Evaluation - the manager responds and the employee does not see it
Updated
by
Dana
A scenario in which an employee is evaluated by their manager and cannot see the evaluation.
1. Template settings
On the Question form, fill in the required fields. In the Who is answering field, select Manager and leave the Visible to employee checkbox empty.
For detailed information on how to create a new template, see the article Creating a new template.
2. Evaluation process
The manager who is supposed to complete an employee evaluation will receive a notification at their email address containing a link that will redirect them to the evaluation page.
At the same time, a request for the manager to complete the evaluation is automatically created. Clicking the Detail button opens the request details. If they click the Evaluations button in the request details, they will be automatically redirected to the evaluations page.
The Employee Questions tab remains empty in this case.
On the Questions for the Manager tab, they answer the questions. If they click the Save In-Progress Answers button, they can return to the evaluation at any time and edit or add to it. The employee to whom the evaluation applies does not see these questions or the answers to them, which is indicated by the crossed-out eye icon next to each question.
On the Comments tab, they can add a comment or add a top comment, meaning it will always appear first.
On the History tab, the system automatically records all actions related to the given evaluation.
After completing the entire evaluation, the manager clicks the Approve button, and a warning appears that still needs to be confirmed. The evaluation is in the Closed phase and in the Completed status.
