How to set up an ad-hoc evaluation?

An ad-hoc evaluation is defined as a once-off or one-time evaluation. It does not recur. And, its primary function in AssessTEAM is to quickly evaluate a single employee or a group of employees for a set of result areas.

Team leaders or managers can create ad-hoc evaluations ahead of time and schedule them for completion at a future date should the need arise. Finally, it is possible to edit and resend ad-hoc evaluations in AssessTEAM by editing the send date.

Thus, should you, as a team leader or manager, wish to create an ad-hoc evaluation, these steps will guide you.

Step 1: Login to the AssessTEAM dashboard.

Step 2: Click on the Evaluation Templates menu option from the sidebar menu options listed under the Management category.

Step 3: Click on the Add New Evaluation button on the right hand side of the web page above the table of existing evaluations.

Step 4: Select Ad-hoc evaluation from the drop down box linked to the button.

Step 5: Fill in the details required to create the Ad-hoc evaluation.

Step 6: Click on the Save button at the bottom of the page.

A guided rollout is included with all our plans. Simply send us your job descriptions and we will set up your evaluations.
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