How to Update an Appraisal Session

This guide shows you how to update an existing appraisal session in NeuHR.

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 settings page, click the Sessions tab.

   

3. Click the Edit Icon on the Session

   Find the session you want to update and click the edit icon (pencil) on the right side of the row.

   

4. Update the Session Details

   On the Update Appraisal Session form, modify the fields as needed:

   • Title: The name of the appraisal session.
   • Description: A brief description of the session.
   • Start Date: The start date of the appraisal period.
   • End Date: The end date of the appraisal period.

   

   You can also update the Employee Selection section to add or remove employees from the session. Use the Select Departments, Select Placement Types, or Joined Before filters to narrow the list, or use Select all employees to include everyone.

5. Click Update

   Once you have made your changes, scroll down and click the Update button.

   

6. Session Updated Successfully

   A success message confirms that the appraisal session has been updated. You are returned to the Sessions list.

   

Related Guides

• How to Create a New Appraisal Session
• How to Delete an Appraisal Session
• How to Assign Appraisal Reviewers
• How to Create a New Appraisal Template