Solution

Appraisal Management Software

Keep appraisal records and development actions visible so managers can see what is scheduled, overdue, completed or awaiting sign-off.

SkillProof dashboard showing workforce actions and record status.

Real SkillProof product workflow shown with safe demo data.

Problem

Why this is hard to manage manually.

Appraisals often create useful actions, but those actions can disappear into notes, documents or manager inboxes.

Due dates and completion status are tracked manually.

Development actions are not always followed through after the review.

Evidence or notes can be separated from staff records.

Managers need a simple way to report on appraisal status.

SkillProof workflow

How SkillProof helps.

SkillProof records appraisal and review activity in the Development area.

Due soon, overdue and awaiting sign-off states are visible for follow-up.

Development actions can sit alongside CPD, training and staff records so follow-up work stays visible.

Inside the app

How it works in SkillProof

These are the practical steps users follow inside the product.

1

Record appraisal or review activity for a staff member.

2

Track due dates, status and completion.

3

Add notes or evidence where your workflow requires them.

4

Create or review development actions as part of the appraisal follow-up.

5

Show manager and employee actions for follow-up.

6

Report on appraisal status across teams.

Practical example

Example appraisal record

Appraisal tracking should separate scheduled reviews from completed records and agreed actions.

ItemExampleOwnerStatus
Scheduled appraisal12 Jun 2026ManagerPlanned
Completed appraisalDiscussion notes savedManager and staff memberRecorded
ObjectiveComplete refresher trainingStaff memberOpen

A manager can schedule a future appraisal, record the completed meeting and keep objectives visible until the next review.

Try this workflow

What good looks like

Scheduled and completed appraisals are clearly separated.
Actions and objectives have owners.
Next review dates are captured.
Records remain flexible for different organisation styles.

Common mistakes to avoid

Using one form for both scheduling and completed reviews.
Recording notes without next actions.
Leaving objectives outside the staff record.

Product fit

Relevant SkillProof capabilities

Appraisal Records

Track annual appraisals, supervision reviews or other development reviews.

Due date visibility

See reviews that are due soon, overdue or completed.

Development actions

Keep follow-up actions connected to the staff record.

Status reports

Review appraisal status without building a separate tracker.

Before SkillProof

Separate appraisal logs
Missed follow-up
Manager-only notes
Manual reporting

After SkillProof

Visible review status
Action tracking
Staff-linked records
Reportable progress

Who it helps

Built for teams who own the record.

Line managersHR teamsEducation teamsProfessional services firms

Related SkillProof features

Appraisals
Development Actions
Manager Actions
Employee Actions
Reports

FAQ

Questions about appraisal management

Can SkillProof track appraisal due dates?

Yes. Appraisal and review records can include due dates and status so managers can see what needs action.

Can appraisal records link to development activity?

SkillProof tracks appraisal records in the Development area alongside CPD and development actions.

Can staff see their own actions?

Employees can see their own actions where your organisation gives them portal access.

Next step

See the workflow with your records.

Start a free trial or book a demo to see how SkillProof can replace manual chasing with live workforce compliance visibility.

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