Appraisals and Training page overview and who can use it
HR/Admin use Appraisals & Training with tabs Cycles, Appraisals, Goals, Training, Overview. Staff use My Performance for their own appraisal, goals and training.
For School administrators, HR managers, Directors and proprietors, Teachers, Staff, Accountants. Updated 2026-10-09.
Overview
There are two entry points. Appraisals & Training is for Admin, HR Manager and Director and needs the “view appraisal” permission. It has tabs Cycles, Appraisals, Goals, Training and Overview.
My Performance is for staff with appraisal:self (Teachers, Employees, Accountants, plus Admin and HR Manager) and has tabs My appraisal, Team to review (only shown if someone has assigned you appraisals to review), My goals and My training. Both need the HR feature enabled.
Permissions: the “view appraisal” permission lets managers see all cycles, appraisals and goals; the “add appraisal” permission creates cycles and sets goals for others; the “edit appraisal” permission opens/closes/edits/deletes cycles and assigns reviewers; appraisal:self lets a person complete their own self-assessment and manage their goals.
Likewise the “view training” permission, the “add training” permission, the “edit training” permission and training:self for training records. Admin and HR Manager have all of them; Director has read-only; Teacher, Employee and Accountant have the self permissions only.
Privacy: a staff member sees only their own appraisal and ones assigned to them to review. Reviewer scores and comments stay hidden from the staff member until the appraisal is Completed.
Before you start
- The HR feature is enabled
- Appropriate appraisal and training permissions
Steps
- HR/Admin: open Appraisals & Training from the sidebar.
- Use Cycles to create an appraisal cycle, then Appraisals to follow progress.
- Use Goals and Training to see staff goals and training records.
- Use Overview for completion rates, average rating and training totals.
- Staff: open My Performance to complete the self-assessment, track goals and log training.
Common problems
I am a teacher and cannot find Appraisals & Training.
Staff use My Performance in the sidebar. Appraisals & Training is only for Admin, HR Manager and Director.
I see a message that I can only see my own appraisal.
You can only open your own appraisal or ones assigned to you as reviewer. Managers need the “view appraisal” permission.
The Team to review tab is missing.
It appears only when HR has assigned at least one appraisal to you as reviewer.