Skip to content
Documentation
Go back to NeuHR
Go back to NeuHR
Administrator User

How to Update an Appraisal Template

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

Steps

Section titled “Steps”

  1. Navigate to Settings > Appraisal

    Section titled “Navigate to Settings > Appraisal”

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

    Navigate to Settings Appraisal

  2. Click the Edit Button on a Template

    Section titled “Click the Edit Button on a Template”

    On the Templates tab, find the template you want to update. Click the edit (pencil) icon button in the template row.

    Click edit button on template

  3. Update Part 1: Template Details

    Section titled “Update Part 1: Template Details”

    On the Update Appraisal Template form, update any of the following fields:

    • Department: Select the department this template applies to.
    • Title: Select the job title(s) this template is for.
    • Description: Edit the template description (max 200 characters).

    Update template details

  4. Update Part 1: Notable Achievements

    Section titled “Update Part 1: Notable Achievements”

    Review and update the Notable Achievements section:

    • Core Areas of Performance: Toggle Enable question on or off to include or exclude questions about core performance areas and achievement descriptions.
    • Other Areas of Performance: Toggle Enable question on or off to include or exclude questions about additional performance areas.

    Click Next: Tracks Preset to proceed to the next section.

    Update Notable Achievements section

  5. Update Part 2: Tracks Preset

    Section titled “Update Part 2: Tracks Preset”

    The Tracks Preset section defines the career track levels used in Performance Assessments. You can:

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

    Click Next: Performance Assessments to continue.

    Update Tracks Preset

  6. Update Part 3: Performance Assessments

    Section titled “Update Part 3: Performance Assessments”

    This section defines the performance attributes employees will be assessed on. For each attribute you can:

    • Edit the attribute name and description.
    • Update performance level titles and descriptions, mapped to each track.
    • Toggle the Remarks section to allow or require appraiser comments.
    • Add new attributes using + Add Attribute or remove existing ones using Delete Attribute.

    Click Next: Goal Setting to continue.

    Update Performance Assessments

  7. Update Part 4: Goal Setting

    Section titled “Update Part 4: Goal Setting”

    Review and update the Goal Setting section. Toggle Enable question on or off to include or exclude goal-setting questions in the appraisal.

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

    Update Goal Setting

  8. Update Part 5: Overall Rating and Save

    Section titled “Update Part 5: Overall Rating and Save”

    The Overall Rating section defines how the appraiser rates the employee overall. You can:

    • Edit or remove existing rating options.
    • Add new rating options using + Add Option.
    • Toggle Enable comment and Comment Required as needed.

    When you have finished making changes, click Update Template to save.

    Update Overall Rating and save

    Your appraisal template has been updated successfully. You will be returned to the Templates list.

Section titled “Related Guides”