Running Your First Evaluation

Evaluations are the core of the job assessment process. This guide will walk you through creating and managing a complete evaluation.

Evaluation Workflow

The evaluation process follows these steps: 1. Create Evaluation - Set up the assessment 2. Assign Evaluators - Select who will participate 3. Send Invitations - Notify evaluators with links 4. Monitor Progress - Track completion status 5. Review Results - Analyze scores and feedback 6. Generate Reports - Create documentation

Step 1: Create Evaluation

Access the Creation Form

Navigate to Evaluations → Create New Evaluation

Basic Information

• Position: Select or create the job position
• Template: Choose your evaluation template
• Deadline: Set completion deadline
• Description: Add context for evaluators

Position Details

If creating a new position: - Position title and department - Job band assignment (AI suggestions available) - Salary range information - Reporting structure

Step 2: Assign Evaluators

Evaluator Types

👥 HR Evaluator

• Internal HR perspective
• Policy compliance assessment
• Organizational fit evaluation

👔 Manager Evaluator

• Direct supervisor input
• Day-to-day performance insights
• Team dynamics assessment

👤 Employee Self-Evaluation

• Self-assessment perspective
• Personal development insights
• Goal alignment review

🌐 External Evaluator

• Independent third-party view
• Industry expertise
• Objective assessment

🤖 AI Evaluator

• Instant baseline assessment
• Consistent scoring criteria
• 24/7 availability

Assignment Process

1. Select evaluator types needed
2. Enter email addresses
3. Set individual deadlines (optional)
4. Add personalized messages

Step 3: Send Invitations

Automatic Email Invitations

The system sends branded email invitations containing: - Evaluation overview - Secure access link - Deadline information - Instructions

Manual Distribution

For external evaluators without email: - Copy the secure evaluation link - Share via your preferred method - No account registration required

Step 4: Monitor Progress

Progress Dashboard

Track evaluation status: - Pending: Invitation sent, not started - In Progress: Evaluation started - Completed: All questions answered - Overdue: Past deadline

Reminders

• Automatic reminder emails
• Manual reminder options
• Deadline extension capabilities

Step 5: Review Results

Score Analysis

• Individual evaluator scores
• Average scores by category
• Variance analysis
• Score distribution charts

Comparison Views

• Side-by-side evaluator comparison
• Category performance breakdown
• Historical comparison (if available)

AI Insights

• Performance pattern recognition
• Strength and development area identification
• Benchmark comparisons

Step 6: Generate Reports

Report Options

• Executive Summary: High-level overview
• Detailed Analysis: Complete breakdown
• Comparison Report: Multi-evaluator analysis
• Development Plan: Future recommendations

Export Formats

• PDF for presentation
• Excel for further analysis
• JSON for system integration

Best Practices

Before Starting

✅ Ensure all evaluators understand the process ✅ Set realistic deadlines ✅ Communicate the evaluation purpose ✅ Test with AI evaluator first

During Evaluation

✅ Monitor progress regularly ✅ Send gentle reminders ✅ Be available for questions ✅ Address technical issues quickly

After Completion

✅ Review results thoroughly ✅ Schedule feedback sessions ✅ Document key insights ✅ Plan follow-up actions

Common Challenges

Low Response Rates

• Solution: Clear communication, reasonable deadlines, follow-up reminders

Inconsistent Scoring

• Solution: Provide scoring guidelines, use AI baseline, calibration sessions

Technical Issues

• Solution: Test links beforehand, provide support contact, have backup plans

Incomplete Evaluations

• Solution: Break into smaller sessions, allow saving progress, extend deadlines

Ready to start your evaluation? Create New Evaluation.