Managing Appraisal Requests
Where to Find: Evaluate → Appraisal → Requests
Once you have created Appraisal Groups and assigned an Approval Flow to them, the system automatically generates requests after an evaluator submits an appraisal form for approval. All requests where you are designated as an approver will appear here in the Requests section for your review and action.
The Requests section is organized into 4 distinct tabs based on the status of each item:
Action Required
Displays all active requests where your direct approval or action is currently required to move the process forward. You can complete the request directly using the Approve or Reject buttons. On each request card here, you can see:
- Approve / Reject buttons: Accept or decline individual appraisal requests.
- Status: The current workflow status badge (e.g., Pending).
- A watcher can be assigned during the Approval Flow setup to monitor the workflow’s progress. Assigned watchers are also displayed here.
- Initiated by: The name of the user who created and submitted the appraisal form (e.g., Elissa Rice).
- View Change History: A log tracking all edits, status transitions, and previous updates made to the request.
- See Performance Details: An expandable section containing detailed performance scores, metrics, and quantitative/qualitative rationale.
- Overall Score & Rating Level: Displays the calculated appraisal score and its corresponding performance category (e.g., 0 • At Risk), generated based on the evaluator's input and company rating scales.
- Created Date & Appraisal Period: Displays the exact date the request was generated alongside the evaluated timeframe, calculated from the employee's hire date (or previous review date) up to the creation date (e.g., Created on: 27.10.2026 | Appraisal Period: 05.03.2020 – 27.10.2026).
Tip: Bulk Actions
To process multiple requests at once, select the checkboxes next to specific employees or use the All Requests checkbox to select all listed items. Opening the Actions dropdown menu allows you to choose Approve or Reject for all selected items in a single operation.
Pending
Displays all appraisal requests that are currently in progress within the approval workflow. As a designated approver, you can track their status and review, approve, or reject requests.
The cards display the same information as those in the Action Required tab (see above).
To approve or reject a request, click Approve or Reject on the employee’s card (or in the Actions menu for bulk selection), type a reason if you wish in the confirmation modal, and confirm your decision.
Approved
Contains the history of all appraisal requests that have been successfully reviewed and approved. The cards display the same information as in the Pending tab (see above), but the status changes from Pending to Approved.
Rejected
Contains the history of all appraisal requests that have been declined during the review process. The cards display the same information as in the Pending and Approved tabs, but the status changes to Rejected.
