Evaluation plan

Click on the Select department button and in the Group by field, click on the corresponding option by which you wish to find the record: all, active, or inactive. In the panel below this field, in the displayed hierarchy, select the object you wish to use as a filter. After that, click on Apply. For more information, refer to the Search filters Filtering records through the type hierarchy section.

Evaluation plan: Select the evaluation plan you wish to search.

ID #: Enter the evaluation plan ID # you wish to search.

Name: Enter the evaluation plan name you wish to search.

Deadline: Expand the list and check the options corresponding to the possible execution status of the evaluation plan you wish to search. Use the other buttons on the side of the field to check all available options and clear the checked options.

Status: Expand the list and check the option corresponding to the possible status of the evaluation plan record you wish to search.

Responsible team: Select the responsible team for the evaluation plan you wish to search.

Last execution: Select the date range that covers the execution date of the last cycle of the evaluation plan you wish to search.

Next execution: Select the date range that cover the date of the next execution of the evaluation plan execution you wish to search.

Career and succession: Expand the list and check the options corresponding to the career and succession items that were evaluated through the evaluation plan you wish to search.

Competence type: Select the type that classifies the competence associated with the evaluation plan you wish to search.

Competence: Select the competence associated with the evaluation plan you wish to search.

ID #: Enter the competence ID # associated with the evaluation plan you wish to search.

Name: Enter the competence name associated with the evaluation plan you wish to search.

Learning method type: Select the type that classifies the learning method associated with the competence related to the evaluation plan you wish to search.

Learning method: Select the learning method associated with the competence related to the evaluation plan you wish to search.

Document: Select the document associated with the competence related to the evaluation plan you wish to search.

Click on the Add employee button and select the department, position and or employee associated with the evaluation plan you wish to search. After that, click on Apply.

User ID: Enter the employee ID # associated with the evaluation plan you wish to search.

Name: Enter the employee name associated with the evaluation plan you wish to search.

Position: Select the position exercised by the employee associated with the evaluation plan you wish to search. Use the other buttons on the side of the field to fill it with the logged user data or clear it.

Leader: Select the leader of the employee associated with the evaluation plan you wish to search.

User status: Expand the list and check the possible employee record status, associated with the evaluation plan you wish to search. Use the other buttons on the side of the field to check all available options and clear the checked options.

Department and position status: Expand the list and check the respective options to indicate if the employee, associated with the evaluation plan you wish to search, is fit or unfit to perform the position in the department to which it belongs.

Hire date: Select the date range that covers the hire date of the employee associated with the evaluation plan you wish to search.

Termination date: Select the date range that covers the termination date of the employee associated with the evaluation plan you wish to search.

Comments: Enter the comments referring to the employee associated with the evaluation plan you wish to search.

Use the fields in this filter to find the desired evaluation plan, through the position associated with it. To do that, select the desired position or enter its ID # and/or name.