Appraisee Management
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Appraisee Management

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Article summary

Setting up your school's line management hierarchy ready for the Appraisal process

This page is where you set up your appraisal or line management hierarchy. Line management relationships can be set up in bulk and multiple appraisers added for individual users all from the same page. This makes life as easy as possible for administrators.

Understanding the Feedback Users page

To assign Appraisers to your Appraisees, navigate to Settings > Appraisal > Appraisee Management

Below is a key with descriptions of all the features available on the Appraisee Management page.

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AreaFeature description
1Search for Appraisal users
2Click on the 'x' next to the 'Search' box to clear the contents
3Click on the 'Edit Selected (#)' button with the multi-select boxes [5] to edit multiple users
4Click on the 'Bulk Create' button to create new Appraisal relationships, in bulk or individually
5Use the multi-select boxes with the 'Edit Selected (#)' button [3] to edit multiple users
6List of Appraisees, click the column heading to sort
7List of Appraisers, click the column heading to sort
8The Staff Group assigned to each Appraisee, click the column heading to sort
9Appraisees can be edited using the 'Edit' link on the row
10Adjust the number of rows on a page to suit your needs

Assigning Appraisers to Appraisees

To assign Appraisers to Appraisees:

  • Navigate to the page Settings > Appraisal > Appraisee Management
  • Click on the 'Bulk Create' button, which will take you to the 'Add Appraiser' page.
  • Complete the fields on the 'Add Appraiser' page:
    • Appaisee(s): add one or more Appraisee names
    • Appraiser(s): add one or more Appraiser names
    • Staff Group List: assign a 'Staff Group' to the Appraisee(s)

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  • Click on the 'Submit' button to save your changes.
  • Click on the 'Cancel' button to return to the 'Appraisee Management' page without making any changes.

Editing an individual Appraisee's account

To edit an individual Appraisee's Appraiser(s) or Staff Group:

  • Navigate to the page Settings > Appraisal > Appraisee Management
  • Click on the 'Edit' button in the 'Actions' column for the Appraisee's account you wish to edit
  • Follow the instructions in the 'Assigning Appraisers to Appraisees' section above to make your changes

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Bulk editing Appraisees' accounts

To bulk edit Appraisees' Appraiser(s) or Staff Group:

  • Navigate to the page Settings > Appraisal > Appraisee Management
  • Click in the box next to each Appraisee account that you wish to edit
  • Click on the 'Edit Selected' button
  • Follow the instructions in the 'Assigning Appraisers to Appraisees' section above to make your changes

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