Why Import Appraisal completion date in the Appraisal Batch?
Sometimes you may want to complete all of the appraisals on behalf of the Manager/Director in the back-end in one but not complete them one by one in ESS. Bulk import of these completion date can save your time.
Steps to Import Appraisal completion date in the Appraisal Batch
- Download the attached template file.
- Input the Appraisal Batch number and the placement number.
- Input the completion date in the corresponding appraisal status
(AssociateConfirmedObjective, ManagerConfirmedObjective, AssociateCompletedMidYear, ManagerCompletedMidYear, AssociateCompletedAppraisal, ManagerCompletedAppraisal, AssociateSignOff, ManagerSignOff)
***If you do not have the "Mid-Year" or "Sign Off" status, please delete the corresponding column.
***If you only want to input the "ManagerCompletedAppraisal" date, please Delete other columns. Otherwise, if you leave the other column in blank, the "blank date" would be covered the date already in the appraisal batch.
- Go to Appraisal Batch->More->Import Appraisal