AppWT CRM

Topic: Staffing

Work history and performance reviews

Review a contractor after a project ends, approve the review, and mark your preferred contractors.

Video, 1 minute 2 seconds · 5 steps

This lesson uses Projects. If Projects is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

Watch the video

Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • What the work history badge means
  • How to score a review
  • How approval and corrections work
  • How to mark a preferred contractor

Step by step

  1. Step 1: Work history

    Each profile shows a work history badge. It tells you if someone is a first-time candidate or has a verified history.

    The Work history and performance box on a made-up carpenter's profile, with a Verified history badge and a Preferred contractor badge.
    Step 1 screen, from the demo account.

  2. Step 2: Score the work

    When a project ends, the project manager scores the work from 1 to 5, for things like workmanship and reliability.

    A finished review with scores from 1 to 5 for completion, workmanship, reliability, professionalism and overall.
    Step 2 screen, from the demo account.

  3. Step 3: Would you hire them again

    Each review also says if you would hire the person again, and if they can get future jobs.

    The rehire answer and the future opportunities answer on a review.
    Step 3 screen, from the demo account.

  4. Step 4: Approve the review

    A manager approves the review. After that, any change needs a written reason, and the CRM logs it.

    A made-up plumber's review that is waiting for approval, with the Approve button.
    Step 4 screen, from the demo account.

  5. Step 5: Preferred contractors

    Mark your best people as Preferred contractors. In Talent search, you can show preferred contractors only.

    The Preferred contractor flag on a made-up carpenter's profile.
    Step 5 screen, from the demo account.

Transcript

In this lesson, you will review a contractor's work after a project ends.

Each profile shows a work history badge. It tells you if someone is a first-time candidate or has a verified history.

When a project ends, the project manager scores the work from 1 to 5, for things like workmanship and reliability.

Each review also says if you would hire the person again, and if they can get future jobs.

A manager approves the review. After that, any change needs a written reason, and the CRM logs it.

Mark your best people as Preferred contractors. In Talent search, you can show preferred contractors only.

Next, learn how to use staffing reports.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.