Set up appraisal reviewers by branch and department

Flow allows learning managers to set up appraisal reviewers by branch and department to speed up and have finer control over the process of appraisal assignment.

Start from: The Flow Learning dashboard.

• Navigate to Learning & Development > L&D Settings.
• Scroll down to Appraisal Reviewers and select View.

• The Appraisal Reviewers screen shows you a grid where all the available branches/departments are listed.

• To assign or edit a default reviewer for a branch, select the Edit button at the far right of the branch’s name.
• The Assign Reviewers popup window will open. Here, you will be able to assign:
  • Default reviewer per Branch: A reviewer that will cover all appraisals in the branch if a reviewer for specific departments hasn’t been assigned.
  • Reviewer per Department: A reviewer specifically assigned to cover the appraisals in a particular department.
• Once you have selected the reviewer, select Accept to save your configuration.

Automatic reviewer unassignment when permissions change

If a reviewer’s permissions or branch access are modified so that they no longer meet the criteria to review appraisals, Flow will automatically unassign them from any incomplete appraisals.

When this happens:

• The affected appraisals are reassigned to the branch’s default reviewer, if one is configured.
• If no default reviewer exists for that branch, the appraisals will appear in the Appraisals requiring reviewer tile on the dashboard, allowing managers to quickly reassign them.

This automatic process ensures that only valid reviewers remain assigned, reducing administrative work and maintaining visibility of appraisals that still require attention.

To learn how to assign default reviewers through Company Structure, see Assign default reviewers by branch.

Originally published at https://help.mapal-os.com/flow-learning/learning-and-development/landd-settings/appraisals/set-up-appraisal-reviewers-by-branch-and-department/