The appraisal workflow is the sequence of stages that an appraisal review follows. It typically involves several stages, such as self-evaluation, peer reviews, and manager reviews.
When setting up a review cycle, you have the flexibility to rearrange these stages according to your preferences. This allows you to determine the order in which each review stage will be completed. To understand how to create a review cycle, refer to this article here.
Navigating to the Sequences Step
The review cycle wizard is divided into five steps:
- Details
- Form
- Scoring
- Sequences
- Notifications
The review workflow sequence is configured on the Sequences step (step 4). Complete the earlier steps first, then proceed to Sequences to define the order in which each review type will be carried out.
Note: This article covers the Sequences step only. For full guidance on all wizard steps, refer to the Managing Review Cycle List article. |
Configuring the Review Sequence
On the Sequences step, you will see the available appraisal types. You can drag and drop each type to set the desired order of reviews.
For example, if you want the self-evaluation to be done first, simply drag the "Self" option into Sequence 1. To place the "Upward" review as the next stage, drag it into Sequence 2.
You can also assign multiple appraisal types to the same sequence number. For instance, both the "Manager" and "Upward" reviews can be set to occur simultaneously, after the employee has completed their self-evaluation.
Saving and Proceeding
Once the sequence is configured, click to apply the changes. You can then continue to the final step of the wizard. For further guidance on completing the review cycle setup, refer back to this article here.