Generating historical appraisals

You can generate historical appraisal PDF documents for the organizational unit and any child organizational units that meet the selection criteria. This action generates consolidated appraisals on historical copies of a manager appraisals.

  1. Select Performance > Appraisal PDF Maintenance > Generate Appraisal PDF Document.
  2. Define the Organizational Unit and Appraisal Form.
    Note: When specifying an appraisal period, specify the exact time frame for the form to generate properly.
  3. Click OK to generate the appraisal PDF document, or click Schedule to set up a time for the form to generate.
  4. If you select Schedule, define the generation criteria and then click OK.
    Schedule
    Create an action name. Optionally, sign up notifications for specified email addresses.
    Scheduling details
    Define when the PDF generations begin and how often they occur.
    Action failure configuration
    If an error occurs during generation, define a strategy to rerun the generation.