Help for administrators
These pages are for anyone involved in the setup, configuration and day to day running of Appraisd
People
- Permissions, roles and who can do what
- Adding a new user
- Adding new users in bulk
- Editing a user
- Editing users in bulk
- What are Administrators and Moderators in Appraisd?
Objectives
- Customising your objective templates in Appraisd
- Updating/copying objectives in bulk as a moderator
- Unlocking a closed objective
- Status updates on objectives
- Grouping objective templates across the top navigation bar
- Aligning the objectives shown in a review to your cycle
Reviews
- Adding a new review (individually)
- Adding reviews in bulk
- Editing a review
- Editing reviews in bulk
- Closing overdue reviews
- Deleting reviews individually or in bulk
Feedback and recognition
Forms
- Managing your review forms in Form Design
- Building and editing review form templates (basic)
- Building and editing review form templates (advanced)
- Objective types on review form templates
- Question types on review form templates
- Calculated scores
Reporting
- Reporting in Appraisd
- Filtering shortcuts for reporting
- Reporting on review status
- Reporting on review comments and ratings
- Reporting on objectives
- Explaining the objectives metrics report
Configuration and settings
- How to configure the Appraisd Business Logic tool
- Appraisd release notes
- Email reminders and alerts
- Email deliverability and whitelisting
- Configuring your company announcement
- What text can I change in Appraisd and what is fixed?