be o accommodate most scenarios that involve employees requiring appraisals and performance reviews, three different types of appraisals have been devised. By the end of this article, you should have enough of an understanding about the differences and similarities between these appraisal types to make a decision about which is right for your organisation.
Common Components
Although there are significant differences between the appraisal types and their general workflow, there are two key ideas that are shared by all of the appraisal types, that must first be understood. That is, the idea that in every appraisal, there are generally two parties involved: the person being appraised (the Appraisee), and the person doing the appraising (the Appraiser). The role and functions of these two parties change depending on the type of appraisal that is used.
When creating an appraisal, you are given two sets of targeting selectors to define what users on your platform belong to which of these two parties.
Appraisals get counted towards a user's performance completion, but for only one of the two parties involved. In general, you can determine whether the Appraisal belongs to the Appraisee or Appraiser by looking at which of the two begins that type of appraisal.
Self Appraisals
The purpose of Self Appraisals type is to allow users to reflect and evaluate themselves.
The workflow of this appraisal is outlined as follows:
- The Appraisee begins and completes the survey.
- The Appraiser reviews the answers, may then write an Action Plan, and then signs off on the self appraisal.
- Depending on how the appraisal was setup, the Appraisee might then have to acknowledge the result.
Peer Appraisals
The purpose of Peer Appraisals is to allow users to appraise other users on the platform. This tool is notably flexible as it allows any user to appraise any other user – whether it be a Store Manager appraising their employee, an employee appraising the National Manager, etc.
The workflow of this appraisal is outlined as follows:
- The Appraiser begins and completes the survey.
- The Appraisee must then acknowledge the result.
Note: If multiple Appraisers are related by Country, Area or Store to their Appraisee that needs to complete the appraisal all Appraisers will need to complete the created appraisal.
Two Way Appraisals
The purpose of Two Way Appraisals is to allow both parties to contribute to a single review. The sections of the appraisal are assigned to be completed by either Appraisee or Appraiser, with each party requiring at least one section. Although the sections can go in any order, the workflow is not affected.
The workflow of this appraisal is outlined as follows:
- The Appraisee starts and completes their part
- The Appraiser then reviews the answer, completes the complementary part of the survey, may then write an Action Plan, and then signs off on the review.
- The Appraisee must then acknowledge the result.
Note: Sections can be created for Appraisee or Appraiser and can go in any order, but it doesn't change the workflow of the process. The appraisee must complete their respective sections first, and then any user from the appraiser group can begin to complete the appraiser sections.