How to manually complete an appraisal on SOAR

How to manually complete an appraisal on SOAR

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This is a restricted function for a specific use.  If you are unsure about this, please contact the helpdesk for further assistance:  SOAR@nes.scot.nhs.uk

Manually mark an appraisal as "completed" on SOAR

• Login to SOAR as Admin or Appraisal Lead
• Navigate to an open appraisal
• Click on the "Enable Manual Completion" button and follow the onscreen instructions

There are four key features to this:

1. You can manually set the completion date
2. The Admin or Appraisal Lead can upload a scanned copy of the paper Form 4 if available*
3. There is also a function where the appraisal can be excluded from your health boards' appraisal counts**
4. There is a function for whoever is marking the appraisal as complete to "Send confirmation" to the Appraisee to confirm the logged appraisal.

*Although the Admins can upload documents to the appraisal, they will not actually be able to review or download the documents afterwards once the appraisal is marked as completed.

**Just remember not to tick the "include in reports" box as per bullet point 3 above, otherwise it will skewer your results in the MARQA report.

This function is typically used by the Admin team to upload the new start's last Form 4 on SOAR for storage, and be accessed by Appraisal Leads for their necessary review.

This page was last updated on: 25/08/2025