Employee completion of evaluation – Initial Phase
After the initial phase begins, the worker completes the required sections of the evaluation form.
These are mainly objectives and evaluation questions.
Viewing the evaluation form and its contents
- After creating a new evaluation, you will receive an email notification with a prompt to complete the evaluation. A request is also created for you in the system.
- Use the link in the email or request to open your evaluation. You can also view your evaluation directly on your profile under the Evaluations tab.
- In the first part of the evaluation, data on the phase and approval status are first displayed. Below them, there is data on the evaluated person and their supervisor. Furthermore, data on the period for which the evaluation is being completed and the date when the Final Phase will begin are displayed.
- In the next section there is a panel with tabs: Evaluation Guidelines, Goals (only if the evaluation includes goals), Questions for Employee, Questions for Manager, Comments, History. Clicking on the selected tab displays its content.
- In the last section there is a button to send the evaluation for approval to the supervisor.
Setting goals
The Goals tab appears in an evaluation only if objectives are included in the template from which the evaluation was created.
To set goals, follow these steps:
- Go to the Goals tab and click the Add goal button to open a form for entering attributes on the right side of the screen.
Fill out the form according to the following points:
- Fill in the Destination Title, this field is required.
- You can also add a Goal description.
- Select Category.
- Enter the Goal Completion Deadline.
- Determine the Scale of this goal in percent. The sum of the weights of all goals must equal 100%.
- Describe the Measure by which the success of achieving the goal will be evaluated.
- You can add any attachments.
- And also links to websites.
- Press the Save button to save the destination.
Proceed in the same way when inserting other targets.
All saved goals appear in the evaluation form on the Goals tab.
You can edit goals (i.e. add new ones, delete them, adjust weights, etc.) until they are submitted for approval.
Answering evaluation questions
- The questions you are asked to answer in the initial phase can be found under the Questions for employees tab.
- Answering a question marked with an asterisk is mandatory.
- You can save your answers by clicking the Save draft answers button below the last answer.
- You can edit saved responses until they are submitted for approval.
Adding a comment to an evaluation
You can add a comment to your evaluation at any time in the Comments tab.
Submitting a completed evaluation for approval
When you are satisfied with your initial evaluation, submit it using the Send to supervisor button.
When sending, it is checked whether the sum of the goal weights is equal to 100% and whether all mandatory questions are answered.
If any part is not filled in, the system will notify you of the deficiency and mark the missing part with an exclamation mark icon on the relevant tab.
After being submitted for approval, the evaluation is in the Initial stage, with a status of In progress by manager.
