How do I evaluate persons using their profile tags?

You can quickly evaluate persons using their tags by following the instructions below:

1. Visit Persons > Edit profile and assign/update one or more tags to the person’s profile.
2. Visit Evaluation templates, click on Add a new evaluation, and opt for the Ad-hoc evaluation template.
3. Fill in the title, the send date, and the evaluation period.
4. Add one or more tags under Select Person Tags, select the appropriate evaluator levels, and then proceed to access your result areas.
5. 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.