The Appraisals module allows you to create, manage and keep track of all your review cycles on EngageAny. Say no more to physical paper reviews, being in the dark on who have yet ot submit their reviews. Gain visibility and clarity on the progress of your review cycles!

Note: We currently only support Self and Downward Reviews at the moment.

View our appraisal walkthrough video for a brief overview of the feature:

This article will guide you through the process of creating new review cycles, managing review cycles and learning the different roles and responsibilities in a review cycle.

This guide will cover the following:

Note: We currently only have default templates for both Employees and Supervisors/Managers that has been vetted and suitable for F&B industry.

1) To view the templates, go to “Appraisals”.

2) Select “Templates” tab.

3) Select the template that you want to view.

To create a new review cycle,

1) Go to Engage > Appraisals.

2) Select the ‘Review Cycle’ tab.

3) Select ‘Create New Cycle’.

4) Select the review types that you want to conduct in this cycle

Here are some explanations of how the various review types work.

If your company practices evaluating individual KPIs/goals for each staff, select the “Include Goals & Custom Score Weights” option. When enabled, personal goals set in My Team will be added for evaluation in the review cycle. Assigned reviewers will set custom score weights for goals and the added review template for each reviewee.

Note: Supervisor cannot be reviewers when this option is selected

Goals must be added for the relevant reviewees BEFORE creating the review cycle. Learn more about how to create goals here.

5) Fill up the general information of the review cycle. Once done, select “Next”.

Here are some explanations of the different information required.

6) Select the reviewees that will be participating in the review cycle by selecting the checkboxes. Once done, select “Next”.

Note: If the Cycle Admin is an Owner, staff from all access levels will be displayed in the list of Reviewees. If the Cycle Admin is a Manager, only Supervisors and Employees will be displayed in the list of Reviewees.

7) Assign a reviewer to each reviewee by selecting “Change Reviewer”.

Note: The Cycle Admin will be the default reviewer for all reviewees. Currently, you can only assign 1 Reviewer to each Reviewee.

In the “Change Reviewer” popup, simply select the new reviewer that you wish to assign to the reviewee. Once done, select “Next”.

8) Lastly, the Cycle Summary will display a summary of the cycle and the list of reviewees and reviewers that are participating in the cycle. Select “Publish” to publish the cycle.

9) The review cycle will be published and displayed under the “Review Cycle” tab.

In a review cycle, there are multiple roles with different responsibilities and actions that they can perform.

If you do not have a review cycle, you can learn how to create one here (Link to “Creating New Review Cycle” article)

To view review cycles,

1) Go to Engage > Appraisals.

2) Select ‘Review Cycle’.

Below are the different roles and their responsibilities in a review cycle:

The table below explains the different actions that each role in the review cycle can take.

Here you can view all the review cycles that are Scheduled, Ongoing or Ended. Click on the review cycle to view its progress.

The image below shows the Review Cycle Progress. Here you can view the reviewees, reviewers and the review status.

Reviewers can only be changed before downward review is submitted.

1) To change reviewers in the review cycle, select “Change Reviewer”.

Note: Only Cycle Admins and Cycle Collaborators can change reviewers.

2) Select the new reviewer.

3) Select “Save”.

To view review results after they have been submitted,

1) Select “View Review” to view the results.

The review results will be shown as follows:

Here is the breakdown of each part of the review result:

1) General information of the Reviewee

The top card shows the general information of the reviewee. It includes the name, roles that the reviewee holds, sections that the reviewee is assigned to, the reviewer who submitted this review and the completion date of this review.

2) Final Score and Score Breakdown

This card shows the final score that the reviewee has attained as well as the score breakdown of each category of questions.

Note: The total score is calculated by adding up all the scores of each category.

3) View Review Breakdown

When there are multiple review types in a cycle, you can view the breakdown of the results from each review type.

4) Instructions and Questionnaire

At the top, the cycle instructions are displayed. It explains the rating scale that is used in the questionnaire. Below the instructions lies the questionnaire itself.

Note: Once the questionnaires has been submitted, the reviewers is unable to make changes to the submission.

To duplicate an existing review cycle, click “Duplicate” on the review cycle that you wish to duplicate.

Note: All the settings and configurations of the review cycle being duplicated will be applied to the duplicated cycle.

To delete an existing review cycle, click “Delete” on the review cycle that you wish to delete.

Note: Only Cycle Admins can delete the review cycle that they are managing.

The warning below will be shown, informing you that any reviews submitted in the review cycle will be lost upon deleting the cycle. Confirm this action by selecting “Confirm”.

Once the final review has been completed, cycle admins and reviewers can choose to share the review results to the reviewees. There are 2 ways to do this

When results are published, reviewees can access it via the mobile app. You can choose to publish results individually for each staff, or mass publish.

Note: This is only available for cycles with downward / self + downward reviews

Once the results are published, reviewees will be notified on the mobile app to check their review results. The status will also be updated to “Published Results”.

Note: When using mass publish and there are missing reviews, the following modal will appear to confirm if you want to continue to publish to the rest of the staff with completed reviews. You can always individually publish results for those who had missing reviews later

If you want to hide the results from the reviewees after publishing, you can unpublish the results at any time.

These are the actions allowed for each role:

To print or download the results as PDF, simply click on “Print”.

You will be redirected to the following page where you can either print the results or save the results as PDF and share it to the reviewee.

To export the final scores to prepare internal reports or calculate bonus, you can:

Note: Only downward review results will be exported