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 three vertical dots 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 three vertical dots 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.

Evaluation Template Features

Once you’ve created an evaluation document for an appraisee, you can continue editing the template, message the appraisee, score domains and dimensions, summarize observations, and explore the following template features:

• Print
• Let Staff View
• Show/Hide Framework Data
• Show/Hide Scripted Comments
• Delete

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 you to confirm that you want to delete the template. You cannot undo deleting a document.

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.