Step 1: Select Appraisals from the Navigation Bar. Select New Appraisal List.
Step 2: Give the appraisal list a name and description. Determine who will be able to view the list by using the check boxes.
Step 3: Select the filter Appraisal State. Then, click on the empty box next to the filter type and select Canceled. Add more than one filter if desired using the Add Filter.
Step 4: Select the employee information you wish to include on the custom list.
Step 5: Select the appraisal information you wish to include on the custom list. Click Save.
Step 6: To edit or delete the custom list, select it and click edit appraisal list located at the top of your screen. The custom list can also be exported to a spreadsheet by clicking on the Export button in the upper right.