Appraisal Schedule Administration

The Appraisal Schedules page under Admin provides an area to manage appraisal schedules in symplr Performance.

The table on the page lists all the available schedules. Schedules in this table can be modified (if they are Pending), copied to create new schedules, or archived so they no longer appear in the table.

The table can be sorted by clicking any of the column headings. Filters to the left of the table help narrow the displayed results, and a search field allows you to locate specific schedules.

Title

Name for the schedule.

A bullseye icon () in this column indicates the schedule uses Performance Goals.
Start Date This is the Assign Date, or the date that Appraisal task appears in task lists for associated employees.
End Date This is the Schedule End Date, or the last date for which a task can be created. This is the date the schedule will be archived.
Due Date This is the Due Date for tasks created by the review schedule.
Status

The status of the schedule.

  • Pending. The schedule is not yet in use and can be edited.
  • Active. The schedule is currently being used to create and assign tasks.
[actions menu]

Clicking this icon () opens the actions drop-down menu with additional options:

  • Copy. Copy the schedule to create a new one.
  • Archive. Moves the schedule into an Archived state.
  • Edit Definition of Done. Opens a pop-up window that allows you to change what determines when the schedule is complete (PDF Generated or Manager Completed).
  • View Assignments. Opens a page listing the assignments for the schedule. Deleted appraisals can be restored from this sub-page by selecting the Restore option.