The process for creating appraisal interviews depends on whether you want to schedule an interview for an individual employee, or for a group of employees:

Schedule an interview for an individual employee

  1. Click > > > .

  2. Press CTRL+N to create a new line.

  3. In the field, select the employee.

  4. In the field, select the type of interview that you want to conduct.

  5. In the field, enter the date on which the interview is scheduled to occur.

  6. Complete the remaining fields.

Note Note

If you are also using and you want the person to prepare for the interview by responding to a survey, you can click the button to set up a planned answer session for the employee.

Schedule an interview for a group of employees

  1. Click > > > .

  2. Click to open the dialog box.

  3. In the field, select the type of interview you want to conduct.

  4. In the field, enter the date on which the interview is scheduled to occur.

  5. In the field, enter a description of the interview.

  6. Click , and then define the employees taking part in the interviews.

  7. Enter the appropriate information in the remaining boxes.

    Note Note

    If you are also using and you want attendees to prepare for the interview by responding to a survey, you can select the survey from the list in the field.

See Also