I’m trying to set up an appraisal system for our HR department. On a ‘per employee’ level, tracking holiday requests, credentials, training and hardware works super well for us. We’re really happy.
The only issue I’ve come across are appraisals. The difficulty in this is that it’s a four step process.
- An appraisal form is sent to every employee to complete.
- The employee fills out the form and the time that they would like to meet.
- The HR department looks at the appraisal and confirms the meeting.
- The meeting happens, and the appraisal can be marked off by the HR department
Step 1 difficulties:
Is there any way to send out uncompleted forms on a per-employee basis? I’d like to iterate through the employees, create a blank record for each one, notify them, then they can log into a separate appsheet instance and fill out the form.
Step 2 difficulties:
This is no issue, the employee can use a separate appsheet instance or view, and fill out the blank record, and we can use a behaviour to stamp it as ‘done’, and send a notification to HR.
Step 3 and 4:
The main issue lies in creating these records for every employee to fill out, and emailing the employees that the records are there for them to fill out.
Any help appreciated!