Appraisals

This section guides you through different actions you can take in the "Appraisals" area of Appraisal Toolkit.

Use the links below to see information on:

Appraisal statuses

StatusExplanation
OpenThe appraisee has been allocated an appraisal but has not yet started to enter evidence.
Entering evidenceThe appraisee is in the process of filling out the appraisal forms.
Ready to appraiseThe appraisee has submitted their appraisal to you but you have not yet started review it.
Appraising in progressYou are in the process of reviewing the appraisal
Awaiting appraise sign offYou 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.

Viewing an appraisee's details

 


 
  • Click  in the drop down menu in the actions column to the right of their name (either on your Homepage or in the Appraisals area)
To view an appraisee’s current appraisals:
  • View the appraisee’s details (as above)

  • In the current appraisals section clickon the appraisal you wish to view

To view an appraisee's historic appraisals:

  • View the appraisee's details (as above)



  • Click the Historic Appraisals sectionto view a list of all the uploaded Historic appraisals the appraisee has added to Clarity Appraisals.
  • Click on the appraisal you wish to view.

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Viewing your appraisals

All 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

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.

  • You can 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 
Current Appraisals

To view a list of appraisals you are currently appraising click 'Appraisals' in the top menu bar

  • 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 

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Payment Status


This page can be used to manage your payment records

  • Click 'Appraisals' in the top menu bar then 'Payment Status' in the top left corner of the screen

 

A page will then open where you can view your payment records. 

 

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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