---
title: "Building and Modifying Appraisee Types"
slug: "building-and-modifying-appraisee-types"
updated: 2025-05-21T23:20:25Z
published: 2025-05-21T23:20:25Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Building and Modifying Appraisee Types

Appraisee Types are the different evaluation processes used to evaluate a district or campus position. For example, if your librarian and your school nurse require the same steps in their evaluation process, you can create a single appraisee type and name it Campus Non-Instructional Staff.

If different templates are used for the school nurse and librarian, you can select different templates within the appraisee type. Best practices for appraisee types are created based on the evaluation process, not the position type.

> [!CAUTION]
> **Warning:** Do not delete old Appraisee Types as they contain evaluation history data.

## **Quick Guides**

### **Building New Appraisee Types**

1. Select **Settings**from the main menu.
2. Select **Evaluation Setup**.
3. Under **Configuration** **Options**, select **Appraisee Types**.
4. Under the **Appraisee Type Options** section that appears, select **New Appraisee Type**.
5. Enter a title for the **Appraisee** **Type** using the wizard and click **Next**.
6. Click **Finish** to close the wizard.

### **Modifying Appraisee Types**

1. Select **Settings**from the main menu.
2. Select **Evaluation Setup**.
3. Under **Configuration** **Options**, select **Appraisee Types**.
4. Select the appraisee type you want to edit under **Appraisee** **Types**.
5. Under the **Appraisee Type Options** tab**,**click to edit the title and icon.
6. Use the **Select Framework**drop-down menu to associate a framework with the appraisee type. Click **Save**. Learn more about [building and modifying frameworks](/v1/docs/building-and-modifying-frameworks).
7. Use the **Evaluation** **Process Template** drop-down menu to add new steps and tasks. Click **Save**. Learn more about [designing the evaluation process for Appraisee Types](/v1/docs/designing-the-evaluation-process-for-appraisee-types).
8. Select the **Scoring** tab to customize the weighted scoring formula on an Observation or Summative document. Use the **Custom TIA Export** to [apply weighted scoring to an evaluation process](/v1/docs/applying-weighted-scoring-using-the-custom-tia-export).

## **Illustrated Guides**

### **Building New Appraisee Types**

**Step 1:**Select **Settings** from the main menu.

![accessing settings.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180159581591.png)

**Step 2:**Select **Evaluation Setup**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180159589911.png)

**Step 3**: Under **Configuration** **Options**, select **Appraisee Types**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180159591831.png)

**Step 4:**Under the **Appraisee Type Options** section that appears, select **New Appraisee Type**.

**![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180145090071.png)Step 5**: Enter a title for the **Appraisee** **Type** using the wizard and click **Next**.

![new appraisee type.jpg](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180145093271.png)

**Step 6:**Click **Finish** to close the wizard.

### **Modifying Appraisee Types**

**Step 1:**Select **Settings** from the main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180159581591.png)

**Step 2:**Select **Evaluation Setup**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180159589911.png)

**Step 3**: Under **Configuration** **Options**, select **Appraisee Types**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180159591831.png)

**Step 4**: Select the appraisee type you want to edit under **Appraisee** **Types**.

**Step 5**: Under the **Appraisee Type Options** tab**,**click to edit the title and icon.

**Step 6**: Use the **Select** **Framework** drop-down menu to associate a framework with the appraisee type. Click **Save**. Learn more about [building and modifying frameworks](/v1/docs/building-and-modifying-frameworks).

**Step 7**: Use the **Evaluation Process Template** drop-down menu to add new steps and tasks. Click **Save**. Learn more about [designing the evaluation process for Appraisee Types](/v1/docs/designing-the-evaluation-process-for-appraisee-types).

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180159609111.png)

**Step 8:**Select the **Scoring** tab to explore how you can customize the weighted scoring formula on an Observation or Summative document. Use the **Custom TIA Export** to [apply weighted scoring to an evaluation process](/v1/docs/applying-weighted-scoring-using-the-custom-tia-export).

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29180145115287.png)
