Three-phase evaluation

11 articles

Stages of the evaluation process

The evaluation process has 3 phases: Initial. Ongoing. Final. The activities in each phase are described in the following paragraphs. Initial phase. The initial phase starts automatically by creating…

Updated by Lucie Heroudkova

Employee completion of evaluation – Initial phase

After the initial phase begins, the employee completes the required sections of the evaluation form. These are mainly objectives and evaluation questions. Viewing the evaluation form and its contents…

Updated by Lucie Heroudkova

Manager approval of evaluation – Initial phase

If the worker has completed and submitted the evaluation for approval, the manager will receive an email notification and a request asking them to confirm their subordinate's evaluation. If the manag…

Updated by Lucie Heroudkova

Supplementing the evaluation by the employee – Initial phase

You submitted an evaluation for approval and your manager found discrepancies in it. That is why your manager asked you to revise the evaluation. You received an email notification that your review w…

Updated by Lucie Heroudkova

Ongoing evaluation by employee/manager – Ongoing phase

After the evaluation is approved by the manager, the ongoing phase begins. During this phase, both the employee and the manager: continuously record the percentage of achievement of set goals. answer…

Updated by Lucie Heroudkova

Goal correction – Ongoing phase

During the ongoing phase, there may be a need to redefine goals. For example, you may want to add or delete a goal, adjust goal weights, etc. In this case, a manager , administrator , or HR administr…

Updated by Lucie Heroudkova

The final phase and its start

In the final phase, the evaluation is completed and closed. The employee and manager are informed by email about the beginning of the final phase. The employee records the final goal completion perce…

Updated by Lucie Heroudkova

Completion of the evaluation by the worker - Final phase

After the final phase begins, you will receive an email notification and a request to complete the evaluation. Use the link in the email or the request to open your review. You can also view evaluati…

Updated by Lucie Heroudkova

Approval and closing of the evaluation by the manager – Final phase

If your subordinate has submitted an evaluation with revised goals for approval, you will receive an email notification and a request in the system asking you to confirm the evaluation. If there are…

Updated by Lucie Heroudkova

Phase closed

No edits can be made to the evaluation form at this stage. You can only: A nswer questions for the Closed phase. I nsert comments – permission is granted to the employee, manager, administrator and H…

Updated by Lucie Heroudkova

Importing goals

You can add goals to PINYA HR in bulk via data import. Goals are imported into already created evaluations for individual employees. Importing goals is only available to users with the Evaluations ma…

Updated by Dana