Appraisals are a critical part of performance and feedback workflows. Whether you need to update an assigned appraisal, customise it with visuals, or manage bulk changes across teams, your platform offers flexible tools to get it done.
⚠️Important: You'll need permissions to access the Appraisals editor. Raise a new support case to request access.
Edit an assigned appraisal
Make updates to appraisals that are already assigned and in use. Follow these steps to safely make changes using the Appraisal Editor.
Sign in to the platform, then click Appraisals.
Click Manage appraisals.
Click the appraisal, then click Edit Template.
Amend what you need to, then click Save Changes.
Redesign appraisals with imagery
Add visual appeal to your appraisals by including images and customise their layout. Use the Styling options to enhance engagement and clarity.
Sign in to the platform, then click Appraisals.
Click Manage appraisals.
Click the appraisal, then click Edit Template.
Locate the question, then from the Style item drop-down, select Image.
Click Upload.
Position your image: center, left, right, stretch.
Click the toggle to hide the title of your image.
Click Save changes.
Bulk remove, reset, or archive appraisals
Quickly apply changes to multiple appraisals at once. Whether you want to clean up old records or reset appraisals for a new cycle, the Bulk Actions tool makes it easy.
⚠️Important: You'll need access to the Admin Tool and certain permissions. Raise a new support case to request access.
Sign in to Admin Tool.
Click Bulk Actions, then click New Action.
Select the User Group.
Click Next Step, then click Appraisal.
Click Next Step, and select the item you want to change.
Click Next Step, and select the action for your appraisal.
Reset, archive, remove permanently, or remove permanently if not completed.
Click Summary, then click Go.
📌Note: The action won't be instantaneous. Please allow some time for the action to update.