Please follow these steps to quickly send an Ad-hoc evaluation to all employees about the company:
- Add the company as one of your Persons.
- Visit the Result areas tab to create the Result Areas with Indicators that you would like to measure about the company.
- Visit Evaluation templates, click on Add a new evaluation, and opt for the Ad-hoc evaluation template or use the Customer Survey type for your customers.
- Fill in the title, the send date, and the evaluation period. Enter the company’s name under persons to be evaluated, select the appropriate names (or type ALL) under evaluators, and then proceed to access your result areas and choose from all available result areas. OR add your customer’s information in the Customer Survey type.
- Advanced options enable customization, and signature options can be used to require signatures at the end of the evaluation. Click the save button and confirm to send out the evaluations.