v7 FreeBalance Help

Performance appraisal templates include all the required scoring criteria and feedback criteria for the specific performance appraisal.

To MODIFY performance appraisal templates follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the Performance Appraisal Template information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all Performance Appraisal Template, leave all fields blank.
2. Click on the Find icon . 
3. Click on the Performance Appraisal Template you want to modify. You will then be in Update/Delete Mode.
4. Make the necessary modifications.  To add or remove  Attachments, refer to Attachments.
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.