Overview: This function allows you to decide who signs off your appraisals, according to the needs of your company. When appraisals are tailored to meet different sign off criteria it lets you control when the learner and reviewer will see each other’s responses. These settings also determine at which point the reviewer can mark the appraisal as complete.
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 your Mapal Customer Success Manager.
Start from: A new appraisal form.
Sign off settings
Sign off settings are in Step 1 of the Edit Appraisal page.
- Select the Sign off settings dropdown to choose an option for handling appraisal sign off.
- No sign off required: Both reviewer and learner can view, work through, and complete the appraisal without the other person’s sign off.
- Full sign off required: The reviewer and learner will not be able to view each other’s responses until both have signed off.
- Custom sign off permissions: This option allows further customisation of the sign off process by the learner and reviewer.
If Custom sign off permissions is selected, the following options will appear:
- Select Learner sign off permissions to choose an option for handling sign off by the learner.
- Learner sign off not required: The learner is not required to sign off anything.
- Learner sign off required - Hide draft responses: The learner must sign off the appraisal, and their responses will be readable by the reviewer only once signed off.
- Learner sign off required - Show draft responses: The learner must sign off the appraisal, and their responses will be readable by the reviewer before sign off.
Note: Managers can see learner responses on an appraisal, for all of the above learner sign off permissions.
- Select Reviewer sign off permissions to choose an option for handling sign off by the reviewer.
- Reviewer sign off not required: The reviewer is not required to sign off anything.
- Reviewer sign off required - Hide draft responses: The reviewer must sign off the appraisal, and their responses will be readable by the learner only once signed off.
- Reviewer sign off required - Show draft responses: The reviewer must sign off the appraisal, and their responses will be readable by the learner before sign off.
- Reviewer sign off required - Hide draft and completed responses: The reviewer must sign off the appraisal, and their responses will not be readable by the learner even after sign off.
Select Save any time you update your appraisal form to make sure you save the latest changes.
Sign off permissions let you decide which level of access is appropriate for each appraisal form you create. The choices you make in this section of the form will affect how the appraisal is viewed and at what stage sign offs are relevant.