Performance Appraisal (KPI Scorecard) 

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Feature
Align effort with strategy, empower growth, and make every appraisal count

Epic’s Performance Appraisal feature delivers a structured, transparent, and customisable framework for evaluating individual and team performance—aligning effort with strategic goals and fostering a culture of accountability and growth.


Whether using numeric scores, descriptive ratings or balanced scorecard pillars, the system ensures that every appraisal is fair, evidence-based, and tailored to your organisation’s needs.


 

An Appraisal Report
An Appraisal Report

Key Functions
  • Custom Appraisal Periods: Administrators define appraisal cycles, and individuals select the relevant period from a dropdown—ensuring consistency across teams.
  • Balanced Scorecard Integration: KPIs are aligned with strategic pillars, complete with targets, weightings, and score definitions—supporting strategic alignment and role clarity.
  • Job Profile Templates: Role-specific KPI templates save time and ensure consistency across similar positions, helping managers and staff focus on what matters most.
  • Multiple Scoring Options Choose from:
  • Absolute Scorecard: Objective scoring based on actual results and pre-defined thresholds
  • Numeric Scorecard: Subjective rating scale (e.g. 1–5), agreed between manager and individual
  • Non-Numeric Scorecard: Descriptive ratings (e.g. Exceeded Expectations, Met Some, Not Met)
  • Portfolio of Evidence: Staff can attach documents, photos, and notes to support their performance claims—creating a robust audit trail and enabling Training Needs Analysis.
  • Manager’s Brief & Sign-Off: Managers can record discussions, review submissions, and sign off appraisals—ensuring clarity and closure at the end of each cycle.
  • Appraisal Reports: A comprehensive PDF report is generated for each individual, with export options to Excel for HR records and strategic reviews.
  • Mobile App Enabled: Fully accessible via mobile and tablet, allowing staff and managers to update and review appraisals from anywhere.

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