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This section guides you through different actions you can take in the "Appraisals" area of Appraisal Toolkit.
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Use the links below to see information on:
Appraisal statuses
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| Open | The appraisee has been allocated an appraisal but has not yet started to enter evidence. |
| Entering evidence | The appraisee is in the process of filling out the appraisal forms. |
| Ready to appraise | The appraisee has submitted their appraisal to you but you have not yet started review it. |
| Appraising in progress | You are in the process of reviewing the appraisal |
| Awaiting appraise sign off | You have reviewed the appraisal, had the appraisal meeting, written the appraisal outputs and signed off the appraisal. You are now waiting for the appraisee to review the appraisal outputs and sign off. |
| Complete | Both parties have signed off the appraisal and it is considered complete. |
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an appraisee's details
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- Click
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To view an appraisee’s current appraisals:
- View the appraisee’s details (as above)
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- In the current appraisals tab click
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To view an appraisee's historic appraisals:
View the appraisee's details (as above)
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- Click the Historic Appraisals tab to sectionto view a list of all the uploaded Historic appraisals the appraisee has added to Appraisal ToolkitClarity Appraisals.
- Click Image Removed to the right of the
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Viewing your appraisalsAll Appraisals
To view a list of all of the appraisals you have performed, are reviewing or that have been submitted:
- Click Appraisals in the top menu bar
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You will be taken to the “Appraisals” overview page.
- You can sort the list alphabetically or by date by clicking the headings at the top or the table.
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- You can also search for a specific appraisal by entering the appraisee's name, email address or GMC number into the search box.
- To view the details of an appraisal, click
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Current Appraisals
To view a list of appraisals you are currently appraising :
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click 'Appraisals' in the top menu bar
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- Select a year in 'For Year Ending' drop down menu
- Select an option from the filter fields
- Click 'Apply Filter'
- The list of your appraisees will show listed to the right of the filter
To view the details of an appraisal, click Image Modified
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Payment ...
Current Appraisals
To view a list of appraisals you are currently appraising:
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Status
This page can be used to manage your payment records
- Click 'Appraisals' in the top menu bar Click Current Appraisals then 'Payment Status' in the left navigation bar
- You can sort the list alphabetically or by date by clicking the headings at the top or the table.
- To view the details of an appraisal, click
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A page will then open where you can view your payment records.
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Once an appraisal has been completed it will show in the above table where you can check and mark as Not Paid or Paid.
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