Performance Evaluations

Modified on Fri, Jul 17 at 1:29 PM

Performance Evaluations allow authorized client users to document a contractor’s performance, quality, safety, and compliance.


Evaluation criteria may vary by client and may be configured for annual, project-specific, or other review periods.


Start an evaluation

  1. Log in to Appruv.
  2. Select Search Vendors.
  3. Search for and open the contractor being evaluated.
  4. Select Evaluate Vendor to begin a new evaluation.


To review previously completed evaluations, select View Evaluations.


Create the evaluation

  1. Select the + icon next to the evaluation tool.
  2. Select the evaluation type, when more than one option is available.
  3. Select the review type, such as annual or project-based.
  4. Enter the applicable review date.
  5. Complete each rating.
  6. Add comments and recommendations.
  7. Review the complete evaluation.
  8. Select Save to submit it.

Apply the ratings

The standard scoring scale may include:

RatingMeaning
3Above Average
2Meets Requirements
1Improvement Needed
N/ANot Applicable

Use N/A only when the criterion genuinely does not apply. Do not use it to avoid documenting an unfavorable result.


Add comments

Comments should:

  • Be based on observable facts.
  • Include specific examples when possible.
  • Explain unusually high or low ratings.
  • Distinguish facts from opinions.
  • Avoid personal, discriminatory, or inflammatory language.
  • Identify improvement opportunities clearly.

Make a recommendation

Select Yes or No when asked whether you recommend the contractor for future work. Make sure the recommendation is consistent with the ratings and comments.


Before saving

Confirm:

  • The correct contractor was selected.
  • The review type and date are accurate.
  • Every applicable criterion was rated.
  • Comments are clear and professional.
  • The recommendation reflects the evaluation.
  • No confidential personal information was included.

Important: Completed evaluations cannot generally be edited after they are saved. Review the information carefully before submission.


Who can view evaluations?

Only client users with the appropriate permissions can view contractor Performance Evaluations. Contractors do not see the ratings or comments unless the client separately provides that information.


Reporting

Authorized client users can use Reports to export or review evaluation history when performance-evaluation reporting is enabled.


Need help?

Contact your organization’s Appruv administrator or Appruv Support at 888-444-5357.

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