Run structured reviews from rollout to final PDF.
Manage end-to-end appraisal cycles with weighted competency templates, self review, manager review, HR finalization, recommended increments and verification-ready PDF output.
Appraisals
01Configure settingsAppraisals process stepActive
02Create templateAppraisals process stepActive
03Open cycleAppraisals process stepActive
Appraisals screen with structured review management.
The Appraisals page helps HR run formal performance reviews with weighted templates, self and manager input, finalization, PDF output and payroll increment handoff.
Appraisals workflows that stay connected.
Manage end-to-end appraisal cycles with weighted competency templates, self review, manager review, HR finalization, recommended increments and verification-ready PDF output.
Review setup
HR configures cadence, rating scale and self or manager review behavior before rollout.
Cycle execution
Each cycle creates one appraisal per employee and assigns the reporting manager as reviewer.
Finalization
HR reviews responses, adds final comments and issues a signed PDF with optional increment recommendation.
Appraisals work stays structured from setup to review.
Manage end-to-end appraisal cycles with weighted competency templates, self review, manager review, HR finalization, recommended increments and verification-ready PDF output.
- Configure settings
- Create template
- Open cycle
- Collect reviews
Appraisals controls keep records clean and traceable.
Choose a view to see how this module keeps daily HR work structured and reviewable.
Settings
Cadence, rating scale and payroll auto-flow are configured per company.
Values remain traceable in HRM.Details that make appraisals dependable.
Reusable templates
Competency templates can be cloned, edited and reused across cycles.
Parallel cycles
Separate cycles can run for engineers, managers and general staff during the same period.
Review status machine
Each appraisal moves from pending through self review, manager review and finalization.
Email triggers
Cycle started, self submitted, manager submitted and finalized emails keep reviewers moving.
Verified PDFs
Finalized appraisals can export a PDF with a public verification QR.
Payroll handoff
Recommended increments can flow into payroll increments for human approval.
Appraisals works with the rest of HRM.
Appraisals
Shared context keeps this workflow aligned with appraisals records.
ConnectedPerformance Tracking
Shared context keeps this workflow aligned with performance tracking records.
ConnectedMerit Evidence
Shared context keeps this workflow aligned with merit evidence records.
ConnectedPayroll
Shared context keeps this workflow aligned with payroll records.
ConnectedBadges & Rewards
Shared context keeps this workflow aligned with badges & rewards records.
ConnectedWhat HR teams usually ask about appraisals.
Yes. Different role families can use different templates in the same period.
Yes. HR adds final comments, rating and optional increment or promotion recommendation.
It can create a pending increment row, but HR still approves it in payroll.
See how appraisals fits your HR operation.
Map your current workflow to the right HRM setup, permissions and rollout plan.