---
title: "Setting Up the T-SCESS Evaluation Process for Counselors"
slug: "setting-up-the-t-scess-evaluation-process-for-counselors"
updated: 2026-02-03T17:58:48Z
published: 2025-11-07T20:08:25Z
---

> ## 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.

# Setting Up the T-SCESS Evaluation Process for Counselors

The Lone Star State School Counselor Association has published a framework for evaluating school counselors. This article contains information regarding the T-SCESS framework and evaluation templates and describes the steps to create a T-SCESS evaluation process in Strive.

Download the [PDF from the Lone Star State School Counselor Association](https://www.lonestarstateschoolcounselor.org/page-18446). Within **Strive**, locate the T-SCESS framework by accessing **Settings** > **Framework Setup**.

![framework setup.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30301210867351.png)

![List of locked framework names displayed in a user interface format.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/locked%20frameworks(1).png)

> [!NOTE]
> **Note:**This article walks you through setting up a template for evaluation. When you are ready to conduct an evaluation, see [Creating an Evaluation Document](/v1/docs/creating-an-evaluation-document) for staff.

## **Retiring Old Appraisee Types**

**Do not delete an appraisee type from your system.** Deleting an appraisee type also deletes all data connected to that appraisee type. Instead, if you have been using an appraisee type named “Counselors”, you can retire that appraisee type by renaming it. For example, because appraisee types appear in alphabetical order, adding “z_” to the beginning of the name moves it to the bottom of the list. (Example: z_Counselors_DO NOT USE)

If counselors were previously evaluated under a different appraisee type that included other employee groups, such as “School Staff”, perform the following steps to remove the counselor evaluation template from the evaluation process for the old appraisee type:

### **Quick Guide**

1. Go to**Settings**>**Evaluation Setup**>**Appraisee Types**.
2. From the **Appraisee Types** list, select the appraisee type you want to edit.
3. In the **Evaluation Process Template** section of the **Appraisee Type Options** tab, select the step and then the task that you want to edit.
4. In the **Select Evaluation Templates** section that appears below, clear the checkbox for each document that you no longer want to use in the evaluation process for this appraisee type.
5. Select **Save** to save your changes.

### Illustrated Guide

**Step 1:**Select **Settings** to access **Evaluation Setup**.

![settings evaluation setup.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30301212982551.png)

Then, under **Configuration Options**, select **Appraisee Types**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182905608727.png)

**Step 2:**From the **Appraisee Types** list, select the appraisee type you want to edit.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182905615639.png)

**Step 3:**In the **Evaluation Process Template** section of the **Appraisee Type Options** tab, select the step and then the task that you want to edit.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182905624599.png)

**Step 4:**In the **Select Evaluation Templates** section that appears below, clear the checkbox for each document you no longer want to use in the evaluation process for this appraisee type.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182936590359.png)

**Step 5:**Select **Save** to save your changes.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182905630871.png)

## **Gathering Templates From the Eduphoria Community**

If desired, you can import templates created by other Eduphorians to use in your evaluations.

##### **Recommended Templates**

| **Folder** | **Template Title** |
| --- | --- |
| Reflections | *T-SCESS Annual Administrative Conference |
| Reflections | *T-SCESS Annual Student Outcome Goal Plan |
| Reflections | *T-SCESS Counselor Self-Assessment |
| Reflections | *T-SCESS Mid-Year Goal Progress Self-Check |
| Observation | *T-SCESS MOY Evaluation |
| Evaluation | *T-SCESS Goals Attainment |
| Summative | *T-SCESS EOY Evaluation |

### Quick Guide

1. Go to**Settings**>**Evaluation Setup**>**Eduphoria Community**.
2. Select **Refresh documents** to ensure you have the most up-to-date options.
3. Expand the folders to select the desired template.
4. Review the template in the right pane. After confirming that this is the template you want to use, select**Import Template**.
5. Access your downloaded templates within their respective form types under **Settings** > **Form Management**.

### Illustrated Guide

**Step 1:**Select **Settings** to access **Evaluation Setup**.

![settings evaluation setup.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30301212982551.png)

Then, under **Configuration Options**, select **Eduphoria! Community**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182905634327.png)

**Step 2:** Click the **Refresh documents** button (circle of green arrows) to ensure you have the most up-to-date options.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182936598167.png)

**Step 3:**Select the desired template. Review the template in the right pane. After confirming that this is the template you want to use, select**Import Template**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182905642647.png)

> [!NOTE]
> **Note:**Framework settings and tags are already set for templates imported from the community.

**Step 4:**Access your downloaded templates within their respective form types under **Settings** > **Form Management**.

![form management.jpg](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30301845025175.png)

## **Creating a New Appraisee Type**

Appraisee Types refer to the different groups of staff members being evaluated. By creating Appraisee Types, you can tailor evaluation criteria, processes, and feedback mechanisms to suit specific roles and responsibilities. This customization helps ensure that evaluations are relevant and constructive to your school or district-wide goals.

### Quick Guide

1. Go to**Settings**>**Evaluation Setup**>**Appraisee Types**. Then, in the **Appraisee Type Options**section that appears in the menu, select **New Appraisee Type**.
2. In the **Appraisee Type Title** box, enter the job title or a group name for the staff members that you evaluate using the T-SCESS framework. (Example: T-SCESS Counselors)
3. Select **Next**.
4. Select **Finish** to close the wizard.

### Illustrated Guide

**Step 1:**Select **Settings** to access **Evaluation Setup**.

![settings evaluation setup.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30301212982551.png)

Under **Configuration Options**, select **Appraisee Types** to access the **Appraisee Type Options** section of the menu. Then, select **New Appraisee Type**. ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182936606615.png)

**Step 2:**In the **Appraisee Type Title** box, enter the job title or group name that best describes the staff members that you evaluate using the T-SCESS framework. For example, “School Counselors” is a common Appraisee Type for T-SCESS evaluations.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182936614935.png)

**Step 3:**Select **Next**to continue to the next step.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182936625559.png)

**Step 4:**Select **Finish** to close the wizard.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182936627991.png)

The new Appraisee Type appears in the Appraisee Types list. Continue this process for all Appraisee Types that are evaluated based on the T-SCESS framework.

## **Selecting the Framework and Setting Up the Evaluation Process**

Define the criteria and process for evaluating staff based on existing or imported templates.

##### **Recommended Templates**

| **Folder** | **Template Title** |
| --- | --- |
| Reflections | *T-SCESS Annual Administrative Conference |
| Reflections | *T-SCESS Annual Student Outcome Goal Plan |
| Reflections | *T-SCESS Counselor Self-Assessment |
| Reflections | *T-SCESS Mid-Year Goal Progress Self-Check |
| Observation | *T-SCESS MOY Evaluation |
| Evaluation | *T-SCESS Goals Attainment |
| Summative | *T-SCESS EOY Evaluation |

### Quick Guide

1. Go to**Settings**>**Evaluation Setup**>**Appraisee Types**.
2. Select an **Appraisee Type**.
3. From the**Select Framework**drop-down menu, choose **T-SCESS**.
4. Set up the evaluation process by creating and modifying steps and tasks in the **Evaluation Process Template**.
5. When you finish adding all steps and tasks, select **Save**.

### Illustrated Guide

**Step 1:**Select **Settings** to access **Evaluation Setup**.

![settings evaluation setup.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30301212982551.png)

Then, under **Configuration Options**, select **Appraisee Types**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182905608727.png)

**Step 2:**Select an **Appraisee Type**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182905678103.png) The Appraisee Type opens in the right pane with the Appraisee Type Options tab selected by default. The Title field auto-populates with the name assigned to the Appraisee Type upon creation, and an Icon is pre-selected. You can edit these settings if desired.

**Step 3:**From the**Select Framework**drop-down menu, choose **T-SCESS**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182905681815.png)

**Step 4:**Set up the evaluation process by creating and modifying steps and tasks in the **Evaluation Process Template**. To add an item to the **Evaluation Process Template**, select **New** and then select from the options.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182936640151.png)

To add a step, perform the following actions:

1. Select **New Step.**
2. Enter a **Title**.
3. Select **Update**. The step appears in the template.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182905694359.png)

To add a task, perform the following actions:

1. Select **New Task**.
2. Enter a **Title**.
3. From the **Task Type**drop-down menu, select either **Document**or **Professional Goal**. The Student Growth Goal task type is only used for T-TESS evaluation processes.
4. Select a **Due Date**.
5. If documents are required, select the **Required**checkbox and enter the **Number of required documents** in the box.
6. Select the template that best matches the task.
7. Select **Update** after each selection.

> [!TIP]
> **Tip:**If you want the document to appear on the **Overview** page, mark it as required and include a due date to help track completion.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182905698455.png)

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182936657431.png)

The list below shows tasks and the associated template.

| **Evaluation Process Template** | **Evaluation Template** | **Evaluation Document** |
| --- | --- | --- |
| Counselor Self-Assessment | Reflections | *T-SCESS Counselor Self-Assessment |
| Annual Student Outcome Goal Plan | Reflections | *T-SCESS Annual Student Outcome Goal Plan |
| Annual Administrative Conference | Reflections | *T-SCESS Annual Administrative Conference |
| MOY Counselor Self-Evaluation | Reflections | *T-SCESS Counselor Self-Assessment |
| MOY Counselor Evaluation | Observation | *T-SCESS MOY Evaluation |
| MOY Goals Progress Self-Check | Reflections | *T-SCESS Mid-Year Goal Progress Self-Check |
| EOY Goals Attainment | Evaluation | *T-SCESS Goals Attainment |
| EOY Counselor Evaluation | Summative | *T-SCESS EOY Evaluation |

**Step 5:**When you finish adding all steps and tasks, select **Save**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29182936661911.png)

> [!NOTE]
> **Note:**After setting up the evaluation process, assign the T-SCESS framework to the appropriate appraisees. For more information about this process, see [Selecting Your Appraisees](/v1/docs/selecting-your-staff).