The system supports bulk importation of employee appraisals and objectives from a CSV file, this is provides a way to quickly create employee appraisals and objectives without having to do so one after the other.

From this screen, you will be able to import employee appraisals and objectives using the provided CSV file. Follow the steps below to appraisal upload records

  • Navigate to the import appraisal screen by clicking Performance > Appraisal > Import Appraisals
  • Download the sample import file if you don’t already have it by clicking the link under the “Upload Steps” section.
  • Fill in the fields using the field description below
    • FullName: This is the full name of the employee namely, first, middle and last name. This field is compulsory
    • AppraisalName: This is the name of the appraisal to be created. If the appraisal name already exist for the employee, it will be edited instead.
    • AppraisalDeadlineDate: This is the deadline date for the appraisal
    • PeriodStart: This is the start date of the appraisal
    • PeriodEnd: This is the end date of the appraisal
    • ObjectiveName: This is the unique name of the objective to be created. If the objective name already exist, it will be edited instead
    • ObjectiveDeadlineDate: This is the deadline date for the objective
    • DisplayText: This is the details of the objective which will be shown on the appraisal form. If this field is left blank, the suggested objective text for the relevant KPI will be used.
    • KPIName: This is the name of the KPI to which the objective is attached. Note: The KPI must already exist on the system.
  • Save the file to a location of your choice
  • From the Import appraisal screen, click the “browse” button
  • Select the save file from the chosen location
  • Click the “upload” button

The file will now be processed and you will be invited to download a file containing the result of the operation.

Downloading Performance Appraisals

This feature allows the user to download the list of performance appraisals which can be modified and then loaded back up. This feature makes is easier to make modifications to the performance appraisals.