To get the most value from appraisal documents, be sure to enter each employee’s probation date. Once a probation date is recorded, the employee’s manager will automatically receive two email reminders before the probation period ends.
To create Appraisal documents, follow the guidelines below:
Click on Company settings.
Click "Employee Documents"
Click "Create New"
Type Document Name
Slide the toggle if Company specific.
Slide the toggle if Department specific.
Click here if you would like the document tracked in the staff overview.
Slide the Appraisal Document toggle.
Click "Choose file" to upload a file.
Click "Create"
The Appraisal document is visible under the employees' "Documents and Contracts"
To complete, download the document, fill in and re upload.
