Creating an Evaluation Document

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

• A formal evaluator
• An Appraisee Type

Quick Guide

1. Select Staff from the navigation menu. 
2. Click the three vertical dots on the desired staff member’s card to access additional options. 
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 Staff from the navigation menu. 

Step 2: Click the three vertical dots on the desired staff member’s card to access additional options. 

Step 3: Select New Evaluation.

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

Step 5: Select Create when ready.

Evaluation Template Features

Once you’ve created an evaluation document for a staff member, you can continue to edit the template, message the staff member, 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 staff member to view and activates the electronic signature option. 

The Show/Hide Framework Data icon is only available in a Summative document and allows you to show or hide the Summative Panel that appears on the right side of the screen. The Summative Panel displays the evaluation history for the year. Selecting a dimension allows you to view any recorded evidence or comments for the selected dimension. You can also copy and paste or drag and drop items into the summative document to support the summative rating. Select the button to show or hide the Summative Panel.

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

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 staff members and evaluators. Messages are tracked with a time and date stamp within the evaluation form.