Staff Self Appraisal

Use this guide to configure and use Staff Self Serve Self Appraisal within Staff Objectives.

Access: The minimum permission required to access Manage Self Appraisal is found in the Administration Module of Config>Setup>Roles & Permissions

See also HR & Performance Management and How to Setup Staff Profile Self Serve

Go to Modules>Administration>Manage School Objectives and Appraisals

Manage School Objectives and Appraisals

By default Manage Appraisals will be unticked

Default Setting

Tick to Enable self-appraisals for objectives


Then tick to Prompt staff to complete self-appraisal of objectives and/or Add custom free-text fields to self appraisals

Then you have the option to choose the number and from a dropdown whether its Days, Weeks or Months you wish to Prompt Staff before the objective end date.

Tick to send message to Manager when self appraisal is complete if required

Then add custom free-text fields to self appraisals, in the example below 3 fields have been added and named Field 1,2 and 3.

Click Save

Manage Appraisals

Staff Self Appraisal

Go to My Profile

My Profile

Then click on Performance Management from the left hand menu.

Performance Management

Double click on the required Staff Objective

Self Appraisal

Then click on Self Appraisal and complete the fields as required.

Complete fields

Once you click Save you have the option to choose whether to Yes, send an alert or click No, but save my data

Updated on January 26, 2023

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