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Do not let good conversations end up in a folder.

Work together on development, assess performance against clear criteria and digitize your own HR forms. Employees take an active part in their app, while managers guide the process from Office.

Example of a development goal with a manager, success criteria and three milestones

From agreement to progress: a personal development plan with a shared goal and clear milestones.

Personal development: grow together

Turn a development goal into a shared commitment.

Employees and managers agree on goals together: what does the employee want to learn, what does success look like, and when will you review it? Milestones make the steps and progress visible.

Employees follow the plan in their app and can add and update milestones. At each milestone, both parties can chat, exchange feedback and find relevant actions or documents. Guidance continues between scheduled conversations.

Jointly agreed personal development goal with success criteria and a responsible manager
Personal development: employee and manager work from the same agreed goal.

Performance: assess with care

Give managers a clear basis for a fair appraisal.

Start with a complete standard appraisal template with detailed questions, competencies and ratings. The manager completes it in Office and supports their assessment with concrete examples from work.

WorkVine can adapt the criteria to your organization. Ratings support the conversation; the manager makes the assessment. Employees can read the shared appraisal, respond and acknowledge receipt and reading.

Appraisal questions on customer focus and teamwork, with supporting observations and ratings
Performance: consistent criteria provide structure; specific examples make the assessment personal.

Digital forms: your way of working

Keep your form without passing copies around.

Already have review or evaluation forms that work for your team? Provide the questions, guidance and process details. WorkVine turns them into a reusable digital template, configured for who completes, shares and acknowledges it.

You do not have to reinvent the content or learn a form builder. The completed form, agreements and employee response remain available in the same process.

Custom conversation form with completed questions about results, teamwork and the next step
Custom example: an organization's own questions, completed digitally in Office.

Review and follow up together

Give employees a voice in what happens next.

A shared record or form is more than something to file away. Employees read it in the Employee App, add their own response and acknowledge receipt and reading. Managers see that feedback in Office.

At the next conversation, earlier agreements and responses are available within the process's access permissions. Development goals, appraisal questions and custom forms each serve their own purpose, with the same focus on clear feedback.

Employee response alongside a shared form with Received and read status
Employee App: the employee's response stays with the shared form.

What changes

A shared foundation. A clear role for everyone.

The conversation stays personal. WorkVine keeps agreements and feedback together so everyone involved knows where they stand.

For employees

Take an active part in your development, respond to what has been recorded and find your agreements in the app.

For managers

Guide employees from Office using goals, appraisal criteria or your own form. Refer directly to earlier agreements.

For HR

Provide a consistent approach and keep track of processes, owners and status without separate lists for each manager.

Does this fit your review cycle?

For coaching, internships and improvement plans too

Not every conversation belongs in an annual appraisal round. Give other HR processes an employee, an owner and a timeframe too, with relevant questions, notes and follow-up.

  • Coaching: record discussion topics and next steps so guidance continues beyond a single conversation.
  • Internship supervision: organize check-ins and record progress and feedback in the process.
  • Improvement plans: keep the expectations discussed, agreed actions and meeting records together.
  • Custom evaluations or conversation forms: have WorkVine configure a digital version of your content.

Capabilities

The right support for each conversation

Use what fits the process. A development goal needs milestones, an appraisal needs criteria, and a custom form needs the right setup.

Development plans and guidance

  • Shared goals and success criteria
  • Milestones with deadlines and progress
  • Chat, actions and documents at each milestone

Appraisals

  • Standard template with questions and competencies
  • Ratings with explanations and human judgment
  • Sharing, employee responses and read acknowledgement

Custom forms

  • Your own content as the starting point
  • Reusable digital setup by WorkVine
  • Completion and feedback within the same process

Conversations and oversight

  • Schedule conversations and prepare questions
  • Save draft notes and share them
  • Owner, timeframe and status for each process

Frequently asked questions

Which approach fits your organization?

The differences between development, appraisals and custom forms, and how employees and managers take part.

What does WorkVine's HR processes module cover?

HR processes brings together personal development plans, performance management and digital HR forms. You can also organize conversations within coaching, internship and improvement processes. Setup and questions follow the purpose of each process.

What is the difference between a development plan and an appraisal?

A personal development plan focuses on learning and growth, with shared goals, milestones and guidance. An appraisal uses questions, competencies and ratings to discuss and substantiate performance. WorkVine gives each its own approach.

Do we get a standard appraisal template?

Yes. Performance management includes a complete standard appraisal template with detailed questions, competencies and ratings. WorkVine can adapt the criteria to your organization. Managers complete the appraisal and explain their assessment; WorkVine does not make that assessment for them.

Can we use our own HR forms?

Yes. You provide the existing form and the process you want to follow. WorkVine configures a reusable digital version with the agreed questions, roles and steps. This is a setup service, not a self-service form builder.

What can employees do themselves?

Employees use the Employee App. In a development plan, they can agree on goals, maintain milestones and chat with their manager at a milestone. They can read shared records and forms, add feedback and acknowledge them. Available actions depend on the process, status and permissions.

Does a read acknowledgement mean agreement or a signature?

No. The acknowledgement records that the employee has received and read the content, with room for their own response. It is not an electronic signature or legal agreement to the content. WorkVine provides a separate solution for signing agreements.

Where work, people and growth come together

Make your next conversation count.

Show us your review cycle or an existing form. In the demo, we will explore how development plans, appraisals and digital forms can fit the way your team works.

Schedule a demo View solutions
About 20 minutes No commitment required