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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. Define what completes the record: the meeting taking place, manager sign-off, staff acknowledgement or all three.
Keep sensitive discussion notes only where your process and access controls support them. The tracker may only need the dates, status, participants and agreed actions.
Keep development actions visible
The value of an appraisal often sits in the follow-up actions.
Give each agreed action an owner and target date, then review it between appraisal cycles. Otherwise a completed meeting can hide development work that never happened.
SkillProof records appraisals in the Development area so actions can remain visible after the meeting.
Use status and action together
Scheduled means the review has a date; completed means the defined completion step has happened; awaiting sign-off means a named participant still needs to confirm the record; overdue means the due date has passed under the organisation's rule.
A development action is separate from the review status. The appraisal can be complete while an agreed action remains open, so give the action its own owner, due date and outcome.
Report without rebuilding the tracker
Managers and HR teams should be able to review completion status without manually checking every line.
Report by team, site or responsible manager where that helps action. Show people who are not yet due separately from overdue appraisals so the completion rate has a clear denominator.
Example
Appraisal status and action example
Use the review status to describe the meeting record, then track each development action separately.
Status
Scheduled
Use it when
A review date and participants are recorded.
Next step
Prepare the agenda and required evidence.
Status
Completed
Use it when
The organisation's defined completion step has happened.
Next step
Record outcomes and create any actions.
Status
Awaiting sign-off
Use it when
A named participant still needs to confirm the record.
Next step
Send the record for confirmation and keep it visible.
Status
Overdue
Use it when
The due date has passed under the organisation's rule.
Next step
Rebook, assign an owner or record the exception.
Status
Development action open
Use it when
The meeting is complete but follow-up work remains.
Next step
Track the action owner, due date and outcome.