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Reviews and appraisals

Complete annual appraisals

Bring together yearly results, comments, ratings, and final sign-off.

Staff, supervisors, leaders, and administrators6 min read

Complete this task

Who can do it
The employee, assigned appraiser or supervisor, and any required final reviewer.
Before you start
The annual period must be open and its appraisal, policy and routing records must exist.
Where to go
Open Annual Appraisals directly or from Work Inbox.
Steps
  1. 1. Open the employee record for the correct appraisal year.
  2. 2. Review the assembled performance, competency and comment context.
  3. 3. Complete the submit, review or sign-off action available to your role.
Completion
The annual appraisal displays its resulting status, recorded scores and completed sign-off history.

What annual appraisal brings together

Annual appraisal combines results, review comments, competencies, final scores, signatures, and any formal dispute connected to the year.

Before final sign-off

Review the scores, comments, required signatories, and any policy exceptions. The record should only wait for the sign-off steps your organisation requires.

After completion

Completed appraisals should remain available for reference. They should not be edited casually after final sign-off unless an authorised correction process is used.

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