Evaluation & Careers Module
Run evaluation and career cycles: configure scales, manage cycle users and peers, track touchpoints, score performance, and analyze results with dashboards and reports.
16 articles
- Evaluation & Performance Module OverviewPerformance and potential assessment to help achieve your company's goals and objectives.
- Career, Job Categories, Skillsets, Skills, and Eligibility Items AdministrationSet up the job structure used in evaluations. Add career categories, skillsets, skills, and eligibility items so evaluation cycles can use the right classifications and filters.
- Cycle and Period Dashboards, Reports, and ExportUse cycle and period dashboards to review evaluation progress, export reports, and open the reports available for a cycle or period. You can also export evaluation results before changing a…
- Evaluation Actions: Open/Close Self, Manager, Future and Final Score SharingOpen or close self, manager, future, and final evaluation steps from a user’s evaluation record. You can also set and share the final score when needed.
- Evaluation Cycles: Create and Configure a CycleCreate a new evaluation cycle from the Evaluation Cycles page and define its name, dates, scoring, and access settings. You can also choose whether the cycle is standard or 360…
- Feedback 360 CyclesLearn what each field in a Feedback 360 cycle does, including the settings that control skill ratings, score weighting, and justification rules.
- Goals and Individual Development Plans in Evaluation CyclesAdd goals and Individual Development Plans to a cycle from the cycle details area, or from a year cycle period when you need to manage them by period. You can…
- Importing Goals and IDPsImport goals or IDPs in bulk by uploading a file from the Evaluation Cycles or Year Cycle Period screens. After the import finishes, review the results and reload the page…
- Manager Qualitative Score (Forced Score)Set a manager qualitative score for an evaluation when you need to override the calculated result. Leave it empty to keep the normal score based on goals and skills.
- Managing Cycle Users and Delegated ManagersUpdate a user’s manager assignment, delegate evaluation responsibilities, or change the user’s career and category within an evaluation cycle. You can also export evaluation results before changing the career or…
- Managing Evaluation PeersAssign peers to a user in an evaluation cycle so they can evaluate that user’s skills. You can add peers, choose a peer type, and remove peers when needed.
- Managing Job Category Skill ScalesSet the skill scale used for each job category within a skillset. This lets you define how skills are rated by category in Careers.
- Touchpoints: Create, Update Status, Delegate, and Sync ManagerUpdate a touchpoint status, assign a delegated manager, or sync the evaluation manager from the touchpoint details. These actions help you keep evaluation progress and ownership up to date.
- Year Evaluation CyclesUse year evaluation cycles to organize yearly review periods and manage their periods. From the cycle list, admins can add a cycle, open its details, and review the periods included…
- Evaluation - TouchPointsA good practice in the management in the evaluation processes is directly related to the continuity of the process throughout the year.
- Evaluation - Career & Scale Settings