Multi-Appraiser Quickstart Guide

For companies with employees assigned to perform multi-appraiser evaluations, these simple steps will guide them through the process.  Since multi-appraisers typically evaluate employees they don’t directly supervise, the process is even simpler than for a primary appraiser.  For more detailed information on evaluating Factors and Goals, please refer to the Appraiser Quickstart.

Multi-appraisers may have access to rate Factors and Goals, add, edit and delete Goals, as well as potentially add and edit Forms and Notes. As most organizations only have multi-appraisers evaluate Factors and Goals, that is what is detailed in this Quickstart.  For information on other features, please contact your Human Resource Department or Administrative User.

Starting the Program

To start the Program:

1. Open your browser and enter your client address in the address line. Please see your Administrative User if you do not have this link.
2. Enter your username and password in the Client Login fields. Press Enter on your keyboard or click the Login button.

Completing A Multi-Appraiser Evaluation                                                

Step 1: 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. (Note the term “Factor” may have been customized.)
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. From the Overview or Evaluation tab, select a Factor to evaluate from the Select Factor to Evaluate box.
5. The weight of the selected Factor may or may not display to the right of the Factor name depending on your Company Settings. 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. Select the value on the rating scale that best reflects the employee’s 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).
7. Comment on the Factor (if desired or required) by placing your cursor in the Multi-Appraiser Comments box below the rating scale and typing your comment. Click the Comment Coaching icon for comment suggestions. (Note - not every Factor will have suggestions.) Select the comments you’d like to include by clicking in the box to the left of the comment.  Click Save.
8. Click Spelling and/or Language Check to review your text.
9. Repeat steps 4-8 until all Factors have been evaluated.
10. Factors you have evaluated are indicated in green text with a check mark (√) next to it.

Step 2: Evaluate Goals (if applicable)

1. From the main menu, click Appraisals, then click Evaluate Goals.
2. 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.
3. From the Overview or Evaluation tab, select a Goal to evaluate from the Select Goal to Evaluate box.
4. If applicable, rate the employee on any Action Steps pertaining to this Goal by clicking on the Action Step text expander (triple lines) on the right side of the page. The Action Steps will display.
5. From the Rating dropdown box, click the down arrow and select the rating.
6. Repeat until all Action Steps have been evaluated.  Ratings on Action Steps will be averaged together to produce a score for that Goal.
7. From the Evaluation tab, evaluate the employee on the Goal overall.  Select the rating that reflects the employee’s 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 (the level’s number will automatically be assigned as the rating).
8. Comment on the Goal (if desired or required) by placing your cursor in the Multi-Appraiser Comments box below the scoring bar and typing your comment.
9. Click Spelling and/or Language Check to review your text.
10. Repeat steps 3-9 until all Goals have been evaluated.
11. Goals you have evaluated are indicated in green text with a check mark (√) next to it.

Step 3: Summary Comments

1. From the main menu, click Appraisals, then click Summary Comments. (Note the term “Summary Comments” may have been customized.)
2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to view or click Search on the toolbar.
3. Enter any additional information, concerns, etc. in the available fields on the Summary Comments screen. There may be a variety of fields available on this screen (comment fields, check boxes, dropdown menus, etc.)
4. Click Spelling and/or Language Check to review your text.

Step 4: Mark the Appraisal as Ready

1. From the main menu, click Appraisals, then click Finish Appraisal.
2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to view or click Search on the toolbar.
3. Make sure all Factors and Goals have been evaluated (evaluated items are indicated by a green check mark (√) for completed and items still requiring attention are highlighted in yellow).  If you haven’t completed what is required, click on the item title to be taken to the corresponding section.
4. If you wish to view the appraisal before you mark it as Ready, click the View Current Appraisal link. The appraisal may also be printed from this screen.
5. When all items have been entered appropriately, from the Ready tab, click the Mark Ready button. (Note the term “Mark Ready” may have been customized.)

Note

You are finished. Multi-appraisers do not merge or complete appraisals. These are finalized by the pri­mary appraiser.

Step 5: E-Signing the Appraisal (if applicable)

1. If you are required to E-sign an appraisal (your organization may not utilize this feature), from the toolbar, click Home.
2. In the Logged In As box change your Role to Multi-Appraiser.
3. Under the To Be Signed widget, click the appropriate appraisal link. (Note- the appraisal can also be accessed from Employee Documents, Performance History on the main menu.  The applicable appraisal will be highlighted in yellow, and preceded by [sign].)
4. Under the E-Signature heading at the bottom of the appraisal, click the Sign link.
5. Click Save on the toolbar.
6. To exit the system, click Exit & Log Out.