(5b) Assign an appraiser to a group of appraisees

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You can allocate an appraiser to an appraisee on an individual ad hoc basis, or if you are reallocating a number of appraisees at a time (e.g. end of year reallocation), then you may find the guidance below helpful.

Assign an appraiser to a group of appraisees - Primary Care (GPs)

This can be useful if, for example, you wish to assign a single appraiser to a number of GPs in a particular practice.

To assign an appraiser to a group of appraisees via individual practices:

• Click on 'Practices' from the menu
• Search for the relevant Practice and select it
• Scroll down to the 'Appraisees who belong to this practice' section
• Change the appraiser for each use the 'Assigned Appraiser' drop-down menu
• Click 'Save'

If the appraisee is not in the practice, chances are they've not been added.  In which case, use the steps outlined in item 5 to go to the GP's "PC Appraisee" tab and add the practice at the bottom of the page.

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Assign an appraiser to a group of appraisees - Secondary Care

In the menu on the left there is an option for "Appraisee Assignment" - click on this.  You can sort the page as needed.  Using the tickbox on the left, select all appraisees you wish to (re)allocate, then in the top of the page, select the "Assign new Appraiser to the selected Appraisees" button, select the new appraiser from the dropdown and click Submit.

Please note this function might not work well for larger health boards so please make use of the sorting function in the column headings.  (We will look to improve this in future development.)

This page was last updated on: 08/08/2025