The To-Do tab in your Appraisal dashboard is a single, unified task inbox that brings together every outstanding appraisal action you need to complete — reviews to fill in, KPIs to set, peers to nominate, and, for managers, pending approvals. Everything is sorted by due date so you always know what needs attention first.
What's in the To-Do Tab
Four types of tasks can appear here, depending on your role and the review cycle configuration:
- Review Cycle Reviews – Appraisal review forms assigned to you, such as Self Review, Manager Review, Upward Review, Peer Review, and Indirect Manager Review.
- Submit Self KPI – Tasks to set and submit your KPI questions and targets before a review cycle begins.
- Nominate Peers – Tasks to select and submit the peers who will review your appraisal.
- Approvals (managers only) – Pending KPI approvals and Peer Nomination approvals from your team members.
All employees see their own tasks.
How to Access the To-Do Tab
- Go to Appraisal and select My Dashboard.
- On the My Dashboard page, Review Cycle List.
- In the To Do tab you can view all your pending appraisal tasks.
Filtering and Searching Your Tasks
Use the controls at the top of the To-Do list to focus on what matters most:
- All List – Filter by task type: Review Cycle, Self KPI, or Peer Nomination.
- Status – Show only tasks with a specific status, such as Approved or Rejected.
- Include Completed Items – Tick this checkbox to also display tasks you have already finished.
- Search – Type a task name or review cycle name to find it quickly.
Understanding the Columns
| Column | What it shows |
|---|---|
| Task | The type or name of the task assigned to you. |
| For | Who the task is for — Myself for your own tasks, or a team member's name (with a Team tag) for manager approval rows. |
| Review Cycle | The review cycle the task belongs to. |
| Due Date | The deadline for the task, if one has been set. Tasks without a due date appear at the bottom of the list. |
| Status | Current progress: Not Started, Draft, Approved, Rejected, Yet to Begin, and so on. |
| Action | The button to open and complete the task — for example, Nominate, Re-Nominate, Submit Self KPI, or the relevant review form. |
To complete a task, click the button in the Action column to open the corresponding form.
Important Note Saving a task as a draft is not the same as submitting it. A draft still shows a status of Not Started, and others — such as your manager — cannot see it until you submit. |
The My Performance Tab
The My Performance tab sits alongside the To-Do tab and is where you can view appraisal results that your administrator has released to you. For each completed cycle, you can see:
- Review Cycle Name
- Completed Date
- Overall Score
- Grade
- Rating
Depending on how your appraisal is configured, you may also be able to view the individual ratings submitted by yourself, your manager, and your peers.