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I need to do a quick review for a team member by his manager. How do I do it?

As an Administrator, you can quickly send an Ad-hoc evaluation by following the instructions below:

  1. Visit Evaluation templates, click on Add a new evaluation, and opt for the Periodic evaluation template.
  2. Fill in the title, the send date, and the evaluation period.
  3. Enter the person’s name, select the appropriate evaluator levels, and then proceed to access your result areas.
  4. 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.

Continuous feedback is the fastest approach for a manager to generate an on-demand evaluation for their Direct Reports. Once configured, the manager can visit Directory section, select the person and click Leave feedback. Next screen, they can select one or more result areas and proceed to leave feedback.

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