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How to – Recording Historical Appraisals

Sometimes it is desirable to record appraisals against an employee which were conducted before your organisation started using myhrtoolkit. This was not part of the original design of the appraisals system, however this limitation can be worked around using the steps detailed below.

Note – This ‘How To’ assumes a knowledge of how the Appraisals system works, and that full access to the appraisal management facilities are available.

  1. Create a new appraisal profile. Give the new profile a distinctive name, this document will use a title of ‘Archive Appraisals.’ Unless you have reasons not to, accept all the default defaults (especially that the profile should be non recurring).
  2. In Appraisals, add a new appraisal against an employee using Add an appraisal or Add another appraisal as appropriate.

  3. Select the ‘Archive Appraisals’ profile, set the ‘Appraisal manager’ to be you, and accept all the other defaults.

  4. Go to my appraisals – as appraiser and find the employee.

    Upload any documents and notes as needed. It is worth adding a note something along the lines of ‘Appraisal conducted [date]’.

    When ready, click Confirm Completed. The appraisal will move to ‘Appraisal History,’ and will show in the employee’s ‘my completed appraisals.’

For each additional archival appraisal, follow the steps from ‘2’ onward.

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