Track status clearly
Use status values managers can act on: scheduled, due soon, overdue, completed and awaiting sign-off.
This makes appraisal follow-up easier than a spreadsheet with free-text notes.
Keep development actions visible
The value of an appraisal often sits in the follow-up actions.
SkillProof records appraisals in the Development area so actions can remain visible after the meeting.
Report without rebuilding the tracker
Managers and HR teams should be able to review completion status without manually checking every line.
Put this guide into practice
Turn the guidance into a working compliance process.
List the records, evidence files and renewal dates you currently track.
Decide who owns each record: admin, manager, employee or compliance lead.
Mark which items are overdue, due soon, missing evidence or ready for review.
Choose the next report or audit pack you would need if someone asked for evidence today.