Closing an evaluation

After performing the evaluation under their responsibility, the appraiser must save it and send it to the next configured step. See how to perform this operation for the following evaluation types:

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

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 perform.

After that, click on More on the toolbar.

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

▪Cancel: The evaluation will remain pending for closure. The operation closure may also be performed through the Save and next step button on the data screen toolbar, the "Finish" button on the details panel of the competence/evaluation item, or the Evaluation execution task.

▪OK: The evaluation related to this appraiser type will be closed. If in the evaluation plan cycle that is being executed, the competence evaluation type is "Evaluate mapped competence" and the "Allow concluding competence evaluation without evaluating all items" option is enabled, the evaluation may be finished without all competences/items being evaluated. However, if the "Require the evaluation of competences mapped as required" option is enabled, it will be necessary to evaluate all the required competences to finish the evaluation successfully. If the "Allow concluding competence evaluation without evaluating all items" option is not enabled, it is necessary to evaluate all the items/competences to finish the evaluation successfully.

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.

After all the appraisers of the plan execute the evaluations under their responsibility for a specific employee, the review evaluation will be generated. It may be:

Automatic

If the "Generate review automatically" option is enabled in the Configurations Review section in the cycle data of the evaluation plan execution, the system will perform the review and release the evaluation result. Thus, the employee profile will be updated, and if the "Generate evaluation result acknowledgment task" option is enabled, the Evaluation result acknowledgment task will be generated for the evaluated employees and the leader.

If the "Release result only after feedback" option is enabled, the system will generate the review, 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 generate the review, but the task will only be generated and the employee profile will only be updated when said date is reached.

Refer to the Result calculation section for a detailed description on how the automatic review is calculated.

Manual

If the automatic review is enabled on the evaluation plan data screen, the system will generate the review evaluation for the leader to perform this operation. To do that, refer to the Review evaluation section for more information on how to perform this evaluation.

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

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 perform.

After that, click on More on the toolbar.

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

Cancel: The evaluation will remain pending for closure. The operation closure may also be performed through the Save and next step button on the data screen toolbar, the "Finish" button on the details panel of the competence/evaluation item, or the Evaluation execution task.

OK: The following situations may occur:

▪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 "Cancel" to return to the evaluation data screen to create the development plan. Click on "OK" 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 "Cancel" to save the record and return to the evaluation data screen to enter the feedback. Click on "OK" 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 does not have any to-do tasks, the employee profile will be updated, and if the "Generate evaluation result acknowledgment task" option is enabled, the Evaluation result acknowledgment task will be generated 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.