v7 FreeBalance Help

Navigation (From   click the New Iconunder )

1.   Enter the new Performance Appraisal Template information.  Fields with an asterisk  are mandatory fields.

2.   Click on the Is Primary checkbox, as required.

• Is Primary: if checked, then this is the primary Performance Appraisal Template.

3.    To enter the Performance Appraisal Template if required, click on the Lookup icon ,  click on Find icon  to retrieve the Performance Appraisal Template list, then select the Performance Appraisal Template.

4. Click on the Save and Return icon to save the Performance Appraisal Template information and return to the Performance Appraisal Organizational Control, or click on the Discard icon  to discard the Performance Appraisal Template entry and return to the Performance Appraisal Organizational Control.

5. Click the individual Select Checkbox (es), to select and de-select the Performance Appraisal Template, as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Performance Appraisal Template, if required.

6.   Click the Remove icon to remove the selected Performance Appraisal Template, if required