Finishing the evaluation preparation

1.

In the list of records of the main screen, locate and select the evaluation plan grouper and the desired appraiser type.

2.

Select all employees from an evaluation plan/appraiser type, specific employees of the same evaluation plan/appraiser type, or a single employee whose evaluation you wish to close.

3.

After that, click on the button on the toolbar.

4.

At this point, the system will ask whether you wish to finish the evaluation preparation. Click on the desired option:

OK: The preparation will be finished, and the evaluation will be available for execution by the due responsible parties, through the Execution Evaluation execution menu.

Cancel: The evaluation will remain pending under the Preparation status. In this case, it is possible to finish its preparation either through the Save and next step button on the data screen toolbar, or through the Evaluation preparation task.