Performance appraisal software: Keep appraisal decisions and development actions alive after the meeting

Track preparation, feedback, meeting records, objectives, owned actions, confirmation and follow-up beside the person they support.

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SkillProof reviews for a care home team. Grace Oakley's appraisal is signed off with three objectives to follow up. Shown with fictional demonstration data.

What happens after the appraisal meeting?

Can managers see which reviews are due?

Dates and preparation tasks are missed when each manager keeps a separate diary or document.

Who owns each agreed action?

Objectives and development commitments lose momentum when owner, due date and status remain inside meeting notes.

Can follow-up connect to development evidence?

CPD, training and competence actions are often tracked separately from the conversation that created them.

What changes with SkillProof.

Spreadsheets, folders and inboxes

  • Due reviews depend on individual manager diaries.
  • Preparation and feedback are split across documents and email.
  • Objectives and actions remain buried in meeting notes.
  • CPD, training and competence follow-up loses its appraisal context.

With SkillProof

  • Run structured preparation and review steps based on configured templates.
  • Keep meeting outcomes, objectives and owned development actions against the staff record.
  • Track confirmation, sign-off, check-ins and status without automatically scoring performance.

How it works

From preparation to accountable follow-up

Every step works from the records SkillProof already holds, so nothing is copied into another tracker.

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  1. Prepare the structured reviewUse the selected template for preparation, colleague feedback and the steps your workspace requires.
  2. Record the meeting and decisionsKeep the authorised meeting record, objectives and development outcomes against the person.
  3. Own and revisit the actionsTrack due dates, confirmation, manager sign-off and ongoing check-ins where configured.

What the appraisal record can contain in SkillProof.

Built for

  • Line managers
  • HR teams
  • Education teams

Standard Reviews are included from Growth. Custom Review templates start on Professional.

Appraisal RecordsTrack annual appraisals, supervision reviews or other development reviews.
Due date visibilitySee reviews that are due soon, overdue or completed.
Development actionsKeep follow-up actions connected to the staff record.
Status reportsReview appraisal status without building a separate tracker.
Review product scope and full workflow detail

Everything in this workflow

  • Preparation, colleague feedback and meeting stages
  • Confirmation, sign-off, check-ins and follow-up
  • Objectives, notes, linked records and development actions
  • Standard Reviews from Growth; custom templates from Professional
  • Connections to CPD, competency and training records
  • Reports for permitted managers and HR teams

What this workflow covers

Appraisal software should support a continuing management process rather than store a yearly form. SkillProof provides structured reviews from Growth, including preparation and colleague feedback, the meeting record, confirmation, sign-off, objectives and follow-up where configured. Custom review templates are available on Professional and Enterprise. SkillProof does not score performance automatically or replace a fair management conversation.

SkillProof in brief

SkillProof is appraisal management software for recording review dates, status, outcomes and owned development actions against each staff member.

Who it is for

  • Line managers responsible for scheduled reviews
  • HR teams monitoring appraisal status
  • Organisations linking reviews to CPD and development actions

What it tracks

  • Preparation, feedback, meeting, confirmation and sign-off status
  • Objectives, linked records and recorded outcomes
  • Development actions, follow-up check-ins and moderation where used

Scope and boundaries

  • It does not conduct appraisals or score performance automatically
  • It does not replace manager or professional judgement
  • It is not a full HRIS or talent-calibration suite

Why organisations replace spreadsheets

Review dates, status and follow-up actions stay connected to the staff record instead of being split across trackers, documents and manager inboxes.

Training and LMS context

SkillProof includes a governed LMS for creating, assigning, completing and reviewing internal learning alongside workforce compliance records. It also records review and development follow-up around training, CPD and competence records.

Workflow fit and product boundaries

Best for
managers coordinating scheduled reviews and post-review follow-up
Primary job
Keep appraisal status, notes and development actions current and accountable.
Different from
CPD Tracking records development activity; Competency Management records assessment evidence and sign-off where supported.

Questions about Appraisal Management

The key points teams usually need before choosing this workflow.

Still keeping development records in separate files?

Book a demo and we will show how CPD, competence and review records would connect for your team.

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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?

Yes. SkillProof keeps appraisal records in the Development area alongside CPD, competency records and development actions.

Can staff see their own actions?

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

Does SkillProof assess employee performance automatically?

No. SkillProof records appraisal status, outcomes and actions entered by authorised users. It does not score performance or replace the judgement of the people conducting the review.

Related workflows and guidance

Open the next relevant workflow or guide when you need more detail.

See whether appraisal actions survive beyond the meeting

Start a free trial with test reviews and follow objectives and actions through to visible follow-up.

14-day free trial. No card required.