Loading historical appraisal records manually

  1. Select Administrator > Performance > Appraisal Maintenance.
  2. Click the Historical tab.
  3. Select All Actions > Create Historical Appraisal.
  4. Specify this information:
    Employment ID
    Specify the employee's employment ID.
    Work Assignment
    Select the work assignment. The position name is displayed.
    Note: You can create historical appraisals for inactive work assignments if they exist in the system for the review period.
    Appraisal
    Specify the appraisal form used for the appraisal.
    Appraisal Period
    Specify the begin and end dates for the appraisal period.
    Overall Rating
    Specify the employee's overall rating, based on the rating scale for the appraisal form.
  5. Click OK.
    The historical appraisal is created and is displayed on the Historical tab. It is also available for the employee and manager.