Conduct a tour of Appraisd for your colleagues

In a hurry?

If you only have 5 minutes, you could work through our simple slides here: http://www.appraisd.com/pres:

Otherwise, a typical demo and discussion could easily take half an hour or longer if you want to discuss the questions on the forms. Here's our approach:

Our suggested tour

First, get the system to this state:

  • Your own appraisal is ready for self assessment at Stage 1.
  • When you look at your appraisal report via the Your appraisals menu, there are some objectives in the "Last year's objectives" section, ideally with one or two comments.
  • You have a direct report (usually John Parker) with an appraisal ready at Stage 2 with some submitted self-assessment there.
  • Optionally, nominate yourself to give feedback for someone else's appraisal.
  • Apply some branding or your logo – or ask us to help you.

Then, go through a demo in this order, spending more time on the areas of most interest.

  1. The dashboard. Key points:
    1. Appraisd is a hosted system so there's no software to install and it can be up and running instantly with a very simple launch to all staff.
    2. Appraisd is unique in providing a fantastic and simple user interface – minimal training required.
    3. The big boxes from left to right tell you what you need to do at a glance.
    4. The timeline below gives you a clear picture of the next 12 months – not always easy to see when you're bogged down in day-to-day work.


  2. Click on the blue button to complete a self assessment. Click Prepare for your appraisal. Go through each page, filling in the boxes, and clicking Next at the bottom. Key points:
    1. This form can be designed in any way you like. You can add and remove sections on KPIs, Values, Personal Development Plan and much more.
    2. Appraisd is saving what you've typed as you go along.
    3. This works nicely on a tablet or smartphone too.
    4. You can log comments at any time of year, not just directly before your appraisal.
    5. You can pop up objectives and make progress updates at any time you like. Great for monthly 1-to-1 meetings.


  3. To see it from the manager's perspective, return to your dashboard and click John Parker - ready for appraisal. Key points:
    1. If you're doing an appraisal face to face with Appraisd on the screen (which is recommended) then the pink button (Meeting Mode) will ensure the appraisee doesn't see anything they shouldn't. For the demo, we suggest the grey button to begin with (Preparation Mode).
    2. You can print this report out nicely too if you prefer.
    3. All your comments are hidden until you submit them at the end.
    4. You can add new objectives easily or comment on old ones, marking them as finished. The objectives template can also be redesigned, adding more fields if necessary.
    5. You can review the feedback provided by others.
    6. You can rewind the appraisal for more input from John.
    7. The next steps tab always tells you what to do next.


  4. Back at the dashboard, ask if anyone would like to see anything else that you can do as a typical user before moving on to reporting.


  5. Go to the Administration Center using the cog menu at the top right and review all the tabs. This order works well:
    1. Activity Log shows a list of what people have been up to recently.
    2. People tab
      1. Click Add a new user. Very easy to add and remove people.
      2. The list of people can be searched, sorted and exported to Excel.
    3. The Reports tab is divided into two sections: reports on appraisal content and reports about appraisals in general:
      1. Objectives report – just click Generate Report. This can be exported to Excel. This is great if you want to see all the marketing objectives, for example.
      2. Scores and comments report – try one of the questions on your form although the report may be empty if you haven't completed a self assessment yet.
      3. Performance charts – the first option (See how each person has scored over time) is a simple one to get started, providing you have some appraisal data in there already.
      4. Appraisals: List – how to see whose appraisals are completed and whose are overdue.
      5. Appraisals: Metrics – to see what proportion of the organisation has completed an appraisal.
      6. Sense check – regular checks to ensure the data on Appraisd is accurate.
    4. Forms – it's not usually worth showing this unless you are having a form-designing workshop.
    5. Org chart – click Highlight metrics then No active objectives. This gives you an insight into how well people are being managed across the organisation from your desk.

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