Evaluation - only the employee answers

Updated by Dana

A scenario where an employee evaluates themselves.

1. Template settings

Only questions for employees are added in the template.

For detailed information on how to create a new template, see the article Creating a new template.

2. Evaluation process

  1. The employee to whom the rating has been added will receive a notification to their email address containing a link that will redirect them to the rating page.

To create a new employee rating, see the article Creating a new evaluation.

  1. Here, on the Questions for employee tab, they will answer the questions. If they click the Save draft answers button, they can return to the assessment at any time and edit or complete it. The assessment is in the Opened phase and in the In progress by employee status.

  1. The Questions for manager tab remains empty in this case.
  2. On the Comments tab, the employee can add a comment to the evaluation.

  1. On the History tab, the system automatically records all actions related to the given assessment.

  1. Once the employee has completed the entire questionnaire, they click the Send to superior button. A notification will appear that must be confirmed.
  2. The review phase is still Opened, but the status has changed to In progress by manager.
  3. The supervisor will receive an email notification containing a link that will redirect them to the evaluation page.

  1. Here, on the Employee Questions tab, the supervisor can see how the employee responded.
  2. On the Comments tab, you can add a comment or add a top comment, i.e. it will always appear first - see the Top comment article.

  1. The supervisor has a choice of 2 options:
    1. Send
    2. Return to add

a) Send

If the supervisor clicks the Send button, a notification will appear that must be confirmed. The employee will receive an email notification that their evaluation has been approved. The evaluation is in the Closed phase and in the Completed status.

b) Return the assessment for additions

If the supervisor clicks the Return for rework button, a window will appear with the option to comment on why the rework is necessary.

The evaluation is still in the Opened phase, but the status has changed to Returned to rework. The employee receives a notification that the supervisor is returning the evaluation for completion.

After the employee completes the necessary information, he/she resends the evaluation to the supervisor. The supervisor receives a notification again. And if everything is in order, he/she approves the evaluation. The evaluation is in the Closed phase and in the Completed status.

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