The certify action opens the appraisal for employees and appraisers to certify their acknowledgement of their part in the appraisal process.

Editing an appraisal sets the status of the appraisal to Started, Not Sent to Employee and the appraisal must be accepted by the employee.

Selecting 'Print Version' opens the appraisal in a print-friendly format for viewing and printing. No changes can be made or saved to the appraisal in this format.

Selecting the 'Employee Access' button opens a login page for a person entering the system in the role of an employee being appraised.

Selecting the 'HR Access' button opens a login page for a person entering the system in the role of a HR administrator.

Selecting the 'UM Policy' button opens the University of Memphis policy UM1242, Performance Appraisal of Staff Employees.

This is the default/home screen upon logging in as an employee. Selecting the 'Active Appraisals' option returns the employee to their home queue, which lists active appraisals that have been created for the employee.

This is the default/home queue upon logging in as an appraiser. Selecting the 'Active Appraisals' option returns the appraiser to their home queue, which lists active appraisal for which they have started, been given coediting access, and viewing access. Appraisals displayed on this page are active and are still processing through appraisal workflow. Appraisals will no longer show on this page once they are completed and archived.

Selecting the 'Access Control' option opens the access control queue, which lists all appraisal created by the person currently logged in to the application.

Enter the employee's user name, also called the UUID or Universal User ID (i.e. ttiger3). Click on the link "Click here to auto-populate ID, name, title, and department fields upon starting appraisal" to activate the auto-populate.

The yellow highlighting in the field indicates this is a trigger field that will auto-populate several other fields in the form pertaining to the person.

The Banner ID is an employee identification number assigned by the University. This field may be auto-populated.

Title field displays the employee's job title. This field may be auto-populated and can be overwritten if incorrect.

Select the employee's division during the period of review.

Title field displays the appraiser's job title. This field may be auto-populated and can be overwritten if incorrect.

Select the appropriate employee class of the person being appraised. If you are unsure of the employee's e-class, you may look up your department's positions through a two-step process using your department index or organization code on the HR Program Guide.

"Annual" appraisals are regular, annually-recurring employee performance evaluations. "Probationary" appraisals are completed after a new employee's first six months of employment. Appraisals marked as "Other" are for less common circumstances, such as the conclusion of an employee's extended probationary period.