Evaluation & Careers
Run evaluation and career cycles: configure scales, manage cycle users and peers, track touchpoints, score performance, and analyze results with dashboards and reports.
18 articles
- Evaluation & Performance Module Overview (current version)Evaluation & Careers is where administrators set up careers and scales, run evaluation cycles and touchpoints, follow each user's evaluation and export reports. This overview is for the current version…
- Managing Job Category Skill ScalesSet the skill scale used for each job category on each skill of a career. This defines how the same skill is rated for different job categories.
- How to use eligibility items in evaluation cyclesEligibility items are extra items reviewed as part of each user's evaluation, for example criteria used to decide access to rewards or benefits. You create them in Career Settings and…
- Evaluation Cycles: Create and Configure a CycleCreate a new evaluation cycle from the Evaluation Cycles page and define its name, dates, weights, rules and access. When you create it, you can also make it a 360…
- Feedback 360 CyclesA Feedback 360 cycle collects ratings on the skills of one selected skillset instead of producing one overall score. You choose the skillset when you create the cycle.
- Smart Goals - Module OverviewIndividual or Team Goals help monitoring performance.
- Goals and Individual Development Plans in Evaluation CyclesAdd goals and Individual Development Plans (IDPs) to an evaluation cycle from the cycle page, or to a touchpoint period from the period page. You can create items one by…
- Importing Goals and IDPsImport goals or IDPs in bulk from an Excel file, into an evaluation cycle or a touchpoint period. After the import, review the results window.
- Managing Cycle Users and Delegated ManagersDelegate a user's evaluation responsibilities to another manager, or change the user's career and job category within an evaluation cycle. Export the evaluation results first, because changing the career or…
- Managing Evaluation PeersIn 360 cycles, assign peers to a user so they can evaluate that user's skills. You can add peers, choose a peer type, review the current peers, and remove peers.
- Evaluation Actions: Open/Close Self, Manager, Future and Final Score SharingChange the stage of a user's evaluation from the user evaluation page: open or close the self, manager and future steps, force a manager score, and set and share the…
- Manager Qualitative Score (Forced Score)Force a manager qualitative score on an evaluation when the result must reflect a manager decision instead of the calculated score. Leave it empty to keep the score calculated from…
- Touchpoints and Year Evaluation Cycles: OverviewTouchpoints are periodic check-ins in which employees and managers review goals and individual development plans. Admins follow each employee's touchpoint in a period, with its status, manager and linked goals…
- Cycle and Period Dashboards, Reports, and ExportUse the cycle and period pages to review evaluation progress and download the reports configured for them. You can also export a user's evaluation results before changing their career or…
- Touchpoints: Create, Update Status, Delegate, and Sync ManagerCreate a touchpoint for a user, change its status, delegate it to another manager, sync the manager, or delete it, from a touchpoint period.
- Career, Job Categories, Skillsets, Skills, and Eligibility Items AdministrationSet up the career structure used in evaluations: careers, job categories, skillsets, skills and, when available, eligibility items.
- Evaluation & Performance Module Overview (previous version)Use Evaluation & Performance to configure career structures, launch and manage evaluation cycles, follow touchpoints, and export performance data.
- Evaluation Scales and Career SettingsDefine what employees are evaluated against: the evaluation scales and goal weights in Evaluation Scales Settings, and the careers, job categories, skillsets, skills and eligibility items in Career Settings.