Conducting a performance evaluation in the team leader's view

As a team leader, you can evaluate your team members’ performance directly from the Team View using performance evaluation forms. This allows you to systematically record and track your team members’ performance, and the evaluations will later be visible to both you and the employee in the development summary.

Before You Begin

To conduct performance evaluations, your organization must have the performance evaluation feature enabled and at least one active evaluation form created by the administrator. If you do not see the option to start a new evaluation, contact your administrator.

Starting a New Evaluation

1. Go to the Team Leader > Team View section.
2. Open the Progress Summary view.
3. In the Performance Goals and Evaluations section, look for Performance Evaluations.
4. Select New Evaluation.
5. Select the assessment form to use, if more than one is available.

Completing the Evaluation

The evaluation form contains sections and questions that are evaluated using the rating scale specified for the form. Read the instructions that appear on the screen before beginning the evaluation.

• Rate each question using the provided scale.
• Your answers are automatically saved as you proceed through the form. This means you can close the evaluation before finishing and continue it later.
• At the bottom of the form, you can see how many questions are still unanswered.
• Use the form’s navigation buttons to go to the next or previous section.

Submitting the Assessment

Once you have answered every question in each section, you can submit the assessment.

1. Select Submit.
2. Confirm the submission in the window that opens.

Please note: once the evaluation has been submitted, it can no longer be edited. After submission, the system generates a final report based on the evaluation.

Viewing the Evaluation Results

The results of a submitted evaluation are available as a report both to you as the team leader and to the employee in question in their own development summary. The report shows the overall average score for the evaluation, as well as the average score for each section and question on the form’s rating scale. If question weighting was used on the form, it is taken into account when calculating the section averages and is shown in the report.

You can also view statistics on all team members’ performance evaluations in a summary view in the “Performance Evaluations” report under the “Reports” section, provided you have the necessary permissions.