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.
    See Defining print sequences for form sections.
  6. Select the appraisal roles for which each section is valid: manager, employee (self), and other rater.
    See Selecting the applicable roles for form sections.
  7. Optionally, add weight to criteria and goal sections.
    See Assigning weight to form sections.