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:
First, get the system to this state:
Then, go through a demo in this order, spending more time on the areas of most interest.
The dashboard. Key points:
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:
To see it from the manager's perspective, return to your dashboard and click John Parker - ready for appraisal. Key points:
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.
Go to the Administration Center using the cog menu at the top right and review all the tabs. This order works well:
Activity Log shows a list of what people have been up to recently.
Click Add a new user. Very easy to add and remove people.
The list of people can be searched, sorted and exported to Excel.
The Reports tab is divided into two sections: reports on appraisal content and reports about appraisals in general:
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.
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.
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.
Appraisals: List – how to see whose appraisals are completed and whose are overdue.
Appraisals: Metrics – to see what proportion of the organisation has completed an appraisal.
Sense check – regular checks to ensure the data on Appraisd is accurate.
Forms – it's not usually worth showing this unless you are having a form-designing workshop.
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.