Performance Evaluations

Objective: This guide will walk you through the process of completing performance evaluations for contractors within Appruv.  Performance evaluations are essential for assessing your contractors' effectiveness, quality, and compliance, helping your organization maintain high standards.

TABLE OF CONTENTS

• How to Access the Performance Evaluation Tool
• Completing a Contractor Evaluation
  • Step 1: Login and Navigate to the Vendor Details Page
  • Step 2: Completing the Evaluation Form
  • Step 3: Add Comments and Recommendations
  • Step 4: Submit the Evaluation
• Tips for Writing Effective Evaluations
• FAQs
  • Who can view the evaluations of a contractor?
  • Can I edit an evaluation after submitting it?
  • Can evaluation data be exported?

How to Access the Performance Evaluation Tool

1. Log in to Appruv.
2. Complete a vendor search and select the vendor you are evaluating.
3. Click on Evaluate Vendor to begin a new evaluation.
4. Select View Evaluations to view completed evaluations.

Completing a Contractor Evaluation

Step 1: Login and Navigate to the Vendor Details Page

• Log in using your username and password.
• From Search Vendors, enter the company name and select select them in the search results.

Step 2: Completing the Evaluation Form

• Next to the evaluation tool, select the plus "+" button to create a new form.
• Fill in the following fields:
  • Evaluation Type (only applies if more than one type available)
  • Review Type: Either annual or per project.
  • Review Date
  • Ratings: Rate the contractor on key metrics (e.g., Safety, Quality, Housekeeping).
  • Scoring: Use the numerical scale as shown in the example below:

Step 3: Add Comments and Recommendations

• Comments: Provide additional feedback or clarification on ratings.
• Recommendations: Select "Yes" or "No" based on your recommendation to use this company in future projects.

Step 4: Submit the Evaluation

• Review the completed form for accuracy.
• Select Save to finalize the evaluation.

Tips for Writing Effective Evaluations

• Be Objective: Base your evaluation on specific examples and measurable outcomes.
• Use Clear Language: Avoid jargon and be as clear and concise as possible.
• Provide Constructive Feedback: Highlight strengths and areas for improvement.
• Be Consistent: Use the same criteria for evaluating all contractors to ensure fairness.

FAQs

Who can view the evaluations of a contractor?

Only client users with appropriate permissions can view the performance evaluations.  Contractors do not see the ratings or comments unless provided by the client. 

Can I edit an evaluation after submitting it?

No, once an evaluation has been saved, the responses can no longer be changed.  Be sure to review the evaluation before submitting for accuracy.

Can evaluation data be exported?

Yes, you can run reports from the Reports page to create a full list of evaluation history.