New employee evaluations can be entered by clicking on the Add Evaluation button found in either the the Evaluations section of the employee job record or in the Jobs/Evaluations section in the personnel record. An evaluation can also be entered in the Evaluations section in the Personnel menu.
Select the correct evaluation template from the dropdown list and enter the following:
Evaluator – Defaults to the person logged in but can be changed to someone else by selecting from the drop-down list.
Date – Defaults to the current date but can be changed to a different date by using the calendar function.
Section rating – If the Evaluation has Sections, then a Section Rating must be entered by selecting from the drop-down list.
Section Comments – If the Evaluation has Sections, then comments can be entered as support for the rating given.
Item Rating – If the Evaluation has Items, then an Item Rating must be entered by selecting from the drop-down list.
Item Notes – If the Evaluation has Items, then Item Notes can be entered as support for the item rating given.
Overall Rating – Enter an overall evaluation rating by selecting from the drop-down list.
Overall Comments – Enter notes as supporting information for the Overall Rating.
Evaluation Status – Select from the drop-down list a status for the evaluation.
Next Evaluation Type (optional)– Select from the drop-down list the next evaluation that will need to be done for the employee.
Next Evaluation Date (optional) – Enter a date for when the next evaluation is to be done for the employee.