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Assign or change the manager of an appraisal as a user

You can select or change the manager that will conduct your appraisal.

Andreea Nicoara avatar
Written by Andreea Nicoara
Updated over 5 months ago

Assign the manager of an appraisal as a user

To assign yourself an appraisal follow the steps :
Using the visibility option to configure appraisals the user can now specify the manager that will conduct their review.

  1. Click the Appraisals tab.

  2. Click My Appraisals.

  3. Click New appraisal button.

    • The user can now see the form that is available for them to start and click on it.

  4. Select Manager.

    • When the user types the names of the manager the only people that will show on the results will be the ones that are part of the people managers user group.


Change the manager of the appraisal as a user

To change the manager of the appraisal as a user follow the steps:

  1. Click on the Appraisals tab.

  2. Click My Appraisal.

  3. Click the switch icon or click on the 3 Dots next to the appraisal.

    • This is visible when clicking on the manager's name with the appraisal.

    • This is useful if the manager left the business or moved to another site.

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