Click "Appraisals" in the top menu to manage your organisation's appraisals.

Use the links below for more information on:

Appraisals

To view a list of all of the appraisals in your organisation, go to the Appraisals area of Appraisal Toolkit for Nurses:

• Click “Appraisals” in the top menu bar

You will be taken to the Appraisals overview page (“Appraisals” in the left navigation bar)

You can search for a specific appraisal or set of appraisals using the filter and search function:

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Conflicts of interest

It is important to record any conflicts of interest that occur between appraisees and appraisers in your organisation.

To add a conflict of interest

• View the appraisee (or appraiser)
• Click the “Conflicts” tab
• Click 
• Search for the appraiser (or appraisee) the user is conflicted with
• Click 
• Enter an explanation for the conflict in the text box and the start/end dates (if appropriate)
• Click 

To view conflicts in your organisation

• Click Appraisals in your top menu bar
• Click “Conflicts of Interest” in your left navigation bar

To remove a conflict of interest

• Go to the Conflicts section of Appraisal Toolkit for Nurses (under Appraisals in the top menu bar)
• Click 

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Exemptions

Nurses may be exempt from an appraisal due to a number of reasons (e.g. illness/maternity leave).

To add an exemption

• View the appraisee that you want to exempt from appraisal
• Click the “Exemptions” tab
• Click 
• Complete the fields
• Click

To delete an exemption

• Go to the exemptions section of Appraisal Toolkit for Nurses
• Click 

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Allocating appraisal due dates

To batch allocate appraisal due dates to your nurses

• Go to the Appraisals area
• Click “Allocate Due Dates” in your left navigation bar.
• Nurses without a current due date are shown at the top of the page
• Tick the boxes to the right of any nurses you want to allocate a due date to
• Click 

If Appraisal Toolkit for Nurses could not allocate due dates to specific nurses they will be displayed at the bottom of the page with an explanation.

You can also allocate due dates for the next appraisal year, by clicking the Check link () in the top right corner of the page and following steps above.

To allocate due dates individually

• Find and view the appraisee
• Click 
• Complete the fields (if applicable )
• Click 

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Allocating appraisers

You can allocate appraisers to your appraisees individually or in a batch process.

To allocate individually

• View the appraisee and ensure they have a current appraisal due date
• Click 
• Search for the appraiser you wish to allocate
• Click 

To allocate Appraisers to multiple Appraisees

• Go to the Appraisals area
• Click “Batch Allocate Appraisers” in the left navigation bar
• Click 
• If you do not want to accepted match, untick the box to the right.
• Click  (This will accept all of the suggested matches with a ticked box next to them)

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Viewing nurses with no appraisal

To view a list of apraisees that do not yet have an appraisal due date for this appraisal period:

• Go to the Appraisals area of Appraisal Toolkit for Nurses
• Click “Without Appraisal” in the left navigation bar
• Click allocate them a new appraisal date and open their new appraisal.

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Unsubmitting / reverting appraisal statuses

As an Appraisal Administrator you can revert the status of an appraisal that has been submitted or signed off.

• Go to the Appraisals area of Appraisal Toolkit for Nurses
• Click Unsubmit Appraisal/Revert Appraiser Signoff/Revert Appraisee Signoff in the left navigation bar.
• Click 'Revert'
• Click

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