Click the Evaluation templates tab from the menu and click on the Add a new evaluation button from the top right corner of the screen. Choose the type of evaluation you want to proceed with from the drop-down menu.
A) Ad-hoc evaluation – Evaluate persons one time on specific result areas. Select evaluees, their evaluators, result areas and click save to send out an evaluation immediately. Ad-hoc evaluations are ideal if you need to evaluate performance over a specific period of time.
B) Periodic evaluation – Evaluate persons on result areas periodically – Select evaluees, evaluators, recurrence frequency and result areas. Multiple individuals, teams or job titles can be selected as needed.
C) Project evaluation – Select this to evaluate people on their project performance, select default evaluators or simply send out evaluations to project managers. Schedule this to go out at project completion or send out at will.
D) 30-60-90 days evaluation – These are designed to send out evaluations for new hires. Once set, this can be triggered only when a new user joins the organization and completes a predefined duration of time from their hire date.