How to Create a New Appraisal Template

This guide shows you how to create a new appraisal template in NeuHR. Appraisal templates define the structure and criteria used when evaluating employee performance.

Steps

1. Navigate to Settings > Appraisal

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

   

2. Click New Appraisal Template

   On the Templates tab, click the New Appraisal Template button in the top right corner.

   

3. Fill in the Template Details

   On the New Appraisal Template form, fill in the following fields:

   • Department: Select the department this template applies to.
   • Title: Select the job title this template is for.
   • Description: Enter a brief description of the template (max 200 characters).

   

4. Configure Part 1: Notable Achievements

   This section captures employee achievements during the appraisal period. Two subsections are available:

   • Core Areas of Performance: Toggle Enable question on to include questions about core performance areas, achievement descriptions, and appraiser feedback.
   • Other Areas of Performance: Toggle Enable question on to include questions about additional performance areas.

   When done, click Next: Tracks Preset to proceed.

   

5. Review Part 2: Tracks Preset

   The Tracks Preset section defines the career track levels used in Performance Assessments. Default tracks are pre-filled (Associate, Executive, Senior Executive, etc.). You can:

   • Edit any track label by clicking on it.
   • Remove a track using the − button.
   • Add new tracks using + Add Tracks.

   Click Next: Performance Assessments to continue.

   

6. Configure Part 3: Performance Assessments

   This section defines the performance attributes employees will be assessed on. Default attributes are pre-filled (Professional Knowledge and Skills, Innovation and Creative Thinking, etc.). For each attribute you can:

   • Edit the attribute name and description.
   • Set performance levels and their descriptions, mapped to each track.
   • Toggle the Remarks section to allow or require appraiser comments.
   • Add new attributes using + Add Attribute.

   Click Next: Goal Setting to continue.

   

7. Configure Part 4: Goal Setting

   The Goal Setting section lets employees document their goals for the next review period. Toggle Enable question on to include the following questions in the appraisal:

   • What are the key areas and tangible outcome you would be focusing on in the next 6 months?
   • What support will you need to help you achieve this target?

   Click Next: Overall Rating to proceed to the final step.

   

8. Set Overall Rating and Create Template

   The Overall Rating section defines how the appraiser rates the employee overall. Default rating options are pre-filled. You can edit, remove, or add rating options. Toggle Enable comment and Comment Required as needed.

   When you are satisfied with the template, click Create Template to save it.

   

   Your new appraisal template has been created successfully and will appear in the Templates list.

Related Guides

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