Appraisal templates¶
The Appraisals app uses a preconfigured default template that is general enough to apply to all employees. If desired, the default template can be modified. If different templates are needed, such as department-specific appraisal templates, new templates can be created.
Modify appraisal templates¶
If needed, changes can be made to the default template. To view the default template, navigate to .
The default template appears in a list view, named Default. Click the template to view its details. Make any desired changes to the template.
The default template consists of the following questions:
Employee Feedback |
Manager Feedback |
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My work What are my most important achievements since my last appraisal? Describe something you are proud of — work that had a positive impact on the company. What has been the most challenging aspect of my work this past year, and why? Did you face any new difficulties or unexpected obstacles? What do I need to improve my work? How can the company support your needs and objectives to help you reach your goals and foster better collaboration? My future What are my short-and-long-term goals with the company and for my career?
Which parts of my job do I enjoy the most? Which do I enjoy the least? Every job has its strong points. In your opinion, which tasks do you enjoy the most and which the least? My feelings How do I feel about the company…
How do I feel about my own role?
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Feedback Give one positive achievement that convinced you of the employee’s value. Mention any achievements that demonstrate their strengths in handling work-related challenges. Evaluation
Improvements How could the employee improve? From a manager’s point of view, how could you help them overcome their weaknesses? Short term (6-months) actions / decisions / objectives Do you need a rapid response to address the current situation? Long term (> 6 months) career discussion: Where does the employee want to go, and how can you help them reach that goal? How do you see the employee in the future? Does your vision align with the employee’s goals? |
Create appraisal templates¶
Large companies with many departments may prefer department-specific appraisal templates rather than a universal default template. Creating and using department-specific templates can be helpful if specific feedback is needed.
Example
An appliance repair company has two main types of employees: office workers who handle administrative tasks and scheduling, and field repair technicians who perform repairs at customers’ homes.
This type of company may create two different appraisal templates, one for the office workers and one for the on-site repair technicians.
To create a new appraisal template, navigate to and click the New button in the upper-left corner. Next, configure the appraisal by adding questions to the template using the rich-text editor.
Additionally, a new appraisal template can be created by duplicating the default template and modifying the copy. To duplicate the template, navigate to , then click on the template being duplicated. Click the (Actions) icon, then click Duplicate.
First, rename the template, then make any desired changes.
Important
Appraisal templates are housed in the Surveys app. Any appraisal template created in the Appraisals app must be configured to be used with the Appraisals app, or it will not be available for appraisals.
To ensure a new template is available for the Appraisals app, navigate to the Surveys app, and click on the appraisal template.
Tick the radio button next to Appraisal at the top of the survey. This setting allows the survey to be used in the Appraisals app, and is visible in the Appraisal Template drop-down menu.
