Customising Appraisd for different segments of your organisation

If you have a large organisation you may wish to segment your performance management strategy. This help page explains what features of Appraisd need to be the same across your whole organisation and what features can be customised for each segment. 

Fixed settings across your whole organisation

• People message on the dashboard
• Branding colours and logo
• Objective/PDP templates:
  • Questions on the templates
  • Who can confirm them
• Objective settings 
  • Who can confirm objectives
  • Who can close objectives
  • Who can edit confirmed objectives
• Check-in workflow
• Feedback visibility:
  • How should managers see the feedback?
  • Should the employee see the peer feedback?
  • If yes, how should the feedback be shown to the employee?
  • Who should be able to nominate a peer to give feedback?
• Continous feedback
• Who should be able to schedule reviews and check-ins:
  
  • Employees, managers, admins
• Autoclose on overdue reviews
• Number of days before the overall due date that the self-assessment is due on reviews
• Email reminders and customised alert templates
• Hierarchy visibility (allowing a manager's manager and so on to view an employee's reviews/objectives)

Customisable settings for different segments

• Review schedule (manual or automatic)
• Review workflow
• Review questions
• Feedback questions (and whether they exist at all)
• Check-in forms
• Objective/PDP templates:
  • Organisational/departmental strategic goals
• Language
• How users login:
  • via single-sign-on
  • with email and password
• Who has admin/moderator access over each segment