Manager/Employee-Reviews: Evaluation Review

Objective

The objective of this guide is to instruct managers and supervisors on the completion of Evaluation Reviews that take place between managers, supervisors, and their employees. Evaluation Reviews are used to assess the competence of an employee based on a specified Skill in order to ascertain whether further training is required in order to acquire a new Skillset or Skill Level.

Process

HR Manager
Identifies the requirement for Evaluation Reviews between employees and their management team
HR Manager
Creates and distributes the review for the manager and employee to conduct an Evaluation Review

Click Through

  • Start in HR HUB
  • Under Talent Management, click on Review
  • Click on + New
  • Fill the required fields:
    • Name the review
    • Select the Employee who the review is for
    • Select the appropriate Template for the Review, ensuring that the Template is set up for Evaluation Review
    • Date: Select the date that the Review is due to be completed
    • Valid Until: Select the date that this Review is valid until
    • Next Review Date: Select the date that the follow-up, or, next review is due to take place
    • Completed: Leave on 'No' until the Review action has taken place and all stages are complete, with the end result being accomplished. Then, set to 'Yes'.
  • Save & Close

Result

Below, you see a filled out Evaluation Review. The first tab (Summary) shows all relevant information, the second tab (Evaluation) lists the assessed skills.
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Tips & Tricks

If you were not able to create and distribute an Evaluation Review for your Employee as described above, please check the following:
HR