If you are a manager and your team member doesn't have any appraisal in progress, you will see a button allowing you to set up one. There are two ways to access the button:
Click on the link or the button, fill out the appraisal details (e.g. Title, Due date) and an appraisal is ready for you and your team member to complete.
As an administrator, you can set up an appraisal on an individual basis or in bulk.
To add an appraisal for a specific individual (without any other appraisal in progress):
Alternatively, you can set up an appraisal via Administration centre. This can be used when the individual already has an appraisal in progress and you need to add another ad-hoc appraisal. In general, we suggest that each individual should have only one appraisal in progress to ensure high completion rates but there might be occasions where you need to do so.
To set up appraisals in bulk:
The bulk set-up doesn't allow you to add appraisals for people who already have another appraisal in progress. For these individuals, use the ways described above.
If you'd like to add appraisals in bulk only for certain individuals, check if you have 'Bulk editing' feature on (Administration centre -> Settings -> Labs -> Enable making changes in bulk:on).
If you have created a special form for each individual/department and you'd like to use these for the appraisals you're setting up, make sure you have specified the forms in people's profiles: