How to Create a New Appraisal Session

This guide shows you how to create a new appraisal session in NeuHR. Appraisal sessions define the evaluation period and the employees to be assessed.

Steps

1. Navigate to Settings > Appraisal

   From the sidebar, click Settings to expand the menu, then click Appraisal.

   

2. Click the Sessions Tab

   On the Appraisal page, click the Sessions tab.

   

3. Click New Appraisal Session

   On the Sessions page, click the New Appraisal Session button in the top right corner.

   

4. Fill in Session Details

   On the New Appraisal Session form, enter the following details:

   • Title: Enter a name for this appraisal session.
   • Description: Enter a brief description of the session.
   • Start Date: Select the start date of the appraisal period.
   • End Date: Select the end date of the appraisal period.

   

5. Select Employees

   In the Employee Selection section, choose the employees to include in this session:

   • Click Select all employees to include all listed employees at once.
   • Or check the checkbox next to individual employees to select them one by one.
   • Use the Search box or filter by Select Departments, Select Placement Types, or Joined Before to narrow the list.

   Note

   Only employees whose job titles have an associated appraisal template will appear in this list. If an employee is missing, check that their department and job title have a template configured.

   

6. Submit the Session

   After filling in all required fields and selecting at least one employee, click the Submit button to create the appraisal session.

   

   The new appraisal session is created and will appear in the Sessions list.

Related Guides

• How to Update an Appraisal Session
• How to Delete an Appraisal Session
• How to Create a New Appraisal Template