To add an Appraisal to an employee record, follow the steps below:

1. Access the employees record and click on the 'Logbook'.

2. From the dropdown list on the right, click on 'Appraisals', then hit the '+' icon on the left.

3. Enter the mandatory Appraisal Review Date.

4. Choose who the reviewer is, enter any notes, add an action plan, enter any objectives and also add any attachments.

5. Add any comments and also any attachments if required.

6. Finally, click 'Save' and this will show as an Appraisal record within the employees logbook.


Customer Services Team

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