Appraisal Templates & Configuration
Create custom appraisal templates and configure the system
Appraisal templates help standardize the review process by department or job position. You can create feedback templates for employees and managers, configure rating scales, and set up goal tags.
Create appraisal template
Appraisal templates provide pre-filled HTML content for employee and manager feedback sections.
Steps
1. Go to Appraisals → Appraisal Templates
2. Click New
3. Fill in Template Name - descriptive name for the template
4. Select Department if template applies only to specific department (leave empty = company-wide)
5. Fill in Employee Feedback Template - HTML content for self-assessment section
6. Fill in Manager Feedback Template - HTML content for manager assessment section
7. Click Save
Template information
| Fields | Trường dữ liệu | Description |
|---|---|---|
| Template Name | Tên mẫu | Name of the appraisal template |
| Department | Phòng ban | Department this template applies to (empty = company-wide) |
| Employee Feedback Template | Mẫu phản hồi nhân viên | HTML content for self-assessment section |
| Manager Feedback Template | Mẫu phản hồi quản lý | HTML content for manager assessment section |
Use appraisal templates
When creating a new appraisal, you can select a template to automatically fill feedback content.
Key points
• System automatically selects appropriate template based on employee department
• If no department-specific template exists, uses general template (no department)
• Can manually select different template when creating appraisal
• Template content is copied to appraisal and can be edited afterward
Configure Assessment Notes
Assessment Notes are the final rating scale used when completing appraisals.
Steps
1. Go to Appraisals → Assessment Notes
2. View list of default rating scales
3. To add new note: click New and fill in name + sequence
4. To edit: open note and update name or sequence
5. To delete: select note and click Action → Delete
Default rating scale
Assessment Notes
| English | Vietnamese | Sequence | Meaning |
|---|---|---|---|
| Needs improvement | Cần cải thiện | 1 | Performance below expectations |
| Meets expectations | Đáp ứng kỳ vọng | 2 | Performance meets expectations |
| Exceeds expectations | Vượt quá kỳ vọng | 3 | Performance exceeds expectations |
| Strongly Exceed Expectations | Vượt quá kỳ vọng rất nhiều | 4 | Outstanding performance |
Customize rating scale
You can add or modify rating scales to match company culture.
Key points
• Add new rating levels if more detail is needed
• Rename levels to match company terminology
• Order from lowest to highest
• Avoid too many levels (3-5 levels is optimal)
Configure Goal Tags
Goal tags help categorize and search goals easily.
Steps
1. Go to Appraisals → Configuration → Goal Tags
2. Click New to create new tag
3. Fill in tag name (e.g., "Skills", "Project", "KPI")
4. Select color for easy identification
5. Click Save
Example goal tags
Common tag types
| Tag name | Purpose | Usage example |
|---|---|---|
| Skills | Capability development | Learn Python, Improve communication |
| Project | Project-based goals | Complete project X, Launch feature Y |
| KPI | Performance indicators | Increase sales 20%, Reduce errors 50% |
| OKR | Objectives & Key Results | Quarterly objectives, Annual goals |
| Development | Personal development | Training, Mentoring, Certification |
Department configuration
Set up separate appraisal configuration for each department.
Steps
1. Go to Appraisals → Configuration → Department Settings
2. Select department to configure
3. Choose default Appraisal Template for department
4. Set appraisal frequency (if different from general configuration)
5. Click Save
HTML feedback templates
Feedback templates use HTML for content formatting. Can include guiding questions, headings, and lists.
Key points
• Use basic HTML tags: <h3>, <p>, <ul>, <li>, <strong>
• Add guiding questions to direct employee/manager
• Divide into clear sections (Achievements, Challenges, Plans)
• Keep template concise and readable
Example employee feedback template
Employee feedback template should focus on self-assessment and personal reflection.
Key points
• <h3>Key Achievements</h3><p>What have you accomplished this period?</p>
• <h3>Challenges</h3><p>What difficulties did you face and how did you resolve them?</p>
• <h3>Development</h3><p>What skills do you want to develop next period?</p>
• <h3>Support Needed</h3><p>What support do you need from manager/company?</p>
Example manager feedback template
Manager feedback template should focus on objective assessment and development guidance.
Key points
• <h3>Work Performance</h3><p>Assessment of work quality and efficiency</p>
• <h3>Strengths</h3><p>Notable strengths of the employee</p>
• <h3>Areas for Improvement</h3><p>Aspects that need further development</p>
• <h3>Development Plan</h3><p>Suggested development direction for next period</p>