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Setting Up Performance Appraisals

Performance & Goals 14 Aug 2026

Setting Up Performance Appraisals

Content:
A4Tool helps you manage the employee review lifecycle, from setting up appraisal cycles to recording final ratings and conducting one-on-one feedback meetings.
Who can access it:
  • Managers (to evaluate direct reports)
  • HR Admins (to oversee the process)
  • Employees (to view their performance history)
Where to find it:
  • Navigate to Performance in the sidebar.
  • Select Appraisals or Meetings.
Step-by-step instructions (Evaluating an Employee):
  • Under the Appraisals section, click on an employee's name to open their performance review.
  • Fill out the Evaluation Ratings based on the criteria configured by your HR team (e.g., Technical Skills, Communication, Punctuality).
  • Submit the ratings.
  • Go to Meetings to schedule a formal appraisal discussion.
  • Record the minutes of the meeting and the final consensus on their performance.
What happens after the action:
  • The finalized performance ratings are securely stored on the employee's profile. These ratings can later be referenced during salary increments or promotions.

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