Assigning Appraisals

Once the form is complete, you need to assign it to users. The form can be assigned manually, using business rules, or in bulk (using the Uploading Users procedure).

Step-by-step guide

To assign the form manually:

1. Go to Performance Appraisal System > Manage appraisals
2. Click on "Assign appraisal form"
3. Click on the "Assign" icon next to the form in question
4. Determine if you want to immediately send email to the users
   1. If you do NOT want to send emails, make sure you select the "Do not send email notification" checkbox below the "Current users" box BEFORE assigning users to the form. Note that there is no save button on this page so the second you assign a user to the form as per the next step below, an email will go out if this option is not selected.
5. Find one or more users in the "Potential users" box (on the right) and move them to the "Current users" box (on the left)

To assign the form using business rules:

1. Go to Performance Appraisal System > Manage appraisals
2. Click on "Assign appraisal form"
3. Click on the "Assign" icon next to the form in question
4. Click on the "Assignment rules" tab
5. Add the conditions
6. Click on "Save changes"

To assign the form in bulk:

1. Follow the same procedure as Uploading Users
   1. In your CSV file, define one or more columns using appraisal1, appraisal2, appraisal 3, and so on. The value in that column needs to be the "ID Number" of the appraisal form.