Self-evaluations can be configured using the steps below.
Choose any of the ‘Evaluation templates’ > Ad-hoc (as needed) or Periodic (Continuous) or Project or 30-60-90 days (new hire) evaluation. Choose the Self-evaluation level in the box on the left, and then the persons or Teams or Titles or Tags to be Evaluated in the right-hand box. Select the Result Area(s) to be included in this Evaluation by using the ‘Choose from all available Result Areas’ and then from the dropdown box. You can start typing the first few letters, and suggestions will be shown in the dropdown box. Include the Result Area. Choose more Result Areas to include if needed. You can now add other Advanced options and Signature options as well. Please read through the options and choose according to your workflow. Click on Save. A dialog box will come up to show you the number of evaluations that will be sent out per evaluation level. Please make sure it matches with what you think it should be because once you click Confirm, the evaluations will be sent out on the Send date as early as possible (just after midnight on that date).
You can also create a Self-evaluation by adding the SAME person in the Evaluators in the ‘OR Select evaluator(s)’ as the “”Person to be Evaluated’ Person(s) box. Follow the same flow as above to add Result Areas and Advanced options/ signature options.