Getting Started with Appraisals

Managing Questions

Click on the Section heading of the Incident Report you wish to edit.  Tip: Survey type tools include; Customer Feedback, External Surveys, Incident Reports, Location Reviews, Appraisals, Exit Interviews, and Internal Surveys.Section DetailsThe top of this page displays a box that contains a few ...

Creating an Appraisal

This article provides details on the different options that are available when creating Appraisals. These are the same options shown when editing existing Appraisals. This article is divided into those options that are common between all three Appraisal Types, and those that are specific to each ...

Appraisal Types

be o accommodate most scenarios that involve employees requiring appraisals and performance reviews, three different types of appraisals have been devised. By the end of this article, you should have enough of an understanding about the differences and similarities between these appraisal types t...

Appraisal Targeting

There are two types of targeting in the Appraisal tool: Appraisee Appraiser The Appraisal tool does not follow the hierarchy and accounts that are at a lower level can complete an appraisal on somebody higher than them in the hierarchy.Appraisals are location-based and the appraisee & appraiser w...

Adding Sections to Appraisals

Sections are a way for you to divide the Appraisal into smaller, more manageable parts. Once the Appraisal has been created, you are ready to start adding Sections to your Appraisal, after which you will be able to add questions.In the Appraisals tool, click on the name of the Appraisal that you ...

Survey Question Types

Below are details about all the question types that are available for our Survey Tools.Tip: Survey type tools include; Customer Feedback, External Surveys, Incident Reports, Location Reviews, Appraisals, Exit Interviews, and Internal Surveys.There are 7 question types and a blurb option which you...

Providing Access to Content by Date using Appraisals

In this article, we are going to show you a way to make content available after a certain period of time using the Allow access by employment length functionality of Appraisals and the Lock Content Sequence option from the Fuel gauges tool. This would provide access to users according to a specif...