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Bi-Annual Evaluation

Evaluation Date
  • The Set Evaluation Date button allows the user to choose and schedule a specific date for the evaluation. Please see the image below.

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  • After clicking the button, a dialog box will appear, displaying a calendar icon on the right side. By clicking on this calendar icon, user can choose a specific date from the calendar. This feature allows the user to easily select and set a desired date for the evaluation. Please see the image below.
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Forms
  • The Add Form button allows the user to create a form to be use as a category for the evaluation. Please see the image below.

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  • After clicking the button, a dialog box will appear, displaying the following fields:
    Form name - In this field, user can set the name/title of the form that will be use as a category for the evaluation.
    Manager Percentage - In this field, user can specify the percentage weight or importance of the form that will be created for the manager in the evaluation process.
    Rank and File Percentage: In this field, user can indicate the percentage weight or importance of the form that will be created for the rank and file employees in the evaluation process.

  • Please see the image below.

    image.png

 

Accountabilities and Expectations
  • The Add Accountability or Expectation button allows the user to create a accountability or expectation under the selected form to be use as a subcategory for the evaluation. Please see the image below.

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  • After clicking the button, a dialog box will appear, displaying the following fields:
    Form name - In this field, user can select the specific form from the list of forms the user have previously created.
    Manager Percentage - In this field, user can create a specific accountability or expectation the user want to add for the selected form. This could include tasks, goals, targets, or any other performance-related expectations.

  • Please see the image below.

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  • In the Action column, user can edit or deactivate a accountability or expectation. Please see the image below.

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    Editing - allows users to modify the details or content of the accountability or expectation.
    Deactivate - removes the selected accountability or expectation from active use. 


  • The View Inactive Expectations button allows the user to see all the deactivated accountabilities or expectations.  Please see the image below.

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    The activate icon will reactivate and restore its active status. This means that the accountability or expectation will once again be considered and included in the evaluation process.


Specifics