Step 1: Go to the Evaluation templates.
Step 2: Click the Green button in the upper right-hand corner
Step 3: Select the ‘Periodic evaluation’. Give the template a Title and a Send Date.
Step 4: Select the frequency of evaluation, which would be monthly, every 1 month in the dropdown boxes.
Step 5: Select the Evaluators on the left and the person(s) to be evaluated on the right. Add the Result Areas from the drop down ‘Choose from all Result Areas”” and include. You can add as many Result Areas that you would like. There are more options to choose also, such as due date and also signature flow options. Once completed, click Save- make sure the correct number of evaluations is shown and then Confirm. The Evaluations will be sent out on the Send Date.
