Configure Introduction Form

The Introduction form is the first form of the appraisal and contains all the instructions about filling the rest of the appraisal form. The form is already populated with the basic instructions to fill the appraisal forms. However, you can modify the form with any specific instructions that you want to provide to the employees of your organization about filling the appraisal forms.

To configure the performance appraisal form, you need to:

  1. Follow the steps 1-4 given on Configure Performance Appraisal Forms page.
  2. Click Edit button corresponding to the Introduction form.

    The Introduction form appears in editable form, as shown in Figure 1.Figure 1

  1. Customize help instructions for the Introduction form in the HELP DISPLAYED TO THE USER text field as per your requirements. This field is useful, especially when you modify some fields and want to provide help on those fields.

    By default, HELP DISPLAYED TO THE USER checkbox is marked. If you do not want to show help instructions to the user, uncheck this checkbox.

  1. Click Save.

    The Introduction form is successfully modified and a message suggesting the same appears on the top, as shown in Figure 2.Figure 2

  1. Click Cancel to go back to the Forms & Settings tab.

 Next Link

Add/ Modify Ratings

Click the respective links to learn about configuring the below given forms: