Go To Main Index

Appraisal Maintenance

Create/Maintain Appraisal Category. 1

Create/Maintain Touch Points. 2

Create/Maintain Appraisal Sections. 3

Create/Maintain Appraisal Sub-Sections. 4

Create/Maintain Appraisal Questions. 5

Copy one Appraisal Category to another Appraisal Category. 7

Create/Maintain Appraisal Category

e.g. Uniformed Officers, Civilian, Full Time, Casual, Probationary etc.

· Select Performance Appraisals > Performance Appraisals Maintenance.

· Select (Click here to insert new appraisal category).

· Enter Category Title.

· Enter Number of New Goals as required.

· Enter Goals maximum score as a percentage of totals.

· Enter Touches maximum score as a percentage of totals.

· Insert Category Notes as required

· Click Insert to create.

· Click Update to update. OR

· Click Delete to Delete.

Return to Top

Create/Maintain Touch Points

· Select (Click here to insert new appraisal touch).

· Enter Touch Number.

· Enter Touch Title.

· Enter Points Per Occurrence or Maximum Points as required.

· Insert Category Notes as required

· Click Insert.

· Repeat for all Touches required.

· Click Update to update. OR

· Click Delete  to Delete

Return to Top

Create/Maintain Appraisal Sections

· Select (Click here to insert new appraisal section).

· Enter Section ID.

· Enter Section Title.

· Select Background Colour

· Select Text Colour

· Enter Weighting Value.

· Enter Option Headings as required.

· Insert Category Notes as required

· Click Insert.

· Repeat for all Section ID’s required.

· Click Update to update. OR

· Click Delete  to Delete

Return to Top

Create/Maintain Appraisal Sub-Sections

· Select (Click here to insert new appraisal sub-section) if required

· Enter Sub-Section ID.

· Enter Sub-Section Title.

· Insert Category Notes as required

· Click Insert.

· Click Update to update.

· Click Delete  to Delete

· Repeat for all Sub-Section ID’s required.

Return to Top

Create/Maintain Appraisal Questions.

· Select (Click here to insert new appraisal question)

· Enter Question Number.

· Enter Question Title.

· Insert Category Notes as required

· Click Insert.

· Click Update to update.

· Click Delete  to Delete

· Repeat for all Questions required.

Return to Top

Copy one Appraisal Category to another Appraisal Category.

Where a new Appraisal Category format is the same as an existing Appraisal Category format it may be copied instead of being created from scratch.

Where a new Appraisal Category format is similar to an existing Appraisal Category format it may be copied, then the copy edited with the differences.

· Select Performance Appraisal Maintenance sheet to copy.

· Enter a new Category Title.

· Click Copy.

Return to Top