Administrator Guide

This section is designed for HR administrators, managers, and system administrators who need to configure, manage, and optimize APPRAISIUM for their organization. Learn how to set up performance cycles, manage users, and generate comprehensive reports.

User Management

Comprehensive user account management with role-based access control and organizational hierarchy support.

User Creation

  • Individual Creation: Create new user accounts with detailed profile information
  • Bulk Import: Import users from CSV files for large organizations
  • Profile Setup: Complete user profiles with contact details and organizational assignments
  • Role Assignment: Assign appropriate roles and permissions to new users

Profile Management

  • User Information: Update user details, contact information, and job titles
  • Organizational Assignment: Assign users to departments and reporting structures
  • Status Management: Activate, deactivate, or suspend user accounts
  • Password Management: Reset passwords and manage authentication settings

Bulk Operations

  • CSV Import: Upload user data from spreadsheet files
  • Bulk Updates: Modify multiple user records simultaneously
  • Role Changes: Update roles and permissions for multiple users
  • Department Transfers: Move users between departments in bulk

Role & Permissions

Granular permission system with predefined roles and custom permission management.

Default Roles

  • Super Admin: Full system access with all permissions
  • Admin: Organization administrator with most permissions
  • Manager: Department manager with team management permissions
  • Employee: Regular employee with basic read permissions

Permission Categories

  • User Management: Create, read, update, delete user accounts
  • Department Management: Manage organizational structure and departments
  • Performance Management: Access to appraisals, tasks, and performance data
  • System Functions: Reports, settings, and administrative functions
  • Data Access: View and export organizational data

Custom Roles

  • Role Creation: Create organization-specific roles with custom permissions
  • Permission Assignment: Assign specific permissions to custom roles
  • Role Hierarchy: Define role relationships and inheritance
  • Role Testing: Test permissions before assigning to users

Organization Management

Multi-organization support with isolated data and hierarchical structure management.

Organization Setup

  • Create Organizations: Set up new organizations with unique configurations
  • Basic Information: Organization name, description, and contact details
  • Branding: Upload logos and customize visual identity
  • Domain Configuration: Set up custom domains and URLs

Hierarchical Structure

  • Parent-Child Relationships: Manage organization hierarchies
  • Data Isolation: Ensure complete data separation between organizations
  • Cross-Organization Access: Configure shared resources and permissions
  • Reporting Structure: Define reporting relationships across organizations

Organization Settings

  • Vision & Mission: Define organizational goals and values
  • Policies: Set up organizational policies and procedures
  • Default Configuration: Automatic setup of default roles and permissions
  • Integration Settings: Configure external system connections

Department Management

Flexible organizational structure management with support for complex hierarchies.

Department Creation

  • Department Types: Create departments, divisions, branches, and sections
  • Hierarchical Organization: Support for multi-level organizational structures
  • Department Codes: Assign unique identifiers for each department
  • Description & Purpose: Define department roles and responsibilities

Department Leadership

  • Department Heads: Assign and manage department leadership
  • Reporting Structure: Define reporting relationships within departments
  • Succession Planning: Plan for leadership transitions
  • Authority Levels: Define decision-making authority for department heads

User Assignment

  • Department Assignment: Assign users to appropriate departments
  • Role Assignment: Assign department-specific roles to users
  • Department Filtering: Organization-specific department filtering
  • Transfer Management: Handle inter-department transfers

System Configuration

Configure system-wide settings, workflows, and organizational policies.

Performance Settings

  • Appraisal Cycles: Configure performance review periods and schedules
  • Evaluation Criteria: Set up performance evaluation standards and metrics
  • Rating Scales: Define performance rating scales and descriptions
  • Review Workflows: Configure approval processes and workflows

Email Configuration

  • SMTP Settings: Configure email server settings
  • Email Templates: Customize notification and reminder templates
  • Notification Rules: Set up automated email notifications
  • Email Preferences: Configure user email preferences

Security Settings

  • Authentication Policies: Configure password requirements and policies
  • Session Management: Set session timeouts and security measures
  • Access Controls: Define IP restrictions and access rules
  • Audit Logging: Enable and configure system audit logs

Integration Settings

  • API Configuration: Set up external API connections
  • Single Sign-On: Configure SSO integration
  • Data Synchronization: Set up data sync with external systems
  • Webhook Configuration: Configure real-time data updates