Changing the Appraisal Year on a Case

If an Appraisee has their appraisal appearing in the wrong appraisal year (commonly when their appraisal is due late March/early April) you can change this using their Case.

Go into their Appraisee page and scroll down to their Appraisals section where it shows the list of all their Cases/Appraisals.

Click on the Case of the appraisal year that is incorrect:

Then hit Change next to where it shows the appraisal year the Case is currently set to:

The next page allows you to choose the appraisal year that should be listed on the Case from the dropdown list as highlighted: 

Once you have chosen the correct appraisal year you can then fill in the Reason for changing the appraisal year box explaining why you have changed it. You need to fill this in to be able to continue with clicking on Change the appraisal year.

You have the option to tick or untick the Change year on the appraisal also which is ticked by default (you might not want this ticked if the case has been matched to the wrong appraisal).