1. Locate the blue "Dashboard" button at the top of the Helios screen.

2. Click the "Evaluations" button to be taken directly to the Evaluations Dashboard.

3. - You’ll see three radio buttons:

• Pending

• All

• Completed

• These allow you to filter evaluations based on their status.

4. - Use the search bar to find specific evaluations.

• Note: Results will be limited based on your user access permissions in Helios.

5. - Use the search bar to find specific evaluations.

• Note: Results will be limited based on your user access permissions in Helios.

6. - Click the eye icon to review a specific evaluation.

• This opens up the full evaluation for closer review.

7. This opens up the full evaluation for closer review.

8. The dashboard displays all evaluations available to you. You can track where each evaluation is in the process and view detailed information.

9. You have the ability to print evaluations. You can also export them for offline access or record keeping.

10. If needed, you can delete evaluations from the dashboard.

11. Click the “Add New Evaluation” button to begin a new evaluation.

12. Fill out the relevant fields for the new evaluation.

13. Click the “Evaluations Due” tab to manage evaluations in bulk.

14. Use available filters to narrow down employees.

15. Use available filters to narrow down employees.

16. Use available filters to narrow down employees.

17. After filtering, you’ll see a list of employees. Select which employees should receive evaluations.

18. Click “Start Selected Evaluations” to initiate the process.

19. Select the specific evaluation form you want to send out.