Before recording employee evaluations, you need to set up the evaluation templates that you want to use. The following questions need to be asked:
- What evaluation forms are used today? Are these adequate or do they need to be revised? If they need revised, what should be changed?
- Are there formal names for the different evaluations?
- What are all the different types of evaluations that are done?
- For each type of evaluation, is it a simple one with only notes and an overall rating? Does it have separate items to be rated? Are the items grouped in sections or categories?
- What are the rating systems used in the evaluations?
- Is there a set time of the year when an evaluation type is to be administered?
- What employee classifications do the evaluations apply to?
Once you have the answers to these questions, you can easily set up the Evaluation Templates in the System Data Management section in the Admin/Config menu by clicking on the Add Eval Template button. If a new template is similar to an existing template, you can used the Duplicate icon to make a copy and then edit it to make the needed changes for the new template.
For an evaluation that has sections of items/questions, set up the sections first and then add the items for each section. Enter a sequence number to control the order of the sections and items.
If you are recording an evaluation rating, then the rating system needs to be identified for the overall evaluation, the sections and the items, if applicable. Click here for more information on evaluation rating setup.