Monitoring the appraisal dashboard

You can use the Appraisal Dashboard to monitor the status of appraisals for you and the managers reporting to you are responsible. You can view appraisals in all statuses, except Preliminary, and you can view appraisals that have been assigned to an owner other than the selected manager.

Note: Each appraisal list contains only the appraisals for the selected manager's direct reports. For example, if Manager A has three direct reports, (B, C, and D) and D is a manager with two direct reports (E and F), the list for A includes appraisals assigned to B, C, and D. The list for D includes appraisals assigned to E and F.

To monitor the status of appraisals

Select Manager > Review Performance > Appraisal Dashboard.
To view the status of appraisals that are still in progress:
1. On the Managers panel, select the manager.
  
  Note: Expand the tree structure to view all your managers and the managers reporting to them.
2. On the By Status panel, move the mouse over each pie section to see how many of the manager's appraisals are in each status.
  
  Note: The pie chart includes all statuses except for Preliminary, and Acknowledged and Historical. The Finalized status includes finalized manager, employee, and peer appraisals. For other statuses, the appraisal form settings determine whether you can see the employee self-appraisals or peer review appraisals before they are finalized.
3. To list the manager's appraisals for a specific status (for example, Draft), click the corresponding pie wedge. The appraisals are shown on the Appraisals panel.
To send an email to a manager about their appraisals:
1. Select the manager on the Manager panel.
2. Click Send Email.
3. Specify the subject and body of the email, and any other information. If no email address exists for the manager, you can specify an email address in the To field. Otherwise, the manager's work email address is used.
4. Click OK. The email is sent to the selected manager.
To view or update appraisals:
1. Click the status appraisal current status on the pie graph to view the appraisal on the Appraisals panel.
2. Select the appraisal, and select Update Appraisal. Managers can perform any of the actions available to them for an appraisal in the selected status. Upline managers do not have access to those actions.
  
  Note:
  This action is available only for manager appraisals. If you are the owner of an appraisal, you can perform any actions that an owner is allowed to perform. If you are not the owner, you can only view the progress percent of the appraisal and do not have access to those actions.
To access an employee's profile, click the employee's name.
To view acknowledged and historical appraisals for a selected manager:
1. Click the Acknowledged And Historical tab.
2. On the Managers panel, select the manager whose appraisals you want to see.
3. Click Search to locate the appraisal.
4. To create a print file of any manager appraisal, select the appraisal and click Consolidated Appraisal.
To view reassigned appraisals:
1. Click the Reassigned tab.
2. Select the manager.
  The reassigned appraisals for the manager's direct reports are displayed on the Appraisals panel.