Appraisals

Appraisals

The Appraisals section is used to create, complete, approve and review crew appraisals.

To Do

The To Do page shows:

• Draft appraisals
• Appraisals pending approval

Select New to create a new appraisal.

Create an Appraisal

When creating an appraisal, select the crew member, rank and appraisal type.

An appraisal template is selected based on the rank. If the rank has no appraisal template, the appraisal cannot be created until a template is configured.

Draft Appraisals

Draft appraisals can be edited before they are submitted or finished.

An appraisal can include:

• Appraisal period
• Appraisal date
• Appraisers
• Skill levels and remarks
• Notes
• Agreements
• Promotion recommendation
• Attachments

Pending Approval

Some appraisals require approval before they can be finished.

Users with approval permission can review and approve pending appraisals.

Finished Appraisals

Finished appraisals are shown in the appraisal history.

Depending on permissions, finished appraisals may be exported to PDF, sent by e-mail, edited or deleted.