Creating a new assessment
To create a new employee evaluation, click the Add evaluation button.
A form for adding an evaluation will appear in the panel on the right, which you should fill out according to the following points:
All information in this form is mandatory and must be completed.
- Evaluation template -Select the assessment template you want to use.
- Title - automatically pre-filled according to the selected template. You can edit the evaluation name as needed.
- The start of the evaluation period and the End of the evaluation period -these two dates determine the period over which the evaluation is conducted.
- Start date of the Final Phase - only displayed if the selected template contains an assessment that is three-phase .
The final phase can also be started manually outside the specified date, see The final phase and its start.
- Employee preselection - use to pre-filter employees. It works the same as targeting in other parts of the system. You can filter by job titles, companies, groups, etc. You can combine criteria.
- Who should receive the evaluation? - here you specify for which specific employees the evaluation will be created. You can use all pre-filtered ones or narrow down their selection further.
- Save using the Add evaluation button.
Saving for a three-phase assessment automatically begins the Initial phase of the assessment process.
The newly created evaluation appears among the others in the Employees evaluations report.
