Configure appraisal policy

Complete this task

Who can do it

Organisation administrators.

Before you start

Have the approved scoring, competency and sign-off rules for the performance cycle.

Where to go

Open Appraisal Policy from organisation administration.

Steps

1. 1. Review the goal and competency settings.
2. 2. Confirm scoring and sign-off rules for the cycle.
3. 3. Save the policy before generating affected appraisal records.

Completion

The saved policy displays the active settings that will govern newly generated appraisal records.

What policy controls

The appraisal policy controls scoring sections, rating thresholds, and sign-off rules. It should reflect how your organisation actually reviews performance.

When the Head of Organisation is involved

Some organisations do not require another internal reviewer above the Head of Organisation. Others use a chairperson, board, ministry, or other authority for final sign-off. Configure the policy to match that reality.

• Employees supervised by the Head of Organisation can finish after the Head signs, if that is your rule.
• Add another final reviewer only when your organisation requires one.
• The Head of Organisation's own appraisal can have no supervisor, a selected supervisor, no final reviewer, or a selected final reviewer.

Changing policy later

Policy changes should affect new or recalculated routing. Records already in progress should remain understandable and should not lose their history.