You can book appraisals meetings to create a structured, traceable record of the appraisal process rather than doing it informally outside the system.
Most common reasons are:
Keep a record of performance discussions in one place such as notes, objectives, outcomes.
Make it easier to refer back later for reviews, case management, or evidence if needed.
Support regular feedback and development conversations between managers and employees.
Track things like objectives, training needs, and outcomes linked to that appraisal.
You can book an appraisal for an employee by following the steps below:
Find the employee using the organisation search
then click Employment.
In the drop-down on the left-hand side, click Meeting.
Click Add Meeting.
Click the Type drop-down menu and choose Appraisal.
Fill all relevant boxes and Save.