This section will describe how to add an evaluation plan cycle both in the Planning and Execution steps. The differences between the two steps will also be informed in this section.

In the list of records on the second quadrant of the main screen, select the desired evaluation plan.

Click on the

button on the side toolbar of the third quadrant to add a new cycle to the plan. If the plan already has a cycle under planning, click on the

button to edit it.

At this point, the data screen will be opened. Note that most fields will be filled out with the information and configurations set when creating the evaluation plan, and some of this information will be available for editing in the following sections:

Note: To add a cycle to an evaluation plan, it is necessary to fill out the required fields in the General data and Configurations sections. After saving the data for the first time, the other sections will be available to be filled out.

This section displays the ID #, the name and the number of the evaluation plan cycle. It is possible to enter a description for the cycle and fill out the following fields:

Planning1
Start	Select the planned date for the start of the evaluation plan cycle.
End	Select the planned date for the end of the evaluation plan cycle.
Responsible team for planning	Displays the team responsible for the evaluation plan, and said team can be edited. In that case, select the responsible team for planning the evaluation plan cycle. Use the other buttons next to the field to add a new team and set it as the responsible team and clear the field.

1 - This section will only be available for editing if the cycle is being added to the "Planning" step.

Execution
Start2	Displays the date in which the cycle is being added and it can be edited. In that case, select the actual start date of the cycle execution. It will be possible to select a date later than the current date.
End2	This field must only be filled out during the closure of the cycle execution.
Responsible team for execution	Displays the responsible team for the evaluation plan and may be edited. In that case, select the responsible team for executing the evaluation plan cycle. Use the other buttons next to the field to add a new team and set it as the responsible team and clear the field.

2 - These fields will only be available for editing if the cycle is being added to the "Execution" step.

This section will display all employees that will go through evaluation added to the Applicability section of the evaluation plan. If applicabilities of the "Department", "Position", "Department + Position", "Team", "Process" and "Process activity" (with multiple executors) types were added to the evaluation plan, the system will display, in the list, the users that make up these applicabilities.

On the side toolbar, the following buttons are available:

	Click on this button to associate the employees that should be evaluated through this cycle. See further details about this operation in the Associate employees topic below.
	Click on this button to disassociate the user selected in the listing from the cycle.
	Click on this button to view the employee profile of a user selected in the list of records. Refer to the documentation of the SE Administration component for a detailed description of the screen that will be opened.

Associate employees

To associate the employees that will be evaluated in the cycle, click on the button on the side toolbar and perform the following steps on the selection screen that will be opened:

Use the search filters to easily locate the employees through specific information: their data, team, organizational unit to which they belong and/or the position they hold. After filling out the desired filters, press ENTER on the keyboard.

Depending on the selected access type and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select the desired users. Hold the SHIFT or CTRL keys on the keyboard or check next to each record to select more than one employee at a time.

After performing the desired selections, click on the Save button at the bottom of the screen.

The following subsections are available:

Evaluation type

Competence

Define which competences will be evaluated through the plan:

Evaluate mapped competence
Click on this option to evaluate the competences mapped for the employees associated with the plan. To do that, the following options are available:
Mapping type	▪Organizational: Enable this option so that the competences mapped for the organization can be evaluated. If this option is not enabled, the organizational competences will not be evaluated. ▪Default department/position only: Enable this option in order for the system to evaluate the mapped competences of the user's default department/position only. If this option is not enabled, the system will evaluate the mapped competences of all departments/positions related to the user. ▪Per process: Enable this option so that the competences mapped for processes/activities can be evaluated. In this case, after saving the record for the first time, click on the "+ Process" button to associate the desired process/activity. If this option is not enabled, the competences per process will not be evaluated. In order for this feature to function properly, it is necessary for SE Process to be part of the solutions acquired by your organization.
Requirement	Required: Enable this option for the competences mapped as required for the employees to be evaluated. If this option is not enabled, the required competences will not be evaluated. Desirable: Enable this option for the competences mapped as desirable for the employees to be evaluated. If this option is not enabled, the required competences will not be evaluated.

Evaluate specific competence

Click on this option to evaluate specific competences in the employees associated with the plan.

To do that, after saving the record for the first time, click on the "+ Competence" button and, on the screen that opens, find and select the desired competences, then save the selection.

The selected competences will be displayed in a listing below. Use the buttons displayed next to each competence to edit its sequence, disassociate it from the plan, view its data and move its sequence up or down in the listing.

Goal

Set which goals will be evaluated. To do that, click on the "+ Goal plan execution" button. On the screen that opens, find and select the goal plans under execution whose goals you wish to evaluate. Save the selection.

Note: So that it is possible to evaluate goals, the "Allow goal evaluation" option must be checked on the goal plan data screen.

Appraiser type

Define who will evaluate the employees associated with the plan. To do that, the following columns are available:

Column	Description
Evaluation	Enable the option that corresponds to the type of evaluation the employees associated with the plan will go through: ▪Self-assessment; ▪Leader; ▪Subordinates; ▪Peers (Users with the same leader and/or department and position, according to the definitions performed in the SE Administration component); ▪Review (this option is displayed as enabled by default). The plan employees will not go through the evaluations that are not enabled.
Quantity	The fields in this column will only be enabled for "Subordinates" and "Peers" evaluations. In that case, enter the number of subordinates and peers who will perform the evaluation of employees that are associated with to the plan.
Weight in review	The fields in this column will only be enabled if the "Use specific weight per evaluation type" option is enabled in the Review section. Enter the weight each evaluation type will have to generate the competence evaluation review.
Goal	Click on the "Allow goal evaluation" option to set the type of evaluator responsible for evaluating the goals added through the goal plan selected earlier.
Survey template	Select the survey template that will help the appraiser perform the enabled evaluation. Use the other buttons next to each field to add a new survey template, edit the data of the selected template, and clear the field. In order for this feature to function properly, it is necessary for the SE Survey component to be part of the solutions acquired by your organization.
Related training	Enable the "Allow viewing the evaluated person's qualifications" option for the appraisers, in the corresponding evaluations, to be able to view the qualifications the employees associated with the plan participate in, referring to the competences that will be evaluated.

Career and succession

This section will only be available if the leader evaluation is enabled in the "Appraiser type" section. Enable the options that correspond to items related to the career and succession that the leader must mandatorily evaluate in the employee. The items that are not enabled will not be evaluated:

Evaluation	Description
Potential	Allows evaluating the potential for growth of the employee in the organization.
Promotability	Allows evaluating the departments/positions employee may exercise in a given period.
Risk of loss	Allows evaluating the probability of the employee leaving the organization.
Impact of loss	Allows evaluating that impact the leaving of the employee will have in the organization.
Reason for leaving	Allows evaluating the reasons why the employee could leave the organization.

Review

Option	Enabled	Disabled
Use specific weight per evaluation type	When generating the automatic review, the system will take into consideration the value entered in the "Weight in review" column in the "Appraiser type" section.	In this case, the system will consider the weight of 1 to all appraisers.
Generate review automatically	After all configured competence evaluations are performed, the system will calculate and generate a review automatically and update the profile of the evaluated employee.	The review evaluation will be generated for the leader of the employee through the Executions Evaluation execution menu.

Result	Enabled	Disabled
Generate evaluation result acknowledgment task	When the review is performed, the Evaluation result acknowledgment task will be generated for the evaluated employees. If the "Generate review automatically" option is enabled, when the system generates the reviews, the evaluated employee leader will receive the Evaluation result acknowledgment task.	The "Evaluation result acknowledgment" task will not be generated, that is, the employee profile will be updated with the evaluation result.
Release result only after feedback	The evaluation result will only be generated by the system after the employee feedback procedure ends. This option will only be available if the "Allow feedback from employee" option is enabled in the Feedback section.	The evaluation result will be released after the review or a defined date (if any).
Set date for evaluation result release	The evaluation result will only be released by the system on a specific date. This date is defined when adding the evaluation plan. If the "Release result only after feedback" option is enabled, but the employee feedback procedure has not been closed, the system will still generate the evaluation result.	The result will be available for the employee as soon as the review is closed.

Performance	Enabled	Disabled
Use review evaluation as performance result for the employee	The performance evaluation result will also be the employee performance result.	In addition to not using the review evaluation as performance result, the employee will not be displayed in the Performance X potential matrix and the employee profile will not display the information regarding their performance.

Feedback

Use this section to define if it will be possible to send a feedback to the employee regarding the evaluations performed. To do that, the following options are available:

Option

Enabled

Disabled

Allow giving feedback to the employee

The leader or the responsible for the employee will be able to send them feedback. Feedback may be entered during the leader evaluation (if the leader is also responsible for feedback), through the review evaluation or through the Employee feedback task.

It will not be possible to send feedback to the employee in the review evaluation and the "Employee feedback" task will not be generated.

Requires feedback confirmation

After the leader/responsible enters the feedback, the employee to which it was entered will receive the Employee feedback confirmation task.

In the Maximum number of procedures field, enter the number of times the feedback procedure may be performed. Each action (feedback input by the leader/responsible, acceptance/rejection by the employee, return of the feedback to the employee etc.) will be considered 1 (one) procedure.

The employee only receives the feedback, without the possibility of accepting or rejecting.

Development plan

Option

Enabled

Disabled

Allow development plan drafting

It will be possible to create development plans from the competence evaluation based on the evaluation plan. The following fields will be enabled in the Default category section:

▪Development plan: Select the category that, by default, will classify the IDP (action plan) created for the evaluated employees.

▪Allow changing the default category: Enable this option so that, when creating the IDP, it is possible to change the default category for another one. If this option is not enabled, it will not be possible to edit the category of the development plan.

It will not be possible to create development plans from the competence evaluation based on the evaluation plan.

Round off

Parameterize how the calculation of the score of the competence that contains evaluation items will be performed:

Option
Proficiency level	Select the Lower level or Upper level option to round off the competence score down or up, respectively.
Score	Select the Actual score or Level score option for the system to consider the actual score obtained in the evaluation or the level score in which the competence was classified.

General settings

Option	Enabled	Disabled
Requires competence evaluation preparation	The evaluation plan will go through the preparation step before it is executed.	The evaluation plan will not go through the evaluation step before its execution.
Allow concluding competence evaluation without evaluating all items	It will be possible to finish the evaluation before all competences are evaluated. This option will only be available if the evaluation type is "Evaluate mapped competence".	It will be required to evaluate all competences.
Require the evaluation of competences mapped as required	It will not be possible to finish the evaluation without evaluating the required competences. In that case, if the desirable competences are not evaluated, the evaluation may be finished. This option will only be available if the "Allow concluding competence evaluation without evaluating all items" option is enabled.	It will not be necessary to evaluate all required competences to finish the evaluation.
Require the justification of competences evaluated below the mapped level	It will be mandatory to enter an explanation when the appraiser attributes a proficiency level below the mapped level for the employee.	The appraiser will not be required to explain the assignment of a proficiency level below mapped to the employee.
Automatically close the execution of the evaluation plan by finishing all evaluations	When all the competence evaluations of the employees associated with the plan are finished, the system will also finish the evaluation plan execution.	The party responsible for the evaluation plan must finish its execution manually.

View settings

Option	Enabled	Disabled
View mapped proficiency level in competence evaluation	The evaluation data screen will display the proficiency level mapped for the employee.	The proficiency level mapped for the employee will not be displayed in the evaluation screen.
Display the competence or evaluation item weight in the competence evaluation	The evaluation data screen will display the weight of the competence/evaluation item.	The weight of the competence/evaluation item will not be displayed in the evaluation screen.
Display the proficiency level score in the competence evaluation	The evaluation data screen will display the proficiency level score.	The proficiency level score will not be displayed in the evaluation screen.
Display the performance level in the competence evaluation	The evaluation data screen will display the employee performance level.	The employee performance level will not be displayed in the evaluation screen.

Verification method	Enabled	Disabled
Display the [Verification Method] field in the competence evaluation	The competence evaluation data screen will display the Verification method field.	The "Verification method" field will not be displayed in the evaluation screen.
Mandatory to fill out the [Verification Method] field in the competence evaluation	The appraiser will be required to enter the verification method used to evaluate each competence. This field will only be displayed if the "Display the [Verification Method] field in the competence evaluation" option is enabled.	The appraiser will not be required to fill out the "Verification method" field.

After setting all the necessary configurations, save the record. On the toolbar, the Generate evaluations option will be displayed. See how to perform this operation in the Generating evaluations section.

Adding an evaluation plan cycle