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It is important to record any conflicts of interest that occur between appraisees and appraisers in your organisation.
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Appraisees may be exempt from an appraisal due to a number of reasons (e.g. illness/maternity leave).
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Appraisee request an Appraiser allocation
The Appraisee can send the request with who they believe Appraiser should be and a note although neither are required.
To find their Appraiser simply use the "Search for Appraiser" button and select the correct person.
Submit will notify the Appraisal Administrators that a request has been made although the request can be deleted by the Appraisee.
Widgets have been added to the Appraisal Administrator dashboard. Select to access the lists of requests.
The list presents the type of change and by default is sorted by the request date. Filters are available for appraisal year and type of request.
Select "View" to take an action.
The requested Appraiser is listed and can be quickly accepted although all other Appraisers are listed where the rules regarding consecutive Appraisers and maximum number of appraisals would not be exceeded.
Request a change of Appraiser
Where an Appraiser has been allocated an Appraisee can request a change. The process remains the same however the reason for the change must be selected.
When the request is presented to the Appraisal Administrators the reason is included should you feel it necessary to add as a Conflict.
Request Change of Dates
The option to request a change of dates is presented to the Appraisee in the left column of the appraisal in the "Actions" section
The original dates are presented along with the new requested dates. On screen guidance has been added to ensure the impact of changing "Evidence To" dates is fully understood.
All relevant dates are presented to the Appraisal Administrators. The dates can quickly be accepted, rejected or amended as required from one screen.
