APPRAISERS

To evaluate Factors:

1. In the Logged In As box, change your Role to Appraiser.
2. From the main menu, click Appraisals, then click Evaluate Factors.  
3. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to evaluate or click Search on the toolbar.
4. The Overview tab lets you see at a glance the assigned Factors, any scores given, weight of each Factor, and if comments have been entered. A progress bar displays on the right side of the screen showing the status of the Overall Process of the appraisal and the Factor Process.
5. Select the Factor you wish to evaluate from the Select Factor to Evaluate box. All Factors assigned to this position will appear in this list.
6. The weight of the selected Factor displays to the right of the Factor name. A full description of the Factor appears in the Description box. Click on the expander at the bottom center of the Description box if necessary to view the entire description.
7. If a Factor has Sub-Factors, complete steps 8 –10 and 12-20. If there are no Sub-Factors, skip to step 11.
8. If the Factor you selected has Sub-Factors, a Sub-Factors box will appear on the right. Expand the box if necessary to view all Sub-Factors by clicking the expander at the bottom center of the box.
9. Read the description of the Sub-Factors (if present). From the Rating dropdown box, click the down arrow and select a rating. Continue until all Sub-Factors have been evaluated.
10. Ratings on Sub-Factors will be automatically averaged together to produce a score for the Factor. This score will automatically be reflected on the scoring bar and in the box above it. You may manually edit this score unless Prohibit Override was enabled in Company Settings.
11. If Sub-Factors are not applicable, evaluate the employee on the Factor. Select the value on the rating scale that best represents their performance by typing it in the box above the Appraiser scoring bar, clicking on the scoring bar at the appropriate level, or selecting the Performance Level Description on the right side of the screen (the level’s number will automatically be assigned as the rating).
12. If the employee has been rated on the Factor during a previous review cycle, you will see a Last rating bar displaying the score received at that time. If Allow Appraiser View has been activated in Appraisal Settings, you will see the self-appraisal rating the employee has entered for this current review of the Factor.
13. Click the Compare icon if you would like to compare scores given on the selected Factor with other employee scores on the same Factor. (The icon is located on the top right side of the Appraiser Comments box.) The employees shown will be those in your realm of responsibility, including Downline if that feature is activated.
14. Comment on a Factor (if desired or required) by placing your cursor in the Primary Appraiser Comments box below the scoring bar and typing your comment. The Comment Date field will default to the current date. Edit if necessary. If you would not like the comment to appear on the appraisal, deselect the Show Comment in Appraisal checkbox.
15. If Allow Multiple Comments has been activated in Company Settings, and if additional comments are desired, click the Add button below the Show Comment in Appraisal checkbox and enter the additional comments.
16. Comments can be deleted by clicking the delete icon above the comment. Comments can be edited by making changes in the Primary Appraiser Comments boxes.
17. For comment suggestions click the Comment Coaching icon and select the comments you’d like to include by clicking in the box to the left of the comment. (The icon is located on the top right side of the Primary Appraiser Comments box.) You may edit the comment suggestions at this point or wait until you Save and they are inserted into the Primary Appraiser Comments field. 
18. When all desired comments are selected, click Save to insert the comments into the Primary Appraiser Comments box, or Close to exit the Comment Coaching box without saving, or Clear Selection to clear all your selected comments.
19. Edit the phrases as needed if you have not already done so. (Note that comment coaching may not be available for every Factor.)
20. Click Spelling and/or Language Check to review your text.
21. Repeat until all Factors have been evaluated.
22. Factors you have evaluated are indicated in green text with a check mark (√) next to it.

SELF-APPRAISALS

To evaluate Factors:

1. In the Logged In As box, make sure your Role is set to Employee.
2. From the main menu, click Appraisals, then click Evaluate Factors.
3. The Overview tab lets you see at a glance the assigned Factors, any scores given, weight of each Factor, and if comments have been entered. Progress bars on the right side of the screen show progress on the Overall Process of the appraisal and the Factor Process.
4. Select the Factor you wish to evaluate from the Select Factor to Evaluate box. All Factors assigned to this position will appear in this list.
5. The weight of the selected Factor displays to the right of the Factor name. A full description of the Factor appears in the Description box. Click on the expander at the bottom center of the Description box if necessary to view the entire description.
6. If you were rated on the Factor during a previous review cycle, you will see a Last rating bar displaying the score received at that time.
7. If a Factor has Sub-Factors, complete steps 8 –10. If there are no Sub-Factors, skip to step 11.
8. If the Factor you selected has Sub-Factors, a Sub-Factors box will appear on the right. Expand the box if necessary to view all Sub-Factors by clicking the expander at the bottom center of the box.
9. Read the description of the Sub-Factors (if present). From the Rating dropdown box, click the down arrow and select a rating.
10. Continue until all Sub-Factors have been evaluated. Ratings on Sub-Factors will be automatically averaged together to produce a score for the Factor.
11. If Sub-Factors are not applicable, evaluate yourself on the Factor. Select the value on the rating scale that best represents your performance by typing it in the box above the Employee scoring bar, clicking on the scoring bar at the appropriate level, or selecting the Performance Level Description on the right side of the screen (the level’s number will automatically be assigned as the rating).
12. Comment on a Factor (if desired or required) by placing your cursor in the Employee Comments box below the rating scale and typing your comment. The Comment Date field will default to the current date. Edit if necessary. If you would not like the comment to appear on the appraisal, deselect the Show comment in Appraisal checkbox.
13. If additional comments are desired, click the Add button below the Show in Appraisal checkbox and enter the information. If there is not an Add button, this feature is not available in your system. Additional comments can be deleted by clicking the delete icon above the comment.
14. Comments can be edited by making changes in the Employee Comments box.
15. Click Spelling and/or Language Check to review your text.
16. Repeat until all Factors have been evaluated.
17. Factors you have evaluated are indicated in green text with a check mark (√) next to it.

MULTI-APPRAISERS

To evaluate Factors:

1. In the Logged In As box change your Role to Multi-Appraiser.
2. From the main menu, click Appraisals, then click Evaluate Factors.
3. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to evaluate or click Search on the toolbar.
4. The Overview tab lets you see at a glance the assigned Factors, any scores given, weight of each Factor, and if comments have been entered. A progress bar displays on the right side of the screen showing the Overall Process of the appraisal and the Factor Process.
5. Select the Factor you wish to evaluate from the Select Factor to Evaluate box. All Factors assigned to this position will appear in this list.
6. The weight of the selected Factor may or may not display to the right of the Factor name. A full description of the Factor appears in the Description box. Click on the expander at the bottom center of the Description box if necessary to view the entire description.
7. If a Factor has Sub-Factors, complete steps 8–10. If there are no Sub-Factors, skip to step 11.
8. If the Factor you selected has Sub-Factors, a Sub-Factors box will appear on the right. Expand the box if necessary to view all Sub-Factors by clicking the expander at the bottom center of the box.
9. Read the description of the Sub-Factors (if present). From the Rating dropdown box, click the down arrow and select a rating. Continue until all Sub-Factors have been evaluated.
10. Ratings on Sub-Factors will be averaged together to produce a score for the Factor. This score will automatically be reflected on the scoring bar and in the box above it. You may manually edit this score unless Prohibit Override was enabled in Company Settings.
11. If Sub-Factors are not applicable, evaluate the employee on the Factor. Select the value on the rating scale that best represents their performance by typing it in the box above the Multi-Appraiser scoring bar, clicking on the scoring bar at the appropriate level, or selecting the Performance Level Description on the right side of the screen (the level’s number will automatically be assigned as the rating).
12. Click the Compare icon if you would like to compare scores given on the selected Factor with other employee scores on the same Factor. (The icon is located on the top right side of the Appraiser Comments box.) The employees shown will be those in your realm of responsibility, including Downline if that feature is activated.
13. Comment on a Factor (if desired or required) by placing your cursor in the Multi-Appraiser Comments box below the scoring bar and typing your comment. The Comment Date field will default to the current date. Edit if necessary. If you would not like the comment to appear on the appraisal, deselect the Show Comment in Appraisal checkbox.
14. If Allow Multiple Comments has been activated in Company Settings, and if additional comments are desired, click the Add button below the Show Comment in Appraisal checkbox and enter the additional comments.
15. Comments can be deleted by clicking the delete icon above the comment. Comments can be edited by making changes in the Multi-Appraiser Comments box.
16. For comment suggestions click the Comment Coaching icon and select the comments you’d like to include by clicking in the box to the left of the comment. (The icon is located on the right side of the Multi-Appraiser Comments box.) You may edit the comment suggestions at this point or wait until you Save and they are inserted into the Multi-Appraiser Comments field.
17. When all desired comments are selected, click Save to insert the comments into the Multi-Appraiser Comments box, or Close to exit the Comment Coaching box without saving, or Clear Selection to clear all your selected comments.
18. Edit the phrases as needed if you have not already done so. (Note that comments aren’t available for every Factor.)
19. Click Spelling and/or Language Check to review your text.
20. Repeat until all Factors have been evaluated.
21. Factors you have evaluated are indicated in green text with a check mark (√) next to it.