The Admin Centre is where you can find all your administration and reporting tools. Here is an outline of what to find on each tab and where you need to go to complete common tasks.
The What's happening tab gives you a log of all activity on your account. It tells you when your employees login and out, and when they update objectives or submit comments on their reviews. The types of action are colour coded in line with the default colours in Appraisd - updates to objectives are marked as green, updates to reviews are blue and system notifications are grey. If one of the Appraisd team logs into your account this will also be logged by showing the Customer Success Manager's name in brackets before the user's name they logged in as.
*Watch out for banners here highlighting new features on Appraisd that you can enable on your account.*
The People tab shows you a list of your employees on Appraisd. You should go here to add, edit or deactivate users. Here you can also update reporting lines by editing an employee's default reviewer, matrix or sign-off. You can see when everyone last logged in and you can update the job description, default review form or review group they are assigned (if these are enabled on your account).
Related help pages: admin guidance on people
The Reviews tab shows you all the reviews and check-ins that have ever taken place on your account. They will be ordered by due date by default but you can change this by clicking on different column headers or applying a filter. You can set-up new reviews using the buttons at the top of the page. If you need to change the stage of a review (e.g. rewind it for a user to edit their comments or close it off), change the form or change the reviewer, you can do this via this tab. You can also come here to report on how your employees are progressing with their reviews - apply a filter for each stage (e.g. self-assessment, ready for review) and you will see which reviews are sitting with the employees and which are with the manager. The contents column shows you how many comments the employee and manager has answered.
Related help pages: admin guidance on reviews
Here you can access the manager reporting area. Your objective reports will be split-up based on the objective templates you're using on your account. For example, if you're using objectives and PDPs, you will have a report for each of these. The full list reports are only available to moderators as they have access to the content of employees' objectives and reviews. As well as the objectives reports, there is one called Scores and comments - this is a full list of all comments and ratings in the reviews and check-ins that have taken place on your account. Use the filter to drill down and report on this data.
Underneath the full list reports, there are metrics reports. All admins will have access to these as they only show how many objectives each employee has rather than the content of them. Use these reports to see how many objectives employees have set or completed within a certain time period.
Related help pages: admin guidance on reporting
Form design is where you go to create and edit your review, check-in and get feedback templates.
Related help pages: admin guidance on forms
This shows your company's org chart and it highlights metrics on whether your employees are logging in and have active objectives and reviews. This isn't downloadable so it only works as a tool directly on Appraisd. Click on an employee's name to go to their profile.
Related help pages: Org chart
Here you can upload admin-only files and files that can be seen by everyone in your organisation. Adding admin-only files is generally used for saving a copy of an excel report you have previously run. Your account manager may also ask you to attach a file here as a safe way of sending your people data to us to upload. Adding public files is used if you want to add a link to a guidance document or image into your objective template or review forms. The file is stored on this tab and the link can be copied into the review or objective template where it can be accessed by your employees.
Related help pages: Uploading files to Appraisd and Adding attachments and links into your review forms
Additional tabs depending on your configuration settings
If you're using an automatic review cycle on your account, you will have an extra tab showing your cycle timeline. Here you can toggle on/off the quick-review (check-in) forms available for employees in each review group. If you need to make changes to the reviews in your cycles, please email firstname.lastname@example.org.
Related help pages: Review cycles/groups and automatic reviews
If you're using job descriptions on your account, click on this tab to manage them. Here you can edit existing job descriptions and create new ones. Once they're set here, go to the People tab to assign them to your employees. Job descriptions won't update on an employee's in-progress/closed reviews, only on new ones created after the change was made. This is to make sure the comments in a review are relating to the correct job description at the time.