Creating historical appraisals

After a performance appraisal has completed the acknowledgment process, it is moved automatically to the Historical tab on appraisal lists.

Organizations that are migrating to Infor HR Talent might want to store a history of performance appraisals that preceded the migration.

You can create historical appraisal records in one of these ways:

• Load historical appraisal records in batch with Infor Spreadsheet Designer for Microsoft Excel.

• Load historical appraisals individually using a manual process.

Either method requires you to select an appraisal form. You must first create an appraisal form that contains only a summary section with a rating scale. The only information that you provide is the overall rating.