Creating an Evaluation Document

Before you can create an evaluation document, the following must be assigned to the Appraisee:

• A formal Appraiser 
• An Appraisee type

Quick Guide:

1. Select Appraisees under Appraisal from the navigation menu. 
2. Click the vertical ellipses on the desired Appraisee’s card to open the pop-up window. 
3. Select New Evaluation.
4. Select the pencil icon to open and edit an evaluation document. 
5. Click Create when ready.

Illustrated Guide:

Step 1: Select Appraisees under Appraisal from the navigation menu. 

Step 2: Click the vertical ellipses on the desired Appraisee’s card to open the pop-up window. 

Step 3: Select New Evaluation.

Step 4: Select the pencil icon to open and edit an evaluation document. 

Step 5: Click Create when ready.

Explore the Evaluation Template Options

The Print icon creates a PDF version of the evaluation document.

The Let Staff View icon opens the evaluation document for the Appraisee to view and activates the electronic signature option. 

The Show/Hide Framework Data icon is only available in a Summative document. Select the button to show or hide the summary panel.

The Show/Hide Scripted Comments icon provides a secure space for an Appraiser’s notes. Notes in Scripted Comments are only viewable to the Appraiser. Comments are not visible to Appraisees.

The Delete icon opens a pop-up window requiring confirmation before deleting a document. Deleting a document cannot be undone. 

All evaluation forms have a Messages area for communication between the Appraisee and Appraiser. Messages are tracked with a time and date stamp within the evaluation form.