Adding sections to appraisal forms

  1. Select Administrator > Performance > Appraisal Forms.
  2. On the Forms tab, open the appraisal form for which to add a section.
  3. On the Form Sections tab, click the Helper List icon.
  4. Select the sections to be displayed on the form and click Attach Appraisal Section.
    The sections are assigned a print order in the order that you selected them.
  5. Optionally, reorder the sections.
  6. Select the appraisal roles for which each section is valid: manager, employee (self), and other rater.
  7. Optionally, add weight to criteria and goal sections.