To view a list of employees assigned to a selected appraiser:
- From the main menu, click System Setup, then click Appraiser Setup.
- Click on the Assign Appraisers tab.
- From the Appraisers dropdown list, click the down arrow and select the appraiser whose list of employees you’d like to view.
- Click the With Fewer Than Two Appraisers radio button if you are assigning Shared appraisers and would like to see employees with only one appraiser.
- Click the With No Appraisers radio button if you want to ensure that all employees have been assigned an appraiser. When this option is selected, only employees without an appraiser will display in the list on the left.
- The employees appraised by the selected appraiser appear in the Employee box on the right.
To assign employees to appraisers:
- From the main menu, click System Setup, then click Appraiser Setup.
- Click on the Assign Appraisers tab.
- From the Appraisers dropdown list, click the down arrow and select an appraiser. Those who are not assigned to the selected appraiser are on the left under Not Appraised by Selected Appraiser.
- From the Not Appraised by Selected Appraiser list, select the employee you wish to assign to the appraiser by clicking on the name once.
- Click the single right arrow button to move the employee to the Employee box.
- If you click the double right arrow it will move the entire Not Appraised by Selected Appraiser list to the Employee list.
- Click Save on the toolbar.
- To assign an employee who currently is not assigned to any appraiser click the With No Appraisers radio button and repeat step 4-7.