1. To ensure that employees have access to a particular evaluation type, first go to the "Evaluation Designer"

2. From here you will see all existing evaluations, and you can also + Add New evaluations. Find the evaluation by searching on the left-side menu.

3. Once you find the evaluation that's designed for employees to have access to, ensure that the 'Employee has access?' toggle is set to Yes

4. Now that the employee has access to the evaluation, employees can login to their Employee Portal and click the "Evaluations" tab under Forms and Workflows.

Here they will see a 'Self Reviews' tab and an 'Evaluations Completed for You' tab. Each displays evaluations based on the job selected at the top of this section (for employees that have multiple jobs).

5. Employees can click "Add New" which will then display all evaluations that are set to 'Employee has access' from the admin portal.

6. Once they click Start, the evaluation is available to complete.

7. Employees fill out all required fields, attach documents, and either save as a draft or sign and submit.

8. Click "Sign and Submit"

9. All evaluations - self-review and administrator initiated - are saved to the employee's profile in the Admin Dashboard