Appraisals people trust.
Both people give their view privately, compare it in the meeting and leave with an agreed rating and objectives that carry into the next cycle. Add a diagnostic beforehand only when the decision needs more than two opinions.
Year in review
Marcus Vance - Annual review 2026
Recorded this year
42.5 hours
18 activities across the review period
Diagnostic signal
Leadership 360 complete
Calm judgement is a shared strength. Team clarity is the largest perception gap.
Honest by design
Neither side sees the other's ratings until the conversation.
Built on real evidence
The year's CPD and pinned examples are already in the review.
Nothing gets dropped
Agreed actions and carried objectives start the next cycle.
How it works
Six stages, one shared record.
Everything is a checklist, not a locked wizard. People can move between sections, save as they go and come back later.
- 01
Manager
Set up the review
Choose the person, the review period and up to 12 objectives with how success will be measured. Pick a behaviour set: core professional, education, leadership, care or your own values.
- 02
Optional
Invite a diagnostic
If you want more than two opinions in the room, add a check-in or 360 before the review opens. Colleagues respond in their own time and the findings arrive attached to the appraisal.
- 03
Employee
Self-review
They rate each objective and behaviour, write their summary, say what support they need and pin evidence from their own CPD record.
- 04
Manager
Manager review
The manager rates and comments independently. Neither side sees the other's ratings yet, so first views stay honest.
- 05
Both
The conversation
Ratings appear side by side with the diagnostic signal and the year's activity. Differences become talking points rather than surprises.
- 06
Manager
Agree and carry forward
Record the agreed rating and outcome, flag objectives to carry forward, plan milestone reviews and sign off. The review locks and the pack is ready to download.
Optional, never required
Invite more voices into the review, if the need calls for it.
When you set up an appraisal you can attach a check-in or a 360 first. Colleagues respond in their own time, responses stay pooled where anonymity matters, and the themes land directly in the review so the conversation starts from evidence rather than memory of the last three weeks.
- Choose reviewers and a closing date before the review opens
- Reviewers answer by secure link with no account needed
- Strengths, perception gaps and talking points attach to the appraisal
- Skip it entirely and the appraisal runs exactly as normal
Workplace check-in
£10
2 credits
Probation, mid-year, wellbeing, change readiness, onboarding at 30, 60 and 90 days.
Leadership 360
£30
6 credits
Self, manager, peer and direct-report views for anyone leading people or projects.
Nothing at all
£0
always an option
Appraisals work perfectly well on their own. Add a diagnostic only when a decision needs more evidence.
Review setup
New appraisal - Priya Shah
Review type
Add a diagnostic first
Leadership 360
6 reviewers invited. Closes 7 days before the meeting.
Objectives
4 set, 1 carried forward from April
Conversation view
Creates clarity and direction
Ratings stayed private until both reviews were ready.
Employee
4.2
Manager
3.4
Agreed
3.8
Agreed reason
Strong planning and calm decisions. Make ownership clearer when priorities change.
The conversation
Both arrive with a view. Both leave with the same plan.
In the meeting, the employee rating, manager rating and agreed rating sit side by side for every objective and behaviour, with an agreed reason recorded against each. An overall performance rating, next review date and carried objectives complete the sign-off.
- Employee, manager and agreed ratings on every criterion
- Observations and pinned CPD evidence linked to the right objective
- Previous cycle scores shown for context
- Overall rating, deadline and next review date captured at sign-off
Four-page branded review pack, one click
Team workspace
October appraisal round
5
In progress
3
Signed off
2
Need attention
Marcus Vance
Conversation
Priya Shah
Manager review
Aisha Khan
Self-review
Tom Becker
Signed off
For managers and owners
Run a whole round without chasing anyone.
Launch reviews for a team with one deadline, watch stages move, and see what is overdue at a glance. Managers see only their own line reports. Stage emails and day-before check-in reminders go out automatically.
Line-report scoped
Managers see their own team, owners see everyone.
Between-meeting rhythm
Milestone reviews, objective notes and recent 1:1 summaries.
Trends and comparison
Agreed ratings tracked across cycles.
Privacy by design
Personal CPD and private goals stay personal.
Built for fairness and follow-through
Hidden until the meeting
Self and manager ratings stay private until the conversation stage.
Evidence from real CPD
Employees choose which learning to share. Managers only see what is pinned.
Nothing gets lost
Flagged objectives roll into the next review automatically.
Linked growth goals
Goals the employee has chosen to share appear alongside the review.
Rolling 1:1 check-ins
A shared agenda of wins, blockers and actions between reviews. Open items carry forward, and recent summaries appear in the appraisal as evidence.
Branded review pack
Download a four-page pack for records, HR files or the 1:1 itself.
Reminders that behave
Stage emails and milestone review nudges arrive on time and never start anything you have not asked for.
Trends over time
Compare agreed ratings across cycles to see where someone is genuinely moving.
Follows the person
One Passport account, so their CPD history stays theirs if they move on.
Appraisals
£60/month
Passport for Teams (6-100 people), including the first 6. Passport Enterprise covers 101+ staff. Extra seats £4 up to 25, £3.50 from 26 to 100, then £3.
- Unlimited appraisals and rounds
- Team CPD oversight
- PassportPro for every member
- Branded review packs
Optional diagnostics
£5/credit
Pay as you go from one wallet, VAT included. Credits never expire and there is no minimum spend.
- Workplace check-in - 2 credits (£10)
- Leadership 360 - 6 credits (£30)
- Organisation 360 from £350 by headcount
- Buy with or without a subscription
Questions
Start your first appraisal cycle
Passport for Teams from £60 a month for 6 people, with appraisals, CPD oversight and PassportPro included. Add diagnostics only when you want them.