Bi-Annual Evaluation

Creating an Evaluation form

Step 1: Adding a form

In order to initiate the evaluation process, the first step is to create a form. This form will serve as the foundation for conducting evaluations. By adding a form, you can define the structure and content that will be used for evaluating individuals.

To get started, navigate to the left side of the application interface and locate the Forms section in the drawer. Simply hover your mouse over the drawer and click on the Forms field. This will direct you to the designated area where you can access and manage all the forms within the application..

Next, click on the ADD FORM button, which will prompt a dialog box to appear. In this dialog box, you will need to fill in the required fields listed below. By providing the necessary information, you will be able to create a new evaluation form with the specified details.

Step 2: Adding a Accountability or Expectation

After adding a form, the next step is to add a Accountability and Expectations into the evaluation process. This involves defining specific responsibilities and setting clear performance expectations for individuals.

To get started, navigate to the left side of the application interface and locate the Accountabilities and Expectations section in the drawer. Simply hover your mouse over the drawer and click on the Accountabilities and Expectations field. This will direct you to the designated area where you can access and manage all the accountabilities and expectations within the application.

To proceed, simply click on the Add Accountability or Expectation button. This action will trigger the display of a dialog box where you can enter the required information in the provided fields. By completing these fields with the relevant details, you will successfully create a new Accountability or Expectation entry with the specified information. 

 

Step 3: Adding a Specifics

After adding accountabilities and expectations, the next step is to provide and add Specifics related to each accountability or expectation. This allows for a more comprehensive evaluation of individual performance and progress.

To proceed, navigate to the Specifics page by following the same steps as in the previous instruction. Simply click on the relevant button or link to access the Specifics section. This will direct you to the designated page where you can add and manage the specific details for each accountability or expectation.

To add specifics, follow these steps:

1. Click the Add Specifics button. Fill in the required fields or any other relevant information.
   

   
   
   

2. Select the desired Form from the list.
   

   

   
   

3.  

   
   
   
   
   Save or submit the specifics for the accountability or expectation.
   Adding specifics provides clarity and context to the evaluation process, allowing for a more detailed assessment of individual performance. By defining specific tasks or objectives and allocating appropriate percentages, you create a comprehensive framework for evaluating progress and achievements. This step enables you to capture the finer details of each accountability or expectation, ensuring a thorough evaluation and a more accurate assessment of performance.