Batch Appraisal Campaigns
Create appraisals for multiple employees at once
Appraisal campaigns allow creating appraisals for multiple employees at once instead of creating individual appraisals. This feature is especially useful when conducting periodic reviews for the entire company or department.
Create appraisal campaign
HR Officers or HR Managers can create campaigns to generate multiple appraisals simultaneously.
Steps
1. Go to Appraisals → Appraisals
2. Click Create Appraisal Campaign
3. Select creation mode: By Employee, By Company, By Department, or By Employee Tag
4. Select manager to conduct appraisals
5. Click Create to generate all appraisals at once
Campaign creation modes
Creation modes
| Mode | Description | When to use |
|---|---|---|
| By Employee | Select individual employees to appraise | Appraise specific group of employees |
| By Company | Create appraisals for all company employees | Company-wide periodic reviews |
| By Department | Create appraisals for all department employees | Department-based reviews |
| By Employee Tag | Create appraisals for employees with specific tag | Project or group-based reviews |
Select appraisal manager
When creating a campaign, choose who will conduct the appraisals for employees.
| Fields | Trường dữ liệu | Description |
|---|---|---|
| Employee's Manager | Quản lý của nhân viên | Each employee appraised by their direct manager (recommended) |
| Specific Person | Người cụ thể | All employees appraised by one designated person |
Create company-wide campaign
Create appraisals for all employees in the company, typically used for annual reviews.
Steps
1. Click Create Appraisal Campaign
2. Select By Company
3. Select Employee's Manager so each employee is appraised by their direct manager
4. Select Appraisal Date (common deadline)
5. Click Create
6. System creates appraisals for all active employees
Create department campaign
Create appraisals for all employees in one or more departments.
Steps
1. Click Create Appraisal Campaign
2. Select By Department
3. Select department(s) to appraise
4. Select Employee's Manager
5. Select Appraisal Date
6. Click Create
7. System creates appraisals for all employees in selected departments
Create tag-based campaign
Create appraisals for employees with specific tags, useful for project or group reviews.
Steps
1. Click Create Appraisal Campaign
2. Select By Employee Tag
3. Select employee tag (e.g., "Project X", "Senior", "Remote")
4. Select Employee's Manager
5. Select Appraisal Date
6. Click Create
7. System creates appraisals for all employees with selected tag
Track campaign progress
After creating a campaign, you can monitor completion progress of appraisals.
Key points
• Appraisals created: Total number of appraisals generated from campaign
• Draft appraisals: Appraisals not yet sent
• Ongoing appraisals: Appraisals awaiting feedback
• Done appraisals: Completed appraisals
• Completion rate: Percentage of appraisals finalized
Filter appraisals by campaign
You can filter the appraisal list to view only appraisals from a specific campaign.
Key points
• Use "Campaign" filter in appraisal list
• Group by Campaign to view progress per campaign
• Export reports by campaign for analysis
Effective campaign tips
Key points
• Plan ahead: Notify employees about upcoming appraisal campaign
• Choose right timing: Avoid creating campaigns during busy periods
• Use templates: Configure appraisal templates before creating campaign
• Monitor progress: Remind employees and managers to complete appraisals on time
• Split by department: Create separate campaigns per department if deadlines differ
• Test first: Create trial campaign with small group before company-wide rollout