

Optional Appraisal Features

 Choose to enable or disable

Six Cs

•  If you enable this setting, nurses can map each item in their appraisals to the six competencies. 

Changes you make will be saved automatically.

Notification Settings

This lets you choose whether to allow all administrators for the organisation to receive the system messages, or whether to designate a specific email address to gather the messages instead.

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