Performance Appraisal FAQs

Refer to Performance Appraisal FAQs and find answers to commonly asked questions on how Employee Performance Appraisals are carried out in Empxtrack.

What are the features of Empxtrack Appraisal Software?

Empxtrack Performance Appraisal software allows you to conduct holistic, meaningful and unbiased employee evaluations to analyze employee behavior and performance. Some of the main features are:

• Appraisals with multiple stakeholders
• Multiple appraisal plans with predefined approval workflows 
• Multiple configurable appraisal forms, attributes and rating scale
• Option for self evaluation
• Preconfigured goals for 25+ job roles
• Option to copy goals in the appraisal 
• Ready-to-use competency library 
• Option to record goal achievements and progress
• Appraisal dashboards like 9-grid, bell curve, status and more 
• Multiple full data reports and analytics
• Automatic reminders with ready-to-use email templates
  and more…

Note: Empxtrack also offers a no-obligation product to carry out 5 free evaluations, to allow you to explore the product and understand its functionality. 

Learn more about Empxtrack Appraisal

How can I start using Empxtrack Appraisal for Free for my organization?

After registering for Empxtrack’s free offering, access the system with your login credentials shared on your registered email ID. Select the Appraisal product during  the initial setup of the application. Click on “Login to the portal” and go live with the appraisal application.

What are the steps to conduct employee appraisal?

Empxtrack allows HR manager to conduct appraisal for employees in a few steps:

The flowchart shows the process when the selected appraisal workflow is Employee -> Manager -> HR Manager. You can even select the workflow as Employee to Manager, where the manager completes the appraisal process.

Notes: (a) The steps in the appraisal process varies depending upon the workflow selected by the HR manager.

(b) Employee and Manager can add goals during the appraisal in the Goalsheet form to evaluate employee’s performance and achievements.

Do you have a help manual to implement and use Empxtrack Performance Appraisal?

Yes, we have a Product Guide that you can download once you are in the Setup mode of the application. The product guide offers step by step instructions to setup and use Empxtrack Performance Appraisal.

Additionally, you can explore Online help and Product videos for detailed guidance.

Who are the participants that can be involved in the appraisal process?

In the enterprise appraisal application, you can involve multiple participants including employee, manager, HOD, reviewer, HR, CEO and more.

Whereas in the free appraisal product where you can conduct 5 free evaluations, the process involves 3 participants – Employee, Manager and the HR manager.

Can I configure the product according to my requirements?

Yes, Empxtrack offers multiple configuration and customization options to modify appraisal forms, workflows and rating scale as per your needs.

What are the available appraisal workflows? Can I use customized workflows?

Empxtrack allows customizations to map your company workflows. There are custom workflows and you get the flexibility to choose initiator and associated workflows as per your choice.

In the free offering, you get 3 workflows that can be set at the initiation of the appraisal.

• 2 step appraisal – HR to Manager (where manager completes the appraisal)
• 3 step appraisal – HR to Employee to Manager (where manager completes and finalizes the appraisal)
• 4 step appraisal – HR to Employee to Manager to HR (where HR finalizes appraisal)

Note: Advanced paid version of Empxtrack offers custom workflows. Upgrade your free application to avail this feature.

Can I choose my rating scale?

You can manage rating scales as per your choice. Empxtrack offers multiple rating types and display options including Dropdown, Radio buttons, Stars, Slider, and the option to not show rating at all. 

Follow the path to select a required rating scale – Type Rating in the Search bar and select Edit ratings. Select a rating master where you want to make changes.

In the Empxtrack Free Appraisal, you can configure rating scale for Goalsheet, Competency and Submit forms. To modify the rating type and options, click Manage Rating on anyone of these forms. Configure rating displays choice from the multiple options available.

Does Empxtrack send out notifications to employees?

Empxtrack sends out automatic notification to the employee once the appraisal is initiated. HR can also send reminders to the employees and manager for timely completion of the appraisal process.

Can employees fill their self appraisal?

Yes, once the appraisal is initiated, the employee receives a message in the Message Center and an email on their registered email ID asking to fill self appraisal. Employees can rate their achievements and provide ratings and comments against all goals and competencies. 

Watch a short video on how employees complete self-appraisal in Empxtrack.

Once the self appraisal is completed, it is submitted to the next level (to the Manager, depending upon the workflow). The Manager can view employee ratings and comments while carrying out employee appraisal. This helps in understanding how an employee perceives his or her own performance.

Participation of employees in their appraisal makes the entire process more transparent and meaningful.

Who initiates the appraisal process in Empxtrack?

The enterprise edition of Empxtrack gives you the flexibility to select an appraisal initiator of your choice. The initiator can be anyone – employee, reviewer, manager, HR manager, CEO, etc. In addition, you can select any workflow associated with the initiator to meet your company needs.

Try Empxtrack with 5 free evaluations. The appraisal process is initiated by an HR Manager/ HR Admin (the person who has enrolled for the product). Watch a video on how to initiate appraisal for an employee.

Login to Empxtrack and complete the initial application setup by selecting a preferred workflow. Add employees in the application whose appraisal needs to be initiated. Once you start appraisal, select employees click Create appraisal for an employee. The system will create an appraisal for the selected employees, the workflow will start and notification for self appraisal will go to the employee (depending upon workflow).

Note: Empxtrack appraisal allows initiation of free appraisal for minimum 1 and maximum 5 employees.

Does Empxtrack offer multiple appraisal plans for different grades of employees?

The enterprise edition of Empxtrack gives you the flexibility to select an appraisal initiator of your choice. The initiator can be anyone – employee, reviewer, manager, HR manager, CEO, HOD, Project manager, Mentor, etc. In addition, you can select any workflow associated with the initiator to meet your company needs.

In the free version of appraisal, the process can be initiated by an HR Manager/ HR Admin (the person who has enrolled for the product), employee or manager. Watch a video on how to initiate appraisal for an employee. This free version allows initiation of free evaluations for minimum 1 and maximum 5 employees.

Login to Empxtrack and complete the initial application setup by selecting a preferred workflow. Add employees in the application whose appraisal needs to be initiated. Once you start appraisal, select employees click Create appraisal for an employee. The system will create an appraisal for the selected employees, the workflow will start and notification for self appraisal will go to the employee (depending upon workflow).

What are the different reports and analytics available?

Empxtrack provides multiple full data reports to analyze employee performance. Set your own report parameters, apply filters and generate reports. You can download the report in multiple formats (CSV, Excel and PDF) or even save and schedule the reports for delivery to your inbox.

The free trial offers reports such as appraisal status, attribute rating, and appraisal calculated final scores. Paid version of Empxtrack offers multiple reports that includes competency cross tab report, self appraisal cross tab report etc. and supports multiple dashboards for faster analysis of appraisal data. It also allows schedulers to automatically send the reports in email.

Can I view the 9 grid Performance Potential graph?

You can view the 9 grid Performance Potential graph in the advanced paid version of Empxtrack. Upgrade free application to get this dashboard for quick identification of high potential employees.

What are the parameters for employee evaluation?

Employee evaluation is based on goals and competencies.

• Managers and employees capture achievements against each goal.
• Ratings and comments are provided for each competency for fair evaluation.

How can I upload employee data?

Empxtrack allows setting up of employee data in two ways –

• Add one by one – Enter basic details of one employee at a time and create an employee profile. Add employee details in the specified format to avoid errors.
  
• Upload employee data using CSV file in one go – Download CSV file format, fill details of multiple employees in the same format (to avoid errors) and upload it in the system.

Watch a video on how to add employees in Empxtrack using both the methods

Can a manager add goals for employees?

Yes, the manager is allowed to add goals and capture employee achievements during an appraisal process.

What happens when the appraisal is initiated?

The system automatically sends a notification to the employee (whose appraisal has been initiated) to complete their self appraisal. Once the employee completes self appraisal, it is submitted to the manager (depending upon the selected workflow). The manager then puts comments and ratings and submits it to the HR manager. HR finalizes the appraisal.

I need a configurable process for appraisal plans and forms, better control on reports. Do you have that?

Yes, Empxtrack provides advanced Appraisal with multiple plans, more workflow options, configurable reports and more flexibility to manage the appraisal process. Upgrade your application to avail these functionalities.

How can I create employee login for my employees such that they can start using Empxtrack?

If employees are not added in Empxtrack

• Go to the Dashboards Homepage and click Add an employee under View employees widget.
• Specify basic and employment details of the employee.
• In the Communicate tab, the checkbox labeled as Send welcome email to employee is selected.
• Click Confirm. The employee will receive notification with login credentials.

If employees are already added in Empxtrack

• Go to the Dashboards Homepage and click View the entire team under the View employees widget.
• Click Send emails towards the end of the page.
• Select Welcome email from the Select template dropdown. Specify the name of the employees whom you want to give the application access. 
• Click Send. The email will be sent to the employee with login credentials to access Empxtrack.

I have enrolled for Empxtrack appraisal that offers 5 free evaluations. What happens when I Upgrade the product?

Empxtrack offers a comprehensive list of paid products for the customers. You can either choose to buy additional appraisal licenses to conduct appraisal for more than 5 employees or upgrade to get advanced features (such as multiple appraisal plans, configuration in workflow, etc.).

Besides, you can also start using additional Empxtrack products such as Employee portal and HRIS, Exit management, 360 Feedback, Payroll and more.