Employee User Guide

This section covers all features available to employees using APPRAISIUM. Learn how to manage your performance goals, track progress, and engage with the performance management process effectively.

Login & Authentication

Secure access to your APPRAISIUM account with multi-factor authentication support.

Authentication Methods

  • Email and Password: Primary authentication method
  • JWT Token: Secure session management
  • Password Reset: Self-service password recovery
  • Account Lockout: Protection against unauthorized access

Login Process

  1. Navigate to your organization's APPRAISIUM URL
  2. Enter your email address and password
  3. Click the "Login" button
  4. You'll be redirected to your personalized dashboard

Password Management

  • Password Requirements: Minimum 8 characters with mixed case, numbers, and symbols
  • Password Reset: Use the "Forgot Password" link on the login page
  • Password Change: Update your password in User Settings
  • Security: Never share your password with others

Dashboard Overview

Your personalized dashboard provides quick access to key information and tasks.

Dashboard Components

  • Performance Summary: Overview of your current performance metrics
  • Upcoming Deadlines: Tasks and appraisals due soon
  • Recent Activities: Latest updates and notifications
  • Quick Actions: Common tasks and shortcuts

Navigation Menu

  • Dashboard: Main overview with alerts, summaries, and shortcuts
  • KRA: View and update your Key Result Areas and goals
  • Staff Tasks: Access and update the tasks assigned to you
  • Staff Performance: Review performance history, scores, and trends
  • Settings: Manage account preferences and profile details
  • Help: Open contextual help resources and FAQs
  • Log Out Session: Securely sign out of the application

Employee Appraisal

Complete performance appraisals, view feedback, and track your progress over time.

Appraisal Process

  1. Prepare the review window: Supervisors select the quarter and year; Staff Tasks linked to KRAs automatically populate with their targets, weights, and progress updates.
  2. Score KPIs and competencies: Appraisers record achievements against the loaded assignments, add narrative notes, and rate the competency blocks (communication, transparency, innovation, etc.). The system calculates the 70/30 weighted overall rating and appraiser score instantly.
  3. Submit for counter-signing: Saving the appraisal moves it to draft/created status so the counter-signing officer can validate before completion.
  4. Appraisee acknowledgement: Employees review the published scores inside the Staff Performance area, add clarifying comments, and download the quarter summary for their records.
  5. Appeal workflow (optional): If an employee disagrees, they submit an appeal with reasons and attachments. Appraisers and counter-signing officers respond, and accepting an appeal reopens the record for editing.
  6. Improvement planning: Low ratings can trigger an improvement plan directly from the appraisal, with monthly check-ins and assigned corrective actions tracked until completion.

Appraisal Sections

  • Core Competencies:
    • Communication Skills
    • Transparency
    • Knowledge
    • Development
    • Integrity
    • Commitment
  • Innovation & Creativity: Assessment of innovative contributions
  • Overall Rating: Comprehensive performance score
  • Comments & Feedback: Detailed written feedback

Appraisal Status

  • Draft: The appraiser is still editing; nothing has been shared with the employee.
  • Created: Saved version waiting for counter-signing or additional edits (also used when an appeal reopens the review).
  • Counter Signed: The counter-signing officer has validated the scores and locked further edits.
  • Completed: Final results are published and the employee receives an email notification.
  • Appealed: The employee has raised an appeal; the appraisal stays locked until the appeal is accepted (reopened) or rejected (remains final).

Tasks Management

View assigned tasks, update progress, and manage your workload effectively.

Task Views

  • All Tasks: Complete list of assigned tasks
  • Pending: Tasks not yet started
  • In Progress: Tasks currently being worked on
  • Completed: Finished tasks

Task Management Features

  • Progress Updates: Update task completion percentage
  • Comments: Add notes and updates to tasks
  • File Attachments: Upload relevant documents

Task Actions

  • View Details: See full task information
  • Update Progress: Change completion status
  • Mark Complete: Finalize completed tasks

User Settings

Customize your profile, preferences, and notification settings.

Profile Management

  • Personal Information: Name, email, phone number
  • Profile Picture: Upload and manage your avatar
  • Contact Details: Address and emergency contacts
  • Professional Info: Job title, department, manager