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 offers a no-obligation Free access with 5 free evaluations, to allow you to explore the product and understand its functionality. You also get a self services portal with employee login, company directory, company policy documents, calendar and social feeds. Main features of the free offering are:

  • Quick and easy setup
  • Free Appraisals for upto 5 employees (with maximum 3 participants – employee, manager and HR)
  • Three appraisal workflows to choose from (HR to manager, HR to employee to manager, and HR to employee to manager to HR)
  • Optional self appraisal
  • Goals creation in appraisal
  • Multiple appraisal forms
  • Configurable rating scale, competencies and help instructions
  • Appraisal status dashboard to view progress
  • Multiple full data reports and analytics
  • Automatic reminders with ready to use email templates

Note: Upgrade to get additional appraisal licenses or advanced features (such as multiple appraisal plans, customizable workflows and approvals, customizations for 9-grid potential calculations etc.). You also get additional free and paid products.

Enterprise product offers a completely customizable performance appraisal system.

Learn more about Empxtrack Appraisal

How can I start using Empxtrack Appraisal for my organization?

You can try out Empxtrack appraisal by enrolling for 5 free appraisals. Post enrollment, you will receive an application setup link with verification code on your registered email id. Once you login to Empxtrack, complete the initial setup of the application in just a few minutes:

  • Upload company logo – Upload your company?s logo and answer a few questions.
  • Setup Basic Settings – Setup new password and specify the time period.
  • Add Employees – Fill in the employee information to create an employee profile.
  • Select More Products – Choose more products of your choice at no cost to build your own HR software.

Once all the steps are completed, click on Login to the portal and go live with the 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 manager closes the appraisal process.

Notes: (a) Depending upon the workflow selected by the HR manager, the number of steps in an appraisal process varies.

(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 login to the application. The product guide has step by step instructions to setup and use Empxtrack Performance Appraisal.

You can also access Online help to get instructions.

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, with Empxtrack, you can get multiple configuration options to modify appraisal forms, workflows and rating scale as per your needs.

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

Yes, Empxtrack appraisal software allows customizations to map your company workflows. In the Enterprise edition of Empxtrack, you get the flexibility to choose initiator and associated workflows as per your choice.

In Empxtrack offering, of 5 free appraisals, you will get 3 workflows that can be set at the initiation of the appraisal.

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

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. Follow the path to select a required rating scale – Go to Product configurations >> Performance Management >> Appraisal forms >> Select a plan and go to Forms and Settings >> Click on a form where you want to modify rating scale

In the Empxtrack Free Appraisal, configure Goalsheet, Competency and Submit forms, click Manage Rating to modify the rating type and options. You can configure how the ratings choices will show up in the form. There are multiple options available for rating and comments display.

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?

Once the appraisal is initiated, the employee receives a message in the Message Center to fill self appraisal. Employees can rate their achievements and provide ratings and comments against all goals and competencies. Watch a video on how employees complete self-appraisal in Empxtrack.

The Manager can view these 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?

Empxtrack offers multiple appraisal plans with configurable forms. Additionally, you can customize the appraisal plans to meet your company requirements. There is full flexibility to manage visibility rules, forms and their settings, and configurations related to the timeframe of each performance appraisal plan.

Try Empxtrack with 5 free evaluations. Get one appraisal plan with multiple pre-configured appraisal forms that can be modified.

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 CSV format or even save the reports in the system for future reference.

The free trial offers reports such as appraisal status, appraisal rating, appraisal 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 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 Empxtrackusing 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 I initiate the appraisal?

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 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 HR admin Homepage and click Add, edit employee tab.
  • Click Add an employee and specify personal details of the employee.
  • Select the checkbox labelled as Send a welcome email to employee once the record is added such that they can update the rest of their information. 
  •  A notification will be received by the employee with login credentials. 

If employees are already added in Empxtrack  

  • Go to the HR admin Homepage and click View employees tab.
  • Under Portal Options, click Send emails on the left side.
  • Select Welcome email from the Select template dropdown. Email will be sent to the employee with login credentials to access Empxtrack.

Whom should I contact if I need help while using Empxtrack?

During the application setup, you can click on the Request support link and send your query to us. Post application setup, click on the Communicate icon on the Homepage and click Request support icon. Send your query and we would be happy to help you.

How can I change HR Admin in Empxtrack?

On the Homepage, click the Product Configurations icon . Then, under Employee Management, click the Setup HR admin link. Specify the name of the employee whom you want to provide HR admin rights and click Select employee.

Can I customize the email templates?

Empxtrack has pre-configured email templates for you. Watch a video on how to setup, view and edit email templates in Empxtrack.

You can configure emails, once you complete the application setup by following the path: On the Homepage, click Product Configurations icon and click Employee Communication in the Employee Management section.

Send email to employees page appears. For the Select template field, select the option as Blank template. Write a customized message in the Email Content field, and click Preview email to view the format. Click Send.

What kind of branding can be customized?

Empxtrack allows users to upload their company logo to personalize the application. Users can also update their company information, add their own employees and configure the workflows as per company process.

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, Empxtrack allows you to purchase additional Empxtrack products such as Employee portal and HRIS, Exit management, 360 Feedback and more.  

What other products can I get on Upgrading the application?

Empxtrack offers a comprehensive list of paid products for the customers. Upgrade to buy additional appraisal licenses or get advanced features (such as multiple appraisal plans, configuration in workflow, etc.).

Besides, Empxtrack allows you to start using additional Empxtrack products such as Exit management, 360 Feedback, Leave, Attendance, India Payroll, Applicant Tracking, Timesheet and more.