Assessments
Performance scores, 360 feedback, and certification results sit in HR inboxes and manager notebooks. People change teams and the assessment trail disappears with them.
Hypervault stores assessment type, results, and follow-up dates in an encrypted EU vault, shared only with HR and the managers who are allowed to see that person.
Why store Assessments in a digital vault
Scores live in the assessor's mailbox
When the manager leaves, the evaluation goes with them. A vault item owned by HR survives the reporting line.
Recommendations never get a follow-up date
Development actions are written once and forgotten. A follow-up field makes the next review a scheduled record, not a memory.
The wrong people can open the pack
Shared HR folders mix compensation-adjacent scores with general files. Permissions on the assessment keep it to named roles.
Type and entity get mixed across cycles
Probation, 360, and vendor assessments land in one dump. Labelling type, date, and assessed person keeps cycles separable.
Who uses this template
HR business partners
Keep each assessment with results, recommendations, and a follow-up date under HR-only access.
People managers
Record evaluations without parking PDFs in a personal OneDrive.
L&D and certification owners
Store exam and skills results next to the person, not in a course vendor's portal alone.
Fields in this template
Keep every record complete and easy to find. Existing fields stay as they are; extras are added only when a vault item would otherwise be incomplete.
- Assessment type
- Date
- Assessed person/entity
- Results
- Notes
- Recommendations
- Follow-up date
How it works in Hypervault
Create from the template
Add an item from the Assessments template in your workspace.
Fill and attach
Complete the fields and attach supporting files where needed.
Share with the right roles
Give access only to the people who maintain or use this record.
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Store it in a vault, not a spreadsheet
Create a workspace, pick this template, and keep credentials and supporting files encrypted in the EU.