Learn how to navigate the Helios Evaluation Designer interface to customize your evaluations.
Open Evaluation Designer
1. Click Evaluation Designer from the admin menu
2. Use the search bar to find an existing evaluation type, or click Add New to create a new evaluation type
Configure Evaluation Type
3. Give the evaluation type a name and define the employee type
Note: Employee Type is customized in the Dropdown Edits menu
4. Workflow Type sets the workflow used for this evaluation type, Enabled sets the evaluation type as active/inactive, Employee Has Access allows employees to use this evaluation type for self-evaluation, and Hire Overall Rating in the Evaluation sets the overall rating as visible/non-visible.
5. Click Save to save changes
Design Evaluation Type
6. Click Design Evaluation to begin editing the evaluation type
7. Use Click to Attach to upload an evaluation document (PDF). Helios will map all of the fields and turn it into an electronic evaluation.
8. Example evaluation created using an Eval Document:
9. Fields can be moved around by left-clicking and dragging. To edit a field, right-click the field and select Edit Field
10. This pulls up a page where you can edit the properties of the field
11. To duplicate a field, right-click the field and select Duplicate
12. To add a new field to the evaluation, click Add Field
13. Click Field Type and select the type of field from the drop-down menu
14. Fill in Field Name to display the name of the field on the evaluation
Note: Fill out other properties for the field if necessary
15. Click Add and Close to add the field to the evaluation
16. Click Save after adding a field, editing a field, or creating a duplicate field to save changes
Manually Create Standards & Ranks
Warning: Standards and Ranks are not available when an evaluation document (PDF) is attached
17. Add a Standard (evaluation criteria) by clicking Add Standard
18. Provide a name for the Standard and click Add and Close
19. This adds a new Standard (evaluation criteria) for evaluators to grade an employee on
20. Add a Rank (evaluation rating) by clicking Add Ranks
21. Provide a name for the Rank and click Add
22. Click Save to save Standards and Ranks
Manually Create Fields
Warning: Fields will not appear on the evaluation when using Standards & Ranks
23. To add a new field to the form, click Add Field
24. Click Field Type and select the type of field from the drop-down menu
25. Fill in Field Name to display the name of the field on the evaluation
Note: Fill out other properties for the field if necessary
26. Click Add and Close to add the field to the evaluation
27. Fields can be moved around by left-clicking and dragging. To duplicate a field, right-click the field and click Duplicate
28. Click Save after adding a field, editing a field, or duplicating a field to save changes
Preview an Evaluation Type
29. Once the evaluation is saved, click Preview Evaluation to view it
30. Preview evaluation example:
Use an Evaluation Type
31. Once the Evaluation Type is saved, navigate to the Evaluations Dashboard
32. Click Add New to create a new evaluation
33. Select the new Evaluation Type
34. Fill out the remaining required fields, then click Save and Start to create the evaluation
