Create a new appraisal status

Appraisal statuses allow you to notify employees and/or line managers when they need to complete an appraisal form.

Statuses you set up apply to all appraisals, regardless of if you create monthly ones-to-ones or annual appraisals.

1. Sign in to IRIS HR Professional.

2. Go to System Tools > Lookup Tables > Perform.

3. Select either Employee Status or Manager Status.

   A screen listing any existing statuses set up displays.

4. Select Create New on the screen that opens.

5. Complete the screen using this table as a guide:

   Field	Description
   Type	Automatically set as either Employee or Manager.
   Lookup	Enter the name of the appraisal status.   Example Employee Statuses include:   In Progress Ready to Review Reviewed by Manager   Example Manager Statuses include:   Reviewed by Manager   To display statuses in an ordered list in the manager and employee dropdowns, add a number before the status. For example, 1) In Progress.
   Lock	Select to 'lock' appraisals with this status.   For example, you might set a lock to stop employees from adding information while a line manager reviews the appraisal.

6. Select Save.

   The status you have created displays in the list on either the Employee or Manager Status screens.

7. Select Close.

Related topics:

These are the next steps you should complete before creating your appraisal templates:

• Check Approval Routes.

• Activate the Additional Feedback Provider feature (if required).

• Update employees'/ line managers' Set Rights permissions to the Perform module.

• Add Goals and Values

After you have completed these steps, you can Create a new appraisal template .