Overview: Assigning a reviewer allows different training managers to perform and review each appraisal. This enables flexibility in making sure the right person is overseeing and supporting the learner throughout the review process. Maintaining appraisals and assigning the right person to review them helps encourage the learner, improve performance and ensures that learners are receiving the correct level of support.
Note: Some companies choose to rename 'appraisals' to something that works better for their company. If appraisals is part of your package and you are having trouble locating it on your system, please get in touch with us.
Start from: The Flow Learning Dashboard.
- Select Learning & Development > Appraisals to view a list of all Appraisals that have been scheduled.
- Select Search
to find the appraisal you want to add a reviewer to.
- Use Filter
to filter the appraisals in the list by a number of categories. Change a category from All to Selected to reveal the options to filter by.
- Select the Check box beside the appraisal in the list that you want to edit to highlight it. You can select multiple appraisals.
- Select More
> Assign reviewer to open a window with the option to assign a reviewer.
- Select a reviewer from the Manager dropdown menu to assign them the selected appraisal(s).
- Select Save to confirm the change and assign the appraisal(s) to the selected manager for review OR select Close to cancel.
Note: When selecting Save, a pop-up will confirm that the selected appraisal(s) were successfully assigned to the reviewer.
- Select Close to return to the Appraisals Management page.
The new reviewer can access all of their assigned appraisals from within their Flow Learning Dashboard under Appraisals awaiting my review.
Default reviewers
Default reviewers can also be set at Branch level:
- Select Company > Company structure > Branches.
- Select View
to open the list of available branches.
- Select the Branch you wish to add a default reviewer to.
- Select More
- Select Edit
which will open the branch details pop up.
- Scroll down and select the Appraisal Default Reviewer dropdown and chose a reviewer from the list.
- Select Save to confirm.
The chosen reviewer will be assigned automatically to appraisals allocated to any learner within this same branch. Appraisal reviewers can access all of their assigned appraisals from within their Flow Learning Dashboard under Appraisals awaiting my review.