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Setting up evaluations
- How to auto save our responses during an evaluation?
- Do you have a log or record of the reminders sent to complete evaluations?
- When a signature rule is enabled on the evaluation template, can we first send the evaluation via email before the signature request goes out?
- How do we configure 90-day evaluations for new hires?
- How do I send evaluation to the manager so they can add some notes on that?
- Where can I upload external documents to attach to evaluations?
- How to create anonymous surveys?
- Where would a supervisor see that an evaluation has been signed?
- How can we hide the evaluation from the employee?
- Can we set the ratings of each question on different scales, and adjust the red, yellow, green colors?
- How can an administrator mark a pending evaluation as complete?
- How to change the number of days before a manager is notified about an evaluation?
- How do I move a downward evaluation that has been written but not finalized from the original Manager to a new manager to finalize with the employee?
- Will the ‘Purge & resend’ option delete everything that is there?
- How to require manager/supervisor sign off for a self assessment done by their direct report?
- Difference between “Cancel evaluation” and “Delete evaluation”?
- How can I return the submitted/completed assessment back to the evaluator?
- Why am I seeing the error message “Your computer’s time zone doesn’t appear to match your account setting” on top of the evaluation templates?
- Explanation of various fields and workflows on the evaluation templates
- What does start date and end date mean on the evaluation templates?
- Where can we find the completed or pending evaluations that we have deleted?
- Which template type would I use for a self-evaluation?
- Who can see a self-evaluation?
- How do I ensure that a self-evaluation is shared with the supervisor or manager?
- How to configure evaluations so they are shared with the employee only after they are approved by relevant persons?
- When does the person being evaluated see their review if it is sent for a specific person to review first?
- How to unhide evaluations that are hidden?
- Where can we add notes after the evaluation is completed?
- What is the maximum number of scale options/values we can use with the rating scale?
- How do we create the customer feedback/survey for a single or multiple customers at once?
- How do I view who’s evaluations (such as 30day, 90day, or anniversary reviews, etc) that are coming up soon or scheduled for future?
- How to change the wording or the scale options for the rating scale/scoring?
- How do I assign all employees to be evaluators for an evaluation?
- How to complete a manager 1:1 (one-on-one) meeting with an employee?
- Where to find the templates?
- How can we reorder the result areas for the evaluation?
- When a person declines to sign a completed evaluation, can we resend the signature request to them later?
- Do you support Conditional Logic Branching?
- How to send an email reminder for a pending evaluation?
- How to unhide an evaluation?
- Can evaluees see the feedback provided using the “Leave Feedback” option by the evaluator?
- How to add file attachments on the evaluation or to various performance indicators/ questions on the evaluation?
- How to provide feedback for direct reports in real time?
- How to forward an evaluation to someone else to populate the feedback form?
- How can I edit the questions on an evaluation template?
- Is there a way to add a description to the rating scale beyond the title of each rating?
- How can the downward evaluators view self, peer, and upward feedback simultaneously while assessing an employee’s performance?
- How can we add our feedback or notes against each performance indicator on a completed evaluation?
- In case of two evaluators, do both have to complete the review or can one person complete the review?
- What happens if one doesn’t complete the evaluation by the due date?
- Can we extend the due date of an evaluation after sending out the evaluations?
- How I can cancel automated sending of the form/evaluations?
- How do I send a project evaluation to different evaluator groups on the person’s assigned result areas?
- How do you add a question or a result area to an evaluation template?
- How can an evaluator change their responses for a completed evaluation?
- The manager signed the wrong name on the evaluation. Can we resend it to the manager to fix?
- Can we create a performance indicator where the evaluator can select more than one response?
- How will the evaluations be generated if I select a team name, job title, or a tag under ‘persons to be evaluated’ on the evaluation template?
- How do I delete a question/performance indicator from an evaluation template that is yet to go out?
- How can I perform a Manager 1:1 review?
- Can we customize the Performance baseline categories from 3 categories to 5 categories?
- Is there a way to see if an employee has logged in or seen their evaluation?
- Is it possible to cancel or skip a scheduled periodic performance review from going out on its next trigger date?
- Can I make an evaluation that doesn’t get sent yet?
- How to print a blank evaluation before sending it out to the employees?
- Up to how many evaluations can be deleted in one go?
- How can we endorse employees on specific performance indicators?
- What is the difference between anonymously completed vs hidden from evaluee?
- Why do we see a due date and the evaluation cancellation message in our evaluation emails?
- Can we send a downward and self-evaluation using the same evaluation template?
- How to hide some older evaluations we’ve completed from the employee dashboard?
- Can managers comment on each question on the employee self-review?
- How do we add additional reviewers to evaluations we have already sent out?
- How can supervisors complete the evaluation for their employees?
- How do we add additional reviewers to evaluations we have already sent out?
- How to share the employee self appraisals with their managers?
- When we send out peer reviews, will the employee know the peer who reviewed them?
- Can we withdraw the evaluations we already sent out?
- How do I see who sent a specific survey or evaluation?
- How to set up anniversary day evaluations?
- Can we see a log of what happened step by step with each evaluation?
- How do I add ‘Manager Performance Notes’ to the Directory “Leave Feedback” list, and can we hide them from the employee?
- I would like to take one of my assessments, how do I do that?
- Can I change a review cycle timeline once the evaluations are launched?
- How do I add a result area to an evaluation template?
- How do I create a 360 review/evaluation template for specific people?
- Is there any way to find out if the Evaluator has clicked on the AssessTeam link?
- How can I remove the option of “not applicable” from our scale template?
- How can I add the option of “not applicable” to our scale template?
- How do I create a new template?
- Why some of our employees are not able to see their feedback?
- If I cancel an evaluation, does the evaluator or the person being evaluated gets a message?
- If I sign off on the evaluation, does it go to the employee for their signature?
- How do I hide an evaluators name after completing an evaluation?
- How do I enable visibility to direct reports evaluations for downward evaluators
- How can current evaluators can see evaluations made by other evaluators
- How do I recover a deleted evaluation?
- How do I terminate or delete an employee from the system?
- Can we still access Admin functions, My Tools or My Evaluations after our subscription has expired?
- Can the evaluation email notifications be combined into one email instead of multiple separate emails for each employee?
- How to send the evaluation result to employees?
- Who has access to evaluation records?
- How do I update my payment method or change the credit card on file?
- How to pay an outstanding invoice?
- Why my account doesn’t have any function buttons?
- How to add weights to evaluations?
- How to remove weights from the evalulation?
- How to compare and export the evaluations?
- When can we use the Continuous feedback and how to initiate one?
- Can we make two different company profiles in same account?
- Can we still access the evaluations for the persons or evaluators we deleted from the system?
- How do I delete my owner or administrator account?
- How do I send a evaluation if I missed the hire date?
- What is an upward evaluator?
- Can I delete all assessment data but keep templates?
- Can I add an evaluator to an evaluation that has already been sent?
- How do I email an evaluation to an evaluee
- How do I email evaluations to the evaluee after it has been completed?
- Can we attach job descriptions to the employee’s profile in a PDF or by adding a URL to their profile?
- Is there a way to modify an evaluation that has already been completed and signed?
- Endorsements
- Where to access the evaluation data results including old records, completed evaluations and pending evaluations?
- How do you cancel an evaluation?
- How can we check if the user has accepted the joining invite?
- Why did an employee only receive an evaluation for their goals and not the other result areas? Is there a way to tell who sent an evaluation and what template was used?
- Can I write my evaluation next to the employee self review?
- How to view, combine and compare multiple evaluations side-by-side?
- Is there a way to remove a signature request, once sent?
- Resident means person
- Who can see peer, downward, upward and self evaluations by default?
- How to allow downward evaluators and team managers to see the peer evaluations?
- How to view the completed evaluations?
- How can the leadership team or the managers of managers access evaluations for a team?
- How to add a disclaimer to evaluations before the employee signature?
- I need to increase the number of seats or add more users to the system? How will the system bill us for these extra users?
- How to control the access for team members to see their evaluations?
- How long does it take to populate the dashboard graphs?
- Who can access the Performance Summary tab?
- How to exclude scores of completed evaluations from employee’s profile on their Performance summary and My job result areas pages?
- What data does a user see under their performance summary?
- Does performance summary show the scores of evaluations that are hidden from employee’s profiles?
- How to send evaluations based on the start date or hire dates of the employees?
- What user permission should I set on a manager’s profile so they can set goals for their team?
- Can we copy an evaluation template?
- How to change evaluator or reassign an evaluation to a different person?
- Where do I find a saved incomplete evaluation or a pending evaluation?
- Does removing evaluators from persons result areas excludes them from the evaluations?
- How to assign a different person as the administrator in the system?
- How can employees, managers and administrators access all evaluations, including completed, self, peer, downward, and upward evaluations?
- How to change job title of an employee?
- What does Data being gathered mean?
- Where do I find settings for “Successes & opportunities” section?
- At what point employees get to see their performance evaluations?
- How do I have evaluations sent to random peers?
- How can I set the reminder emails to evaluations?
- How inclusive is your 360-degree evaluation?
- How can we request feedback from external clients or customers regarding the overall performance of the company?
- How can administrators see the cancellation notes when someone cancels their evaluation?
- Can we customize the templates for our evaluation emails?
- Where can I view the completion date and time stamp on evaluations?
- How long can I see the evaluation data in the Person’s profile
- Can you make changes in the evaluation form which you received to review?
- Can I see how many people reviewed me?
- How do I send evaluation for review
- How can I Endorse someone in my company ?
- How much character limit do you support on signature notes?
- How do I filter all the anonymous evaluations in the system?
- How can I see the waiting evaluations count for my team?
- How to exclude scores of a particular evaluation from persons’ profiles?
- How can I collect customer satisfaction feedback in AssessTEAM?
- How do I hide or unhide the evaluator names for anonymous evaluations for the Owners and Human Resources user roles?
- How do I auto hide certain evaluations from our employee’s profiles?
- How can I hide the evaluation I just completed for an employee?
- How can I navigate between questions on the evaluation screen?
- How can employees see the reviews they have completed for others?
- How do I initiate a request for feedback from my colleagues or supervisor?
- How do I express disapproval to an evaluation?
- How do I automate the signature workflow upon evaluation completion?
- How can I compare only the common result areas between two or more persons?
- How do I view all pending signatures requests for my account?
- How to view average scores of two or more evaluations for a person?
- How do I run the guided set up wizard to configure and launch my evaluations?
- How do I auto assign the peer, upward and downward evaluators?
- How to exclude scores of a particular evaluation from persons’ profiles?
- How do I have a customer review project performance?
- How do I share my completed evaluations with other members?
- How do I remove Not applicable from our scale options?
- How do I force all evaluations to be anonymous?
- How do I assign the due dates to evaluations?
- How do I make signatures mandatory?
- How do I sign off on evaluations?
- How do I set up an employee exit evaluation?
- How do I use the pre-built happiness survey?
- What’s the easiest way to do an employee engagement survey?
- How do I create an yearly performance review for all employees together?
- How long should someone be an employee to require a performance evaluation?
- Who all can participate in the performance appraisal process?
- What are the risks associated with the 360-degree feedback evaluation method?
- What is the best method of employee assessment and evaluation for me?
- How do I find key performance indicators for my organization from the KPI library?
- How do I evaluate persons using their profile tags?
- How do I view the signature status of our evaluations?
- How do supervisors view evaluations for their direct reports?
- How do I use emoticons during employee reviews?
- While doing an evaluation, how do I view all the questions together on a single page?
- How do I set up employee anniversary day reviews?
- How does AssessTEAM calculate scores?
- How do I write notes on my evaluations?
- How do I use Continuous feedback?
- How do I view the number of evaluations that will be sent out before saving the template?
- How do we evaluate all employees without entering their names individually?
- How to sign evaluations?
- How do I resend the canceled evaluations?
- How do I set up employee hire date based evaluations?
- How do team managers compare their team members’ evaluations?
- How does an evaluator add the description for the evaluation?
- How do I delete someone’s evaluation that is no longer required?
- Why some evaluations appear to be pending even when evaluator has submitted the reviews?
- How do I delete pending evaluations?
- How do I print completed evaluations?
- How do I send a reminder for pending evaluations in bulk?
- How to access team members evaluation reports in minutes?
- How do managers create team evaluations?
- Where do I see my completed and pending evaluations?
- How do I save a copy of the evaluation I have just finished?
- What’s a faster alternative to sending out evaluation invites?
- What are the benefits of using a 360 degree review?
- What is a pending evaluation, and how do I know if evaluations are completed or still pending?
- How do I set up free response questions?
- I am not able to see the person I want to evaluate in Continuous feedback.
- How do I have employees review company policies or overall management?
- How do I effectively evaluate my team?
- How do I evaluate a person monthly?
- How can the program administrators change an evaluation to anonymous mode once it has been submitted?
- How can team managers change an evaluation to anonymous mode once it has been submitted?
- How do I stop evaluations from automatically moving forward after my selection?
- How do I post real-time/continuous feedback from my smartphone or tablet?
- How do employees leave a response when they are evaluated?
- Are there any limits to the number or nature of evaluations?
- Does an evaluation expire?
- How do I configure self-evaluations?
- How do I evaluate sales targets?
- How do I insist on evaluators leaving a descriptive note with their selections?
- How do I send a link to the evaluator who is unable to receive evaluation emails?
- How do I export our evaluation data to a spreadsheet?
- How do I compare evaluations so I can see patterns in ratings?
- How do I enable Continuous Feedback?
- How do I create an evaluation of the company itself and solicit input from my employees or customers?
- Where do I see pending evaluations in my account?
- How do I evaluate employee performance automatically every quarter?
- Can we edit a performance evaluation that is already finished and submitted?
- How do I export evaluations from the software?
- I sent wrong evaluation to a person, how do I delete it?
- How do I send a reminder to the evaluator?
- Can I submit an open-ended answer for an evaluation?
- What are the differences between periodic and ad-hoc evaluation?
- We have many different roles in our organization. Do we have different performance review types for different groups?
- How do I view employee evaluation scores?
- Do we invite external reviewers, e.g., customers, without giving them complete access to the software?
- I need to do a quick review for a team member by his manager. How do I do it?
- We are using Excel / paper-based forms for doing our performance reviews. How does AssessTEAM help?
- How do different evaluations work?
- How do I send out employee evaluations?
- How do I set a specific evaluation date for a person?
- How do I set up a 360 degree employee evaluations?
- How to set up an ad-hoc evaluation?
- How to set up a periodic evaluation?
- How long does it take to set up our review forms and evaluations?