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How do I configure self-evaluations?

You can quickly send out self evaluations by following the instructions below:

  1. Visit Evaluation templates, click on Add a new evaluation, and opt for the Ad-hoc evaluation template.
  2. Fill in the title, the send date, and the evaluation period.
  3. Enter the person’s name, select the self evaluation under 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.

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