Reviews and appraisals

Complete quarterly appraisals

Score quarterly progress and capture useful review comments.

Staff, supervisors, leaders, and administrators5 min read

Quarterly Appraisals

Demo dataFictional demonstration data

Documented performance context

Goal results · Ready for review

Competencies · In progress

Sign-off · Pending supervisor

Illustrative product context using fictional data.

Complete this task

Who can do it: The employee, assigned appraiser or supervisor, and any required final reviewer.
Before you start: The quarter must be open and the appraisal record, policy and sign-off route must be generated.
Where to go: Open Quarterly Appraisals directly or from Work Inbox.
Steps: 1. Open the employee and quarter shown in your queue.
2. Complete the goal, competency and comment sections available to your role.
3. Submit, review or sign off using the action shown for the current status.
Completion: The appraisal advances to its next status and retains the submitted sections, score context and sign-off history.

How quarterly appraisal works

Quarterly appraisal focuses on progress for the active quarter. It can include scores, comments, competencies, and review notes depending on the organisation's policy.

Before scoring

Check that the person, reviewer, final sign-off route, and inherited performance items look correct. If the setup is wrong, fix it before scoring begins.

Good comments

Comments should explain the reason behind the score. Avoid vague comments that will not help the employee or reviewer understand what changed.