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Accessing a Staff Evaluation

Written by John Eger

Access all Evaluations

1. Select the evaluation type in the navigation bar.

2. Click "Assigned to Me"

3. Access an evaluation

Click the row with the for the staff you are evaluating.

Tools to Find an Evaluation

4. Search by staff name.

Click the "Search" field and type the staff's name.

5. Filter to only your evaluations.

Click "Assigned to Me" button.

6. Change the list sort order.

Click "Sort" and choose an option.

7. See evaluations from previous years.

Click the "Archived" button.

8. See evaluations marked "incomplete."

Click the "Closed" button.

(Typically, when someone takes an extended leave of absence or resigns.)

9. Undo searches and filters.

Click the "Clear filters" button.

Evaluation Summaries

10. Evaluation Title

Staff's name and the next task to complete.

11. Evaluation Teams

Hover initials to see their full name and position.

12. Milestones

Track overall progress.

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