Appraisal documents are now stored in the HR sharepoint area.
HR will create folders for each member of SMT & give access to the relevant folders. SMT can will then create and share a folder for each member of CMT, CMT can will then create appraisal forms for every member of staff & then share the form with the appropriate person.
It is a good idea to put Appraisal in the name of the files & folders that you are sharing - this makes it easier for the person you are sharing with to locate them if they have other shared files & folders.
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Viewing Appraisal Folders or Forms Shared With You
An email with a link to the file or folder will be sent to you when it is first shared with you, but you can access it a number of ways.
The files in these areas can be accessed in various ways.
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From Teams
In teams go to the group & you will see a Files tab at the top,
You can create files directly (from the New menu)
Like OneDrive you can open files from within Teams (just click on it) & this opens it in the web version of Office. the files and folders from OneDrive. For folders you also have the option of setting them up to view in File Explorer.
From OneDrive
From the web version of OneDrive (links from the Staff Portal & My Runshaw shared files & folders are located under Shared in the left hand menu
You can edit files direct from OneDrive by just clicking on them & it will automatically open the web version of the app.
If you need to open in the full office version click to the left of the file name to select it & then choose Open - Open in app
From OneDrive
You will see any shared groups under Shared Libraries in the left hand menu
From File Explorer
You can sync the share folder so you can view and access the files from your file explorer.
From the Files menu in teams:
- Select Open in SharePoint
Open the folder from the Shared location in OneDrive on the web.
Once in the folder:
- Click on the Sync option on the top menu
- Select Sync now
- Select Open Microsoft OneDrive
You will now see a Runshaw College folder in your file explorer with
...
the synced folders (the folder name will start with Human Resources (706))
Sharing a File or Folder
This must be done from the web version of OneDrive (links from the Staff Portal & My Runshaw)
- Select the file or folder & click Share from the top menu
- Click on People you specify can view under Send Link
- Under Other settings change it to Can Edit & click Apply
- Enter the name of the person you are sharing with & any message then click Send
