How many forms do you have and what are they?
|If you want to use a rating scale, what is it?||>|
If you want to use a custom objectives template, what fields do you need?
|Should managers give a final rating for each objective? What rating scale or options should be available?||>|
|Would you like to use the Personal Development Plan?||>|
Send staff data to Appraisd (or add them manually yourself).
|After upload, have you checked the org chart and people list is accurate?||>|
|After upload, check there are no warnings on Sense Check report.||>|
|**Branding**||Would you like to customize the stylesheet? Have you provided your logo and CSS?||>|
|**Admins**||Who should be Administrators and who should be Moderators?||>|
|**Appraisal cycle**||What is your [appraisal cycle](https://www.appraisd.com/documentation/index/ppraisal-cycles-and-automatic-appraisal-setup)? Please specify e.g. 1 December – Annual Appraisal, 1 June – Mid Year Appraisal.||>|
|What date should we use to set up the first round of appraisals (if different from your appraisal cycle)?||>|
|**Other**||Would you like to add a Department or other fields to your people list?||>|
|Would you like us to produce screencasts or training materials? Have you reviewed the video scripts and returned them with your amendments? [Appraisee script template](http://www.appraisd.com/Documentation/Index/training-video-employees-example) [Appraiser script template](http://www.appraisd.com/Documentation/Index/training-video-line-managers-sample-script)||>|
|Would you like us to do any data entry for you e.g. setting up previous objectives or uploading old appraisal documents?||>|
We recommend you send an email to all staff from head of HR, CEO etc.:
"We're delighted to announce we'll be using Appraisd for all our appraisals, performance reviews, feedback, objectives and more. Please look out for an email from firstname.lastname@example.org which will contain your log in details"
Mention training, who to contact for help, why Appraisd has been implemented and the benefits it should give you as a manager and as an appraisee.
When would you like the launch email to be sent?
|Or would you prefer a staggered roll-out controlled by you?||>|
|When should we switch on the email reminders?||>|
|**Training**||When would you like your first training session for Administrators?||>|
|Would you like us to provide training for any other staff? What kind and when?||>|
Who is your Main Administrator and our primary point of contact with you?
|Is there a Purchase Order number and a method of payment you'd like us to use?||>|
Have you signed the Terms and Conditions and completed the Order Sheet
|When's a good time for a post-launch review (typically scheduled for 1 month and 6 months after launch)?||>|