How Appraisal Software Works

A focused workflow for employee self-assessments and manager reviews. The panels below are illustrative examples, not live customer data.

1. Create the form and campaign

Save the questions as a reusable template. Create a campaign with a clear review period and opening and closing dates. Use the same core questions across comparable roles, with changes only where the work requires them.

Create the form and campaignIllustrative example

Campaign: Annual reviews
Form: Employee and manager reflection
Dates: 1 May – 30 June

2. Assign the employee and manager

Add the people being reviewed, then assign a self-assessment and manager response for each subject. Check assignments before activating the campaign so each person receives the right prompts.

Assign the employee and managerIllustrative example

Subject: Alex · Support adviser
Self-assessment: Alex
Manager response: Jordan

3. Send invitations and collect responses

Activation prepares invitations. Respondents use their invitation link to answer the questions. Completion tracking shows outstanding responses, with scheduled invitations and reminders supported by the current appraisal flow.

Send invitations and collect responsesIllustrative example

Self-assessment: Submitted
Manager response: Outstanding
Reminder: Configured campaign cadence

4. Review both perspectives

Read Self vs Manager answers for each subject and question. Use differences as discussion prompts, not an automatic judgement. Agree objectives, development actions and support in the review meeting.

Review both perspectivesIllustrative example

Question: What went well?
Self: Improved the weekly handover checklist
Manager: Clearer records; escalation still needs practice

Current workflow and planned additions

The current product supports annual appraisal campaigns, reusable questions, self and manager assignments, invitations, completion tracking and Self vs Manager results.

360 collection, anonymity controls, Self vs Others analytics and PDF/CSV exports remain planned. They are not part of the current workflow shown here. Pricing details will be published when confirmed.

Prepare before you create a campaign

Set up an employee and manager review

Create your questions and organise the appraisal cycle in Appraisal Software.

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