Appraisal cycles

What it is

Review periods when staff are appraised, with dates and who takes part.

Why it matters

Runs one fair appraisal round for everyone at the same time.

When to use it

HR opens each cycle and tracks staff through its stages.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click HR to open it.
3. Click Appraisal cycles.

What you see

Appraisal cycles · click the picture to enlarge

• The list has these columns: Name, Starts, Ends, Status. Click a column name to sort by it.

Buttons on this screen

• New cycle — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Opening a record

Click any row in the list to see everything about it on one page.

Annual appraisal 2026-27 – · click the picture to enlarge

Filling in the form

1. Click the New cycle button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (4 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Appraisal cycles · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Name *	text	The round's name, such as 2026-27 Annual Appraisal.
Branch	choose	Choose a campus for this round. Leave empty to include the whole school.
Starts on *	date	The first day of the round. Pick it from the calendar.
Ends on *	date	The last day of the round. Pick it from the calendar.
Self-review due	date	The date staff must finish their own review. Pick from the calendar.
Manager review due	date	The date managers must finish their reviews. Pick from the calendar.
Moderation due	date	The date the final checking must be done. Pick from the calendar.
Requires self-review	switch	Tick if staff must write their own review before the manager does.
Default reviewer *	choose	Choose who reviews staff who have no reporting manager.
Moderator	choose	Optional. Choose who checks the reviews. Leave empty if no check is needed.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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