Evaluation - employee and supervisor answer concurrently
Description of a scenario where both the employee and the supervisor respond in parallel.
1. Template settings
Questions for both the employee and the manager are added to the template.
On the Basic evaluation settings tab, the Concurrent answering switch must be active.
For detailed information on how to create a new template, see the article Creating a new template.
2. Evaluation process
- Both the employee and their supervisor will receive an email notification containing a link that will redirect them to the evaluation page. At the same time, a request to complete the evaluation will be automatically created for both of them.
- Both the employee and their supervisor can answer questions at the same time (each on their own card).
- Both can add a comment to the review on the Comments tab. The supervisor can also add a top comment, which will always appear first - see the Top comment article.
- Both see records on the History tab that are automatically recorded there by the system.
- After answering the questions, both must click the Submit button, which will send the questionnaire. When both submit the completed assessment, its stage will change from Open to Closed and its status from Incomplete to Completed.
