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Human Resources · Appraisals

Better conversations.
Room to grow.

Run reviews from templates and cycles, set goals, and analyze results and skills growth. Managers work with their team, employees see their own, and appraisal fields can be customized in Studio.

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Review cycle

Planned date to deadline

Appraisals
4
In progress
3
Overdue
1
Completed
1
  1. Leah ChenIn progress
  2. Omar ReedIn progress
  3. Priya ShahScheduled · overdue
  4. Noah EllisDone

Leah Chen

Quarterly review

In progress
Appraiser
Mariam Khan
Planned
Oct 20, 2026
Deadline
Oct 30, 2026

Answers

Delivers work on time 12345
Communicates clearly 12345
Takes ownership of goals 12345

Goals

Own the onboarding checklist75%

Shorten first response time50%

Manager notes

Strong quarter. Next: lead the onboarding review.

Final rating

—

Illustrative sample records. Not a live workspace.

Progress deserves a conversation.

Reviews that stay on the record.

  1. Reviews on the employee record

    Keep appraisal information connected to the same employee your people team already manages.

  2. Goals with context

    Use goals and performance history to give the next review a useful starting point.

  3. The right view for each person

    Managers work with the team’s reviews while employees see their own appraisal information within the ERP’s permissions.

Every goal, one review further.

Goals sit beside the review, so the next conversation starts from how far each one got.

This review
How far the goal is now.
Last review
Where the goal stood last time.

Leah Chen

Quarterly review · 4 goals

In progress

  1. Own the onboarding checklist75%

    Last review 40%+35 points

  2. Shorten first response time50%

    Last review 20%+30 points

  3. Mentor a new teammate60%

    Last review 60%No change

  4. Finish the account planning course100%

    Last review 0%Complete

Same reviews, two points of view.

Managers see the whole team and the Appraiser column. An employee opens the same list and finds their own reviews.

Manager view4 appraisals

EmployeeStatusDeadlineAppraiser
Leah ChenIn progressOct 30, 2026Mariam Khan
Omar ReedIn progressOct 28, 2026Alex Morgan
Priya ShahScheduledOct 20, 2026Alex Morgan
Noah EllisDoneOct 16, 2026Omar Reed

Employee view1 appraisal

EmployeeStatusDeadline
Leah ChenIn progressOct 30, 2026

Only their own review is listed, and there is no Appraiser column or New appraisal action.

The review comes full circle.

The last step leads straight back to the first, so each review begins where the one before it ended.

  1. Prepare the review

    Start from the employee and their existing performance context.

  2. Have the conversation

    Work through the appraisal and keep the review on record.

  3. Return to the goals

    Keep the next development conversation connected to the employee’s history.

Status values on the Appraisals list

  1. Draft
  2. Scheduled
  3. Confirmed
  4. In progress
  5. Done
Cancelled

Make the review yours.

Three examples of what a team changes, drawn on one template, then the controls around them.

Appraisal templateStudio
Template DriversOffice staff
Vehicle checks done on scheduleFollows the route planReports issues the same day
Development goal One goal, reviewed next time
Visible to ManagerHR

  1. Templates by role

    Create one appraisal template for drivers and another for office staff.

  2. A "Development goal" field

    Record one goal per person and review it next time.

  3. Privacy by role

    Custom roles keep appraisals visible only to the manager and HR.

Controls around appraisals

  • Fields and layout in Studio

    Add questions and fields to appraisals and templates, and present them in your own words.

    See Studio
  • Every paid plan

    Roles and permissions

    Decide who can see, create and change appraisals, down to records and fields, with custom roles.

    See Users and Roles

  • Agaro Agent

    Ask about your appraisals in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent
  • Scale and up

    Your own custom modules

    When appraisals needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules
  • Every paid plan

    App Builder

    Build a website, document, slides or internal app next to your appraisals, described in plain words.

    See App Builder
  • Scale and up

    Open API and MCP

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Next to appraisals.

Appraisals and goals read the shared employee record, alongside the rest of your people operations.