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


Answers:
author: Dreamsuite Mike
body: You could take a look at something like [Employee Directory by Hipporello](https://www.hipporello.com/trello-power-ups/employee-directory)

or you could build it yourself.

You could use a [form](https://trello.com/power-ups/6139de588901011c01baf52f/forms-by-blue-cat) to capture the data, the Trello board can be used both as a database and the tool to track the appraisal through your workflow


author: Maria
body: Hi [@Mark Bates](/t5/user/viewprofilepage/user-id/5414326)

It's Mary from [Planyway](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions)

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: {#toc-hId-2091234994}

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: {#toc-hId-283780531}

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**](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions): This can help in scheduling and keeping track of appraisal meetings. I truly believe that [Planyway calendar is the best option for Trello.](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions) It syncs with Google Calendar and Outlook and makes it easier to work with employees.![Image visualize](https://files.planyway.com/assets/3.0.555/img/features/features-images/calendar-month.svg)

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