Adjusting pre-populated targets
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    Adjusting pre-populated targets

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    Article summary

    Schools can display pre-populated targets or actions for staff under target headings.

    These are displayed when staff first access their forms, and cannot be edited by staff or line managers.

    Pre-populated targets can only be configured if staff members have not yet started their appraisal forms. They should therefore be configured between appraisal cycles.


    How to access the pre-populated targets area

    1. Access the Admin area.

    2. Select Evaluations > Default Tasks from the menu.

    Any existing pre-populated targets will display on this page. The target heading that the target sits under will display on the left.

    2022-11-04_09-50-08.png


    How to create pre-populated targets

    1. Select Create Self Eval Default Task.

    2. Select 'Target' from the type drop-down.

    3. Enter the text of the target.

    4. Select the heading that the target should display under and Save when complete.

    2022-11-04_09-56-25.png


    How to create pre-populated action steps

    1. Select Create Self Eval Default Task.

    2. Select 'Action' from the type drop-down.

    3. Enter the text of the action.

    4. Select the target that the action should display under and Save when complete.


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