---
title: "Designing the Evaluation Process for Appraisee Types"
slug: "designing-the-evaluation-process-for-appraisee-types"
updated: 2025-11-07T20:55:53Z
published: 2025-11-07T20:55:53Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Designing the Evaluation Process for Appraisee Types

You can create an evaluation process for each Appraisee Type and attach it to specified evaluation templates, the number of required submissions, and the due dates for each task. Only users with the **Appraisal Administrator** role can create this process.

Scroll to the end of this article to see examples of the evaluation process.

> [!NOTE]
> **Note:** Eduphoria provides locked templates that help ensure data fidelity and simplify the process of using templates for the Eduphoria community. The current templates include T-TESS Alt D1, T-TESS v2, T-PESS v2, and T-SCESS. You can find information about updating to the new locked frameworks at [Setting up the T-TESS v2 Evaluation Process](/v1/docs/setting-up-the-t-tess-v2-evaluation-process), [Setting up the T-TESS ALT D1 Evaluation Process](/v1/docs/setting-up-the-t-tess-alt-d1-evaluation-process), and [Setting up the T-PESS Process](/v1/docs/setting-up-the-t-pess-evaluation-process). You will only need to create frameworks for any other processes you have that use multiple elements over time for comparison.

## **Creating and Editing an Evaluation Process**

**Step 1:** Select **Settings** from the main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181117531415.png)

**Step 2:**Select **Evaluation Setup**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181117535255.png)

**Step 3:**On the Evaluation Setup screen, select **Appraisee Types** and then choose the **Appraisee Type** you want to edit or select **New Appraisee Type** to add a new one.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181132295959.png)

**Step 4:** From the **Framework**drop-down menu, select a framework to use with the Appraisee Type. If you do not want to select a framework, leave the default option: **--Select--**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181132298647.png)

If you used a specific **Appraisee Type** in the past, you will see an evaluation process step called **Default Step** in the list that includes a **Default Task**with previously used documents.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181117544087.png)

If you create a new **Appraisee Type** for your district, the evaluation process will be blank.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181117548695.png)

#### **Terminology**

- **Steps** are groupings of tasks. When you create a step, the title of the step appears in the Evaluation tab, indicating the header for a group of tasks.
- **Tasks** are specific items connected to documents or enhanced goal setting. They can have a set required submission number and due dates attached to them.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181117551767.png)

**Step 5:** To make changes to the process, click **New** and select **New Step**.

**Step 6:** Give the step a name, and click **Update**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181132321431.png)

**Step 7:** While the step is highlighted, click **New** and select **New Task**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181132326679.png)

**Step 8:** When the **Process Task**appears, you can:

1. Change the task **Title**.
2. Select the **Task Type**from the options provided:
  - Document
  - Professional Goal
  - Student Growth Goal
3. If **Document**is your selected **Task Type**, select the **Evaluation Templates**.
4. Set a **Due Date** for the task.
5. Enter **Requirements**, if applicable.
6. Click **Update**.

> [!NOTE]
> **Note:** Setting due dates for tasks populates data for Strive’s [Overview](/v1/docs/overview) and [Activity Tracker](/v1/docs/activity-tracker). If due dates are not set, evaluators cannot monitor a staff member's progress with these tools.

In addition to **Documents**, you can also create a **Task** for creating **Professional Goals** and **Student Growth Goals**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181117559575.png)

**Step 9:** Continue to add **Steps** and **Tasks** until you have your process outlined.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181117564183.png)

**Step 10:** Click **Save**.

**Step 11:** Click **Update Existing Process Instances** when you are ready to push out changes to all users.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181117568663.png)

If you edit an existing **Appraisee Type** and need to remove **Default** steps or other steps and tasks, select the item and click the **X icon** in the menu bar for the **Evaluation Process**. After deleting items, **Save** and **Update Existing Process Instances**.

> [!NOTE]
> **Note:** In addition to creating or editing an Appraisee Type, users can [establish customized weighted scoring](/v1/docs/applying-weighted-scoring-using-the-custom-tia-export) in the **Scoring** tab and by using the **Custom TIA Export**.

## **Evaluation Process Examples**

After completing the setup process for Appraisee Types, your evaluation process could look like any of the following examples.

Veteran TeacherLibrarianT-PESS Principal Version 1T-PESS Principal Version 2

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181117574551.png)

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181117580439.png)

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181117583127.png)

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29181132358039.png)