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Review evaluation

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If the "Generate review automatically" option is not enabled in the Configurations arrowrgray Review section in the cycle data of the evaluation plan execution, after all the appraisers of the plan perform the evaluations under their responsibility for a certain employee, the system will generate the review evaluation for the leader.

 

To perform the review evaluation through the "Execution" menu, in the list of records, locate and select the evaluation plan grouper and the "Review" appraiser type. Then, select all employees from an evaluation plan/appraiser type, specific employees of the same evaluation plan/appraiser type or a single employee.

 

Once done, click on the edit button on the toolbar. At this point, the evaluation screen will be opened, depending on whether only one or multiple employees have been selected.

 

During this evaluation, the evaluated user (employee) and the appraiser must discuss and reach an agreement on the proficiency levels in each competence and select the agreed level in the corresponding column. The way to attribute proficiency levels to the competences has been described in detail in the Evaluation execution section.

 

To help with this operation, on the Details panel, the system will display a comparative chart between the resulting scores from the evaluations carried out (self-evaluation, peers, subordinates and leader) and the review evaluation. If the "View mapped proficiency level in competence evaluation" option is enabled in the Configurations arrowrgray View settings section of the execution cycle data of the evaluation plan, the system will also display, a line indicating whether the scores of the employee evaluations have reached the mapped proficiency level.

 

If the evaluation is being performed for one employee only, it is possible to use the Competences radar option on the toolbar to view a radar chart that allows comparing the mapped competence level with the results of the evaluation related to the employee being evaluated.

 

The following operations may also be performed:

 

hmtoggle_arrow1Defining an individual development plan (IDP)
hmtoggle_arrow1Giving feedback to the employee
hmtoggle_arrow1Viewing the performance result

 

During the manual review evaluation, it is also possible to view the answers of the career and succession evaluation, answer a complementary survey, view the data of the indicators associated with the employee, attach files and generate reports, according to the configurations performed in the evaluation plan cycle. The way to access these options will depend on whether only one or multiple employees have been selected.

 

After performing the review, click on the Save and next step button. The system will ask whether you wish to send the evaluation to the next step:

If the "Allow development plan drafting" option is enabled in the plan execution cycle data and a development plan has not been defined to the employee, the system will issue a warning about it and request a confirmation. Click on "Save only" to save the record and return to the evaluation data screen to create the development plan. Click on "Yes" to generate the Development plan drafting task for those who are responsible for it and send the review evaluation to the next step.

If the "Allow feedback from employee" option is enabled in the plan execution cycle data and the feedback has not been performed, the system will issue a warning about it and request a confirmation. Click on "Save only" to save the record and return to the evaluation data screen to enter the feedback. Click on "Yes" to generate the Employee feedback task for those who are responsible for it and send the review evaluation to the next step.

If the plan has no to-do tasks, it will request the evaluation closure confirmation. Click on "Save only" to save the record and keep the evaluation open. Click on "Confirm" to close the review evaluation. Thus, the employee profile will be updated, and if the "Generate evaluation result acknowledgment task" option is enabled, it will generate the Evaluation result acknowledgment task for the evaluated employees and the leader. If the "Release result only after feedback" option is enabled, the system will close the evaluation, but the task will only be generated and the employee profile will only be updated after the closure of the employee's feedback procedure. If a date was defined for releasing the evaluation result, the system will close the evaluation, but the task will only be generated and the employee profile will only be updated when said date is reached.

If there are any other impediments or the user fails to perform a step, the system will issue a message informing of the error or asking for the user's confirmation to send the evaluation to the next step.

 

This operation may be performed through the "Finish" button of the details panel or through the next button on the main screen.

If the "Allow finishing the evaluation plan automatically when finishing all the evaluations" option is enabled in the Configurations arrowrgray General settings section of the execution cycle data of the evaluation plan, when finishing all the evaluations that belong to the plan, it will also be finished by the system. If this option is not enabled, the closure of the evaluation plan must be carried out manually, through the Execution arrowrgray Evaluation plan execution menu.