[New version] Manage employee evaluations

Main contents:

A. Create question template (Details)

B. Create evaluation session (Details)

C. Evaluation management (Details)

The Evaluation feature enables relevant departments to create content for evaluation periods within the company, allowing employees to perform self-assessments or managers to evaluate employees. Additionally, the evaluation process and results can be saved or exported as an Excel file from the system for convenient record-keeping and human resource management. 

A. Create a question template

For recurring assessments using the same set of questions, authorized accounts can create a question template for multiple evaluations by following these steps:

Steps: 
Company > Evaluation > Question template > Create question template > Fill in questions > New

Annotation:

Glossary	Explanation
Type	Types of questions that can be created include open-ended questions (constructed-response) and multiple-choice questions
Description	Type in the question content
Score	For questions requiring scoring or grading, separate score/grade options with a comma, e.g., 1, 2, 3, 4 or A, B, C, D Note: If the question does not require scoring or grading, enter 0, do not leave it blank
	Click to create the next question

B. Create evaluation session

To create an evaluation session, authorized accounts follow these steps:

Steps:
Company > Evaluation > Evaluation management > Evaluation session > Enter necessary information > New

Evaluation session creation steps:

Step 1: Create evaluation session configuration

Note:

Glossary	Explanation
Session name	Enter the evaluation session name for easy management and tracking
Evaluation session	Enter the evaluation period
Start time - End time	Time to complete the evaluation

Step 2: Create question template

Note:

• At this step, the evaluation session creator can either create a new set of questions or select an existing question set from Section A by clicking on the question template name.

Step 3: Add employees to the evaluation session

Note: 

• Tick to select the employees to be added to the evaluation session

• You can use filters by Employee ID or name, Position, and Division to find employees

• To load more employees, click 

   

Step 4: Create evaluation process (Create evaluation steps)

Glossary	Explanation
	Switch the button if employee self-assessment is required in this step
	Enter the evaluation step name
	Select the evaluator at this step, this option will only appear if the "Self evaluation" button is not switched
	Click to add more evaluation steps

C. Evaluation management

For created evaluation session, authorized accounts can do several management tasks on the "Evaluation management" screen:

1. Export the evaluation session file (including employee information in the evaluation session, evaluation steps, evaluation questions, and the assessment results for each employee)

Company > Evaluation > Evaluation management > Click on the icon

Template file summary when downloaded:

• Evaluation steps:

• Each employee's assessment:

2. Manage the evaluation progress

Company > Evaluation > Evaluation management > Click on the icon

3. View evaluation session details or delete the evaluation session

Company > Evaluation > Evaluation management > Click on the icon or