How to auto-assign appraisals to new users

In this article, we will understand how to automatically assign an appraisal to all newly created users.

Setting a default appraisal ensures that every new user is automatically enrolled in the appropriate performance review cycle, helping maintain consistency and saving time for Admins.

Note: Only Admins can configure this setting.

Steps to Auto-Assign Appraisals

1. Log in to your HybridHero account.

2. Navigate to People Settings under Company Settings.

3. Click on the Performance Management tab from the top menu.

• If the appraisal has not yet been created, click on the “+” icon to create a new appraisal.

  

• If the appraisal is already created, click on the pencil (edit) icon next to the appraisal.

  

4. A settings panel will open on the right-hand side.

5. Select the checkbox “Make this performance appraisal default for new users.”

   

6. Click Save at the bottom to apply the changes.

   

By setting a default appraisal, all newly added users will automatically have the selected appraisal assigned to them, ensuring a structured and consistent performance management process.