The problem
The number comes out. Nobody knows how.
- HR builds the form, managers fill in spreadsheets, and it all comes back for HR to reconcile by hand
- The calculation takes weeks, and it happens largely inside one person's head
- When ratings land, people dispute them, and there is no way to show how the number was reached
- Next cycle, the whole thing is rebuilt from scratch because nothing was kept
What it will do
One cycle, one place, one visible calculation.
Define the cycle once
Forms, criteria, weighting and calculation method are set up once and then run, instead of a fresh spreadsheet per manager, per round.
Self, manager and client assessment
Collect every perspective your process needs, including client feedback where the work is delivered for someone else.
The calculation is visible
Every rating traces back to the inputs and weights that produced it. Show the working instead of defending the result in a meeting.
Evidenced against the timeline
Each person's history, raises, role changes, incidents, wins, sits behind the rating, so it is not decided from memory.
This is why appraisals keep going back to Excel.
Review cycles collapse into spreadsheets when the inputs live outside the system. Optserv already holds the employee timeline, and the KPI module holds the targets, so the review starts with native inputs, and the spreadsheet loses the only advantage it ever had.