[updated January 2025]
This user guide has been updated from the previous video version to coincide with the SOAR appraisee redesign project and GMP changes.
All functions for Admins, Appraisal Leads and Appraisers remain the same.
Overview of systems setup and processes, including how SOAR and Turas are linked.
Practical guide on how to setup SOAR and Turas accounts and linking them.
How to check for old incomplete appraisals, and how to create a new appraisal meeting on SOAR.
Getting familiar with the appraisee screens and setup
Looking at the appraisee dashboard and how to complete the appraisal forms.
Instructions on how to submit and send your completed forms to your appraiser for sharing.
How the appraiser reviews the appraisee's submitted forms.
How appraisees make changes to the submitted forms and share it with their appraiser
Step-by-step on how appraisers create a Form 4
How appraisers would create a Form 5A or 5B in lieu of a Form 4.
How the appraisee would access and approve (or make change requests) to Form 4.
Recap summarising key important points.
