This guide shows how to manage single or bulk employee evaluations from the Evaluations Dashboard. It explains filtering options, launching individual or mass evaluations, assigning evaluators, and performing bulk actions.
Using the Evaluations Dashboard
1. Click "Evaluations" in the Dashboard
2. At the top of the Dashboard, sort by evaluation type, job class, location, job category, or search terms
3. Click the eye button to review, add to, or complete any open evaluations
4. You can also make bulk updates to evaluations such as Mark Complete, Unlock, Assign Evaluator, Print, or Delete (at the bottom of the page)
Creating an Evaluation
5. To kickoff a new evaluation, click "Add New"
6. Fill in Evaluation Type, Employee, Evaluation Date, and optionally Assign Evaluator. Then, click "Save and Start" to immediately begin the evaluation.
Note: If the evaluation is not yet ready to use, click "Save" to save the evaluation to the Dashboard
Setting up bulk Evaluations
7. On the Job History page, use Next Evaluation Date to list the next evaluation date for an employee. Last Evaluation Date displays the date of the previous evaluation.
8. On the Job History page, "Evaluation Cycle" is the number of years between each evaluation. Biennial evaluations will have an evaluation cycle of 2.
Creating bulk Evaluations
9. "Evaluations Due" shows all employees who have upcoming evaluations due but have not yet been kicked off
Note: You can use the Evaluations Due menu to kick off evaluations in bulk
10. From the Evaluations Due menu, sort by Employee Type, Job Class, Location, Job Category, Permanency, Employee Category, or Search
11. Select evaluations to start, or start all selected evaluations—these will then show up on the Evaluation Dashboard
12. Once an evaluation is created, fill in the sections, attach documents, and click "Sign and Submit" to kick off the evaluation. Once the evaluation kicked off, it is stored in the employee's e-file page.
Note: Click "Save Draft" to save changes without submitting the evaluation
Note: Once submitted, an evaluation notification is sent to the employee asking for their electronic signature, with the option to comment
Viewing Evaluations assigned to an employee
13. Each employee's evaluations are stored within the Employee Job Data in the Evaluations tab
Note: If the Employee Portal module has also been adopted by your district, employees can view and sign their evaluations from the page Employee Job Data → Evaluations
Tip: Note: You can also start a single employee evaluation on the page Employee Job Data → Evaluations