Appraisal Overview
How to use Appraisal Overview in Performance: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain goals, appraisal information and review responsibilities for the applicable cycle. Limit access to the employee and authorized reviewers. Training needs arising from a review can be linked to the training and skills process.
This page is a report in Human Resources → Performance. Use the link above to open the configured destination; permissions are checked by the destination service.
Run and interpret the report
Report implementation: Script Report. Source record type: Appraisal.
- Open the report and inspect its actual filter controls.
- Select the company, date range and other required filters shown on that report. Filter requirements differ between reports.
- Run or refresh the report. Confirm the period and filters before comparing totals.
- Follow source-record links where available and verify whether drafts, submitted records, cancellations and opening balances are included.
- Export only when your role permits it and the recipient is authorized to receive the information.
Before comparing results
Compare the same company, period, currency and dimensions. Check whether the report measures a current balance, activity during a period, a transaction count or an ageing position. A report result does not authorize a change to a source record.
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.