Appraisees
Use the links below for more information on the different ways you can interact with your appraisees in Appraisal Toolkit.
Viewing an appraisee's details
To view an appraisee’s details:
- Click “Organisation” in the top menu bar
- Click "Appraisees" in the left navigation bar
You can filter the results accordingly using the Results Filter at the bottom of the left navigation menu to show Appraisees with (or without) an appraisal, and/or those with (or without) a Revalidation date in Appraisal Toolkit.
- Select 'Yes' or 'No' from the filters
- Click
Results can be exported into an excel spreadsheet:
- Click
at the top left of the table or 
in the Results Filter.
- 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.
) to view their details - Click the
to email their registered email address directly
Removing an Appraisee from your organisation
To remove an appraisee from your organisation:
- Click “Organisation” in the top menu bar
- Click “Appraisee” in the left navigation bar
- Select 'Yes' or 'No' from the filters
- Click
- Search for the appraisee within your filtered results using the search box at the top of the page
- Click
in the Actions column of the table to remove them as an appraisee
Viewing historic appraisals
To view an appraisee’s historic appraisals:
- View the appraisee’s details
- Click Historic Appraisals
- Click the appraisal to see the appraisal documentation.
Changing Appraisers
To change the appraiser assigned to appraise the appraisee:
- View the appraisee’s details
- Click on the current appraisal in the in the Current Appraisals tab
- Click Change Appraiser in the Actions menu on the left side of the page.
- Search for the appraiser by name, email address or GMC number using the search box at the top of the page.
- Click
to the right of the appraiser's name.
Changing appraisal dates
To change the appraisal evidence from, evidence to, or due date:
- View the appraisee’s details
- Click on the current appraisal in the in the Current Appraisals tab
- Click Change Due Date in the Actions menu on the left side of the page.
- Enter the desired date(s)
- Click
