Setup Checklist (Staff Evaluations)
Before you can start using the Staff Evaluations module, you must complete the setup tasks listed on this page.
Enable File Upload (Optional)
Define Evaluation Periods
Evaluation Periods specify the period of time during which staff evaluations may be performed.
SkillRewrite_Configure Rating Scales
Rating scales are used to measure the level of an employee's performance.
SkillRewrite_Add Categories to the Category Bank
The Category Bank contains the areas of responsibility for which employees are being evaluated. Categories can include Elements, Sub-Elements and Rating Scale definitions which allow you to divide a Category into specific features that can be rated.
SkillRewrite_Create Evaluation Templates
Evaluation Templates provide the format from which staff evaluations are created. Once Evaluation Templates are created, you can SkillRewrite_Generate Evaluations for Supervisors to Use and supervisors can SkillRewrite_Generate New Evaluations for Employees for their direct reports.