Start from: The Flow Learning Dashboard.
- Select Learning & Development > L&D Settings.
- Find Appraisals on the Configure screen.
- Select View to open the Appraisals page.
The Appraisals page in L&D Settings shows all appraisals types which have been created in the company. Any of these which are enabled can be selected for use when assigning new appraisals.
- Scroll through the list of existing appraisals OR select Search to find the template you require.
- Select the template you want to edit.
- Select a section to edit it. Full details on each section are available in separate articles:
- Step 1 - Details (see Create Appraisal forms, and Sign off settings).
- Step 2 - Questions (see Categories, and Questions).
- Step 3 - Goals (see Goals - coming soon).
- Step 4 - Action Plan (see Action plans).
Note: The numbering of the steps may change depending on what is selected.
- Make changes to the sections by editing, adding or deleting the information you require. for more details on each step refer to the links above.
- Select from within any of the steps, to make more detailed edits using the content editor if required.
- Select Save to save your changes. A pop up will ask to confirm that you want to save.
Note: If you leave the form at any stage without selecting Save, any changes you have made will be lost.
- Select Preview to review all your edits as a learner will see them in Mapal One, in a new browser tab.
Note: You have to be signed in to the Mapal One learner's portal in order to see the preview. Return to the previous tab when you have finished reviewing the preview.
- Select Search to find and edit further appraisal templates if required.
