I am looking on behalf of my clients to use Trello to manage and administer staff appraisals

[Mark Bates]

Can anyone advise on the best way to manage and administer staff appriasals / reviews on Trello or an associated power up that is good for the task?

[Dreamsuite Mike]

You could take a look at something like Employee Directory by Hipporello 

or you could build it yourself.

You could use a form to capture the data, the Trello board can be used both as a database and the tool to track the appraisal through your workflow

[Mary from Planyway]

Hi @Mark Bates 

It's Mary from Planyway

Managing staff appraisals and reviews on Trello can be an effective way to streamline the process, especially if your team is already familiar with Trello. Here's a general approach to setting up and administering staff appraisals using Trello, along with a suggestion for a power-up that could be helpful:

Setting Up Trello for Staff Appraisals:

1. Create a Dedicated Board: Make a new Trello board specifically for staff appraisals. This keeps the process organized and separate from other projects.

2. Lists for Different Stages: Set up lists to represent different stages of the appraisal process. For example:

   • To Be Reviewed: Cards for employees pending appraisal.
   • In Progress: Ongoing appraisal discussions.
   • Completed: Appraisals that have been finished.
   • Follow-Up Actions: Tasks or objectives arising from the appraisal.

3. Use Cards for Each Employee: Create a card for each staff member. Include basic information and any specific points to be discussed.

4. Checklists and Labels: Use checklists within each card for different appraisal criteria. Labels can be used to categorize appraisals (e.g., performance, development needs, goals).

5. Attach Documents: Attach any relevant documents directly to the card, like previous appraisal forms, self-assessment forms, or performance data.

6. Set Due Dates: Use due dates to track when each appraisal should be completed.

7. Privacy and Permissions: Ensure that the board is private and only accessible to those involved in the appraisal process.

Power-Ups for Enhanced Functionality:

1. Custom Fields: This power-up allows you to add additional data fields to your cards. You could use this for specific rating scales, employee ID, or appraisal categories.

2. Calendar View: This can help in scheduling and keeping track of appraisal meetings. I truly believe that Planyway calendar is the best option for Trello. It syncs with Google Calendar and Outlook and makes it easier to work with employees.

3. Butler (Automation): Use Butler to automate reminders, move cards between lists based on due dates or checklist completion, and more.