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Assign Evaluation in Performance

All evaluations assigned by you will be listed on the home page of Assigned Evaluation. This will show the assigned date, the employee being reviewed, completion status and if a self-evaluation was assigned.

Assigning an evaluation allows an Administrator to assign an evaluation in real-time as opposed to scheduling an evaluation.

Navigating to Assign Evaluation
Go to Manager Tools in the menu bar and click Assign Evaluation from your Performance module.


Assigning a New Evaluation

  1. Click New Item. A menu should appear.



  2. Evaluation - Select an evaluation to assign from the drop-down menu. If you have not set up an evaluation form, you can refer to the following article for assistance.


  3. Employee - Select the employee(s) to be evaluated.


  4. Perspective - Choose the evaluation perspective:


    • Self-Evaulation Only - If you have a self-evaluation only, change the perspective to 'Self.' The "Self Evaluation Completed First" checkbox will disappear.
    • Manager Evaluation Only - If you have a manager evaluation only, change the perspective to manager and leave the "Self Evaluation Completed First" box unchecked.
    • Self-Evaluation, then Manager Evaluation - If you have a self-evaluation first and a manager evaluation second, set the perspective to 'Manager' and check the "Self Evaluation Completed First" box further down the menu to ensure that the employee receives the evaluation before the manager.
  5. Hide Manager Comments Until Evaluation is Finalized - Choose whether or not to hide manager comments until the evaluation is finalized. If checked, rater comments and ratings will be released to the employee only after an evaluation is finalized.


  6. Self Evaluation Completed First - Check "Self-Evaluation Completed First," if a self-evaluation will be completed versus just a manager review.


  7. Email Reminder Schedule - Select email reminder preferences. Email notifications will be sent based on the assigned date of the evaluation.


  8. Send a copy of the reminder to - Choose whether or not to have a copy of the email sent to the manager. Select the manager's name or an HR manager. Please note that this setting has the potential to send a large number of reminder emails to a manager's inbox.


  9. Click Send Evaluation to assign the evaluation and send email notifications.
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