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Appraisers

Welcome to this forum!

Hi,

I'm really struggling getting information and reports out to all appraisers.

We have approx. 700 on our site but I can't allocate reports to them via the 'Content' tab as the role isn't listed and I also can't build an audience based on 'Has appraisees'.

I can run a report that gives me their names but I can't include their email address without using 'vlookup' to a different report and then we do have some staff who have the same name so it isn't always successful.

Please could I request a couple of changes:

Appraiser is listed as a role in the 'Content' tab in reports so I can allocate reports to them.
Can 'Records for user's appraisees under any of the user's Job Assignments' be added to the 'Access' tab under 'Show by user'
Can we make 'Has appraisees' a rule set for building dynamic audiences.

Apologies if this has already been requested and I have missed the response.

Many thanks in anticipation.
Steph

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Hi Mike,

Thanks for getting back to me, in answer to your questions:

Yes, I am referencing a third person, on our organisation the appraiser is the person who completes the appraisal template - not the manager or the learner.
The types of data I would like them to be able to see are things like next due date.

Our appraisers often complete the appraisal template retrospectively (sometimes it can be quite a while after the appraisal has actually taken place) so we can't use the date the appraisal template was completed, therefore 'appraisal completion' is a question which we ask within the template and we then add this date to a certification to produce the next due date.
In the above example the data would be used to schedule the following years appraisal however there might well be other examples - any data given to them would not breach IG policies and procedures.
Yes, in terms of what can be viewed they must only be able to view data about the staff they appraise.

In terms of being able to identify them via a dynamic rule set in audiences - I would like to create an 'appraisers' dashboard with some limited data on it and also links to policies, processes & training, as well as be able to send emails to all appraisers to highlight any changes or training events etc...