# AssessTEAM > [vc_row us_shape="zigzag" el_class="business_section"][vc_column width="7/12"][vc_column_text] Everything you need to assess, analyze & improve team performance. The reliable and easy-to-use cloud-based employee performance management software trusted by businesses worldwide.[/vc_column_text][vc_column_text] Get a free --- ## Pages - [AI & ML KPIs](https://www.assessteam.com/ai-ml-kpis/): Monitor AI & ML performance with key KPIs. Track AI adoption, automation, ethics, and model accuracy to align with business goals. - [Performance Appraisal in the Accounting Industries - Challenges & Solutions](https://www.assessteam.com/performance-appraisal-in-the-accounting-industries-challenges-solutions): Explore challenges in accounting performance evaluations, from intangible metrics to tech adoption. Learn how AssessTEAM enhances appraisals with data-driven insights. - [Performance Management in the Construction Industry - 5 Solutions to the Key challenges](https://www.assessteam.com/performance-management-in-the-construction-industry-5-solutions-to-the-key-challenges): Performance management in construction made easy! Explore 5 strategies to improve evaluations with AssessTEAM’s tools for real-time tracking, KPIs, and safety compliance. - [Test](https://www.assessteam.com/test/): - [Pricing Contact Form](https://www.assessteam.com/pricing-contact-form/): JTNDaDIlMjBzdHlsZSUzRCUyMnRleHQtYWxpZ24lM0ElMjBjZW50ZXIlM0IlMjIlM0VDb250YWN0JTIwdXMlMjBmb3IlMjBhJTIwcXVvdGUlM0MlMkZoMiUzRSUwQSUzQ3AlMjBzdHlsZSUzRCUyMnRleHQtYWxpZ24lM0ElMjBjZW50ZXIlM0IlMjIlM0VMZXQlMjdzJTIwZGVzaWduJTIwYSUyMHNvbHV0aW9uJTIwdGhhdCUyMG1lZXRzJTIweW91ciUyMGNvbXBhbnklMjdzJTIwbmVlZHMuJTNDJTJGcCUzRSUwQSU1QmdyYXZpdHlmb3JtJTIwaWQlM0QlMjI0JTIyJTIwdGl0bGUlM0QlMjJmYWxzZSUyMiU1RA== - [Church KPIs](https://www.assessteam.com/church-kpis/): Discover essential Church KPIs to measure ministry success and growth. Learn how to track key performance indicators that help churches manage resources, improve outreach, and achieve their mission goals. - [OSHA Health and Safety Questions](https://www.assessteam.com/osha-health-safety-questions/): AssessTEAM - Your one-stop resource for health and safety KPIs and OSHA safety questions. Learn how to monitor, measure, and optimize your workplace safety efforts effectively. - [90 Day Review Questions](https://www.assessteam.com/90-day-review-questions/): AssessTEAM's 90-day performance review questions help managers assess performance, identify areas for growth, and find the right fit for the organization. - [60 Day Review Questions](https://www.assessteam.com/60-day-review-questions/): AssessTEAM offers 60 day performance review questions for new hires that help managers assess progress, identify areas for growth, and set goals for success. - [30 Day Review Questions](https://www.assessteam.com/30-day-review-questions/): Welcoming a new hire to your team? AssessTEAM offers 30 day review questions to ensure they're on track and help them acclimate to their new role with ease. - [Slack Integration](https://www.assessteam.com/slack-integration/): AssessTEAM requests can be posted directly to Slack once your integration has been successful. Simple 2 step process seamlessly integrates Slack with AssessTEAM. - [Spa KPIs List](https://www.assessteam.com/spa-kpis-list/): Discover the 16 most important KPIs for the spa and salon industry in the cosmetic sector. Learn how to measure and improve customer satisfaction, employee productivity, and revenue growth. - [Job Evaluation Methods](https://www.assessteam.com/job-evaluation-methods/): 20 modern traditional and modern job evaluation methods by AssessTEAM that are structured to meet your organization's needs. Multiple evaluation methods, one software! - [Top 20 Manager Review Questions For Upward Review](https://www.assessteam.com/top-20-manager-review-questions-for-upward-review/): Providing quality, effective feedback for managers is vital to their job performance, so asking the right questions is crucial. Here are the top 20 performance review questions for managers. - [OCEAN Personality Test Questions](https://www.assessteam.com/ocean-personality-test-questions/): AssessTEAM offers the big 5 OCEAN personality test questions that measure employees' personality for openness, conscientiousness, extraversion, agreeableness, and neuroticism. - [Manager 1:1s KPIs](https://www.assessteam.com/one-on-one-meeting-kpis/): One-on-One Meeting (1:1) is a regular check-in between a manager and a team member. AssessTEAM offers top 25 KPIs to make 1:1s work. - [Sentiment Analysis](https://www.assessteam.com/sentiment-analysis/): Analyzing how your employees feel is an essential factor in performance management. Employee sentiment analysis KPIs help managers to find cultural issues, biases, misconceptions, and other problems in a team. - [Employee exit checklist questions](https://www.assessteam.com/employee-exit-checklist-questions/): Exiting employees can offer you valuable insight into your organization’s weaknesses and help you identify opportunities to improve retention. Here are the top 20 exit interview questions you should ask employees before they leave. - [Energy KPIs List](https://www.assessteam.com/energy-kpis-list/): Energy objectives are measurable KPIs that track and measure the energy agent, manager, and team's ability to manage an energy generation organization over time successfully. - [FMCG KPIs List](https://www.assessteam.com/fmcg-kpis-list/): FMCG objectives are measurable KPIs that track and measure the FMCG sales rep, manager, and team's ability to manage the Fast-Moving-Consumer-Goods processes over time successfully. - [Email Marketing KPIs](https://www.assessteam.com/email-marketing-kpis/): Email marketing KPIs measure the email market team's operational efficiencies; it forms an essential part of a digital marketing strategy to drive traffic to the company's website. - [Google Analytics KPIs](https://www.assessteam.com/google-analytics-kpis/): Google Analytics KPIs are measurable performance indicators that track the Google Analytics analyst, manager, and team's ability to implement a successful digital marketing strategy over time. - [Engineering KPIs List](https://www.assessteam.com/engineering-kpis-list/): Engineering KPIs are metrics that track and measure the R&D engineering team, software engineering industry, and consulting engineering team or company's core operational efficiencies over time. - [Risk Management KPIs List](https://www.assessteam.com/risk-management-kpis-list/): Risk management KPIs are an integral part of ensuring that the risk management employee and team and risk manager meet their critical organizational efficiencies. - [Revenue Cycle KPIs](https://www.assessteam.com/revenue-cycle-kpis/): The revenue cycle KPIs are an integral part of ensuring that the revenue cycle team meets its key efficiencies and critical organizational goals. - [Payroll KPIs List](https://www.assessteam.com/payroll-kpis-list/): Payroll KPIs are measurable performance indicators that track the payroll employee, manager, and team's ability to ensure the implementation of a successful payroll management strategy - [Public Relations KPIs List](https://www.assessteam.com/public-relations-kpis-list/): Public relations KPIs are measurable performance indicators that track the public relations employee, manager, and team's ability to ensure the implementation of a successful public relations strategy. - [Transport KPIs List](https://www.assessteam.com/transport-kpis-list/): AssessTEAM’s transport KPIs help ensure transport companies run efficiently, professionally, and meet objectives consistently over time. - [Customer Success KPIs](https://www.assessteam.com/customer-success-kpis/): Customer success KPIs are measurable performance indicators that track the customer success agent, manager, and team’s ability to ensure the implementation of a successful customer success strategy over time. - [Real Estate KPIs List](https://www.assessteam.com/real-estate-kpis-list/): Real estate KPIs are metrics that track the real estate manager, agent, and team's ability to ensure it is efficiently and effectively run, and objectives are continually met over time. - [Hospital KPIs List](https://www.assessteam.com/hospital-kpis/): Discover the most important hospital KPIs to track and analyze for optimal healthcare performance with AssessTEAM. - [Safety KPIs List](https://www.assessteam.com/safety-kpis-list/): Safety KPIs are metrics that measure the health and safety manager, officer, and team's ability to ensure that the organization's health and safety plan is successfully implemented. - [Maintenance KPIs List](https://www.assessteam.com/maintenance-kpis-list/): Maintenance KPIs are metrics that measure the maintenance manager, employee, and team's ability to ensure that the organization's equipment maintenance plan is successfully implemented. - [Advertising KPIs List](https://www.assessteam.com/advertising-kpis/): Advertising KPIs are metrics that track and measure the advertising manager, employee, and team's ability to plan, implement and monitor an advertising campaign successfully. - [Software Development KPIs List](https://www.assessteam.com/software-development-kpis-list/): Software development KPIs are metrics that measure the software developer, software development manager, and team's ability to develop a software development application successfully. - [Logistics KPIs List](https://www.assessteam.com/logistics-kpis-list/): Logistics KPIs tracks and measure the logistics company, manager, and team's ability to ensure a successful logistics process over time. - [Recruitment KPIs List](https://www.assessteam.com/recruitment-kpis/): Boost your hiring results and increase efficiency with top 18 recruitment KPIs. AssessTEAM offers a KPI library to measure employee performance in minutes. - [Inventory KPIs](https://www.assessteam.com/inventory-kpis/): Inventory KPIs are measurable metrics that track the materials management team member, manager, and team's ability to ensure inventory accuracy over time. - [Restaurant KPIs](https://www.assessteam.com/restaurant-kpis/): Restaurant KPIs are measurable metrics that track the restaurant’s ability to ensure operational excellence and customer satisfaction over time. - [Customer Satisfaction KPIs](https://www.assessteam.com/customer-satisfaction-kpis/): Customer satisfaction KPIs are measurable metrics that track the customer service agent, manager, and team's ability to ensure customer satisfaction over time. - [Procurement KPIs List](https://www.assessteam.com/procurement-kpis-list/): Procurement KPIs are measurable values that track the procurement manager, officer, and team's core efficiencies. Procurement forms a critical part of every successful business organization. - [Scrum Master KPIs List](https://www.assessteam.com/scrum-master-kpis-list/): Scrum Master KPIs measure the Scrum Master's core job efficiencies. The fundamental role is to ensure that the scrum process is implemented correctly and consistently. - [Product Management KPIs](https://www.assessteam.com/product-management-kpis/): Product management KPIs measure the product management team's core job efficiencies. It plays an integral role in the company's overall management of existing and new product lines. - [Business Intelligence KPIs List](https://www.assessteam.com/business-intelligence-kpis-list/): Business Intelligence KPIs measure the BI manager's, analyst's, and team's core job efficiencies ensuring reliability in the company's overall data intelligence department, driving data-driven decision-making at a managerial level. - [Warehouse KPIs list](https://www.assessteam.com/warehouse-kpis-list/): Warehouse KPIs measure the warehouse team’s efficiencies. It is necessary to measure these objectives because they offer insight into the impact that the warehouse and inventory management has on the business. - [Search Engine Optimization (SEO) KPIs](https://www.assessteam.com/search-engine-optimization-seo-kpis/): SEO KPIs measure the team's efficiency and ability to fulfill their critical competencies and job roles. The SEO team plays a vital role in the overall digital marketing strategy, increasing the brand's visibility, and improving sales numbers. - [General Manager KPIs List](https://www.assessteam.com/general-manager-kpis-list/): General manager KPIs measure the senior manager’s efficiencies and ability to fulfill their job roles and critical competencies. TheseKPIs are critical to ensuring that the general manager meets their key role competencies. - [Content Marketing KPIs](https://www.assessteam.com/content-marketing-kpis/): Content marketing KPIs measure the content market team’s efficiencies. It forms an essential part of the overall digital marketing strategies, designed to drive traffic to the company’s website and convert visitors into returning customers. - [Store Front KPIs List](https://www.assessteam.com/store-front-kpis/): Store front Key Performance Indicators measure the organization’s “front of house” employee efficiencies. Store front employees are vital to the retail store’s success. They are customer-facing and are responsible for the customer’s “first impressions.” - [Asset management KPIs List](https://www.assessteam.com/asset-management-kpis-list/): Asset management KPIs are designed to assist managers in evaluating the company's assets' performance, both as a group and on an individual basis, to highlighting required changes. - [Contract management KPIs List](https://www.assessteam.com/contract-management-kpis/): Discover the most important Contract Management KPIs to track for success. Improve your strategy and optimize performance. - [UX KPIs](https://www.assessteam.com/ux-kpis/): User Experience (UX) KPIs are a set of quantitative and qualitative metrics used to measure, compare, and track the user experience of a website or app over time. - [Performance Management in Retail Industry – Ways to Improve Employee Performance](https://www.assessteam.com/performance-management-in-retail-industry-ways-to-improve-employee-performance/): AssessTEAM's performance management system helps the retail sector develop world-class business model transformation practices by focusing on their human capital management. - [Performance Management in the Financial Services Sector - 4 Solutions to Challenges](https://www.assessteam.com/performance-management-in-the-financial-services-sector-4-solutions-to-challenges/): AssessTEAM is uniquely positioned to help financial service organizations streamline their employee performance management process by offering major features. - [Banking KPIs List](https://www.assessteam.com/banking-kpis-list/): 25 Key Banking KPIs that can be implemented throughout any bank to measure employees' performance, products, operations, and adherence to industry regulations. - [Mobile App KPIs](https://www.assessteam.com/mobile-app-kpis/): Top 12 mobile app KPIs that help you analyze your mobile app's success to maximize your app revenue, engagement, development, and marketing strategy. - [Healthcare Performance Management: 7 Effective Solutions to the Challenges](https://www.assessteam.com/healthcare-performance-management-7-effective-solutions-to-the-challenges/): Develop and maintain a world-class care delivery model by focusing on employee development using AssessTEAM's performance management system for the healthcare sector. - [360-degree feedback Survey](https://www.assessteam.com/360-degree-feedback-survey/): Download top 360-degree feedback survey questions designed to gather employee work feedback from all directions: up, down, peer and self. - [IT Performance Management: 5 Solutions to Challenges IT Companies Face](https://www.assessteam.com/it-performance-management-5-solutions-to-challenges-it-companies-face/): AssessTEAM's performance management system was designed for IT companies to develop and sustain world-class project management and product delivery processes. - [Performance Appraisal in Manufacturing Industries - Challenges & Solutions](https://www.assessteam.com/performance-appraisal-in-manufacturing-industries-challenges-solutions/): By leveraging a performance appraisal, manufacturing industries can work towards a more engaged workforce and give people a sense of meaning at work by providing feedback and goals to employees. - [Industries](https://www.assessteam.com/industries/): Discover how AssessTEAM’s performance management software supports 2000+ companies across industries with effective tools via web and mobile apps - [Social Media KPIs List](https://www.assessteam.com/social-media-kpis/): Social media KPIs are designed to expertly assess the impact of your organization’s social media marketing strategy. - [360-Degree Feedback](https://www.assessteam.com/360-degree-feedback-software/): 360-degree feedback software from AssessTEAM is fun to use for employees and delivers comprehensive, actionable reporting. Deploy in minutes! - [Project Management KPIs List](https://www.assessteam.com/project-management-kpis/): Discover the important key performance indicators (KPIs) in project management that will help to track your projects. 50+ metrics to help you measure and optimize your project performance. - [Retail KPIs List](https://www.assessteam.com/retail-kpis/): We’ve listed the top 17 retail KPIs every retailer should monitor. AssessTEAM employee evaluation suite includes all relevant Retail KPI list that can be seamlessly used to evaluate employees. - [Digital Marketing KPIs](https://www.assessteam.com/digital-marketing-kpis/): Digital marketing KPIs are designed to effectively evaluate your company’s overall digital marketing strategy, including brand reputation management, customer engagement, social media marketing, and website activity objectives. - [Request A Demo](https://www.assessteam.com/request-a-demo-form/): AssessTEAM is a cloud-based timesheet software for evaluating employees, we enable quantitative evaluations, peer reviews, per project assessment and ad hoc evaluations. - [Work from home performance management KPIs list](https://www.assessteam.com/work-from-home-management-kpi-list/): Work from home KPI can help you not only manage work from home employees but also to engage with them and ensure they get the help they need to effectively do their jobs. - [Clinical Research KPIs List](https://www.assessteam.com/clinical-research-kpis/): Improve your clinical trial success rates with the right clinical research KPIs. AssessTEAM includes 25+ popular clinical research assessment KPIs. - [Online DISC Assessment Questions List](https://www.assessteam.com/online-disc-assessment-questions-list/): AssessTEAM includes a list of easy to use DISC assessment questions, evaluate your team in minutes using the DISC assessment method - [Marketing Representative](https://www.assessteam.com/jobs/marketing-representative/): AssessTEAM an enterprise software startup. Marketing Representative job in India, United States, United Kingdom and Australia - [Sr. ASP.Net Developer](https://www.assessteam.com/jobs/senior-asp-dot-net-developer/): We are looking for Sr. ASP.Net developers who are experts at programming using C# and Microsoft SQL Server. Experience in custom business applications would be a big plus. - [Human Resource Consultant Sydney](https://www.assessteam.com/jobs/human-resource-consultant-sydney/): We are looking for individuals and agencies to work with us to rollout AssessTEAM - the powerful employee evaluation platform for clients who need assistance in Sydney, AU. - [Human Resource Consultant London](https://www.assessteam.com/jobs/human-resource-consultant-london/): We are looking for individuals and agencies to work with us to rollout AssessTEAM - the powerful employee evaluation platform for clients who need assistance in London, UK. - [Human Resource Consultant New York](https://www.assessteam.com/jobs/human-resource-consultant-new-york/): We are looking for individuals and agencies to work with us to rollout AssessTEAM - the powerful employee evaluation platform for clients who need assistance in New York, USA. - [Basecamp Integration](https://www.assessteam.com/basecamp-integration/): Integration with basecamp includes employee evaluation for all of your basecamp users, importing projects and importing timesheets too. - [Customer Service KPIs List](https://www.assessteam.com/customer-service-kpis/): Customer Service KPI evaluates customer satisfaction levels and their feedback. These KPIs help measure the success of your customer service team in acquiring, managing, and retaining customers. - [Supply Chain Management KPIs](https://www.assessteam.com/supply-chain-management-kpis/): Supply Chain Management KPIs or Key Performance Indicators are designed to measure the optimal functioning and success of the organization’s ability to manage and purchase raw materials needed for the business to function - [IT KPIs List](https://www.assessteam.com/it-kpi-list/): IT KPIs help keep track of all relevant aspects of an IT project such as software development lifecycle, IT cost breakdown, system administration, project management, customer support and cybersecurity. - [Human Resource KPIs List](https://www.assessteam.com/human-resources-kpi-list/): Human Resource KPIs measure and evaluate all levels of employees who work within the Human Resource sector. These valuable KPIs can help optimise candidate sourcing, streamline recruitment process, and help retain employees. - [Finance KPIs List](https://www.assessteam.com/finance-kpi-list/): Finance KPIs evaluates the key workings of the finance department like budgetary and forecasting, payroll, tax, budgeting, and financial planning. These valuable KPIs help you track and determine the profitability and fiscal health of your business. - [Workplace Happiness Survey](https://www.assessteam.com/workplace-happiness-survey/): Use AssessTEAM to measure employee satisfaction with 100s of customizable workplace happiness survey questions. Boost morale and engagement. - [Training and development KPIs List](https://www.assessteam.com/training-and-development-kpi-list/): AssessTEAM employee evaluation suite contains relevant KPIs for Training and Development that can be seamlessly used to evaluate employees. - [Business Analyst KPIs list](https://www.assessteam.com/business-analyst-kpi-list/): KPIs for Business Analyst and Data Analyst evaluates the work efficiency of individuals who analyze data retrieved from various IT systems. - [Accounts KPIs list](https://www.assessteam.com/accounts-kpi-list/): KPIs for Accounting Department evaluate the efficiency of the accounts manager, accounting assistants, and other accounts personnel. - [Universal Competencies](https://www.assessteam.com/universal-competencies/): Using a universal competency framework, we offer critical insights to measure the functioning of the organization’s ability to manage product development, lead growth and development, improve client focus, and foster teamwork. - [Front Desk KPIs list](https://www.assessteam.com/front-desk-kpi-list/): Evaluate receptionists and front desk professionals using these KPIs, these apply to all organizations that have a public-facing individual. - [Construction KPIs list](https://www.assessteam.com/construction-kpi-list/): Construction KPIs are aimed to track performances of construction project managers and supervisors. Construction KPIs will assist in improving quality, reducing labor, and material costs in the construction processes. - [Housekeeping KPIs list](https://www.assessteam.com/housekeeping-kpi-list/): Housekeeping KPIs are useful for companies engaged in housekeeping services, hotels, and other hospitality-related industries. - [Interior Designer KPIs list](https://www.assessteam.com/interior-designer-kpi-list/): Evaluate Interior designers on these KPIs to gauge work performance and delivery of services to customers. - [Team KPIs list](https://www.assessteam.com/team-kpi-list/): AssessTEAM employee evaluation suite contains relevant Team KPI list that can be seamlessly used to evaluate employees. - [Administration KPIs list](https://www.assessteam.com/administration-kpi-list/): Administration KPIs evaluate the day to day administration of the organization, this applies to administration managers, administration assistants, and others. - [Healthcare KPIs list](https://www.assessteam.com/healthcare-kpi-list/): Healthcare KPIs assist in evaluating nurses, pharmacists, paramedics, clinical teams, and others involved in the healthcare industry. These helpful KPIs help you monitor, analyze, and optimize healthcare processes to improve patient outcome. - [Process KPIs](https://www.assessteam.com/process-kpis/): Process KPIs are aimed to track performances of process engineers and process technicians. These KPIs will assist in standardizing industrial processes, managing equipment failures, and engaging employees. - [Mechanic KPIs list](https://www.assessteam.com/mechanic-kpi-list/): Maintenance KPIs assist in evaluating how well your operation team is doing at achieving its maintenance goals, like reducing downtime, cutting costs, or reduction in risk to the plant and machinery. - [Quality Assurance KPIs list](https://www.assessteam.com/quality-assurance-kpi-list/): AssessTEAM employee evaluation suite contains relevant KPIs for Quality Assurance that can be seamlessly used to evaluate employees. - [Management KPIs](https://www.assessteam.com/management-kpis/): Management KPIs assist in developing the decision-making ability of senior management to lead the employees along the path of financial success. - [Ecommerce KPIs](https://www.assessteam.com/ecommerce-kpis/): Ecommerce KPIs evaluate the performance of eCommerce sales manager and eCommerce manager. These effective KPIs offer critical insights to identify progress towards sales, marketing, and customer service goals for online retail success. - [Core Values KPIs list](https://www.assessteam.com/core-values-kpi-list/): Core values evaluation is one of the core factors of employee performance management and engagement, use these core values examples in your evaluations. - [Marketing KPIs List](https://www.assessteam.com/marketing-kpi-list/): Marketing KPIs evaluate the success of your marketing strategy to advertise itself to its target audience. These helpful KPIs will assist organizations to measure their progress towards a defined goal within your marketing channels. - [Manufacturing and Production KPIs List](https://www.assessteam.com/manufacturing-production-kpi-list/): AssessTEAM employee evaluation suite includes all relevant KPI for Manufacturing Industry and Production industry that can be seamlessly used to evaluate employees. - [Product Development KPIs List](https://www.assessteam.com/product-development-kpi-list/): AssessTEAM employee evaluation suite includes all relevant Product Development KPIs that can be seamlessly used to evaluate employees. - [Order Management KPIs](https://www.assessteam.com/order-management-kpis/): Order Management KPIs assist in evaluating the entire lifecycle of order fulfillment from order processing, order management, to returns. Effectively measure the processing of customer orders with these 30 KPIs by AssessTEAM. - [Materials Management KPIs List](https://www.assessteam.com/materials-management-kpi-list/): Inventory Management KPIs assist businesses to track and manage inventory in order to improve purchasing and production processes, cash flow cycle, and profitability. - [Master Data Management KPIs List](https://www.assessteam.com/master-data-management-kpi-list/): AssessTEAM employee evaluation suite includes all relevant Master Data Management KPIs that can be seamlessly used to evaluate employees. - [Legal KPIs List](https://www.assessteam.com/legal-kpi-list/): Legal KPIs are aimed to improve core competencies like corporate governance, mergers and acquisition process, litigation management, and legal administrative support. - [Distribution KPIs](https://www.assessteam.com/distribution-kpis/): Distribution KPIs assist in improving logistics department abilities in planning, managing, and implementing supply chain processes to move and store goods. - [Call Center KPIs](https://www.assessteam.com/call-center-kpis/): Call Center KPI evaluates workforce management, technical support processes, and call processing metrics. These KPIs can help improve customer experience and reduce call handle times. - [Compliance KPIs List](https://www.assessteam.com/compliance-kpi-list/): Compliance KPIs evaluate overall compliance with specific policies by the organization, these individuals are expected to achieve a high degree of compliance in the organization. - [Sales Support KPIs list](https://www.assessteam.com/sales-support-kpi-list/): AssessTEAM employee evaluation suite includes all relevant KPIs for Technical Support that can be seamlessly used to evaluate employees. - [Sales KPIs List](https://www.assessteam.com/sales-kpi-list/): With sales KPI, we help you optimize the sales processes, identify sales trends, and evaluate your team’s performance against your sales and organization goals. - [Privacy Policy](https://www.assessteam.com/privacy-policy/): It is AssessTEAM’s policy to respect your privacy regarding any information we may collect while operating our websites. - [Data Protection Policy](https://www.assessteam.com/data-protection-policy/): Learn about AssessTEAM's data protection policy, ensuring your data is secure and compliant with regulations. Understand our commitment to safeguarding your information. - [Sitemap](https://www.assessteam.com/sitemap/): Sitemap to browse through all the web pages and blog posts at AssessTEAM.com - [Request A Demo](https://calendly.com/assessteam-global-sales/product-demo#new_tab): AssessTEAM is a cloud-based timesheet software for evaluating employees. We enable quantitative evaluations, peer reviews, per project assessment and ad hoc evaluations. - [Pricing](https://www.assessteam.com/pricing/): Get to know the pricing details of cloud-based employee evaluation software AssessTEAM. Simple per person pricing. No contracts, and no limits. - [Why performance management software?](https://www.assessteam.com/why-performance-management-software/): AssessTEAM employee performance management software accommodates practically every single employee review process. It's easy to rollout and simple to manage. - [Jobs](https://www.assessteam.com/jobs/): AssessTEAM is an Enterprise software startup building Employee evaluation systems. We need programmers, marketing professionals and sales professionals. - [Customer reviews](https://www.assessteam.com/customer-reviews/): Customers from around the world find AssessTEAM simple to deploy and use. Find out what users are saying about the AssessTEAM employee evaluation software. - [Contact](https://www.assessteam.com/contact/): AssessTEAM is a popular employee performance evaluation software and business intelligence suite. Contact us to learn more about how you can benefit from our appraisal software. - [Company](https://www.assessteam.com/company/): - [Result Areas](https://www.assessteam.com/result-areas/): AssessTEAM uses KPIs or Key performance indicators to measure employee performance using simple online evaluations. - [Knowledge Base](https://www.assessteam.com/knowledge-base/): The knowledge base include hundreds of real-life questions from customers and advise from our HR professionals. Email us at support@www.www.assessteam.com if you don't find an answer to your question here. - [Performance management tutorial videos](https://www.assessteam.com/performance-management-videos/): Video tutorials explain how performance evaluation tools are used for providing job clarity, conducting 360-degree feedback, evaluating competencies, and generating analytical reports to help improve team efficiency. - [Mobile Apps](https://www.assessteam.com/mobile-apps/): AssessTEAM performance management mobile app includes simple online employee reviews, real-time feedback ability, and 360-degree evaluations. - [Integration](https://www.assessteam.com/integration/): Seamlessly import your team, timesheets, projects and more using integrations with AssessTEAM Employee evaluation system - [Performance Management Consulting Services](https://www.assessteam.com/consulting-service/): Performance management consulting enables quick rollouts of a performance management system for your organization. Schedule a free call. - [Timesheets](https://www.assessteam.com/timesheet-management-system/): AssessTEAM employee timesheet management app delivers exceptional project-oriented time tracking. A new, easier way to look at timesheets. Powerful reporting included. - [Project portfolio management](https://www.assessteam.com/project-portfolio-management-software/): Analyze project profitability and employee time investment using AssessTEAM project portfolio management software. - [Goal Setting](https://www.assessteam.com/simple-employee-goal-setting-software/): AssessTEAM is a new employee goal setting software that simplifies setting up employee goals to effectively measure team-oriented performance metrics. - [Employee Evaluation](https://www.assessteam.com/employee-evaluation/): AssessTEAM is a cloud-based employee performance evaluation software that simplifies tracking and improving employee performance. - [Employee Engagement](https://www.assessteam.com/employee-engagement/): Employee engagement software makes it simpler for employees to truly engage with the company's goals and work in unison. - [Continuous Feedback](https://www.assessteam.com/continuous-feedback/): Continuous feedback and real time employee evaluation system by AssessTEAM. It helps improve employee engagement and gives business owners a powerful tool to monitor their business. - [Home](https://www.assessteam.com/): AssessTEAM is the new multilingual employee performance management software for effective competency evaluation and productivity analysis. - [Top Performance Management Blogs](https://www.assessteam.com/blog/): AssessTEAM blog is about performance management, appraisals management, employee performance evaluations and the latest HR industry news. --- ## Posts - [How to Turn Year-End Reviews Into a Launchpad for Stronger Performance in 2026](https://www.assessteam.com/how-to-turn-year-end-reviews-into-a-launchpad-for-stronger-performance-in-2026/): Transform year-end reviews into a growth engine for 2026. See how performance evaluation improves reviews, feedback, and performance. - [How Manager 1:1 Reviews Improve Employee Engagement](https://www.assessteam.com/how-manager-11-reviews-improve-employee-engagement/): Discover how structured manager 1:1 meetings, paired with employee engagement and performance review software, improve retention and drive engagement. - [AssessTEAM: The Best Employee Performance Management Software for Small Businesses](https://www.assessteam.com/assessteam-the-best-employee-performance-management-software-for-small-businesses/): Employee engagement software that combines continuous feedback, 360° reviews, goal setting and AI-Driven KPIs to boost performance in small businesses. - [Top 7 Performance Management Metrics Every Organization Should Track in 2025](https://www.assessteam.com/top-7-performance-management-metrics-every-organization-should-track-in-2025/): Explore top 7 performance management metrics to track in 2025 for smarter, data-driven employee evaluations. Boost productivity with AssessTEAM. - [5 Common Performance Review Mistakes (And How to Fix Them)](https://www.assessteam.com/5-common-performance-review-mistakes-and-how-to-fix-them/): Avoid review pitfalls with AssessTEAM. Use performance review software to reduce bias, set SMART goals & deliver data-driven feedback. - [Why Good Employees Quit: The Hidden Cost of Goal Misalignment](https://www.assessteam.com/why-good-employees-quit-the-hidden-cost-of-goal-misalignment/): Discover how goal misalignment drives top talent away, and how AssessTEAM helps boost motivation, clarity, and retention through strategic goal setting. - [AI-Powered Performance Management: How Smart Systems Are Reshaping Employee Reviews](https://www.assessteam.com/ai-powered-performance-management-how-smart-systems-are-reshaping-employee-reviews/): Discover how AI-powered tools transform employee reviews with real-time feedback, automation, and insights to boost accuracy and productivity. - [Case study: Simple EOS Software: Simplifying Success with Enterprise Performance Management for Startups and Established Businesses](https://www.assessteam.com/case-study-simple-eos-software-simplifying-success-with-enterprise-performance-management-for-startups-and-established-businesses/): Streamline EOS with AssessTEAM, the enterprise performance management software. Effortlessly track KPIs, manage goals, and enhance accountability. - [AssessTEAM Celebrates Tanusree Vinnakota’s Recognition in Marquis Who’s Who for Engineering Leadership and Innovation](https://www.assessteam.com/assessteam-celebrates-tanusree-vinnakotas-recognition-in-marquis-whos-who-for-engineering-leadership-and-innovation/): Tanusree Vinnakota, a key innovator at AssessTEAM, earns a spot in Marquis Who’s Who for Engineering Leadership and Innovation. - [7 Key Strategies to Boost Employee Engagement and Maximize Workplace Efficiency](https://www.assessteam.com/7-key-strategies-to-boost-employee-engagement-and-maximize-workplace-efficiency/): 7 proven strategies to enhance employee engagement and workplace efficiency. Learn how AssessTEAM’s Employee Engagement Software boosts productivity and business success. - [Kicking off 2025: AssessTEAM Wraps Up 2024 With Prestigious Recognitions from Gartner Digital Markets in 2024](https://www.assessteam.com/kicking-off-2025-assessteam-wraps-up-2024-with-prestigious-recognitions-from-gartner-digital-markets-in-2024/): AssessTEAM celebrates recognitions from Capterra, Software Advice, and GetApp in 2024, highlighting its value in performance management and employee engagement. - [Connecting Skills with Organizational Goals Using OKRs](https://www.assessteam.com/connecting-skills-with-organizational-goals-using-okrs/): Explore the power of OKRs in aligning employee skills to strategic goals. Drive engagement, continuous learning, and measurable results with our actionable guide - [Pitfalls You Must Avoid During Year End Performance Reviews](https://www.assessteam.com/avoid-mistakes-year-end-performance-reviews/): Master the art of year-end performance reviews by avoiding common mistakes. Create a positive, constructive evaluation process with these expert tips and strategies. - [Performance Evaluation Form for Evaluating Teachers: Building a System that Truly Supports Educators](https://www.assessteam.com/effective-teachers-performance-evaluations-system/): Move beyond traditional teacher reviews. Explore innovative tools like AssessTEAM to create dynamic evaluations that foster growth, recognize achievements, and inspire educators. - [Performance Appraisal for the Hospitality Industry: Challenges & Tips](https://www.assessteam.com/hospitality-employee-management-tips/): Master the art of hospitality performance management with structured onboarding, peer feedback, and real-time evaluations. Empower employees and improve guest satisfaction. - [Top methods and techniques for evaluating employee performance](https://www.assessteam.com/top-methods-and-techniques-for-evaluating-employee-performance/): Evaluate employees effectively with top methods and reliable software tailored to your organization's needs. - [Case Study: Leading Business Consulting Firm Improves Employee Retention and Engagement with AssessTEAM](https://www.assessteam.com/case-study-leading-business-consulting-firm-improves-employee-retention-and-engagement-with-assessteam/): Discover how a top business consulting firm enhances employee retention and engagement through effective performance management with AssessTEAM’s innovative tools and insights. - [Online Performance Management System – A Simplified Approach to Employee Evaluation and Growth](https://www.assessteam.com/online-performance-management-system-a-simplified-approach-to-employee-evaluation-and-growth/): AssessTEAM’s online performance management system simplifies employee evaluations and promotes professional growth. Learn more in this blog. - [Case Study: Leading Retail Company Automates 30-60-90 Day New Hire Reviews with AssessTEAM](https://www.assessteam.com/leading-retail-company-automates-30-60-90-day-new-hire-reviews-with-assessteam/): Discover how a leading retail company streamlined its 30-60-90 day new hire review process using AssessTEAM's automated evaluation templates, improving efficiency and performance tracking. - [Build Your HR Social Media Calendar with AssessTEAM](https://www.assessteam.com/build-your-hr-social-media-calendar-with-assessteam/): Stay organized in 2024 with AssessTEAM's HR and Social Media Calendar. Never miss celebrations or deadlines. Download now! - [Best Practices for Employee Reviews in the Financial Services Industry](https://www.assessteam.com/best-practices-for-employee-reviews-in-the-financial-services-industry/): Learn the best practices for conducting employee reviews in the financial services industry. Improve performance evaluations with structured feedback, goal setting, and effective review strategies tailored for finance professionals. - [Case Study: Leading Real-Estate Company Streamlines Goal-Setting and Evaluation Processes with AssessTEAM](https://www.assessteam.com/leading-real-estate-company-streamlines-goal-setting-and-evaluation-processes-with-assessteam/): Discover how a leading real estate company streamlined its goal-setting and performance evaluation processes with AssessTEAM. Learn about the key benefits and improved efficiency through effective employee assessments. - [Improving Employee Performance in the Healthcare Sector](https://www.assessteam.com/improving-employee-performance-in-the-healthcare-sector/): Discover strategies to enhance employee performance in the healthcare sector with AssessTEAM. Learn effective methods for performance evaluation, training, and development to boost productivity and patient care quality. - [How to Enhance Church Staff Performance: Best Practices and Fundamentals](https://www.assessteam.com/how-to-enhance-church-staff-performance-best-practices-and-fundamentals/): Boost your church's success by implementing effective church staff evaluations and clear church KPIs. Learn strategies to improve performance, foster motivation, and align your team with your church's mission. - [Effective Employee Evaluation Techniques in the Retail Sector](https://www.assessteam.com/effective-employee-evaluation-techniques-in-the-retail-sector/): Discover proven employee evaluation techniques in the retail sector to enhance productivity, improve customer satisfaction, and drive performance with actionable feedback strategies." - [Best Practices for Employee Performance Management in the Manufacturing Industry](https://www.assessteam.com/best-practices-for-employee-performance-management-in-the-manufacturing-industry/): Explore best practices for employee performance management in manufacturing. Boost productivity and drive improvement with AssessTEAM. - [Top 11 Features You Should Look for in a Performance Evaluation Software](https://www.assessteam.com/top-11-features-you-should-look-for-in-a-performance-evaluation-software/): Discover 11 key features of performance evaluation software for enhancing employee assessments and growth, from user-friendly interfaces to 360-degree feedback. - [AssessTEAM Featured Among the Top Products That Offer Key Features of Performance Management Software on Capterra](https://www.assessteam.com/assessteam-featured-among-the-top-products-that-offer-key-features-of-performance-management-software-on-capterra/): AssessTEAM featured among the top products on Capterra, showcasing its essential performance management software features. Discover how AssessTEAM excels in employee performance tracking and management. - [Case study: Leading Accounting Firm Leverages AssessTEAM for Comprehensive 360-Degree Reviews](https://www.assessteam.com/case-study-leading-accounting-firm-leverages-assessteam-for-comprehensive-360-degree-reviews/): Discover how the leading accounting firm has improved its employee evaluation process by leveraging AssessTEAM for comprehensive 360-degree reviews in this detailed case study. - [The Importance of Risk Management KPIs in Enhancing Business Resilience](https://www.assessteam.com/the-importance-of-risk-management-kpis-in-enhancing-business-resilience/): Learn how risk management KPIs play a crucial role in enhancing business resilience. Discover key metrics and strategies to safeguard your organization against uncertainties and ensure long-term stability and success. - [The 10 Most Important Features Every Performance Management App Should Have in 2025](https://www.assessteam.com/the-10-most-important-features-every-performance-management-app-should-have/): Explore key features to look for in a performance management app, like goal setting, 360 feedback to boost team productivity and engagement. - [Empowering Teams: Leveraging 360-Degree Feedback Software for Collaborative Growth](https://www.assessteam.com/empowering-teams-leveraging-360-degree-feedback-software-for-collaborative-growth/): Leverage AssessTEAM's 360-degree feedback software to boost team performance, foster collaboration, and drive continuous growth. Unlock your team's full potential today! - [From Reception to Revenue: Maximizing Front Desk Performance with KPIs](https://www.assessteam.com/from-reception-to-revenue-maximizing-front-desk-performance-with-kpis/): Unlock the full potential of your front desk with AssessTEAM's comprehensive KPIs. Read how to optimize performance from reception to revenue, driving growth and success for your business. - [Team KPIs: Aligning Goals and Driving Performance for Organizational Success](https://www.assessteam.com/team-kpis-aligning-goals-and-driving-performance-for-organizational-success/): Learn how AssessTEAM’s Team KPIs align goals and boost performance to drive organizational success effectively. - [AssessTEAM Revolutionizes Performance Management with Mobile App and Innovative Feedback Tools](https://www.assessteam.com/assessteam-revolutionizes-performance-management-with-mobile-app-and-innovative-feedback-tools/): Experience in performance management with AssessTEAM's mobile app and innovative feedback tools. Elevate productivity and success with seamless tracking and real-time evaluation. - [Do Emoticons Have a Place in Your Performance Review?](https://www.assessteam.com/do-emoticons-have-a-place-in-your-performance-review/): Discover how incorporating emoticons into your employee performance review process can enhance communication, foster understanding, and improve employee engagement. - [10 Simple Ways A Performance Management Software Helps with Employee Appreciation](https://www.assessteam.com/10-simple-ways-a-performance-management-software-helps-with-employee-appreciation/): Read how AssessTEAM facilitates recognition, feedback, and continuous improvement, making your organization a magnet for top talent & Lift your employer brand with effective tools for employee engagement and satisfaction. - [Text Message Based Employee Performance Evaluations](https://www.assessteam.com/text-message-based-employee-performance-evaluations/): Unveil the power of AssessTEAM's text message based evaluations for comprehensive employee performance and customer satisfaction insights tailored for a mobile-centric world. - [AssessTEAM Earns G2 High Performer Award for Fall 2023, Revolutionizing Performance Management](https://www.assessteam.com/assessteam-earns-g2-high-performer-award-for-fall-2023-revolutionizing-performance-management/): AssessTEAM honored as a G2 High Performer Award for Fall 2023! Explore how our innovative approach to performance management is helping 100s of businesses engage with their employees. - [Unlocking Employee Engagement: A 360-Degree Feedback Journey](https://www.assessteam.com/unlocking-employee-engagement-360-degree-feedback-journey/): Explore impactful 360-degree feedback questions to boost employee engagement, foster growth, and improve communication. - [An Employee Directory Can Improve Team Communication and Engagement](https://www.assessteam.com/an-employee-directory-can-improve-team-communication-and-engagement/): Gain useful insights and understand how having an employee directory can foster teamwork and make communication easier for modern businesses, especially in a hybrid work mode. - [Free Performance Management Software - Limitations & Pitfalls](https://www.assessteam.com/free-performance-management-software-limitations-pitfalls/): Explore how AssessTEAM's performance management software provides a solid foundation for sustained growth and success to organizations of all sizes and budgets without compromising quality. - [Avoid Employment Practices Liability Claims with Performance Documentation](https://www.assessteam.com/avoid-employment-practices-liability-claims-with-performance-documentation/): Explore how AssessTEAM's performance management software promotes fair evaluations, ongoing feedback, and transparent communication while minimizing employment practices liability (EPL) risks. - [8 Critical Customer Success KPIs Every SaaS Company Should Track](https://www.assessteam.com/8-critical-customer-success-kpis-every-saas-company-should-track/): Track the 8 key customer success KPIs essential for SaaS companies' growth and retention. Enhance your performance metrics and drive lasting customer relationships. Learn how! - [5 Things to Consider Before Employee Termination for Poor Performance](https://www.assessteam.com/5-things-to-consider-before-employee-termination-for-poor-performance/): In this blog post, we will discuss 5 important things to consider before employee termination based on poor performance and how implementing a performance management system can effectively mitigate such situations. - [3 Step Employee Engagement Budget That Delivers Measurable ROIs](https://www.assessteam.com/3-step-employee-engagement-budget-that-delivers-measurable-rois/): Ready to take your employee engagement efforts to the next level? Learn how to improve employee engagement and boost your business's ROI with our 3-step budget plan for employee engagement programs. - [Top Remote Employee Engagement Strategies That Work in 2025](https://www.assessteam.com/top-remote-employee-engagement-strategies-that-work/): Explore employee engagement software to boost remote team communication, collaboration, and productivity. Proven tips from AssessTEAM. - [Performance Management for Highly Sensitive People](https://www.assessteam.com/performance-management-for-highly-sensitive-people/): Discover how to effectively manage performance for overly sensitive employees with our comprehensive guide on performance management for highly sensitive people. Learn how a performance management system can help to effectively communicate, set expectations and provide feedback to promote growth and success. - [10 Techniques to Encourage Workplace Diversity](https://www.assessteam.com/10-techniques-to-encourage-workplace-diversity/): Discover how to promote diversity and inclusion in the workplace and boost employee engagement. Here are ten techniques every organization should take to improve diversity in the workforce. - [What is Employee Sentiment Analysis and Why Do You Need It?](https://www.assessteam.com/what-is-employee-sentiment-analysis-and-why-do-you-need-it/): Employee sentiment analysis might be the answer to the employee engagement problem. With AssessTEAM mood surveys, you’ll hear the voice of your employees with a clarity you never imagined was possible. - [EEO Compliant Performance Management Process](https://www.assessteam.com/eeo-compliant-performance-management-process/): AssessTEAM has been designed to meet and exceed EEO requirements. Read below to see how you can deploy a performance management system that is EEO compliant. - [10 Easy Steps Towards Preventing Employee Burnout](https://www.assessteam.com/10-easy-steps-towards-preventing-employee-burnout/): Preventing employee burnout should be a priority in any workplace. Find out how you can use performance management software to fight it. - [Performance Management Software for Remote Workers](https://www.assessteam.com/performance-management-software-for-remote-workers/): Here are the top tips to consider to revamp your performance management for remote workers to enable team members to become more engaged and productive. - [Why Mid-Year Performance Reviews are Crucial to Year-End Success](https://www.assessteam.com/why-mid-year-performance-reviews-are-crucial-to-year-end-success/): Mid year performance reviews are essential for employee appraisal and help in employee performance management during all 12 months. Learn how AssessTEAM performance management software helps to conduct mid year performance reviews. - [9 Signs Your Business Needs a Performance Management Software](https://www.assessteam.com/9-signs-your-business-needs-a-performance-management-software/): A performance management system enables managers to provide additional support to their employees, determine training needs, and conduct fair performance reviews. We’ve put together a comprehensive list of the 9 signs that show your business needs a performance management system. - [5 Ways to Minimize Bias in Employee Performance Reviews](https://www.assessteam.com/5-ways-to-minimize-bias-in-performance-reviews/): Avoid bias in employee performance reviews with AssessTEAM. Discover 5 ways our software supports fair, accurate, and objective evaluations. - [5 Things Your Employee Goal Setting Software Must Do](https://www.assessteam.com/5-things-your-employee-goal-setting-software-must-do/): Discover 5 must-have features in goal-setting software. Learn how AssessTEAM helps businesses set clear goals and drive measurable results. - [Performance Management Software for a Hybrid Work Culture](https://www.assessteam.com/performance-management-for-a-hybrid-work-culture/): Performance management software helps track goals, boost engagement, and maintain productivity across remote and in-office teams. - [Anatomy of a Perfect Employee Evaluation Form](https://www.assessteam.com/anatomy-of-a-perfect-employee-evaluation-form/): Designing the perfect employee evaluation form doesn’t have to be a tedious and challenging task. AssessTEAM delivers performance evaluation templates that can be customized to fit around your business process. - [7-Point Checklist for Selecting Performance Management Software in 2025](https://www.assessteam.com/7-point-checklist-for-selecting-performance-management-software-in-2024/): Performance management software solutions must help you effectively analyze, assess, and improve your team's performance. - [Employee Review Software for Small Businesses - Challenges & Solutions](https://www.assessteam.com/employee-review-software-for-small-businesses-challenges-solutions/): Employee review software helps organizations by giving managers a systematic process to achieve the team’s objectives, improve team efficiency and develop performance capabilities. - [Create A Simple Job Performance Review Form with AssessTEAM](https://www.assessteam.com/create-a-simple-job-performance-review-form-with-assessteam/): Make your job performance reviews form simple & effective by using AssessTEAM cloud-based performance management software - [Impact of Employee Performance Reviews in a Flat Organizational Structure](https://www.assessteam.com/impact-of-employee-performance-reviews-in-a-flat-organizational-structure/): See how employee performance review tools help flat organizations improve productivity. Use AssessTEAM to gather feedback and make informed decisions. - [7 Reasons Why 360-degree feedback Programs Fail](https://www.assessteam.com/7-reasons-why-360-degree-feedback-programs-fail/): If your 360-degree feedback program is not achieving the expected results, there are common reasons why it is failing. Let's take a look at the 7 most common reasons. - [How to Improve Employee Performance Through Employee Engagement Software](https://www.assessteam.com/how-to-improve-employee-performance-through-employee-engagement/): AssessTEAM’s employee engagement software improves performance by identifying issues, supporting growth, and fostering a positive work culture. - [Getting 360-degree feedback Right - Pitfalls and How to Make it Work For You](https://www.assessteam.com/getting-360-degree-feedback-right-pitfalls-and-how-to-make-it-work-for-you/): Learn how to use 360 Degree Feedback Software effectively. Avoid common pitfalls and ensure fair, well-rounded performance reviews across your organization. - [SMART goals rollout guide: How to convert your employee goals to smart goals](https://www.assessteam.com/smart-goals-rollout-guide-how-to-convert-your-employee-goals-to-smart-goals/): Use goal setting software to turn employee goals into SMART goals. Improve motivation, track progress, and simplify performance reporting with AssessTEAM. - [8 Key Tips for Writing an Effective Employee Performance Review](https://www.assessteam.com/8-key-tips-for-writing-an-effective-employee-performance-review/): Want to make your employee performance reviews more effective? Here are eight key tips that will encourage employee development following the reviews. - [Time to Shine: How to Encourage an Employee to Perform A Self Evaluation In 2025](https://www.assessteam.com/time-to-shine-how-to-encourage-an-employee-to-perform-a-self-evaluation-in-2020/): Use AssessTEAM's employee self evaluation tools to boost engagement, set career goals, and track performance for improved job focus and career growth. - [Case study: Pulse Solutions uses AssessTEAM’s Enterprise Suite to introduce automated project profitability and project-performance evaluations into its business](https://www.assessteam.com/case-study-pulse-solutions-uses-assessteams-enterprise-suite-to-introduce-automated-project-profitability-and-project-performance-evaluations-into-its-business/): Pulse Solutions uses AssessTEAM’s Enterprise Suite to introduce automated project profitability and project-performance evaluations into its business. - [Case study: Conifer Research uses automation and agile project performance evaluation apps to track project performance in a dynamic, rapidly changing, and project-centered environment.](https://www.assessteam.com/case-study-conifer-research-uses-automation-and-agile-project-performance-evaluation-apps-to-track-project-performance-in-a-dynamic-rapidly-changing-and-project-centered-environment/): Conifer Research created an agile and responsive project performance management process with AssessTEAM’s performance management system & apps. Read the full case study here. - [AssessTEAM Receives Two Awards from Finances Online](https://www.assessteam.com/assessteam-receives-two-awards-from-financesonline/): Big news! We’re excited to share that AssessTEAM has been recognized for being a leader in the employee performance management industry. - [Project Productivity & Profitability Analysis Tools on the Cloud](https://www.assessteam.com/project-productivity-profitability-analysis-tools-on-the-cloud/): Learn how AssessTEAM can be used for simple project profitability analysis using a timesheets mobile app. - [A quick guide for managing work from home challenges in 2025](https://www.assessteam.com/managing-work-from-home-challenges/): Use AssessTEAM cloud-based software to create a clear work from the home process means your organization can improve the engagement and productivity of work from home employees. - [Case study: Mazars uses automation to develop a more streamlined, fun and less labor-intensive performance management process](https://www.assessteam.com/case-study-mazars-uses-automation-to-develop-a-more-streamlined-fun-and-less-labor-intensive-performance-management-process/): Mazars dramatically enhanced its employee evaluation outcomes with AssessTEAM's performance management process. Here is the full case study. - [Effective Performance Management KPIs in the Oil and Gas Sector](https://www.assessteam.com/effective-performance-management-kpis-in-the-oil-and-gas-sector/): AssessTEAM includes oil and gas KPIs for effective performance management that helps to measure engineer’s performance in oil and gas companies. - [Case Study: Healthcare Organization Simplifies Employee Evaluations with AssessTEAM Continuous Feedback System](https://www.assessteam.com/case-study-healthcare-organization-simplifies-employee-evaluations-with-assessteam-continuous-feedback-system): Discover how a healthcare organization streamlined its employee evaluations using the AssessTEAM Continuous Feedback System in this detailed case study. - [Performance Management for Healthcare Professionals - KPIs, Tips and Insights](https://www.assessteam.com/performance-management-for-healthcare-professionals-kpis-tips-and-insights/): Performance Management for Healthcare Professionals on the Cloud, AssessTEAM includes an extensive set of healthcare KPIs for performance management in the healthcare industry. - [Performance Management for Accountants and Bookkeepers](https://www.assessteam.com/performance-management-for-accountants-and-bookkeepers/): Accounting department and bookkeeper evaluation tips with KPI examples, use AssessTEAM to evaluate your accounts department performance. - [Real-world examples of critical incident tracking](https://www.assessteam.com/all-you-need-to-know-about-critical-incident-method-of-performance-appraisal/): Learn about the critical incident method of employee performance appraisal and get some ideas about how to use it properly. - [Important Tips for Multilingual Performance Review Process](https://www.assessteam.com/important-tips-for-multilingual-performance-review-process/): Having a multilingual performance review process in your organization can introduce a world of benefits to your globally-minded organization. Here's how. - [Employee Engagement in the new mobile world](https://www.assessteam.com/employee-engagement-in-the-new-mobile-world/): AssessTEAM is a mobile-based employee engagement software that lets you know when employees need support for better engagement at the workplace. - [Global performance management using AssessTEAM: Transcending the Language Barrier](https://www.assessteam.com/global-performance-management-using-assessteam-transcending-the-language-barrier/): AssessTEAM’s performance management software supports 120+ languages to engage a global workforce and transcend language barriers. - [From Annual to Continuous: Choosing the right performance management combination for you](https://www.assessteam.com/from-annual-to-continuous-choosing-the-performance-management-combination/): Continuous evaluation gives frequent feedback to employees and helps HR leaders reduce the time managers spend on the annual performance review. - [Key benefits of Mobile App-Based Performance Management Process](https://www.assessteam.com/key-benefits-of-mobile-app-based-performance-management-software/): AssessTEAM mobile app based Performance Management software simplifies employee evaluations to measure team-oriented performance metrics effectively over Android & iPhone apps. - [Modern World Employee engagement: Merits and Methods](https://www.assessteam.com/modern-world-employee-engagement-merits-and-methods/): Employee engagement in the workplace and employee satisfaction has become the core functions today. Here are merits and methods of modern world employee engagement. - [A complete guide to 360 degree performance appraisal process in the cloud](https://www.assessteam.com/a-complete-guide-to-360-degree-performance-appraisal-process-in-the-cloud/): Cloud based 360 degree performance appraisal process is a comprehensive way of managing employee performance in relation to organizational success. - [How to Keep Performance Reviews Constructive](https://www.assessteam.com/how-to-keep-performance-reviews-constructive/): Ongoing constructive employee performance review essential for letting employees know how they're performing and what's expected of them. Learn more about how to keep performance reviews constructive. - [Online Employee Performance Evaluation - An Easy Way to Professional Development](https://www.assessteam.com/online-employee-performance-evaluation-an-easy-way-to-professional-development/): By using an online employee performance review system, an evaluator can easily access pre-defined KPIs and answer the associated questionnaires from anywhere and at any time. - [Making Team Goal Setting Simpler for Managers](https://www.assessteam.com/making-team-goal-settings-simpler-for-managers/): Setting clear team goals can lead you to the real success that you and your team are aiming for. AssessTEAM makes team goal setting simpler for managers. - [A Performance Management Guide to Successful Employee Management](https://www.assessteam.com/a-performance-management-guide-to-successful-employee-management/): Performance management system by AssessTEAM assists you to review employee performance simply and precisely and improves employee effectiveness. - [Steps to building your own high-performance culture](https://www.assessteam.com/steps-to-building-your-own-high-performance-culture/): Employee Performance management process gives you a clear picture of how an individual is performing against their job description which helps to build high-performance office culture. - [Continuous assessment: 4 Ways managers can support employee development](https://www.assessteam.com/continuous-assessment-4-ways-managers-can-support-employee-development/): Continuous assessment motivates employees to pursue growth proactively. Here are four ways managers can support employee development in the workplace using AssessTEAM software. - [Open employee review process to unlock employee performance and productivity](https://www.assessteam.com/open-employee-review-process-to-unlock-employee-performance-and-productivity/): Employee performance review process should address concerns and feedback. Here's how good leader makes this process much transparent for the employees using AssessTEAM. - [Performance Appraisal Frequency, Shedding Myths & Traditions](https://www.assessteam.com/performance-appraisal-frequency-shedding-myths-traditions/): A performance appraisal intends to help grow the employees and the company's bottom line. AssessTEAM helps to evaluate employee performance with features like 360 feedback, clear goals and much more. - [The Do's and Dont's of giving negative employee performance reviews](https://www.assessteam.com/the-dos-and-donts-of-giving-negative-employee-performance-reviews/): Performance reviews are valuable for both employer and employee. Here's how good managers give bad employees feedback using performance review software. - [Tips for a Successful 360-degree feedback Program](https://www.assessteam.com/tips-for-a-successful-360-degree-feedback-program/): Deploy 360 degree feedback software in minutes with AssessTEAM. Trusted by 2000+ companies, with 100s of built-in questions and simple tools. - [Employee Evaluation for Legal Professionals](https://www.assessteam.com/employee-evaluation-legal-professionals/): Employee evaluation for legal professionals helps firms to objectively measure and analyze the performance of employees. Here are some employee evaluation metrics. - [8 Employee Evaluation Metrics for Manufacturing Companies](https://www.assessteam.com/8-employee-evaluation-metrics-manufacturing-companies/): Manufacturing companies use the evaluation results for their strategic short-term and long-term goals. Here are the 8 common employee evaluation metrics for manufacturing companies. - [Employee Evaluation for Hospitals – Challenges and Solutions for Healthcare Professionals Evaluation](https://www.assessteam.com/employee-evaluation-hospitals-challenges-solutions-healthcare-professionals-evaluation/): Employee evaluation system is essential as it helps to gain feedback and discuss the next steps of action. Here are some employee evaluation metrics for hospitals. - [Applying Employee Performance Metrics towards Retention of Key Employees](https://www.assessteam.com/applying-employee-performance-metrics-towards-retention-of-key-employees/): Track and retain key talent with employee performance metrics. When used effectively, they benefit both your employees and your business. - [Top 4 Things to Look for in an Employee Performance Evaluation Software](https://www.assessteam.com/top-4-things-to-look-for-in-an-employee-performance-evaluation-software/): Find the right software for performance evaluation for employees. Track goals, review progress, and support development with ease. - [Performance appraisal process: Focal point reviews vs. anniversary date appraisals](https://www.assessteam.com/performance-appraisal-process-focal-point-reviews-vs-anniversary-date-appraisals/): Our human resource experts at AssessTEAM posit that the performance appraisal process must be a vital element of the project management (or focal point) process. - [Performance management software can help you employ the right talent](https://www.assessteam.com/performance-management-software-can-help-employ-right-talent/): Performance management software ensures role clarity and tracks performance, helping you attract and retain the right talent. - [Tips to Build an Effective Performance Management System](https://www.assessteam.com/top-tips-to-build-an-effective-performance-management-system/): Effective performance management is only possible through performance assessments and this requires the development of the right performance evaluation tools. - [9 Ways to Track and Measure Employee Performance](https://www.assessteam.com/9-ways-track-measure-employee-performance/): Every organization should use employee evaluation software and evaluate their employees; here are top nine ways to quickly measure employee performance. - [Simple Employee Performance Management System with Mobile apps](https://www.assessteam.com/simple-employee-performance-management-mobile-apps/): Mobile app based employee performance management system that’s easy to read and navigate on a smaller screen and keeps employees engaged in the performance review process. - [Employee performance management tool for the modern HR professional](https://www.assessteam.com/employee-performance-management-tool-for-the-modern-hr-professional/): Unlock workforce potential with our employee performance management. Streamline evaluations, boost productivity, and enhance engagement. - [Best practices for creating OKRs or Result areas](https://www.assessteam.com/best-practices-for-creating-okrs-or-result-areas/): Creating OKRs (Objective key result areas) or Result Areas is a crucial part of using AssessTEAM to manage employee performance, yet a few of you have been seeking some more clarity on how to deploy our built-in, Result Areas, in your business. - [AssessTEAM: Basecamp Integrated Employee Evaluation System](https://www.assessteam.com/assessteam-basecamp-integrated-employee-evaluation-system/): Simple tool for evaluating employee performance by project, integrated closely with Basecamp. - [Use Zoho People with AssessTEAM employee evaluation](https://www.assessteam.com/use-zoho-people-assessteam-employee-evaluation/): Zoho allows you to integrate with one of the most sophisticated performance evaluations apps on the market, that being AssessTEAM. - [Why Employees Appraisal Systems Should Measure Profit Per Employee](https://www.assessteam.com/why-employees-appraisal-systems-should-measure-profit-per-employee/): Performance management systems are geared towards hiring and retaining profitable employees and improving or removing less profitable employees. - [How to Get a Failing Employee Back on Track with a Performance Improvement Plan](https://www.assessteam.com/get-failing-employee-back-track-performance-improvement-plan/): Is your employee underperforming? Consider an employee performance improvement plan to get the staff member back on track. - [Assessing New Hire Competence with Goal-Driven Probationary Periods](https://www.assessteam.com/assess-new-hire-competence-goal-driven-probationary-periods/): Employee assessment objectives should be ‘SMART’ and assessed timely for probationers. By the end, they should have a clear idea, what they have been employed to do. - [3 Warning Signs Your Performance Appraisal Process is Broken](https://www.assessteam.com/3-warning-signs-performance-appraisal-process-broken/): 3 warning signs that your employee performance appraisal system needs a touch-up. As businesses reinvent themselves with changing times one needs to have a well-functioning appraisal system in place. - [Sample employee evaluation templates](https://www.assessteam.com/sample-employee-evaluation-templates/): 900+ Employee evaluation templates to choose from at AssessTEAM, pick from our selection or create your own. Employee evaluation on the cloud. - [3 Harmful Performance Appraisal Myths Debunked](https://www.assessteam.com/3-harmful-performance-appraisal-myths-debunked/): Here are 3 top myths about appraisals and the reality. These myths can hold you, and your team back, which is why it is vital that these myths are quickly debunked. - [How Do You Ensure Performance Appraisals Are Taken Seriously?](https://www.assessteam.com/how-do-you-ensure-performance-appraisals-are-taken-seriously/): Discover how AssessTEAM revolutionizes performance appraisals, ensuring they're taken seriously. Streamline evaluations, track progress, and optimize workforce productivity with our comprehensive platform. - [How To Convince Your Boss to Invest in Appraisal Software](https://www.assessteam.com/convince-boss-invest-appraisal-software/): Make a statement to your boss to acquire performance appraisal software with these 3 strategies. They all can be used regularly in the B2B sales process. - [Why Do You Need A Standalone Employee Appraisal Software?](https://www.assessteam.com/need-stand-alone-employee-appraisal-software/): Learn how standalone employee appraisal software like AssessTEAM streamlines performance reviews, improves accuracy, and boosts employee development with powerful tools. - [Why Businesses Should Be Moving From SMART to SMARTER Goal Setting](https://www.assessteam.com/businesses-moving-smart-smarter-goal-setting/): Smart goals is an effective way to motivate staff, while the smart goal-setting process is a smarter objective management process to deliver good results. - [How To Turn An Underperforming Employee Into A Superstar](https://www.assessteam.com/turn-under-performing-employee-superstar/): Turn an under-performing employee into a superstar. Simply communicate, clarify their goals and duties and optimize annual performance review regularly. - [4 Reasons to Ditch Annual Appraisals And Replace Them With Real-Time Feedback](https://www.assessteam.com/4-reasons-ditch-annual-appraisals-replace-real-time-feedback/): Ditch annual appraisals in favor of real-time feedback. Real-time feedback help employees to optimize their performance management process on monthly basis. - [5 Ways To Ensure Higher Employee Retention Rate With Effective Training](https://www.assessteam.com/5-ways-ensure-higher-employee-retention-rate-effective-training/): Effective Training is of paramount importance to retaining employees. Check 5 Ways to Ensure Higher Employee Retention Rate with Effective Training. - [Now It's Your Turn To Gear Up Your Performance Appraisal Software](https://www.assessteam.com/gear-up-your-performance-appraisal-software/): Recognition is a key driver of employee enthusiasm and consequent productivity. Speed up your performance appraisal software. - [Time to Relaunch Your Company’s Performance Appraisal System](https://www.assessteam.com/time-to-relaunch-your-companys-performance-appraisal-system/): Are you tired of chasing expensive consultants and giving away support fees for evaluating your employees? If so revive your company's performance appraisal system. - [5 Reasons Why Performance Appraisals Are Essential](https://www.assessteam.com/5-reasons-performance-appraisals-essential/): Human Resources makes a significant contribution to an organization in the act of implementing a performance appraisal. - [Project Profitability Calculation With AssessTEAM](https://www.assessteam.com/project-profitability-calculation-assessteam/): Project profitability calculation is one of the cornerstones of the AssessTEAM employee evaluation system. Knowing more about project profitable gives you competitive business intelligence. - [Effective Performance Review Software For Small Companies](https://www.assessteam.com/effective-performance-review-software-small-companies/): AssessTEAM offers small businesses powerful employee timesheet software that simplifies performance reviews and boosts productivity with easy tracking tools. - [Why Timesheet Software is Essential for Profitability Tracking](https://www.assessteam.com/why-timesheet-software-is-essential-for-profitability-tracking): Discover how AssessTEAM's timesheet software helps track profitability by monitoring employee performance, project costs, and time management. Boost your business efficiency today! - [Employee Retention: How To Identify, Nurture and Retain Top Performers](https://www.assessteam.com/employee-retention-identify-nurture-retain-top-performers/): Employee performance evaluation is vital to the growth of both the employee and the company. Do best to identify, nurture, and retain employees. - [Considering Project Profitability Analysis for Employee Evaluation](https://www.assessteam.com/considering-project-profitability-analysis-employee-evaluation/): AssessTEAM delivers project profitability analysis with continuous feedback based employee performance evaluation. - [How Can An Effective Performance Management System Help Retain Top Talent](https://www.assessteam.com/effective-performance-management-system-can-retain-top-talent/): Employee performance management system can help you retain your top talent and provide you the right opportunities to keep employees motivated. - [7 Essential Coaching Tips for Busy Leaders](https://www.assessteam.com/7-essential-coaching-tips-for-busy-leaders/): Effective employee performance evaluation includes analyzing the current performance level and coaching to help the employee do better. - [The Value of Formal Training in Your Organization](https://www.assessteam.com/value-formal-training-organization/): Formal training should be an integral part of a effective performance management system. Employee appraisals system should also include feedback about the recommended training for each employee. - [7 Ways to Identify Leaders Among Your Employees](https://www.assessteam.com/7-ways-identify-leaders-among-employees/): An employee appraisal is a key to understand their current performance levels and future goals. It helps you identify the future leaders of your organization. - [Employee Development: Who, How & What You Need to Know](https://www.assessteam.com/employee-development-need-know/): Employee performance reviews could be beneficial to identify what type of employee development programs your organization needs. - [7 Things successful people do to get and stay motivated](https://www.assessteam.com/7-things-successful-people-get-stay-motivated/): Performance evaluation and profitability tracking are a great way to measure your milestones to achieve success. Here are 7 things successful people do to get and stay motivated. - [6 Tips for Building a Great Learning Culture at Work](https://www.assessteam.com/6-tips-building-great-learning-culture-work/): How do you create a learning culture in your organization that effectively increases employee communication, engagement, and improves performance? Here are six tips. - [Managing people is an art: Top tips to do it right](https://www.assessteam.com/managing-people-art-top-tips-right/): It is essential for setting up employee performance metrics while leading a staff. Here, we've put together tips, advice, and recommendations for nurturing people around you. - [Employee Appraisal Software on Cloud](https://www.assessteam.com/employee-appraisal-software-cloud/): AssessTEAM is a simple employee appraisal software on the Cloud with no hardware, infrastructure or training required. - [6 Performance Management Trends And challenges To Watch For In 2020](https://www.assessteam.com/6-performance-management-trends-and-challenges-to-watch-for-in-2020/): Some of the most common trends and challenges identified in performance management and why each can or cannot add value. - [Are you afraid of Performance Appraisals?](https://www.assessteam.com/are-you-afraid-of-performance-appraisals/): The objective of the employee appraisal is fair and equitable compensation based on performance to facilitate easier and the testing and validation of selection tests. - [Increasing Productivity- Top Tips](https://www.assessteam.com/increasing-productivity-top-tips/): Employees being productive is very crucial for a company. It is the employee performance that determines the overall growth and success of a company. - [Smart Goal Setting: 5 Tips For Motivating Employees](https://www.assessteam.com/smart-goal-setting-5-tips-for-motivating-employees/): Motivate teams with SMART goals using AssessTEAM goal setting software. Proven tips to boost performance and drive business growth. - [Drive organizational culture change with constructive feedback](https://www.assessteam.com/drive-organizational-culture-change-with-constructive-feedback/): To foster a supporting company environment wherein all employees are acknowledged for their work, offered advice on how to develop professionally, and under - [Five Common Project Management Challenges](https://www.assessteam.com/five-common-project-management-challenges/): Make issues of project management a thing of the past and start working smarter for the future. - [Can automation revitalize your performance appraisal process?](https://www.assessteam.com/can-automation-revitalize-your-performance-appraisal-process/): When a performance review system becomes an  integral part of your performance management, employee will flourish using an automated self assessment that is driven by ongoing communication and feedback. - [5 strategies for helping your employees reach their career goals](https://www.assessteam.com/5-strategies-for-helping-your-employees-reach-their-goals/): Let AssessTEAM help you design a bespoke employee performance evaluation process to help your employees reach their career goals within your organization. - [Benefits, Values, and Guiding Principles of Self-Assessment](https://www.assessteam.com/benefits-values-and-guiding-principles-of-self-assessment/): The self-assessment process in now truly the first step of the performance appraisal process and has helped management to drive up engagement and increase retention. Know more here. - [Employee evaluation software: Why is it crucial to have a customizable software?](https://www.assessteam.com/employee-evaluation-software-why-is-it-crucial-to-have-a-customizable-software/): With AssessTEAM, our software flexes to fit your performance review process, no matter how distinct it is. - [AssessTEAM announces Cloud based employee evaluation and profitability tracking solutions](https://www.assessteam.com/assessteam-announces-cloud-based-employee-evaluation-and-profitability-tracking-solutions/): A new toolset gives businesses a competitive edge by incorporating employee evaluation, engagement, and profitability analysis in a single powerful cloud based suite. - [Busting the Top 7 Myths About Employee Engagement in 2025](https://www.assessteam.com/busting-the-top-7-myths-about-employee-engagement/): Busting top employee engagement myths! Learn how employee engagement software empowers teams and drives real performance results. - [How frequently should I evaluate employee performance?](https://www.assessteam.com/frequently-evaluate-performance/): Real world advise on how frequency you should evaluate your team performance, using AssessTEAM you can experiment until you get it right! - [Get started with performance management in 4 easy steps](https://www.assessteam.com/get-started-in-4-easy-steps/): AssessTEAM makes it simple for you to get started with performance management, most customers sent out their first evaluations same day. - [Setting up your team](https://www.assessteam.com/setting-up-your-team/): Setting up your team performance evaluations takes seconds if you are importing from Basecamp or a CSV file. - [Tracking project profitability](https://www.assessteam.com/tracking-project-profitability/): Project profitability tracking is essential for most companies, this is how you know how your business is doing and where are the profits coming from. - [Using our KPI library](https://www.assessteam.com/using-kra-kpi-library/): AssessTEAM comes with a 3000+ KPI database free for all customers, designed by HR professionals these KPIs can be customized in the program easily. - [Introducing your employees to their console](https://www.assessteam.com/introducing-person-console/): AssessTEAM gives clear job expectations visibility for your employees using self-metric access. Employees can easily see their evaluation metrics, KRA, and KPIs. - [Basecamp Integration with AssessTEAM Performance management software](https://www.assessteam.com/integrate-with-basecamp/): AssessTEAM seamlessly integrates with Basecamp and enables companies using Basecamp to quickly rollout a cloud based performance manageemnt software. --- ## Knowledge Base - [How do I set someone up only as a manager, not an employee?](https://www.assessteam.com/knowledgebase/how-do-i-set-someone-up-only-as-a-manager-not-an-employee/): It is not possible to set someone just as a manager and not add them as an employee. All persons... - [How to add or create our own questions/feedback forms into our account?](https://www.assessteam.com/knowledgebase/how-to-add-or-create-our-own-questions-feedback-forms-into-our-account/): Here’s how you can add your own evaluation questions/criteria or review forms into the system: Step 1: Visit Administrative Tools... - [How do we create the customer feedback/survey for a single or multiple customers at once?](https://www.assessteam.com/knowledgebase/how-do-we-create-the-customer-feedback-survey-for-a-single-or-multiple-customers-at-once/): Please visit the Evaluation templates and select the “Customer satisfaction survey” template to get started. Enter the title, choose the... - [How do we use AI to generate person's goals?](https://www.assessteam.com/knowledgebase/how-do-we-use-ai-to-generate-persons-goals/): Please visit the Person’s goal-setting page and click on the “Use AI for goals” button. This will open a dialog... - [How do weights on result areas effect the overall evaluation score?](https://www.assessteam.com/knowledgebase/how-do-weights-on-result-areas-effect-the-overall-evaluation-score/): When you allocate weights, you’re essentially determining the importance of each result area in the overall evaluation score. To add... - [How do I view who's evaluations (such as 30day, 90day, or anniversary reviews, etc) that are coming up soon or scheduled for future?](https://www.assessteam.com/knowledgebase/how-do-i-view-whos-evaluations-such-as-30day-90day-or-anniversary-reviews-etc-that-are-coming-up-soon-or-scheduled-for-future/): Evaluation logs are only generated once reviews are sent out on their scheduled dates, so it isn’t possible to view... - [How to generate a report of persons without timesheets?](https://www.assessteam.com/knowledgebase/how-to-generate-a-report-of-persons-without-timesheets-2/): Please follow these steps to view the report of persons without timesheets Step 1: Please visit Administrative Tools > Reports... - [How to change the wording or the scale options for the rating scale/scoring?](https://www.assessteam.com/knowledgebase/how-to-change-the-wording-or-the-scale-options-for-the-rating-scale-scoring/): Please visit Settings > Evaluation configuration > Rating Scale. Here, you can modify an existing scale or create a new... - [How do I assign all employees to be evaluators for an evaluation?](https://www.assessteam.com/knowledgebase/how-do-i-assign-all-employees-to-be-evaluators-for-an-evaluation/): When setting up a new evaluation template, type the keyword “All” under the “Select evaluators” field to assign all persons... - [How to complete a manager 1:1 (one-on-one) meeting with an employee?](https://www.assessteam.com/knowledgebase/how-to-complete-a-manager-11-one-on-one-meeting-with-an-employee/): There are two ways to conduct the manager 1:1 meetings using our pre-designed set of questions, which are specifically configured... - [Do you offer a free-trial?](https://www.assessteam.com/knowledgebase/do-you-offer-a-free-trial/): Absolutely, you can start your 10-day free trial using this link: http://assessteam1. wpengine. com/freetrial - [How do I assign a result area to an employee?](https://www.assessteam.com/knowledgebase/how-do-i-assign-a-result-area-to-an-employee/): To assign a result area to an employee, please visit Administrative tools > Persons > Edit (profile) and under the... - [How to generate a report of persons without timesheets?](https://www.assessteam.com/knowledgebase/how-to-generate-a-report-of-persons-without-timesheets/): Please follow these steps to view the report of persons without timesheets: Step 1: Please visit Administrative Tools > Reports... - [Where to find the templates?](https://www.assessteam.com/knowledgebase/where-to-find-the-templates/): You can find the templates for surveys by visiting the “Evaluation templates” section in your AssessTEAM account. From there, you... - [What are the limitations for each plan?](https://www.assessteam.com/knowledgebase/what-are-the-limitations-for-each-plan/): 1. Evaluations Plan: Focuses on performance evaluations and feedback. It lacks features for tracking time, project performance evaluations, and monitoring... - [How can we reorder the result areas for the evaluation?](https://www.assessteam.com/knowledgebase/how-can-we-reorder-the-result-areas-for-the-evaluation/): When setting up a new evaluation template, or while editing an existing evaluation template, scroll to the result areas section,... - [How to use AI to generate Key results for Objectives (OKRs)?](https://www.assessteam.com/knowledgebase/how-to-use-ai-to-generate-key-results-for-objectives-okrs/): Please visit Goals & OKRs > Organizational goals, and click on Add a new organizational goal. Enter the Organizational objective... - [When a person declines to sign a completed evaluation, can we resend the signature request to them later?](https://www.assessteam.com/knowledgebase/when-a-person-declines-to-sign-a-completed-evaluation-can-we-resend-the-signature-request-to-them-later/): Absolutely, even after the person declines the signature request, you can resend the signature request. Visit Admin tools > Evaluation... - [Do you offer integration with Zoho People?](https://www.assessteam.com/knowledgebase/do-you-offer-integration-with-zoho-people/): Yes, we offer integration with Zoho People. This API integration can automatically add all your employees to your AssessTEAM environment.... - [Do you support Conditional Logic Branching?](https://www.assessteam.com/knowledgebase/do-you-support-conditional-logic-branching/): We can assign “tags” to different groups (managers, peers, or subordinates) and accordingly set up our evaluation templates to include... - [How to create a feedback form/ questions/ feedback criteria in the system?](https://www.assessteam.com/knowledgebase/how-to-create-a-feedback-form-questions-feedback-criteria-in-the-system/): To create any feedback questions, criteria, or forms, visit Administrative Tools > Result areas and click on “”Add a new... - [How much discount is offered on the yearly/annual plans?](https://www.assessteam.com/knowledgebase/how-much-discount-is-offered-on-the-yearly-annual-plans/): With yearly or annual plans, you can save up to 33% on your total subscription cost. - [When will our demo period/ trial period end?](https://www.assessteam.com/knowledgebase/when-will-our-demo-period-trial-period-end/): Your demo or the trial period lasts for 10 days from the date you signed up. To check the days... - [How to send an email reminder for a pending evaluation?](https://www.assessteam.com/knowledgebase/how-to-send-an-email-reminder-for-a-pending-evaluation/): Please visit Administrative tools > Evaluation records and use the “Remind” icon next to the specific evaluation you want to... - [Who all have access to the Billing & receipts section?](https://www.assessteam.com/knowledgebase/who-all-have-access-to-the-billing-receipts-section/): The Billing & Receipts section can only be accessed by persons who are at the “Owners” user permission in the... - [How to unhide an evaluation?](https://www.assessteam.com/knowledgebase/how-to-unhide-an-evaluation/): To unhide an evaluation, visit Administrative tools > Evaluation records and click on the View evaluation icon for the evaluation... - [Can evaluees see the feedback provided using the "Leave Feedback" option by the evaluator?](https://www.assessteam.com/knowledgebase/can-evaluees-see-the-feedback-provided-using-the-leave-feedback-option-by-the-evaluator/): By default, the evaluees see the feedback provided by the evaluator using the Leave feedback or Continuous feedback option. However,... - [How to add file attachments on the evaluation or to various performance indicators/ questions on the evaluation?](https://www.assessteam.com/knowledgebase/how-to-add-file-attachments-on-the-evaluation-or-to-various-performance-indicators-questions-on-the-evaluation/): To attach external files to support your responses in an evaluation, click on the “Notes & attachment” button on the... - [How do I discover who all have admin access in my account?](https://www.assessteam.com/knowledgebase/how-do-i-discover-who-all-have-admin-access-in-my-account/): Please visit Administrative tools > Persons and click on the “Export persons” button located under the Export menu to download... - [What permission level does someone need to be an admin and/or to add a new user?](https://www.assessteam.com/knowledgebase/what-permission-level-does-someone-need-to-be-an-admin-and-or-to-add-a-new-user/): Persons with the Roll out assistant, Human resources, or Owners user role are considered admins in the system and can... - [How to provide feedback for direct reports in real time?](https://www.assessteam.com/knowledgebase/how-to-provide-feedback-for-direct-reports-in-real-time/): Please visit Settings > Job titles > Edit(job title) and turn on the option “Enable access to leave feedback at... - [How can we enable email notifications, and who can be notified when a pending signature request is processed?](https://www.assessteam.com/knowledgebase/how-can-we-enable-email-notifications-and-who-can-be-notified-when-a-pending-signature-request-is-processed/): All the persons with Owners and Human Resources user roles, and the evaluator can be notified when a pending signature... - [How to forward an evaluation to someone else to populate the feedback form?](https://www.assessteam.com/knowledgebase/how-to-forward-an-evaluation-to-someone-else-to-populate-the-feedback-form/): Please visit the evaluation link from your email or web dashboard, click on Start evaluation, enter your responses, and use... - [How can I edit the questions on an evaluation template?](https://www.assessteam.com/knowledgebase/how-can-i-edit-the-questions-on-an-evaluation-template/): To edit the questions on an evaluation template, visit Administrative Tools > Result areas and search for the result area(s)... - [Is there a way to add a description to the rating scale beyond the title of each rating?](https://www.assessteam.com/knowledgebase/is-there-a-way-to-add-a-description-to-the-rating-scale-beyond-the-title-of-each-rating/): To add a description to your rating scale values, visit Settings > Evaluation configuration > Rating scale. Add or edit... - [Which roles allow a user to see Evaluation Records under Administrative Tools?](https://www.assessteam.com/knowledgebase/which-roles-allow-a-user-to-see-evaluation-records-under-administrative-tools/): Only the Human Resources and Owners user roles allow a user to see Evaluation Records under Administrative Tools. These roles... - [What are the different categories I can use to group OKRs effectively?](https://www.assessteam.com/knowledgebase/what-are-the-different-categories-i-can-use-to-group-okrs-effectively/): When adding new Objectives in the system, you can categorize them as Committed, Aspirational, or Learning. Simply select the appropriate... - [How can the downward evaluators view self, peer, and upward feedback simultaneously while assessing an employee's performance?](https://www.assessteam.com/knowledgebase/how-can-the-downward-evaluators-view-self-peer-and-upward-feedback-simultaneously-while-assessing-an-employees-performance/): To enable downward evaluators to view all other evaluations on their evaluation screen, please follow these steps: Step1: Visit Evaluation... - [How can we add our feedback or notes against each performance indicator on a completed evaluation?](https://www.assessteam.com/knowledgebase/how-can-we-add-our-feedback-or-notes-against-each-performance-indicator-on-a-completed-evaluation/): Downward evaluators, and program administrators can add notes on employee’s feedback without the hassle of completing full evaluations. If you... - [Where do I provide permissions for people to setup or add their own goals?](https://www.assessteam.com/knowledgebase/where-do-i-provide-permissions-for-people-to-setup-or-add-their-own-goals/): To provide permissions for employees to add their own goals, please visit Settings > Job titles > Edit (job title)... - [In case of two evaluators, do both have to complete the review or can one person complete the review?](https://www.assessteam.com/knowledgebase/in-case-of-two-evaluators-do-both-have-to-complete-the-review-or-can-one-person-complete-the-review/): You can either send independent evaluations to both evaluators separately or select only one of them as the evaluator. When... - [What happens if one doesn't complete the evaluation by the due date?](https://www.assessteam.com/knowledgebase/what-happens-if-one-doesnt-complete-the-evaluation-by-the-due-date/): The evaluations remain active and can be completed even after the due date unless the option “Cancel evaluations if not... - [Can we extend the due date of an evaluation after sending out the evaluations?](https://www.assessteam.com/knowledgebase/can-we-extend-the-due-date-of-an-evaluation-after-sending-out-the-evaluations/): You cannot modify the due date once the evaluations have been sent out. However, you can always cancel these evaluations,... - [Can a person be a member of more than one team?](https://www.assessteam.com/knowledgebase/can-a-person-be-a-member-of-more-than-one-team/): No, a person can only be part of one team at a time. - [How to find the employees who have input their goals but did not assign/add weights to them?](https://www.assessteam.com/knowledgebase/how-to-find-the-employees-who-have-input-their-goals-but-did-not-assign-add-weights-to-them/): To check the weight status, please visit Administrative Tools > Persons and click on the Goals icon. Here, you can... - [How I can cancel automated sending of the form/evaluations?](https://www.assessteam.com/knowledgebase/how-i-can-cancel-automated-sending-of-the-form-evaluations/): To stop the automated sending of evaluations, please visit Administrative Tools > Evaluation templates, and delete all your active evaluation... - [How do I enter my own goals?](https://www.assessteam.com/knowledgebase/how-do-i-enter-my-own-goals/): To enter your own goals in AssessTEAM, login to your AssessTEAM dashboard and head over to My Tools > Goals... - [How to check who has admin access?](https://www.assessteam.com/knowledgebase/how-to-check-who-has-admin-access/): To check who has admin access, log into your AssessTEAM account as an administrator and visit Administrative Tools > Persons.... - [How do I invite evaluators to log in and access their dashboard?](https://www.assessteam.com/knowledgebase/how-do-i-invite-evaluators-to-log-in-and-access-their-dashboard/): Navigate to Administrative Tools > Persons > Edit (person) and click the “Resend invite” button. Once they receive the invitation,... - [How can I delete performance indicators from a result area?](https://www.assessteam.com/knowledgebase/how-can-i-delete-performance-indicators-from-a-result-area/): To delete performance indicators, please visit Administrative Tools > Result areas > Edit (result area) and use the “Delete” icon... - [If a person does not achieve a goal, how do I mark it as Not accomplished and close the goal?](https://www.assessteam.com/knowledgebase/if-a-person-does-not-achieve-a-goal-how-do-i-mark-it-as-not-accomplished-and-close-the-goal/): If a goal remains unachieved, you can evaluate the goal(s) and rate the performance as “Not accomplished” by selecting the... - [How do I add and view performance feedback notes for my direct reports?](https://www.assessteam.com/knowledgebase/how-do-i-add-and-view-performance-feedback-notes-for-my-direct-reports/): Please visit My Tools > My direct reports. Click on the “Performance” button and navigate to the Notes section, next... - [How do I send a project evaluation to different evaluator groups on the person's assigned result areas?](https://www.assessteam.com/knowledgebase/how-do-i-send-a-project-evaluation-to-different-evaluator-groups-on-the-persons-assigned-result-areas/): Please follow these steps to send out new project evaluations: Step1: Visit Evaluation templates, click on Add a new evaluation... - [How do you add a question or a result area to an evaluation template?](https://www.assessteam.com/knowledgebase/how-do-you-add-a-question-or-a-result-area-to-an-evaluation-template/): To add new questions to evaluation templates, navigate to the Evaluation templates section, edit the template, and use the dropdown... - [How can an evaluator change their responses for a completed evaluation?](https://www.assessteam.com/knowledgebase/how-can-an-evaluator-change-their-responses-for-a-completed-evaluation/): If an evaluator has already submitted their evaluation and wants to change answers, they won’t be able to edit it... - [Where do I find the option to edit Job titles?](https://www.assessteam.com/knowledgebase/where-do-i-find-the-option-to-edit-job-titles/): Please visit Administrative Tools > Settings > Job titles > Edit (job title). Here, you can edit the job title... - [The manager signed the wrong name on the evaluation. Can we resend it to the manager to fix?](https://www.assessteam.com/knowledgebase/the-manager-signed-the-wrong-name-on-the-evaluation-can-we-resend-it-to-the-manager-to-fix/): Unfortunately, signatures cannot be edited or changed. However, the AssessTEAM program administrators can purge the evaluation and send the manager... - [Can we create a performance indicator where the evaluator can select more than one response?](https://www.assessteam.com/knowledgebase/can-we-create-a-performance-indicator-where-the-evaluator-can-select-more-than-one-response/): Currently, we do not support multiple-choice responses – an evaluator can only select one option from the available scale values. - [How will the evaluations be generated if I select a team name, job title, or a tag under 'persons to be evaluated' on the evaluation template?](https://www.assessteam.com/knowledgebase/how-will-the-evaluations-be-generated-if-i-select-a-team-name-job-title-or-a-tag-under-persons-to-be-evaluated-on-the-evaluation-template/): If you select a team name, job title, or tag under ‘persons to be evaluated’, evaluations for all the persons... - [What format does the hire date have to be in when importing a CSV sheet for adding persons?](https://www.assessteam.com/knowledgebase/what-format-does-the-hire-date-have-to-be-in-when-importing-a-csv-sheet-for-adding-persons/): The format for the hire-date should be “MM-DD-YYYY” (for example, 11-23-2014). This ensures that the system recognizes the dates correctly... - [How do I delete a question/performance indicator from an evaluation template that is yet to go out?](https://www.assessteam.com/knowledgebase/how-do-i-delete-a-question-performance-indicator-from-an-evaluation-template-that-is-yet-to-go-out/): You can delete the question or the performance indicator by visting Administrative Tools > Result Areas. Find the result area... - [How can I perform a Manager 1:1 review?](https://www.assessteam.com/knowledgebase/how-can-i-perform-a-manager-11-review/): Please follow these steps to perform a Manager 1:1 review: Step1: Login to your AssessTEAM dashboard and visit My Tools... - [Can we select our own result area for conducting Manager 1:1?](https://www.assessteam.com/knowledgebase/can-we-select-our-own-result-area-for-conducting-manager-11/): Absolutely, start by creating your own manager 1:1 questions by creating a new result area. Next, visit Administrative Tools >... - [How can I control the visibility of result areas and performance indicators for managers?](https://www.assessteam.com/knowledgebase/how-can-i-control-the-visibility-of-result-areas-and-performance-indicators-for-managers/): To make certain result areas and performance indicators hidden from the team managers, please visit Administrative Tools > Result areas... - [How can we change the system-wide Rating scale from 10 to 5?](https://www.assessteam.com/knowledgebase/how-can-we-change-the-system-wide-rating-scale-from-10-to-5/): Please visit Administrative Tools > Settings > Evaluation Configuration. In the “Performance Baseline” section, you can adjust the maximum scale... - [Can we customize the Performance baseline categories from 3 categories to 5 categories?](https://www.assessteam.com/knowledgebase/can-we-customize-the-performance-baseline-categories-from-3-categories-to-5-categories/): The number of Performance baseline categories is fixed and cannot be changed. However, you can change the rating scale values... - [Is there a way to see if an employee has logged in or seen their evaluation?](https://www.assessteam.com/knowledgebase/is-there-a-way-to-see-if-an-employee-has-logged-in-or-seen-their-evaluation/): To check the person’s last login details, log into your admin account, visit Administrative Tools > Persons > View (profile),... - [Is it possible to cancel or skip a scheduled periodic performance review from going out on its next trigger date?](https://www.assessteam.com/knowledgebase/is-it-possible-to-cancel-or-skip-a-scheduled-periodic-performance-review-from-going-out-on-its-next-trigger-date/): Absolutely; please visit the Evaluation Templates section, edit the periodic evaluation template, and update the send date from it’s existing... - [How to export goals for some or all our employees?](https://www.assessteam.com/knowledgebase/how-to-export-goals-for-some-or-all-our-employees/): Navigate to Administrative Tools > Reports > Goals performance. From there, you can enter the desired time period, select the... - [Can I make an evaluation that doesn't get sent yet?](https://www.assessteam.com/knowledgebase/can-i-make-an-evaluation-that-doesnt-get-sent-yet/): Absolutely, you can create an evaluation without sending it out right away. Visit the evaluation template section, and create a... - [Where can I create our evaluation form and add the questions/criteria for evaluation?](https://www.assessteam.com/knowledgebase/where-can-i-create-our-evaluation-form-and-add-the-questions-criteria-for-evaluation/): Please visit Administrative Tools > Result areas and click on the blue button “Add a new result area” on the... - [How to view my direct reports and their evaluations?](https://www.assessteam.com/knowledgebase/how-to-view-my-direct-reports-and-their-evaluations/): Please visit My Tools > My direct reports to view your direct reports’ profiles and evaluations. Please remember that you... - [When a team is evaluated, is every member of the team evaluated separately or the whole team is evaluated together?](https://www.assessteam.com/knowledgebase/when-a-team-is-evaluated-is-every-member-of-the-team-evaluated-separately-or-the-whole-team-is-evaluated-together/): When a team is evaluated, every member of the team is evaluated separately. - [How to print a blank evaluation before sending it out to the employees?](https://www.assessteam.com/knowledgebase/how-to-print-a-blank-evaluation-before-sending-it-out-to-the-employees/): To print a blank evaluation, please add a test user and visit the Evaluation Templates section. Create a new Ad-hoc... - [How do I add performance feedback notes?](https://www.assessteam.com/knowledgebase/how-do-i-add-performance-feedback-notes/): Performance notes can be added by the program administrators and the team managers. If you are an administrator, please visit... - [Who all has access to view performance feedback notes?](https://www.assessteam.com/knowledgebase/who-all-has-access-to-view-performance-feedback-notes/): Only the program administrators and the team managers have access to view performance notes for the employees. Any private note... - [How can we use AssessTEAM's AI to build result areas and performance indicators for a particular job position?](https://www.assessteam.com/knowledgebase/how-can-we-use-assessteams-ai-to-build-result-areas-and-performance-indicators-for-a-particular-job-position/): Please follow these steps to use AI to generate result areas for a job position: Step 1: Please visit Administrative... - [Up to how many evaluations can be deleted in one go?](https://www.assessteam.com/knowledgebase/up-to-how-many-evaluations-can-be-deleted-in-one-go/): You can delete up to 100 evaluations in one go. Please visit Administrative Tools > Evaluation Records. Scroll to the... - [How can we endorse employees on specific performance indicators?](https://www.assessteam.com/knowledgebase/how-can-we-endorse-employees-on-specific-performance-indicators/): Please visit My Tools > Directory and click the “Endorse” link on a person’s profile. Next, click the Endorse button... - [How can I see the access levels of all the persons in a single view?](https://www.assessteam.com/knowledgebase/how-can-i-see-the-access-levels-of-all-the-persons-in-a-single-view/): Please visit Adminstrative Tools > Persons. Click the “Export persons” option under the Export menu to download a CSV spreadsheet... - [What is the difference between anonymously completed vs hidden from evaluee?](https://www.assessteam.com/knowledgebase/what-is-the-difference-between-anonymously-completed-vs-hidden-from-evaluee/): The Anonymous option only hides the evaluators name from the person’s dashboard, whereas the option “Hide from evaluee” hides the... - [Why do we see a due date and the evaluation cancellation message in our evaluation emails?](https://www.assessteam.com/knowledgebase/why-do-we-see-a-due-date-and-the-evaluation-cancellation-message-in-our-evaluation-emails/): When the option “Cancel evaluations if not processed by due date” is enabled on the evaluation template, the evaluators will... - [Can we send a downward and self-evaluation using the same evaluation template?](https://www.assessteam.com/knowledgebase/can-we-send-a-downward-and-self-evaluation-using-the-same-evaluation-template/): Absolutely; please create a new evaluation template or edit an existing template and enable both self and the downward evaluators... - [How do we terminate or make a user inactive?](https://www.assessteam.com/knowledgebase/how-do-we-terminate-or-make-a-user-inactive/): Please visit Administrative Tools > Persons and click the “Delete” icon next to their names to deactivate their profile. To... - [Do employees need to accept the invite before they appear on the dashboard?](https://www.assessteam.com/knowledgebase/do-employees-need-to-accept-the-invite-before-they-appear-on-the-dashboard/): No, you don’t have to wait until the employees accept the invite. The moment you add them to your AssessTEAM... - [How to view a report that shows all peer evaluators in the system?](https://www.assessteam.com/knowledgebase/how-to-view-a-report-that-shows-all-peer-evaluators-in-the-system/): Please visit Administrative Tools > Persons. Click on the Export button and select “Export Persons” to download a CSV sheet... - [Why some employees can only access My Tools?](https://www.assessteam.com/knowledgebase/why-some-employees-can-only-access-my-tools/): Employees with limited access will only have access to My Tools section. Only persons with Roll out assistants, Human Resources... - [How to export evaluations?](https://www.assessteam.com/knowledgebase/how-to-export-evaluations/): Please visit Administrative Tools > Evaluation records. Select the evaluation entries you wish to export and click the “Export list”... - [How to hide some older evaluations we've completed from the employee dashboard?](https://www.assessteam.com/knowledgebase/how-to-hide-some-older-evaluations-weve-completed-from-the-employee-dashboard/): To hide the evaluations from the employee’s dashboard, please visit Administrative tools > Evaluation records and click on the View... - [How do we manage the completion or deletion of key results in an OKR?](https://www.assessteam.com/knowledgebase/how-do-we-manage-the-completion-or-deletion-of-key-results-in-an-okr/): Please login to your AssessTEAM portal and visit Administrative Tools > Goals & OKRs > Organizational goals. Use the ‘Complete’... - [Can managers comment on each question on the employee self-review?](https://www.assessteam.com/knowledgebase/can-managers-comment-on-each-question-on-the-employee-self-review/): Managers cannot directly comment on the same evaluation, but they can be sent a separate evaluation using the same questions.... - [How to resume our AssessTEAM subscription?](https://www.assessteam.com/knowledgebase/how-to-resume-our-assessteam-subscription/): If your subscription has ended and has not been auto-renewed, please log in and visit Settings > Billing & Receipts,... - [Who can access the dashboard and what information or data can they view?](https://www.assessteam.com/knowledgebase/who-can-access-the-dashboard-and-what-information-or-data-can-they-view/): Persons with user roles Owners, Human resources, and Roll-out assistants can access the dashboard. The dashboard for the Evaluations plan... - [To create evaluations for my team, what kind of user permission level do I need?](https://www.assessteam.com/knowledgebase/to-create-evaluations-for-my-team-what-kind-of-user-permission-level-do-i-need/): To create team evaluations, you need to be at least a self-metrics user and above. Additionally, you need to be... - [How do we add additional reviewers to evaluations we have already sent out?](https://www.assessteam.com/knowledgebase/how-do-we-add-additional-reviewers-to-evaluations-we-have-already-sent-out-2/): Simply visit Administrative Tools > Evaluation templates and edit the evaluation template you used to send out reviews. Update the... - [How can supervisors complete the evaluation for their employees?](https://www.assessteam.com/knowledgebase/how-can-supervisors-complete-the-evaluation-for-their-employees/): Supervisors can use the hyperlinks in the email they receive and start their evaluation. Alternately, they can login to their... - [How do we add additional reviewers to evaluations we have already sent out?](https://www.assessteam.com/knowledgebase/how-do-we-add-additional-reviewers-to-evaluations-we-have-already-sent-out/): Simply visit Administrative Tools > Evaluation templates and edit the evaluation template you used to send out reviews. Update the... - [How to restore a completed goal?](https://www.assessteam.com/knowledgebase/how-to-restore-a-completed-goal/): Employees can visit My Tools > Goals > Setup my goals > Achieved goals and click the “Apply again” icon... - [How to share the employee self appraisals with their managers?](https://www.assessteam.com/knowledgebase/how-to-share-the-employee-self-appraisals-with-their-managers/): Once employees complete their self-reviews, they can use the “Email evaluation” or “Send for signature” option to share a copy... - [Where can I view upcoming birthdays and work anniversaries?](https://www.assessteam.com/knowledgebase/where-can-i-view-upcoming-birthdays-and-work-anniversaries/): Please visit My Tools > Company performance. Under the celebrations tab, you can view the birthdays and work anniversaries of... - [How to export a person's profile with their result areas?](https://www.assessteam.com/knowledgebase/how-to-export-a-persons-profile-with-their-result-areas/): Please visit Administrative Tools > Persons. Click on “Export > Export persons with result areas” to download a spreadsheet with... - [What information is included in the Monday motivator email?](https://www.assessteam.com/knowledgebase/what-information-is-included-in-the-monday-motivator-email/): The Monday Motivator email includes a summary of all pending evaluations and projects at risk for employees. It also includes... - [When we send out peer reviews, will the employee know the peer who reviewed them?](https://www.assessteam.com/knowledgebase/when-we-send-out-peer-reviews-will-the-employee-know-the-peer-who-reviewed-them/): When you set your evaluations to anonymous, the employee will not know who completed the evaluation. Employees can still access... - [Can we withdraw the evaluations we already sent out?](https://www.assessteam.com/knowledgebase/can-we-withdraw-the-evaluations-we-already-sent-out/): Please visit Evaluation Records tab and use either the “Cancel” button to purge and resend later, or use the “Delete”... - [How do I see who sent a specific survey or evaluation?](https://www.assessteam.com/knowledgebase/how-do-i-see-who-sent-a-specific-survey-or-evaluation/): Please look for the name of the evaluation title under the Evaluation Records tab. Next, visit Administrative Tools > Evaluation... - [How to change the email address associated with my account or with any other person?](https://www.assessteam.com/knowledgebase/how-to-change-the-email-address-associated-with-my-account-or-with-any-other-person/): Please visit Administrative tools > Persons > Edit (Person) and update the email address field with the new email. - [Where can we add job description for a person?](https://www.assessteam.com/knowledgebase/where-can-we-add-job-description-for-a-person/): Please visit Administrative tools > Result areas and click on ‘Add a new result area’ button. Enter the result area... - [Is there a user permission/access role we can use for someone who needs to add users and teams but cannot access the evaluation records?](https://www.assessteam.com/knowledgebase/is-there-a-user-permission-access-role-we-can-use-for-someone-who-needs-to-add-users-and-teams-but-cannot-access-the-evaluation-records/): Currently we do not have a user permission that enables an employee to add new persons and teams without having... - [How do we ensure that our employee's don't see anyone else's information when we invite them to login?](https://www.assessteam.com/knowledgebase/how-do-we-ensure-that-our-employees-dont-see-anyone-elses-information-when-we-invite-them-to-login): Key performance indicators (KPIs) refer to a set of quantifiable measurements used to gauge a company’s overall long-term performance. KPIs specifically help measure a company’s success versus a set of targets, objectives, or industry peers. - [How do I download the result areas templates of an evaluation?](https://www.assessteam.com/knowledgebase/how-do-i-download-the-result-areas-templates-of-an-evaluation): Key performance indicators (KPIs) refer to a set of quantifiable measurements used to gauge a company’s overall long-term performance. KPIs specifically help measure a company’s success versus a set of targets, objectives, or industry peers. - [Can we delete some existing users and add new users by uploading a person's sheet?](https://www.assessteam.com/knowledgebase/can-we-delete-some-existing-users-and-add-new-users-by-uploading-a-persons-sheet): Key performance indicators (KPIs) refer to a set of quantifiable measurements used to gauge a company’s overall long-term performance. KPIs specifically help measure a company’s success versus a set of targets, objectives, or industry peers. - [What are the steps to add, edit, and delete an organization goal?](https://www.assessteam.com/knowledgebase/what-are-the-steps-to-add-edit-and-delete-an-organization-goal/): Advice from AssessTEAM HR professionals on 'How do I monitor the profitability of a team?' Email us at support@www.www.assessteam.com, if you do you find an answer to your question here. - [How can I export all my direct reports evaluations?](https://www.assessteam.com/knowledgebase/how-can-i-export-all-my-direct-reports-evaluations/): With a Premium or Enterprise plan, please visit Administrative tools > Projects. Select the start and end date from the filters to view the project’s profitability data, budget, and the total cost incurred on these projects in a tabular format. - [Are there any limits on the number of users/persons we can add to our account?](https://www.assessteam.com/knowledgebase/are-there-any-limits-on-the-number-of-users-persons-we-can-add-to-our-account/): Real-life questions from customers and advice from our HR professionals. Email us at support@www.www.assessteam.com, if you don't find an answer to your question here. - [How do I set up goals for our employees?](https://www.assessteam.com/knowledgebase/how-do-i-set-up-goals-for-our-employees/): Advice from AssessTEAM HR professionals on 'How do I monitor the profitability of a team?' Email us at support@www.www.assessteam.com, if you do you find an answer to your question here. - [How to set up anniversary day evaluations?](https://www.assessteam.com/knowledgebase/how-to-set-up-anniversary-day-evaluations/): With a Premium or Enterprise plan, please visit Administrative tools > Projects. Select the start and end date from the filters to view the project’s profitability data, budget, and the total cost incurred on these projects in a tabular format. - [Can we see a log of what happened step by step with each evaluation?](https://www.assessteam.com/knowledgebase/can-we-see-a-log-of-what-happened-step-by-step-with-each-evaluation/): Open the Job title tab > click the Edit job title icon to enable Continuous Feedback. - [How to see a report that includes 'Date Sent' for all the evaluations?](https://www.assessteam.com/knowledgebase/how-to-see-a-report-that-includes-date-sent-for-all-the-evaluations/): Please visit Administrative tools > Teams and click the Export option on the screen. Add the missing team managers in the spreadsheet against their team names and use the Import option to import the updated sheet into the system. - [Do you integrate with Microsoft Teams?](https://www.assessteam.com/knowledgebase/do-you-integrate-with-microsoft-teams-2/): Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - [How to use Zapier for integration?](https://www.assessteam.com/knowledgebase/add-a-job-goal-for-employees-in-minutes/): With AssessTEAM, you can add a job goal for your employees in minutes. These are high-level job goals assigned to persons on the software. - [How do I add people to teams?](https://www.assessteam.com/knowledgebase/what-is-a-key-performance-indicator-and-how-do-i-add-one/): Key performance indicators (KPIs) refer to a set of quantifiable measurements used to gauge a company’s overall long-term performance. KPIs specifically help measure a company’s success versus a set of targets, objectives, or industry peers. - [How do I add 'Manager Performance Notes' to the Directory "Leave Feedback" list, and can we hide them from the employee?](https://www.assessteam.com/knowledgebase/how-to-effectively-evaluate-the-team-in-minutes/): AssessTEAM makes it simpler to evaluate the team in minutes. Monitor the quantitative and qualitative results, provide consistent. - [Do you integrate with Microsoft Teams?](https://www.assessteam.com/knowledgebase/do-you-integrate-with-microsoft-teams/): Please visit Administrative tools > Persons > Edit profile and allocate weights to the assigned result areas on the person's profile. Please ensure that the sum of all weights should be 100%, however, you can skip one or more result areas from the weighted average scores. Evaluations, where result areas evaluated, make up 100% in weights would result in weighted scores being calculated for the evaluation. Evaluations, where result areas do not add up to a 100% weighted score, would not be computed. - [It appears that the evaluation template I just sent hasn't sent notifications or emails to anyone. How can I check this?](https://www.assessteam.com/knowledgebase/it-appears-that-the-evaluation-template-i-just-sent-hasnt-sent-notifications-or-emails-to-anyone-how-can-i-check-this/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [Why is my evaluation/survey weighted?](https://www.assessteam.com/knowledgebase/why-is-my-evaluation-survey-weighted/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [Is there an option to pause the billing on our account?](https://www.assessteam.com/knowledgebase/is-there-an-option-to-pause-the-billing-on-our-account/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [How do I export our evaluation data to a spreadsheet?](https://www.assessteam.com/knowledgebase/how-do-i-export-our-evaluation-data-to-a-spreadsheet/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [How to change the currency sign for the project budget?](https://www.assessteam.com/knowledgebase/how-to-change-the-currency-sign-for-the-project-budget/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [Where do I look to find the details of my subscription?](https://www.assessteam.com/knowledgebase/where-do-i-look-to-find-the-details-of-my-subscription/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [I would like to take one of my assessments, how do I do that?](https://www.assessteam.com/knowledgebase/i-would-like-to-take-one-of-my-assessments-how-do-i-do-that/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [Does the team member see the pay rate and project revenue details?](https://www.assessteam.com/knowledgebase/does-the-team-member-see-the-pay-rate-and-project-revenue-details/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [Can I change a review cycle timeline once the evaluations are launched?](https://www.assessteam.com/knowledgebase/can-i-change-a-review-cycle-timeline-once-the-evaluations-are-launched/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [How can I extend my free-trial?](https://www.assessteam.com/knowledgebase/how-can-i-extend-my-free-trial/): Please visit Administrative tools > Job titles and use the Edit button to access menu options. Use the toggle button to enable/disable Continuous feedback for employees at that role/title. - [How do I add a result area to an evaluation template?](https://www.assessteam.com/knowledgebase/how-do-i-add-a-result-area-to-an-evaluation-template/): If enabled by administrators, you can use this feature to evaluate your peers in real time on the assigned result areas. The option. - [How do I create a 360 review/evaluation template for specific people?](https://www.assessteam.com/knowledgebase/how-do-i-create-a-360-review-evaluation-template-for-specific-people/): Result areas are associated to the person and evaluator is assigned to the concerned person's result area for the continuous feedback. - [Is there any way to find out if the Evaluator has clicked on the AssessTeam link?](https://www.assessteam.com/knowledgebase/is-there-any-way-to-find-out-if-the-evaluator-has-clicked-on-the-assessteam-link/): Open the Job title tab > click the Edit job title icon to enable Continuous Feedback. - [How can I remove the option of "not applicable" from our scale template?](https://www.assessteam.com/knowledgebase/what-is-the-difference-between-result-areas-and-okrs/): Result areas, OKRs (objectives and key results), or Key Objectives are the same; these are high-level job functions or goals that are further split into performance indicators that define job requirements. - [How can I add the option of "not applicable" to our scale template?](https://www.assessteam.com/knowledgebase/how-can-i-add-the-option-of-not-applicable-to-our-scale-template/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [How to create our own job-related questions?](https://www.assessteam.com/knowledgebase/how-to-create-our-own-job-related-questions/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [How do I create a new template?](https://www.assessteam.com/knowledgebase/how-do-i-create-a-new-template/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [Why some of our employees are not able to see their feedback?](https://www.assessteam.com/knowledgebase/how-to-set-up-a-ad-hoc-evaluation/): An Ad-hoc evaluation is simply a one-time evaluation. This is most commonly used when you need to quickly evaluate a single person. - [What is your pricing?](https://www.assessteam.com/knowledgebase/what-is-your-pricing): An Ad-hoc evaluation is simply a one-time evaluation. This is most commonly used when you need to quickly evaluate a single person. - [If I cancel an evaluation, does the evaluator or the person being evaluated gets a message?](https://www.assessteam.com/knowledgebase/how-to-set-up-a-ad-hoc-evaluation/): An Ad-hoc evaluation is simply a one-time evaluation. This is most commonly used when you need to quickly evaluate a single person. - [If I sign off on the evaluation, does it go to the employee for their signature?](https://www.assessteam.com/knowledgebase/how-to-set-up-a-ad-hoc-evaluation/): An Ad-hoc evaluation is simply a one-time evaluation. This is most commonly used when you need to quickly evaluate a single person. - [Can the evaluation email notifications be combined into one email instead of multiple separate emails for each employee?](https://www.assessteam.com/knowledgebase/can-the-evaluation-email-notifications-be-combined-into-one-email-instead-of-multiple-separate-emails-for-each-employee/): Find out how to combine multiple evaluation email notifications into one email in AssessTEAM for streamlined communication. - [Can we still access Admin functions, My Tools or My Evaluations after our subscription has expired?](https://www.assessteam.com/knowledgebase/can-we-still-access-admin-functions-my-tools-or-my-evaluations-after-our-subscription-has-expired/): Find out if you can still access admin functions, "My Tools," or "My Evaluations" after your AssessTEAM subscription has expired. Understand post-subscription access and management options. - [How do I terminate or delete an employee from the system?](https://www.assessteam.com/knowledgebase/how-do-i-terminate-or-delete-an-employee-from-the-system/): Discover how to terminate or delete an employee from the AssessTEAM system. Follow our guide for effective management of employee profiles. - [How do I recover a deleted evaluation?](https://www.assessteam.com/knowledgebase/how-do-i-recover-a-deleted-evaluation/): Discover how to recover a deleted evaluation in AssessTEAM. Follow our guide to restore important data and maintain comprehensive performance records. - [How can current evaluators can see evaluations made by other evaluators](https://www.assessteam.com/knowledgebase/how-can-current-evaluators-can-see-evaluations-made-by-other-evaluators/): Learn how current evaluators can view evaluations made by other evaluators in AssessTEAM. Enhance collaboration and feedback transparency. - [How do I enable visibility to direct reports evaluations for downward evaluators](https://www.assessteam.com/knowledgebase/how-do-i-enable-visibility-to-direct-reports-evaluations-for-downward-evaluators/): Enable downward evaluators to access direct reports' evaluations on AssessTEAM with clear instructions for better performance management. - [How do I hide an evaluators name after completing an evaluation?](https://www.assessteam.com/knowledgebase/how-do-i-hide-an-evaluators-name-after-completing-an-evaluation/): Discover how to hide an evaluator's name after completing an evaluation in AssessTEAM. Follow the steps for enhanced privacy & confidentiality. - [How do I email evaluations to the evaluee after it has been completed?](https://www.assessteam.com/knowledgebase/how-do-i-email-evaluations-to-the-evaluee-after-it-has-been-completed/): Learn to email evaluations to the evaluee after completion on AssessTEAM, ensuring efficient communication and feedback management. - [How do I email an evaluation to an evaluee](https://www.assessteam.com/knowledgebase/how-do-i-email-an-evaluation-to-an-evaluee/): Learn how to email evaluations to an evaluee on AssessTEAM. Follow steps instructions for effective communication and feedback management. - [Can I add an evaluator to an evaluation that has already been sent?](https://www.assessteam.com/knowledgebase/can-i-add-an-evaluator-to-an-evaluation-that-has-already-been-sent/): Discover if you can add an evaluator to an evaluation that has already been sent in AssessTEAM. Learn about managing evaluation processes effectively. - [Can I delete all assessment data but keep templates?](https://www.assessteam.com/knowledgebase/can-i-delete-all-assessment-data-but-keep-templates/): Learn how to delete all assessment data while keeping templates intact in AssessTEAM. Follow our guide for easy data management and template preservation. - [What is an upward evaluator?](https://www.assessteam.com/knowledgebase/what-is-an-upward-evaluator/): Learn about upward evaluators in AssessTEAM and their role in the performance evaluation process. Understand how they contribute to comprehensive feedback and development. - [How do I send a evaluation if I missed the hire date?](https://www.assessteam.com/knowledgebase/how-do-i-send-a-evaluation-if-i-missed-the-hire-date/): Learn how to send an evaluation in AssessTEAM after missing the hire date. Follow our guide for effective performance management. - [How do I delete my owner or administrator account?](https://www.assessteam.com/knowledgebase/how-do-i-delete-my-owner-or-administrator-account/): Learn how to delete your owner or administrator account in AssessTEAM. Follow our guide for secure and effective account management. - [Can we still access the evaluations for the persons or evaluators we deleted from the system?](https://www.assessteam.com/knowledgebase/can-we-still-access-the-evaluations-for-the-persons-or-evaluators-we-deleted-from-the-system/): Learn if you can still access evaluations for persons or evaluators deleted from the AssessTEAM system. Explore data management insights for effective evaluation tracking. - [What is the use of result area type in the result area?](https://www.assessteam.com/knowledgebase/what-is-the-use-of-result-area-type-in-the-result-area/): Learn about the purpose and benefits of the Result Area Type in AssessTEAM. Improve your evaluation process with clear insights into this feature. - [How can I export the result areas?](https://www.assessteam.com/knowledgebase/how-can-i-export-the-result-areas/): Discover how to export result areas effectively on AssessTEAM. Learn step-by-step instructions for comprehensive data management and analysis. - [Can we make two different company profiles in same account?](https://www.assessteam.com/knowledgebase/can-we-make-two-different-company-profiles-in-same-account/): Learn if you can create two different company profiles within the same AssessTEAM account. Explore organizational flexibility and management options effectively. - [When can we use the Continuous feedback and how to initiate one?](https://www.assessteam.com/knowledgebase/when-can-we-use-the-continuous-feedback-and-how-to-initiate-one/): Learn when to use continuous feedback in AssessTEAM and how to initiate it. Discover the benefits of ongoing performance evaluations & improve team communication. - [How to compare and export the evaluations?](https://www.assessteam.com/knowledgebase/how-to-compare-and-export-the-evaluations/): Discover how to compare & export evaluations efficiently with AssessTEAM. Learn step-by-step instructions for insightful performance analysis. - [How to remove weights from the evalulation?](https://www.assessteam.com/knowledgebase/how-to-remove-weights-from-the-evalulation/): Learn how to remove weights from evaluations in AssessTEAM. Streamline your performance assessment process effectively. - [How to add weights to evaluations?](https://www.assessteam.com/knowledgebase/how-to-add-weights-to-evaluations/): Learn how to add weights to evaluations in AssessTEAM to prioritize key performance indicators and improve assessment accuracy. Step-by-step guide included. - [Why my account doesn't have any function buttons?](https://www.assessteam.com/knowledgebase/why-my-account-doesnt-have-any-function-buttons/): Discover why your account doesn't have any function buttons in AssessTEAM. Find solutions to troubleshoot and restore functionality quickly. - [How to pay an outstanding invoice?](https://www.assessteam.com/knowledgebase/how-to-pay-an-outstanding-invoice/): Discover how to pay an outstanding invoice in AssessTEAM with our straightforward guide. Manage your payments efficiently for seamless operations. - [How do I update my payment method or change the credit card on file?](https://www.assessteam.com/knowledgebase/how-do-i-update-my-payment-method-or-change-the-credit-card-on-file/): Find out how to update your payment method or change the credit card on file in AssessTEAM with easy-to-follow steps. - [Who has access to evaluation records?](https://www.assessteam.com/knowledgebase/who-has-access-to-evaluation-records/): Discover who has access to evaluation records in AssessTEAM. Understand how privacy and security are managed for evaluation data. - [How to send the evaluation result to employees?](https://www.assessteam.com/knowledgebase/how-to-send-the-evaluation-result-to-employees/): Discover how to efficiently send evaluation results to employees on AssessTEAM with clear instructions for effective communication & feedback. - [I need to increase the number of seats or add more users to the system? How will the system bill us for these extra users?](https://www.assessteam.com/knowledgebase/i-need-to-increase-the-number-of-seats-or-add-more-users-to-the-system-how-will-the-system-bill-us-for-these-extra-users/): Learn how AssessTEAM bills for additional seats or users added to the system. Understand the costs and billing process for expanding your user base efficiently. - [How to add a disclaimer to evaluations before the employee signature?](https://www.assessteam.com/knowledgebase/how-to-add-a-disclaimer-to-evaluations-before-the-employee-signature/): Learn how to add a disclaimer to evaluations before the employee signature on AssessTEAM. Follow clear steps for performance evaluation. - [How can the leadership team or the managers of managers access evaluations for a team?](https://www.assessteam.com/knowledgebase/how-can-the-leadership-team-or-the-managers-of-managers-access-evaluations-for-a-team/): Discover how the leadership team or managers of managers can access evaluations for a team in AssessTEAM. Streamline performance management and decision-making processes effectively. - [How to view the completed evaluations?](https://www.assessteam.com/knowledgebase/how-to-view-the-completed-evaluations/): Learn how to view completed evaluations in AssessTEAM. Access and analyze performance feedback efficiently for informed decision-making. - [How to allow downward evaluators and team managers to see the peer evaluations?](https://www.assessteam.com/knowledgebase/how-to-allow-downward-evaluators-and-team-managers-to-see-the-peer-evaluations/): Enable downward evaluators and team managers to access peer evaluations easily with step-by-step instructions and best practices from AssessTEAM. - [Who can see peer, downward, upward and self evaluations by default?](https://www.assessteam.com/knowledgebase/who-can-see-peer-downward-upward-and-self-evaluations-by-default/): Find out who can see peer, downward, upward, and self-evaluations by default in AssessTEAM. Understand default visibility settings to manage evaluation access effectively. - [Resident means person](https://www.assessteam.com/knowledgebase/resident-means-person/): Learn about the meaning of "resident" in AssessTEAM. Understand its implications and usage within the platform. - [Is there a way to remove a signature request, once sent?](https://www.assessteam.com/knowledgebase/is-there-a-way-to-remove-a-signature-request-once-sent/): Find out if you can remove a signature request after it's been sent in AssessTEAM. Learn about managing signature requests effectively - [Is there a way to assign a result area to the whole company?](https://www.assessteam.com/knowledgebase/is-there-a-way-to-assign-a-result-area-to-the-whole-company/): Explore how to assign a result area to the entire company on AssessTEAM. Follow clear steps for streamlined performance management & analysis. - [How to view, combine and compare multiple evaluations side-by-side?](https://www.assessteam.com/knowledgebase/how-to-view-combine-and-compare-multiple-evaluations-side-by-side/): Learn how to view, combine, and compare multiple evaluations side-by-side in AssessTEAM. Enhance your evaluation analysis and decision-making process efficiently. - [Can I write my evaluation next to the employee self review?](https://www.assessteam.com/knowledgebase/can-i-write-my-evaluation-next-to-the-employee-self-review/): Discover if you can write your evaluation next to the employee self-review in AssessTEAM. Learn how to effectively collaborate and provide comprehensive feedback. - [Why did an employee only receive an evaluation for their goals and not the other result areas? Is there a way to tell who sent an evaluation and what template was used?](https://www.assessteam.com/knowledgebase/why-did-an-employee-only-receive-an-evaluation-for-their-goals-and-not-the-other-result-areas-is-there-a-way-to-tell-who-sent-an-evaluation-and-what-template-was-used/): Discover why an employee received evaluations only for goals in AssessTEAM. Learn to identify evaluators and their templates for clear insights. - [How can we check if the user has accepted the joining invite?](https://www.assessteam.com/knowledgebase/how-can-we-check-if-the-user-has-accepted-the-joining-invite/): Learn how to check if a user has accepted the joining invite in AssessTEAM. Get step-by-step instructions to verify user acceptance. - [How do you cancel an evaluation?](https://www.assessteam.com/knowledgebase/how-do-you-cancel-an-evaluation/): Learn how to cancel an evaluation in AssessTEAM with our step-by-step guide. Manage assessments effectively to ensure accurate performance feedback. - [Where to access the evaluation data results including old records, completed evaluations and pending evaluations?](https://www.assessteam.com/knowledgebase/where-to-access-the-evaluation-data-results-including-old-records-completed-evaluations-and-pending-evaluations/): Find old records, completed evaluations, and pending evaluations in AssessTEAM. Manage and analyze performance data efficiently for better decision-making. - [How to add a new project type?](https://www.assessteam.com/knowledgebase/how-to-add-a-new-project-type/): New Project Type in AssessTEAM - Learn how to add a new project type in AssessTEAM with our step-by-step instructions for effective project management. - [Can we set the expected completion date of a project?](https://www.assessteam.com/knowledgebase/can-we-set-the-expected-completion-date-of-a-project/): Learn how to set the expected completion date for projects efficiently with AssessTEAM. Explore guidelines for effective project management. - [Endorsements](https://www.assessteam.com/knowledgebase/endorsements/): Learn about endorsements in AssessTEAM, including their purpose and how to manage them effectively. Explore insights into performance evaluation & team management. - [Is there a way to modify an evaluation that has already been completed and signed?](https://www.assessteam.com/knowledgebase/is-there-a-way-to-modify-an-evaluation-that-has-already-been-completed-and-signed/): Discover how to modify completed and signed evaluations in AssessTEAM. Find detailed instructions and best practices for making post-signature adjustments. - [Can we attach job descriptions to the employee's profile in a PDF or by adding a URL to their profile?](https://www.assessteam.com/knowledgebase/can-we-attach-job-descriptions-to-the-employees-profile-in-a-pdf-or-by-adding-a-url-to-their-profile/): Unfortunately, you cannot attach the job descriptions to the employee’s profiles in any formats. This feature is currently on our... - [How to change job title of an employee?](https://www.assessteam.com/knowledgebase/how-to-change-job-title-of-an-employee/): Learn how to change the job title of an employee on AssessTEAM. Follow step-by-step instructions for effective employee profile management. - [How can employees, managers and administrators access all evaluations, including completed, self, peer, downward, and upward evaluations?](https://www.assessteam.com/knowledgebase/how-can-employees-managers-and-administrators-access-all-evaluations-including-completed-self-peer-downward-and-upward-evaluations/): Discover how employees, managers, and administrators can access all evaluations in AssessTEAM, including completed self, peer, downward, and upward evaluations. - [How to assign a different person as the administrator in the system?](https://www.assessteam.com/knowledgebase/how-to-assign-a-different-person-as-the-administrator-in-the-system/): Discover how to assign a different person as the administrator in AssessTEAM. Follow our guide for step-by-step instructions on updating system roles. - [How to correct the timezone issue?](https://www.assessteam.com/knowledgebase/how-to-correct-the-timezone-issue/): Learn how to resolve timezone issues in AssessTEAM with our troubleshooting guide. Ensure accurate time management and reporting. - [Connect with a person or agent](https://www.assessteam.com/knowledgebase/connect-with-a-person-or-agent/): Discover how to connect with a person or agent for assistance in AssessTEAM. Get personalized support and solutions for your inquiries and issues. - [Does removing evaluators from persons result areas excludes them from the evaluations?](https://www.assessteam.com/knowledgebase/does-removing-evaluators-from-persons-result-areas-excludes-them-from-the-evaluations/): Discover if removing evaluators from a person's result areas excludes them from evaluations in AssessTEAM. Understand the implications and management of evaluator roles effectively. - [Where do I find a saved incomplete evaluation or a pending evaluation?](https://www.assessteam.com/knowledgebase/where-do-i-find-a-saved-incomplete-evaluation-or-a-pending-evaluation/): Learn where to locate saved incomplete or pending evaluations on AssessTEAM. Follow steps instructions for effective evaluation management. - [How to change evaluator or reassign an evaluation to a different person?](https://www.assessteam.com/knowledgebase/how-to-change-evaluator-or-reassign-an-evaluation-to-a-different-person/): Please use the evaluation link and click the option “This evaluation should be sent to someone else”. Enter the name... - [Can we copy an evaluation template?](https://www.assessteam.com/knowledgebase/can-we-copy-an-evaluation-template/): Discover how to copy an evaluation template on AssessTEAM. Follow step-by-step instructions for efficient evaluation management. - [Is AssessTEAM trial account fully functional?](https://www.assessteam.com/knowledgebase/is-assessteam-trial-account-fully-functional/): Find out if an AssessTEAM trial account is fully functional. Learn about the features and limitations of AssessTEAM's trial period. - [How can managers assign goals to individuals or specific persons in the team?](https://www.assessteam.com/knowledgebase/how-can-managers-assign-goals-to-individuals-or-specific-persons-in-the-team/): Learn how managers can assign goals to individuals or specific team members in AssessTEAM. Enhance goal-setting processes for improved performance management. - [What user permission should I set on a manager's profile so they can set goals for their team?](https://www.assessteam.com/knowledgebase/what-user-permission-should-i-set-on-a-managers-profile-so-they-can-set-goals-for-their-team/): Learn how to set user permissions on a manager's profile so they can effectively set goals in AssessTEAM. Follow the steps for streamlined goal management. - [How to send evaluations based on the start date or hire dates of the employees?](https://www.assessteam.com/knowledgebase/how-to-send-evaluations-based-on-the-start-date-or-hire-dates-of-the-employees/): Learn how to send evaluations based on the start date or hire dates of employees on AssessTEAM. Follow step-by-step instructions for effective evaluation scheduling. - [Does performance summary show the scores of evaluations that are hidden from employee's profiles?](https://www.assessteam.com/knowledgebase/does-performance-summary-show-the-scores-of-evaluations-that-are-hidden-from-employees-profiles/): Evaluations of employee profiles - Find out if the performance summary in AssessTEAM displays scores from evaluations hidden from employee profiles. - [What data does a user see under their performance summary?](https://www.assessteam.com/knowledgebase/what-data-does-a-user-see-under-their-performance-summary/): Discover what data users can view in their performance summary on AssessTEAM.Explore insights into performance metrics for effective self-assessment. - [How do I assign persons to a result area?](https://www.assessteam.com/knowledgebase/how-do-i-assign-persons-to-a-result-area/): Learn how to assign persons to a result area in AssessTEAM. Optimize your evaluation process by ensuring clear responsibilities and accountability. - [How to exclude scores of completed evaluations from employee's profile on their Performance summary and My job result areas pages?](https://www.assessteam.com/knowledgebase/how-to-exclude-scores-of-completed-evaluations-from-employees-profile-on-their-performance-summary-and-my-job-result-areas-pages/): Exclude scores from completed evaluations on employee profiles in AssessTEAM with effective performance data management tips. - [Who can access the Performance Summary tab?](https://www.assessteam.com/knowledgebase/who-can-access-the-performance-summary-tab/): Discover who can access the performance summary tab in AssessTEAM. Understand access privileges and management for performance data. - [How long does it take to populate the dashboard graphs?](https://www.assessteam.com/knowledgebase/how-long-does-it-take-to-populate-the-dashboard-graphs/): Learn about the time it takes for dashboard graphs to populate on AssessTEAM. Explore insights into data visualization & performance analysis. - [How to control the access for team members to see their evaluations?](https://www.assessteam.com/knowledgebase/how-to-control-the-access-for-team-members-to-see-their-evaluations/): For team members to have access to their performance reviews, you must visit Administrative tools > Job titles > Edit... - [At what point employees get to see their performance evaluations?](https://www.assessteam.com/knowledgebase/at-what-point-employees-get-to-see-their-performance-evaluations/): Learn when employees can view their performance evaluations in AssessTEAM. Get insights into the timing and process of evaluation visibility. - [Where do I find settings for "Successes & opportunities" section?](https://www.assessteam.com/knowledgebase/where-do-i-find-settings-for-successes-opportunities-section/): Discover where to find settings for the Successes & Opportunities section in AssessTEAM. Customize and optimize your evaluation process effectively. - [What does Data being gathered mean?](https://www.assessteam.com/knowledgebase/what-does-data-being-gathered-mean/): Learn what "data being gathered" means in AssessTEAM. Explore its significance in performance evaluation and data analysis processes. - [How to calculate the Net Customer Score (NCS)?](https://www.assessteam.com/knowledgebase/how-to-calculate-the-net-customer-score-ncs/): AssessTEAM seamlessly imports your users from your Office 365 account.Open Settings > Integrations to get started.Log in using Office 365 integrated authentication and import your team. - [Where should I use Continuous feedback?](https://www.assessteam.com/knowledgebase/where-should-i-use-continuous-feedback/): Please go to Settings > Notifications. Scroll to the bottom and enable Text message notifications. Please note that the contact number must be entered in the Persons profile. This will enable text message based evaluations for your organization and users who do not have emails will also be able to process evaluations that come to their cell phones as a text message.Text message based evaluations are very popular for companies where not all employees have emails or most employees work out of the office. - [How can I effectively use the company directory?](https://www.assessteam.com/knowledgebase/how-can-i-effectively-use-the-company-directory/): Please go to Settings > Notifications. Scroll to the bottom and enable Text message notifications. Please note that the contact number must be entered in the Persons profile. This will enable text message based evaluations for your organization and users who do not have emails will also be able to process evaluations that come to their cell phones as a text message.Text message based evaluations are very popular for companies where not all employees have emails or most employees work out of the office. - [How do I have evaluations sent to random peers?](https://www.assessteam.com/knowledgebase/how-do-i-have-evaluations-sent-to-random-peers-instead-of-all-the-peers/): Concierge team services come free for all paying and trial subscribers. We will assist you in importing your data, selecting result areas and scheduling evaluations. Simply send us job description documents that you use and we will convert them to result areas for you. Email us at support@www.www.assessteam.com. - [How can I set the reminder emails to evaluations?](https://www.assessteam.com/knowledgebase/how-can-i-set-the-reminder-emails-to-evaluations/): Concierge team services come free for all paying and trial subscribers. We will assist you in importing your data, selecting result areas and scheduling evaluations. Simply send us job description documents that you use and we will convert them to result areas for you. Email us at support@www.www.assessteam.com. - [How can I delete the pre loaded result areas in the library?](https://www.assessteam.com/knowledgebase/can-i-delete-the-pre-loaded-result-area-library-in-one-click/): Concierge team services come free for all paying and trial subscribers. We will assist you in importing your data, selecting result areas and scheduling evaluations. Simply send us job description documents that you use and we will convert them to result areas for you. Email us at support@www.www.assessteam.com. - [How can I configure B2C login with our OKTA account?](https://www.assessteam.com/knowledgebase/how-can-i-configure-b2c-login-with-our-okta-account/): Concierge team services come free for all paying and trial subscribers. We will assist you in importing your data, selecting result areas and scheduling evaluations. Simply send us job description documents that you use and we will convert them to result areas for you. Email us at support@www.www.assessteam.com. - [How inclusive is your 360-degree evaluation?](https://www.assessteam.com/knowledgebase/how-inclusive-is-your-360-degree-evaluation/): Cloning a project is a one-step process, click the clone project button under the completed projects listing. Once, you are on the Clone project page, simply click save after adjusting any parameters as required. - [What all is covered under your free concierge services?](https://www.assessteam.com/knowledgebase/what-all-is-covered-under-your-free-concierge-services/): Cloning a project is a one-step process, click the clone project button under the completed projects listing. Once, you are on the Clone project page, simply click save after adjusting any parameters as required. - [What is the minimum number of employees needed to sign up for your program?](https://www.assessteam.com/knowledgebase/what-is-the-minimum-number-of-employees/): Cloning a project is a one-step process, click the clone project button under the completed projects listing. Once, you are on the Clone project page, simply click save after adjusting any parameters as required. - [How can we request feedback from external clients or customers regarding the overall performance of the company?](https://www.assessteam.com/knowledgebase/how-can-i-collect-customer-satisfaction-feedback-in-assessteam-2/): Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - [How can administrators see the cancellation notes when someone cancels their evaluation?](https://www.assessteam.com/knowledgebase/how-can-administrators-see-the-cancellation-notes-when-someone-cancels-their-evaluation/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [Can we customize the templates for our evaluation emails?](https://www.assessteam.com/knowledgebase/can-we-customize-the-templates-for-our-evaluation-emails/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [How can admins upload the profile pictures for employees?](https://www.assessteam.com/knowledgebase/how-can-admins-upload-the-profile-pictures-for-employees/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [How can I manage or control the ability of evaluators to sign off on the evaluations?](https://www.assessteam.com/knowledgebase/can-i-enable-disable-evaluators-for-signing-the-evaluations/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [How can I import result areas](https://www.assessteam.com/knowledgebase/how-can-i-import-result-areas/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [How can I see a list of employees associated with a particular result area?](https://www.assessteam.com/knowledgebase/how-can-i-see-which-employees-are-associated-with-the-specific-result-areas/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [How can I view the company-wide endorsements?](https://www.assessteam.com/knowledgebase/how-can-i-see-endorsement-timeline/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [Can administrators manage the ability of team managers to create evaluations?](https://www.assessteam.com/knowledgebase/can-admin-control-the-evaluation-permission-for-managers/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [Where can I view the completion date and time stamp on evaluations?](https://www.assessteam.com/knowledgebase/can-i-view-evaluation-completion-date-and-time/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [Can I change notification settings for our employees?](https://www.assessteam.com/knowledgebase/can-i-change-notification-settings-for-our-employees/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [How long can I see the evaluation data in the Person's profile](https://www.assessteam.com/knowledgebase/how-long-can-i-see-the-evaluation-data-in-the-persons-profile/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [Can I switch between the plans while I am in the trial?](https://www.assessteam.com/knowledgebase/can-i-switch-between-the-plans-when-i-am-in-the-trial/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [Can you make changes in the evaluation form which you received to review?](https://www.assessteam.com/knowledgebase/can-you-make-changes-in-the-evaluation-form-which-you-received-to-review/): If enabled by administrators, you can use this feature to evaluate your peers in real time on the assigned result areas. The option. - [Can I see how many people reviewed me?](https://www.assessteam.com/knowledgebase/can-i-see-how-many-people-reviewed-me/): If enabled by administrators, you can use this feature to evaluate your peers in real time on the assigned result areas. The option. - [How do I send evaluation for review](https://www.assessteam.com/knowledgebase/how-do-i-send-evaluation-for-review/): If enabled by administrators, you can use this feature to evaluate your peers in real time on the assigned result areas. The option. - [How can I control the visibility of the staff directory and the different options available under the directory?](https://www.assessteam.com/knowledgebase/how-can-i-access-the-company-wide-staff-directory/): Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - [How can I Endorse someone in my company ?](https://www.assessteam.com/knowledgebase/how-can-i-endorse-someone-in-my-company/): AssessTEAM standard per person fee is a flat amount, billed per person per month, making it simple to determine if AssessTEAM is the right fit for your needs. - [How frequently do you update your result area library?](https://www.assessteam.com/knowledgebase/how-frequently-do-you-update-your-result-area-library/): Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - [How much character limit do you support on signature notes?](https://www.assessteam.com/knowledgebase/how-much-character-limit-do-you-support-on-signature-notes/): Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - [How can I create a copy of an existing result area?](https://www.assessteam.com/knowledgebase/how-can-i-create-a-copy-of-an-existing-result-area/): AssessTEAM standard per person fee is a flat amount, billed per person per month, making it simple to determine if AssessTEAM is the right fit for your needs. - [How do I enable a team manager to set up goals for his team?](https://www.assessteam.com/knowledgebase/how-do-i-enable-a-team-manager-to-set-up-goals-for-his-team/): Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - [How do I filter all the anonymous evaluations in the system?](https://www.assessteam.com/knowledgebase/how-does-slack-integraton-work-copy/): Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - [Where can I find the comparison of different plans and pricing?](https://www.assessteam.com/knowledgebase/where-can-i-find-the-comparison-of-different-plans-and-pricing/): Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - [How can I assign different weights to performance indicators in a result area?](https://www.assessteam.com/knowledgebase/how-can-i-assign-different-weights-to-performance-indicators-in-a-result-area/): Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - [How does Slack integraton work?](https://www.assessteam.com/knowledgebase/how-does-slack-integraton-work/): Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - [How can I integrate my Slack account with AssessTEAM?](https://www.assessteam.com/knowledgebase/how-can-i-integrate-my-slack-account-with-assessteam/): Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - [How can I see the waiting evaluations count for my team?](https://www.assessteam.com/knowledgebase/how-can-i-see-the-waiting-evaluations-count-for-my-team/): Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - [Will a text notification still go out even if the person doesn't have an email address?](https://www.assessteam.com/knowledgebase/will-a-text-notification-still-go-out-even-if-the-person-doesnt-have-an-email-address/): AssessTEAM intelligently updates only changed information creating an easy way for you to keep your legacy HRMS in sync. - [How do I send our evaluation requests over text messages to our employees?](https://www.assessteam.com/knowledgebase/how-do-i-enable-the-text-message-notifications-for-our-employees/): Please go to Settings > Notifications. Scroll to the bottom and enable Text message notifications. Please note that the contact number must be entered in the Persons profile. This will enable text message based evaluations for your organization and users who do not have emails will also be able to process evaluations that come to their cell phones as a text message.Text message based evaluations are very popular for companies where not all employees have emails or most employees work out of the office. - [How do I set up result areas and performance indicators for my company?](https://www.assessteam.com/knowledgebase/how-do-i-set-up-result-areas/): Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - [Where can I find the Privacy Policy?](https://www.assessteam.com/knowledgebase/where-can-i-find-the-privacy-policy/): Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - [Where can I find the Terms of Use?](https://www.assessteam.com/knowledgebase/where-can-i-find-the-terms-of-use/): Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - [Where can I find the Data Protection Policy?](https://www.assessteam.com/knowledgebase/where-can-i-find-the-data-protection-policy/): AssessTEAM offers No setup fees, our subscription plans are monthly or yearly with no contract. - [How do I assign weights to goals?](https://www.assessteam.com/knowledgebase/how-do-i-assign-weights-to-goals/): AssessTEAM offers No setup fees, our subscription plans are monthly or yearly with no contract. - [How to exclude scores of a particular evaluation from persons' profiles?](https://www.assessteam.com/knowledgebase/how-to-exclude-scores-of-a-particular-evaluation-from-persons-profiles-2/): "Please visit Administrative tools > Settings > Evaluation configuration > 360-degree feedback configuration. - [Where do I see performance indicator's descriptions?](https://www.assessteam.com/knowledgebase/where-do-i-see-performance-indicators-descriptions/): Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - [How can we use the analytical result areas to exclude scores of some evaluations from user profiles?](https://www.assessteam.com/knowledgebase/how-can-we-use-the-analytical-result-areas-to-exclude-scores-of-some-evaluations-from-user-profiles/): Please use the toggle button 'Send the new user an email about their account' while adding new users to control the joining invite emails. - [How do I search for teams assigned to a specific manager in my company?](https://www.assessteam.com/knowledgebase/how-do-i-search-for-teams-assigned-to-a-specific-manager-in-my-company/): Please use the toggle button 'Send the new user an email about their account' while adding new users to control the joining invite emails. - [How can I collect customer satisfaction feedback in AssessTEAM?](https://www.assessteam.com/knowledgebase/how-can-i-collect-customer-satisfaction-feedback-in-assessteam/): Peer review systems evaluate employees from the perspective of their peers or colleagues in terms of their performances, strengths, weaknesses, and other essential work-related goals. - [How do I hide or unhide the evaluator names for anonymous evaluations for the Owners and Human Resources user roles?](https://www.assessteam.com/knowledgebase/how-do-i-hide-or-unhide-the-evaluator-names-for-anonymous-evaluations-for-the-owners-and-human-resources-user-roles/): Peer review systems evaluate employees from the perspective of their peers or colleagues in terms of their performances, strengths, weaknesses, and other essential work-related goals. - [How do I access company wide performance indicators report?](https://www.assessteam.com/knowledgebase/how-do-i-access-company-wide-performance-indicators-report/): Please visit Administrative tools > Reports > Result area performance. By clicking on a result area, you can check the average company-wide score on each performance indicator under that result area. - [How do I auto hide certain evaluations from our employee's profiles?](https://www.assessteam.com/knowledgebase/how-do-i-hide-certain-evaluations-from-employees-profile-while-setting-up-the-template/): Please use the Advanced options on the evaluation template and enable the selection 'Hide this evaluation from the evaluated person's dashboard' to automatically hide all evaluations from employees' profiles sent using this template. - [How can I hide the evaluation I just completed for an employee?](https://www.assessteam.com/knowledgebase/how-can-i-hide-the-evaluation-i-completed-for-an-employee/): After finishing your evaluation, please use the toggle Hide this evaluation from the person's console to hide your evaluation from the person you just evaluated. You can revisit the evaluation link and change your selection anytime. - [How can I navigate between questions on the evaluation screen?](https://www.assessteam.com/knowledgebase/how-can-i-navigate-between-questions-on-the-evaluation-screen/): Please use the hyperlinks on the questions under the Show summary section on the evaluation screen to easily navigate between questions and modify, erase or edit your responses. - [How can I generate a 360 degree report for my persons and teams?](https://www.assessteam.com/knowledgebase/how-can-i-generate-a-360-degree-report-for-my-persons-and-teams/): Please visit Reports > 360 Feedback report. Customize the view by selecting the appropriate evaluation period, persons, or team names and click Generate report. - [How can employees see the reviews they have completed for others?](https://www.assessteam.com/knowledgebase/how-can-employees-see-the-reviews-they-have-completed-for-others/): Please visit My tools > My evaluations to view all the evaluations completed by you. You will also find all the evaluations completed for you under this section. - [How do I initiate a request for feedback from my colleagues or supervisor?](https://www.assessteam.com/knowledgebase/how-do-i-initiate-a-request-for-feedback-from-my-colleagues-or-supervisor/): Please visit My tools > Request feedback, select the team members or search the names and click Continue. On the next screen, select the result area(s) you wish to request feedback on and complete the process by clicking the Send button. To control the visibility of ''Request feedback'', please visit Administrative tools > Job titles > Edit Job title. - [How do I express disapproval to an evaluation?](https://www.assessteam.com/knowledgebase/how-do-i-express-disapproval-to-an-evaluation/): On the evaluation signature screen, please click the Disapprove option to express your disapproval of the evaluation and use the notes field to mention the reason for the same. - [How do I see weights assigned to result areas while completing an evaluation?](https://www.assessteam.com/knowledgebase/how-do-i-see-weights-assigned-to-result-areas-while-completing-an-evaluation/): When on the evaluation wizard, please enable the Show summary option to view the weights assigned to different result areas in the evaluation. No mention of weights signifies that weights were not used in the evaluation. - [How do I automate the signature workflow upon evaluation completion?](https://www.assessteam.com/knowledgebase/how-do-i-automate-the-signature-workflow-upon-evaluation-completion/): Please enable the option 'Signature options at evaluation completion under Advanced options on evaluation templates to automate signature requests to persons, line managers, and other stakeholders upon evaluation completion. - [How can I compare only the common result areas between two or more persons?](https://www.assessteam.com/knowledgebase/how-can-i-compare-only-the-common-result-areas-between-two-or-more-persons/): Please visit Persons > Add persons to compare and enable the toggle 'Only show comon result areas' to limit the comparison view to common result areas. - [How do I view scores on my completed and active goals?](https://www.assessteam.com/knowledgebase/how-to-i-view-scores-on-my-completed-goals/): Please visit My tools > Goal setting and click on Completed goals. You can now see all completed goals along with respective score on each goal here. - [How do I view all pending signatures requests for my account?](https://www.assessteam.com/knowledgebase/how-do-i-view-all-pending-signatures-requests-for-my-account/): Please visit My tools > Waiting evaluations to view the list of evaluations requiring your signature. You will also see all pending evaluations in the same view. - [How to view average scores of two or more evaluations for a person?](https://www.assessteam.com/knowledgebase/how-to-view-average-scores-of-two-or-more-evaluations-for-a-person/): Please visit Persons > View profile and select the appropriate evaluations to compare. You can now see a column for cumulative average score and the responses from selected evaluations in a side-by-side comparison view. - [How do I add, modify and delete my Tag records?](https://www.assessteam.com/knowledgebase/how-do-i-add-modify-and-delete-my-tag-records/): Please visit Settings > Evaluation configuration > Tags to create, update or delete your tag records. - [How do I run the guided set up wizard to configure and launch my evaluations?](https://www.assessteam.com/knowledgebase/how-do-i-run-the-guided-set-up-wizard-to-configure-and-launch-my-evaluations/): You will get the wizard prompt or a pop-up when you log in for the first time in the system. You can start the guided wizard, or discard the message and later access it from the top right corner of your account screen. - [How do I auto assign the peer, upward and downward evaluators?](https://www.assessteam.com/knowledgebase/how-do-i-auto-assign-the-peer-upward-and-downward-evaluators/): "Please visit Administrative tools > Settings > Evaluation configuration > 360-degree feedback configuration. - [How do I see a consolidated report on my employee goals?](https://www.assessteam.com/knowledgebase/how-do-i-see-a-consolidated-reports-on-my-employee-goals/): Please visit Administrative tools > Reports > Goals performance. Select the appropriate view from persons and teams. Apply appropriate filters and click the Generate report option to view the goal performance report. You can also export the data to a CSV file using the Export to CSV option. - [How do I send or hold the joining invitations emails while adding new persons?](https://www.assessteam.com/knowledgebase/how-do-i-send-hold-joining-invitations-emails-while-adding-new-persons/): Please use the toggle button 'Send the new user an email about their account' while adding new users to control the joining invite emails. - [How do I change my trial plan?](https://www.assessteam.com/knowledgebase/how-do-i-change-my-trial-plan/): Please visit the Quick start guide section and choose from available plan options to upgrade/downgrade your current trial plan. - [How to exclude scores of a particular evaluation from persons' profiles?](https://www.assessteam.com/knowledgebase/how-to-exclude-scores-of-a-particular-evaluation-from-persons-profiles/): Please enable the option 'Exclude evaluations from score computation' under Advanced options on evaluation templates to exclude certain evaluation results from affecting the person's scores. - [How do I change user settings available at the job-titles level in bulk?](https://www.assessteam.com/knowledgebase/how-do-i-change-user-settings-available-at-the-job-titles-level-in-bulk/): Please visit Administrative tools > Teams and click the Export option on the screen. Add the missing team managers in the spreadsheet against their team names and use the Import option to import the updated sheet into the system. - [How do I have a customer review project performance?](https://www.assessteam.com/knowledgebase/how-do-i-have-a-customer-review-project-performance/): Create a new person under Persons at the Customer user role. Next, visit Evaluation templates and select Project evaluation. Select project(s) and person(s) to be evaluated and enter the customer names to send project performance evaluations. - [Do large customers get a dedicated account manager?](https://www.assessteam.com/knowledgebase/do-large-customers-get-a-dedicated-account-manager/): Learn how your company can get the services of a dedicated account manager. Email us at support@www.www.assessteam.com, if you do you find an answer to your question here. - [How do I assign team managers to multiple teams in bulk?](https://www.assessteam.com/knowledgebase/how-do-i-assign-team-managers-to-multiple-teams-in-bulk/): Learn how to efficiently assign team managers to multiple teams in bulk on AssessTEAM. Follow steps instructions for streamlined team management. - [How do I access team member's evaluation reports?](https://www.assessteam.com/knowledgebase/how-do-i-access-a-team-members-evaluation-history/): Learn how to access a team member's evaluation history in AssessTEAM. Review past evaluations to track progress and make informed decisions. - [I need to do a recurring one on one for a team member by his manager. How do I schedule it?](https://www.assessteam.com/knowledgebase/i-need-to-do-a-recurring-one-on-one-for-a-team-member-by-his-manager-how-do-i-schedule-it/): Advice from our HR professionals on real life questions. Speak with our support team for assistance. - [How do I assign a team manager? Can more than one manager be assigned to a team?](https://www.assessteam.com/knowledgebase/how-do-i-assign-a-team-manager-can-more-than-one-manager-be-assigned-to-a-team/): Get Employee evaluation software Advice from AssessTEAM HR professionals for questions like 'How do I assign a team manager?' Can more than one manager be assigned to a team? - [How do I assign tags to persons?](https://www.assessteam.com/knowledgebase/how-do-i-assign-tags-to-persons/): Please visit Administrative tools > Persons and use the Edit button to access the user profile. Add relevant tags in the Tags sections. Tags may be used to identify their locations, seniority levels, departments, employment (hourly or permanent), etc. You can also download the CSV file, update the Tags and then upload the spreadsheet. - [How do I add a customer profile?](https://www.assessteam.com/knowledgebase/how-do-i-add-a-customer-profile/): Learn how to add a customer profile in AssessTEAM with our easy-to-follow instructions. Streamline your customer management process effectively. - [How do I see the profitability of projects in a date range?](https://www.assessteam.com/knowledgebase/how-do-i-see-the-profitability-of-projects-in-a-date-range/): With a Premium or Enterprise plan, please visit Administrative tools > Projects. Select the start and end date from the filters to view the project’s profitability data, budget, and the total cost incurred on these projects in a tabular format. - [How do I monitor the profitability of a team?](https://www.assessteam.com/knowledgebase/how-do-i-monitor-the-profitability-of-a-team/): Advice from AssessTEAM HR professionals on 'How do I monitor the profitability of a team?' Email us at support@www.www.assessteam.com, if you do you find an answer to your question here. - [How do I see the overall profitability of a project type?](https://www.assessteam.com/knowledgebase/how-do-i-see-the-overall-profitability-of-a-project-type/): Real-life questions from customers and advice from our HR professionals. Email us at support@www.www.assessteam.com, if you don't find an answer to your question here. - [How do I measure the productivity of an employee working from home?](https://www.assessteam.com/knowledgebase/how-do-i-measure-the-productivity-of-an-employee-working-from-home/): Advice from AssessTEAM HR professionals for real-life questions like 'How do I measure the productivity of an employee working from home?' - [How do I see an employee productivity report?](https://www.assessteam.com/knowledgebase/how-do-i-see-an-employee-productivity-report/): Advice from AssessTEAM HR professionals to help you view an employee performance monitoring and productivity report. Email us at support@www.www.assessteam.com for more details. - [Can I get an yearly employee productivity report from AssessTEAM?](https://www.assessteam.com/knowledgebase/can-i-get-an-yearly-employee-productivity-report-from-assessteam/): Yes, absolutely - With a Premium or Enterprise plan, please visit Administrative tools > Persons and click View profile. Click the 'Productivity report' option from the bottom right corner to view the employee productivity report page. Set the calendar period to last year - [How does AssessTEAM use man-hours invested to compute the profitability of a project?](https://www.assessteam.com/knowledgebase/how-does-assessteam-use-man-hours-invested-to-compute-the-profitability-of-a-project/): AssessTEAM measures man-hours invested and compare them to the project budget showing you project profitability analysis reports in real-time. - [How do I add fixed costs to a project?](https://www.assessteam.com/knowledgebase/how-do-i-add-fixed-costs-to-a-project/): Learn how to add fixed costs to your projects effectively on AssessTEAM. Explore step-by-step instructions for accurate project management. - [How do I add budget adjustments to a project?](https://www.assessteam.com/knowledgebase/how-do-i-add-budget-adjustments-to-a-project/): With a Premium or Enterprise plan, you can add budget adjustments or change orders by visiting Administrative tools > Projects and clicking the Change orders option. Use the 'Add a new change order' button to add multiple budget adjustments. - [How do I have my employees use timesheets using the AssessTEAM mobile app?](https://www.assessteam.com/knowledgebase/how-do-i-have-my-employees-track-time-investment-using-the-assessteam-mobile-app/): With a Premium or Enterprise plan, Persons need to be assigned as members of the projects before they can enter timesheet hours. - [How do I compare the performance of multiple teams to see gaps?](https://www.assessteam.com/knowledgebase/how-do-i-compare-team-performance-reports/): Please visit Administrative tools > Teams and use the 'Compare' button next to team names to add multiple teams to the comparison list. You can compare their average scores, scores by competencies, count of rockstars, and poor performers. - [How many competencies/surveys do you have in your library?](https://www.assessteam.com/knowledgebase/how-many-competencies-surveys-do-you-have-in-your-library/): Our master result area library offers about 3000+ performance indicators for various job competencies, behavioral analysis, 360 feedback. - [How do I filter my result areas and goals in the library?](https://www.assessteam.com/knowledgebase/how-do-i-filter-my-result-areas-and-goals-in-the-library/): Please visit Administrative tools > Result areas and use the filter 'Search result area types' to narrow down the list results to specific. - [How do I enable goal-setting for our employees?](https://www.assessteam.com/knowledgebase/how-do-i-enable-goal-setting-for-our-employees/): Please visit Administrative tools > Job titles and use the Edit button to access menu options. Use the toggle buttons to enable/disable. - [How do I assign due dates to goals?](https://www.assessteam.com/knowledgebase/how-do-i-assign-due-dates-to-goals/): Please visit Administrative tools > Persons > Goals and use the Due date column field to add due dates to active goals. - [Who should our employees reach out to when they have questions about the performance review process?](https://www.assessteam.com/knowledgebase/who-should-employees-call-with-questions-about-the-performance-review-process/): Your employees email our support desk at support@www.www.assessteam.com for technical questions about the program. We routinely run webinars for managers to use AssessTEAM effectively for their teams. - [Can I download timesheets in a spreadsheet to see project costs?](https://www.assessteam.com/knowledgebase/can-i-download-timesheets-in-a-spreadsheet-to-see-project-costs/): Yes, absolutely. With a Premium or Enterprise plan, please visit Reports > Time logged. Select the time period, appropriate report view, select projects, team, or persons, and click the Export to CSV button at the bottom of the screen. - [How do project managers track project profitability?](https://www.assessteam.com/knowledgebase/how-do-project-managers-track-project-profitability/): With a Premium or Enterprise plan, Managers can log in to their self-service portals and visit My tools > Project performance. The tabular listing of projects displays projected profitability along with the total cost, budget, hours invested, and project performance scores for each project. - [How do I track project profitability?](https://www.assessteam.com/knowledgebase/how-do-i-track-project-profitability/): With a Premium or Enterprise plan, project profitability is the ratio of the profit earned to total revenues. With each new entry. - [How do I update peer, downward and upward evaluators for employees?](https://www.assessteam.com/knowledgebase/how-do-i-update-peer-downward-and-upward-evaluations-for-employees/): Advice from AssessTEAM HR professionals for real-life questions like 'How do I update peer, downward and upward evaluations for employees?' - [How do I enable continuous feedback only for some individuals in the company?](https://www.assessteam.com/knowledgebase/how-do-i-enable-continuous-feedback-only-for-some-individuals-in-the-company/): Please visit Administrative tools > Job titles and use the Edit button to access menu options. Use the toggle button to enable/disable Continuous feedback for employees at that role/title. - [How to enable team goal setting for team managers?](https://www.assessteam.com/knowledgebase/how-to-enable-team-goal-setting-for-team-managers/): Advice from AssessTEAM HR professional on How to enable team goal setting software for team managers. Email us at support@www.www.assessteam.com, if you do you find an answer to your question here. - [How do I control our company-wide notifications for all staff?](https://www.assessteam.com/knowledgebase/how-do-i-control-our-company-wide-notifications-for-all-staff/): Please login to your AssessTEAM admin portal and visit Administrative tools > Settings > Notifications to enable/disable different. - [How do we update the system performance scale from 10 points to a different value?](https://www.assessteam.com/knowledgebase/how-do-we-update-the-system-performance-scale-from-10-points-to-a-different-value/): Please login to your AssessTEAM admin portal and visit Administrative tools > Settings > Set up and change the performance baseline. - [How do I integrate with Google Workspace?](https://www.assessteam.com/knowledgebase/how-do-i-integrate-with-google-workspace/): Please login to your AssessTEAM admin portal and visit Administrative tools > Settings > Integration and select G-Suite to proceed. - [Does AssessTEAM support mobile apps?](https://www.assessteam.com/knowledgebase/does-assessteam-support-mobile-apps/): Absolutely, we offer apps for both Android and iOS platforms for easy on-the-fly evaluations and team reporting. - [How do I create my own rating scale templates for the performance appraisal process?](https://www.assessteam.com/knowledgebase/how-do-i-create-my-own-rating-scale-for-the-performance-appraisal-process/): You can create new scales on the fly while adding new performance indicators. Alternatively, you can visit Settings > Set up and modify. - [How do you determine the profitability of a project?](https://www.assessteam.com/knowledgebase/how-do-you-determine-the-profitability-of-a-project/): With a Premium or Enterprise plan, Project profitability is determined by calculating the ratio of the profit earned to total revenues. - [How do I evaluate employee productivity?](https://www.assessteam.com/knowledgebase/how-do-i-evaluate-employee-productivity/): With a Premium or Enterprise plan, Employee productivity evaluations can be configured under Administrative tools > evaluation templates >. - [How do I share my completed evaluations with other members?](https://www.assessteam.com/knowledgebase/how-do-i-share-my-completed-evaluations-with-other-members/): Please select the option "Email evaluation" once you Finish the Evaluation. Then start typing a person's name and select to whom the. - [How do I remove Not applicable from our scale options?](https://www.assessteam.com/knowledgebase/how-do-i-remove-not-applicable-from-our-scale-options/): In the Evaluation Template, Please enable "Advanced options" and enable the toggle button "All key performance indicators require a. - [How do I force all evaluations to be anonymous?](https://www.assessteam.com/knowledgebase/how-do-i-force-all-evaluations-to-be-anonymous/): In the Evaluation Template, Please enable "Advanced options" and enable the toggle button "Process all evaluations anonymously". - [How do I assign the due dates to evaluations?](https://www.assessteam.com/knowledgebase/how-do-i-assign-the-due-dates-to-evaluations/): In the Evaluation Template, Please enable "Advanced options" and enter the respective due dates under the "Due in" field. Evaluation. - [How do I make signatures mandatory?](https://www.assessteam.com/knowledgebase/how-do-i-make-signatures-mandatory/): In the Evaluation Template, Please enable "Advanced options" and enable the toggle button "Evaluators must sign to complete the Evaluation". - [How do I sign off on evaluations?](https://www.assessteam.com/knowledgebase/how-do-i-sign-off-on-evaluations/): After finishing the Evaluation, use the option 'Sign evaluation' to sign off on the review. Signatures can be made mandatory. - [How do I set up an employee exit evaluation?](https://www.assessteam.com/knowledgebase/how-do-i-set-up-an-employee-exit-evaluation/): Create a Result area as "Exit interview questions" under Result Areas". In the Evaluation template, select "All available result areas". - [How do I use the pre-built happiness survey?](https://www.assessteam.com/knowledgebase/how-do-i-use-the-pre-built-happiness-survey/): Simply select the 'Workplace Happiness survey' result area from the search list while creating the new happiness survey evaluation template. - [What's the easiest way to do an employee engagement survey?](https://www.assessteam.com/knowledgebase/whats-the-easiest-way-to-do-an-employee-engagement-survey/): Please create a person in your account same as the company name. Create a new evaluation template and let everyone in the company evaluate. - [How do I create an yearly performance review for all employees together?](https://www.assessteam.com/knowledgebase/how-do-i-create-an-yearly-performance-review-for-all-employees-together/): Please visit Evaluation templates > Add a new evaluation > Select Periodic evaluation. Set up the repeat frequency to yearly, type 'All'. - [How long should someone be an employee to require a performance evaluation?](https://www.assessteam.com/knowledgebase/how-long-should-someone-be-an-employee-to-require-a-performance-evaluation/): Most organizations start right away with Job Title Role competencies, such as Happiness survey Result Areas, and assign a 30-60-90 day. - [Who all can participate in the performance appraisal process?](https://www.assessteam.com/knowledgebase/who-all-can-participate-in-the-performance-appraisal-process/): Everyone who has been entered into the system and has proper permission can participate. The AssessTEAM 360-degree feature allows for wider. - [What are the risks associated with the 360-degree feedback evaluation method?](https://www.assessteam.com/knowledgebase/what-are-the-risks-associated-with-the-360-degree-feedback-evaluation-method/): Lack of confidentiality, absence of follow-up plans, vague questions, and underestimating the program's success by managers/employers. - [What is the best method of employee assessment and evaluation for me?](https://www.assessteam.com/knowledgebase/what-is-the-best-method-of-employee-assessment-and-evaluation-for-me/): We recommend using a combination of scheduled evaluations and continuous feedback for the best results. Inviting wider participation through - [How do I find key performance indicators for my organization from the KPI library?](https://www.assessteam.com/knowledgebase/how-do-i-find-key-performance-indicators-for-my-organization-from-the-kpi-library/): Please Visit Result areas - using the search field or result area type, enter the desired Keywords, and hit Search. - [How do I evaluate persons using their profile tags?](https://www.assessteam.com/knowledgebase/how-do-i-evaluate-persons-using-their-profile-tags/): In the Evaluation Template, Please use the "select person tag(s) to be evaluated" field to enter the profile tags defined at the person. - [How do I view the signature status of our evaluations?](https://www.assessteam.com/knowledgebase/how-do-i-view-the-signature-status-of-our-evaluations/): Please visit Evaluation records and use the column "Sign" to view the signature status on evaluations. You can use the Sign filter to narrow - [How do supervisors view evaluations for their direct reports?](https://www.assessteam.com/knowledgebase/how-do-supervisors-view-evaluations-for-their-direct-reports/): Please visit "My Tools" and select "My Subordinates Evaluations" to view the direct reports evaluations. - [How do I use emoticons during employee reviews?](https://www.assessteam.com/knowledgebase/how-do-i-use-emoticons-during-employee-reviews/): In the Evaluation wizard, Please select the "Leave a note" option and click the emoticons icon to use different emoticons to better express. - [While doing an evaluation, how do I view all the questions together on a single page?](https://www.assessteam.com/knowledgebase/how-do-i-view-all-questions-of-an-evaluation-together/): Please click the link in the evaluation email or visit the Waiting evaluation section from your portal to start an evaluation. - [How do I set up employee anniversary day reviews?](https://www.assessteam.com/knowledgebase/how-do-i-set-up-employee-anniversary-day-reviews/): Please visit Evaluation templates > Add a new evaluation and select Anniversary day evaluation. Add person(s) and select evaluators, search. - [How to create an effective peer review system?](https://www.assessteam.com/knowledgebase/how-to-create-an-effective-peer-review-system/): Peer review systems evaluate employees from the perspective of their peers or colleagues in terms of their performances, strengths, weaknesses, and other essential work-related goals. - [How does AssessTEAM calculate scores?](https://www.assessteam.com/knowledgebase/how-does-assessteam-calculate-scores/): AssessTEAM enables both real-time feedback or scheduled feedback requests that can be sent out automatically weekly, monthly, quarterly. - [How do I add evaluators for different peer groups?](https://www.assessteam.com/knowledgebase/how-do-i-add-evaluators-for-different-peer-groups/): AssessTEAM support 360-degree evaluation for all users in the organization under the concept of peer groups. - [How do I set up employee hire date based evaluations?](https://www.assessteam.com/knowledgebase/how-do-i-set-up-employee-hire-date-based-evaluations/): 30-60-90 days evaluations are designed to send out evaluations to users based on their hire dates. - [How do I skip completed goals from future evaluations?](https://www.assessteam.com/knowledgebase/how-can-i-skip-completed-goals-from-future-evaluations/): With AssessTEAM can set goals for your employees, or have them set their own goals through the Goal setting feature present for both persons and teams. - [How can we restrict our employees from accessing their completed evaluations and scores?](https://www.assessteam.com/knowledgebase/can-i-hide-the-completed-reviews-from-my-employees-profiles/): The employees would not be able to see the copies of completed evaluations, just the average scores. - [How do I arrange the order of my questions?](https://www.assessteam.com/knowledgebase/how-do-i-arrange-the-order-of-my-questions/): Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - [How do managers add qualitative questions without scores?](https://www.assessteam.com/knowledgebase/how-can-managers-add-qualitative-questions-without-scores/): Please select one of the three available options on the performance indicators page. You can choose from - Selections with scores, selections without scores, and free-text input questions. - [How do we export comparison data?](https://www.assessteam.com/knowledgebase/how-do-we-export-comparison-data/): Visit Evaluation log > select evaluations you wish to compare > click the 'Export comparison' button to export data to CSV/spreadsheets. - [Where can I see the last login activities of my employees?](https://www.assessteam.com/knowledgebase/can-i-see-the-last-login-activities-of-my-employees/): Absolutely, please visit your employees' profiles from the Persons section. You can view their last login details at the bottom of the page. - [How do I view all the key result areas associated with my team?](https://www.assessteam.com/knowledgebase/how-can-i-view-all-the-kras-associated-with-my-team/): Visit Persons > 'Export persons with result areas' to export all associated KRA's with their evaluators. - [What is the validity of my free trial account?](https://www.assessteam.com/knowledgebase/what-is-the-validity-of-my-free-trial-account/): AssessTEAM offer a 15-day free trial account to all new users. - [How do I resend the canceled evaluations?](https://www.assessteam.com/knowledgebase/can-i-resend-canceled-evaluations/): Absolutely. please visit 'Evaluations > Evaluation log'. Open 'Canceled Evaluation' and use the 'Purge and Resend' button to resend. - [How to sign evaluations?](https://www.assessteam.com/knowledgebase/how-to-sign-documents/): AssessTEAM allows you to use the 'Sign Evaluation' button available at the end of the evaluation to sign your evaluations electronically. A maximum of four members can sign the evaluation form. - [How do we evaluate all employees without entering their names individually?](https://www.assessteam.com/knowledgebase/can-we-evaluate-all-employees-without-entering-their-names-individually/): Absolutely, simply type ‘ALL’ in the select person tag(s) to be evaluated in the field to add all persons for the evaluation. - [How do I view the number of evaluations that will be sent out before saving the template?](https://www.assessteam.com/knowledgebase/can-i-view-the-number-of-evaluations-that-will-be-sent-out-before-saving-the-template/): Yes, the preview box will show the list of evaluations for different peer-groups that will go out before you hit the send button. - [How do you calculate average result area scores?](https://www.assessteam.com/knowledgebase/how-do-you-calculate-average-result-area-scores/): The AssessTEAM score processing engine computes scores by the week to ascertain the average. Calculated as a monthly average, then averaged as a total. - [How do I use Continuous feedback?](https://www.assessteam.com/knowledgebase/how-do-i-use-continuous-feedback/): If enabled by administrators, you can use this feature to evaluate your peers in real time on the assigned result areas. The option. - [How do I write notes on my evaluations?](https://www.assessteam.com/knowledgebase/how-do-i-write-notes-on-my-evaluations/): Please use the 'Leave a note' button available at the bottom of evaluation questions to write comments. - [How do I save a copy of the evaluation I have just finished?](https://www.assessteam.com/knowledgebase/how-to-save-a-copy-of-the-evaluation-i-have-just-finished/): The last screen of the evaluation will provide you with an option to print or email the evaluation copy. - [Where do I see my completed and pending evaluations?](https://www.assessteam.com/knowledgebase/where-do-i-see-my-completed-and-pending-evaluations/): Visiting the My evaluations tab under the My tools section. It will give you access to your completed evaluations, while 'Waiting evaluations' will list down the evaluations you need to finish. - [How do I set up and evaluate personal goals?](https://www.assessteam.com/knowledgebase/how-to-set-up-and-evaluate-personal-goals/): Use the Goal setting function to add or modify your goals. - [How do managers create team evaluations?](https://www.assessteam.com/knowledgebase/how-do-managers-create-team-evaluations/): All the evaluation template fields are self-explanatory. - [How to access team members evaluation reports in minutes?](https://www.assessteam.com/knowledgebase/how-to-access-team-members-evaluation-reports-in-minutes/): Team members’ evaluation reports are designed to focus on evaluating the performance of each team member. This detailed examination and description processes aim to highlight the strengths and weaknesses of each team member - [How do managers create team goals?](https://www.assessteam.com/knowledgebase/how-do-managers-create-team-goals/): Team managers could visit the Team performance tab > Team goal setting section to set-up common objectives for all team members. - [How do managers view and compare multiple team evaluations in AssessTEAM?](https://www.assessteam.com/knowledgebase/how-can-managers-view-and-compare-multiple-team-evaluations/): By visiting team performance tab managers can compare multiple evaluations, view, print and send reminders to pending evaluations. - [What is the difference between result areas, job goals and performance indicators?](https://www.assessteam.com/knowledgebase/what-is-the-difference-between-result-areas-job-goals-and-performance-indicators/): Performance indicators are a measurable value that demonstrates how effectively a company is achieving key business objectives. Job goals determine what performance indicators should be used. - [How do I send a reminder for pending evaluations in bulk?](https://www.assessteam.com/knowledgebase/can-i-send-reminder-for-pending-evaluations-in-bulk/): Visit the Evaluation records tab, then set the status filter as ‘Pending’ evaluations. - [How can I change the billing address in the receipt?](https://www.assessteam.com/knowledgebase/how-can-i-change-the-billing-address-in-the-receipt/): Visit Settings > Billing and Receipts and click on ‘customizing the "Bill To" Field’ under the Receipt section. - [How do I set up permissions so that a person only has access to his/her own results?](https://www.assessteam.com/knowledgebase/how-to-set-up-permissions-so-that-a-person-can-access-only-his-her-own-results/): Permissions are set at self-metrics by default. This will limit a user’s access to their own performance data. - [How do I change the billing email address to send the receipt to someone else in our organization?](https://www.assessteam.com/knowledgebase/can-i-change-the-billing-receipt-email-address-to-send-the-receipt-to-someone-else-in-our-organization/): Please visit Settings > Billing & Receipts and click on ‘send them to someone else’ and put the email address of the person you’d like to send the receipts to and click on Save Changes. - [How do I print completed evaluations?](https://www.assessteam.com/knowledgebase/how-do-i-print-completed-evaluations/): Visit Evaluation records > click the View icon for the evaluation you wish to print > click the Print evaluation button. - [How do I delete pending evaluations?](https://www.assessteam.com/knowledgebase/can-i-delete-pending-evaluations/): Please visit Evaluation records > Use the Delete icon to delete the pending evaluations. - [Why some evaluations appear to be pending even when evaluator has submitted the reviews?](https://www.assessteam.com/knowledgebase/evaluations-appear-to-be-pending-even-when-evaluator-has-submitted-the-reviews/): Evaluator need to revisit the evaluation and click on the Finish evaluation button. - [How do I delete someone's evaluation that is no longer required?](https://www.assessteam.com/knowledgebase/how-do-i-delete-someones-evaluation-that-is-no-longer-required/): Visit the Evaluation records tab > click the Delete icon available on the last action column to remove the evaluation from the record. - [How do I delete a project?](https://www.assessteam.com/knowledgebase/how-do-i-delete-a-project/): Please visit Projects tab and then click the Delete icon. - [How does an evaluator add the description for the evaluation?](https://www.assessteam.com/knowledgebase/how-can-an-evaluator-add-the-description-for-the-evaluation/): Simply use the Evaluation description tab to add a descriptive note to the evaluation while creating a new evaluation. - [How do team managers compare their team members' evaluations?](https://www.assessteam.com/knowledgebase/how-can-team-managers-compare-their-team-members-evaluations/): Visit the Team performance tab > Evaluation records section to compare the scores between team members. - [How do I evaluate a person monthly?](https://www.assessteam.com/knowledgebase/how-do-i-evaluate-a-person-monthly/): Please create a periodic evaluation from Evaluation templates > Add a new evaluation > Periodic evaluation > Select the frequency of evaluation and select the person(s) to be evaluated. - [How do I give visibility to project managers for their own projects?](https://www.assessteam.com/knowledgebase/how-do-i-give-visibility-to-project-managers-for-their-own-projects/): Please visit Projects > Edit Project > Select project managers. - [How do I give visibility to managers for their own teams?](https://www.assessteam.com/knowledgebase/how-do-i-give-visibility-to-managers-for-their-own-teams/): To give team visibility for managers, please visit Teams > Edit Team > Select managers under team managers. - [How do I collect customer feedback for a team instead of a person?](https://www.assessteam.com/knowledgebase/how-do-i-collect-customer-feedback-for-a-team-instead-of-a-person/): To collect customer feedback for a team, please create a new team as a person in your account then create evaluations for this team. - [How do I effectively evaluate my team?](https://www.assessteam.com/knowledgebase/how-to-effectively-evaluate-the-team-in-minutes/): AssessTEAM makes it simpler to evaluate the team in minutes. Monitor the quantitative and qualitative results, provide consistent. - [How do I have employees review company policies or overall management?](https://www.assessteam.com/knowledgebase/how-can-i-have-employees-review-company-policies-or-overall-management/): You can simply create company management as a new person and let every employee evaluate that - [I am not able to see the person I want to evaluate in Continuous feedback.](https://www.assessteam.com/knowledgebase/i-am-not-able-to-see-the-person-i-want-to-evaluate-in-continuous-feedback/): Result areas are associated to the person and evaluator is assigned to the concerned person's result area for the continuous feedback. - [How do I set up free response questions?](https://www.assessteam.com/knowledgebase/how-do-i-set-up-free-response-questions/): Result areas tab > Add a new result area > Add a new performance indicator > Enter title and click on the select type as free-text input to set-up free-response questions. - [How can I delete the prebuilt job titles in AssessTEAM?](https://www.assessteam.com/knowledgebase/how-can-i-delete-the-prebuilt-job-titles-in-assessteam/): Visit Job titles tab from the left navigation > Scroll down the page to cheatsheet > Click on Remove prebuilt job titles. - [How do I delete a performance indicator?](https://www.assessteam.com/knowledgebase/how-can-i-delete-the-prebuilt-result-area-library-of-assessteam/): Visit the Result areas tab from the left navigation > Scroll down the page to cheatsheet > Click on Remove result area library. I will create my own result areas. - [How do we import persons from a spreadsheet?](https://www.assessteam.com/knowledgebase/how-do-we-import-persons-from-a-spreadsheet/): Go to Settings > Integration > Select the ‘Import from CSV’ option > Select import type ‘Person’ > Click on ‘Download sample file Guide’ > Update the downloaded sample file > Click on "Choose file" > Select the updated file > Select appropriate headers to be imported > Click "Upload". - [Our trial has ended. How do we purchase a subscription?](https://www.assessteam.com/knowledgebase/our-trial-has-ended-how-do-we-purchase-a-subscription/): Please visit Settings > Billing & Receipts and set up a subscription here. - [How do I resend joining invitation to a person?](https://www.assessteam.com/knowledgebase/i-need-to-resend-an-invitation/): Visit the Persons tab, click the Edit or View icons on a person, scroll down the page and click on ‘Resend invite’ button. - [What is a pending evaluation, and how do I know if evaluations are completed or still pending?](https://www.assessteam.com/knowledgebase/what-is-pending-evaluation-and-how-do-i-know-if-evaluations-are-completed-or-remain-pending/): AssessTEAM provides a simple and easy employee evaluation system. Thus, any pending evaluation will belie this cause. AssessTEAM makes. - [What are the benefits of using a 360 degree review?](https://www.assessteam.com/knowledgebase/what-are-the-benefits-of-using-a-360-degree-review/): A 360-degree review is a system or tool that provides each employee the opportunity to receive performance feedback from the people who work. - [How do I enable browser based notifications for my employees?](https://www.assessteam.com/knowledgebase/enable-browser-based-notifications-employees/): Employees need to simply click accept on the browser-based notifications dialog. They will then receive notifications for evaluation invites, result area changes and performance score updates too. - [Why did I stop getting the Monday Motivator?](https://www.assessteam.com/knowledgebase/stop-getting-monday-motivator/): Monday motivator goes out to all persons evaluated in the past 4 weeks or those who have waiting evaluations or projects at risk. - [What's a faster alternative to sending out evaluation invites?](https://www.assessteam.com/knowledgebase/whats-faster-alternative-send-evaluation-invites/): Click on the Evaluate icon next to a person, team, project or a job title. Simply hit save on the next screen to send out evaluation invites. - [How do employees leave a response when they are evaluated?](https://www.assessteam.com/knowledgebase/employees-leave-response-evaluated/): We suggest doing a 360 evaluation where the employees can review the managers too. - [Do my employees get alerts when their result areas change?](https://www.assessteam.com/knowledgebase/employees-get-alerts-result-areas-change/): With AssessTEAM you will receive a notification if there is a change in your job title or result areas, change in individual or team goals, or if an evaluator leaves feedback for you. - [How do I post real-time/continuous feedback from my smartphone or tablet?](https://www.assessteam.com/knowledgebase/post-real-time-continuous-feedback-smartphone-tablet/): AssessTEAM scales seamlessly across all devices, giving you the opportunity to complete your evaluations on the go. - [How do I add an existing performance indicator to a result area?](https://www.assessteam.com/knowledgebase/can-add-existing-performance-indicator-result-area/): Open the Result areas tab > Edit the result area > Performance indicators > Search for the performance indicator and click on the Include button. - [How do I view a graphical layout of time spent on the project by month?](https://www.assessteam.com/knowledgebase/view-graphical-layout-time-spent-project-month/): The time by month bar chart shows time by month, this can be exported as an image or to a spreadsheet. - [How can I export evaluator notes along with performance scores?](https://www.assessteam.com/knowledgebase/can-export-evaluator-notes-along-performance-scores/): Open the Reports tab > Evaluations option. Select the “Scores by evaluation” option under the Performance indicator scores selection > Click on Export to CSV to download the report. - [How can administrators enable the goal setting function for employees?](https://www.assessteam.com/knowledgebase/how-do-managers-enable-the-goal-setting-function/): Goal setting can be enabled from the Job titles tab. You can enable it for those job titles that need goal setting. - [How do I make bulk changes to all persons?](https://www.assessteam.com/knowledgebase/make-bulk-changes-persons/): Export all the person records from Persons tab > Export option, make modifications and click on the Settings tab > Integration option > Import from CSV option, click person and import the updated sheet. - [How do I stop evaluations from automatically moving forward after my selection?](https://www.assessteam.com/knowledgebase/can-stop-evaluations-moving-forward-selection/): Auto proceed is automatically selected when you start evaluations. It lets you automatically move to the next performance indicator once you finish the current one. Disable it by moving the slider to the off position. - [How do I change a project's status?](https://www.assessteam.com/knowledgebase/change-projects-status/): Open Projects > Edit Project to change the status of a project. You can select the new status using the following options: - [Can a project manager edit the project details?](https://www.assessteam.com/knowledgebase/can-project-manager-edit-project-details/): Yes, a project manager can edit all the project details. Configure project managers by editing the project and selecting the relevant persons can project managers. - [How do I tag a person with information that might be relevant in the future?](https://www.assessteam.com/knowledgebase/tag-person-information-might-relevant-future/): Open Edit Persons > Notes and Tag(s) to tag a person. - [How can team managers change an evaluation to anonymous mode once it has been submitted?](https://www.assessteam.com/knowledgebase/how-can-managers-change-an-evaluation-to-anonymous-mode-once-it-has-been-submitted/): Open Evaluation records > View option for your selected evaluation and choose the option, ‘Make anonymous’ on the Evaluation page to turn. - [Some projects I add are internal cost centers that do not need profitability tracking; how do I ensure they do not show as at risk?](https://www.assessteam.com/knowledgebase/projects-add-internal-cost-centers-not-need-profitability-tracking-ensure-not-show-risk/): Open the Settings tab > Project types option. You can enable or disable profitability tracking by using the Edit option. - [What is the best way for me to review project productivity for an individual?](https://www.assessteam.com/knowledgebase/whats-best-way-review-project-productivity-individual/): AssessTEAM gives report lists all the projects the person has worked on and a summary of their performance scores. - [How can the program administrators change an evaluation to anonymous mode once it has been submitted?](https://www.assessteam.com/knowledgebase/can-edit-completed-evaluation/): You can edit a completed evaluation. However, your evaluation can be deleted and scores can be reassigned. - [How do I integrate our timesheet software with AssessTEAM?](https://www.assessteam.com/knowledgebase/can-integrate-timesheet-software-assessteam/): Please contact our support team for API access. - [How do team managers compare team members' evaluation scores to determine trends and patterns?](https://www.assessteam.com/knowledgebase/compare-team-members-evaluation-scores-to-determine-trends-and-patterns/): Please visit the Team Performance tab > Person list and click on the 'Compare' button next to the person's name to compare one or more team members. - [How do I integrate AssessTEAM with Microsoft 365?](https://www.assessteam.com/knowledgebase/integrate-assessteam-office-365/): AssessTEAM seamlessly imports your users from your Office 365 account.Open Settings > Integrations to get started.Log in using Office 365 integrated authentication and import your team. - [How do I create an evaluation of the company itself and solicit input from my employees or customers?](https://www.assessteam.com/knowledgebase/can-create-evaluation-company-solicit-input-employees/): Evaluate the company as a person and send the evaluation out to the relevant evaluators; data gathered would be reported on the data points requested. - [How do I enable Continuous Feedback?](https://www.assessteam.com/knowledgebase/enable-continuous-feedback/): Open the Job title tab > click the Edit job title icon to enable Continuous Feedback. - [How do I view the top-performing individuals of the company?](https://www.assessteam.com/knowledgebase/can-view-top-performing-individuals-company/): The Reports tab > Company performance option enables you to view the top 20 performers of the company. - [How do I use AssessTEAM in a language other than English?](https://www.assessteam.com/knowledgebase/can-use-assessteam-language-english/): AssessTEAM supports over 100 languages using the automated Google translate option. - [How do I compare evaluations so I can see patterns in ratings?](https://www.assessteam.com/knowledgebase/compare-evaluations-can-see-patterns-ratings/): Compare evaluations on the person dashboard or under the Evaluation records tab. Select evaluations to compare and click the compare button. - [How do I export our evaluation data to a spreadsheet?](https://www.assessteam.com/knowledgebase/export-evaluation-spreadsheet/): Reports tab > Evaluations option enables you to export evaluations. Export average scores, result area scores, all result areas scores or all performance indicator scores. - [How do I send a link to the evaluator who is unable to receive evaluation emails?](https://www.assessteam.com/knowledgebase/can-send-link-evaluator-unable-receive-evaluation-emails/): Open the Evaluation records tab, find the appropriate evaluation using search filters. Click on the copy evaluation link icon next to the evaluation. - [How do I insist on evaluators leaving a descriptive note with their selections?](https://www.assessteam.com/knowledgebase/insist-evaluators-leaving-descriptive-note-selections/): Performance indicators can be configured to require notes. Simple check the box that says “Evaluators must leave a descriptive reason for selection while saving the performance indicator. - [How do I evaluate sales targets?](https://www.assessteam.com/knowledgebase/evaluate-sales-targets/): The company’s sales strategy is the ultimate game plan to achieve sales targets, growth, and objectives. It is also essential to assess the effectiveness of these strategies. In other words, you need to decide what works, what doesn’t work. - [How do I set up teams for managers? Do managers see evaluations for all members in their teams?](https://www.assessteam.com/knowledgebase/can-set-teams-managers-can-managers-see-evaluations-members-teams/): Please create a team from the Teams tab, select managers for the team during creation. Add persons to the team by editing the persons and selecting the appropriate team. - [I need to evaluate some job goals frequently; how do I do this?](https://www.assessteam.com/knowledgebase/need-evaluate-job-goals-frequently-can/): AssessTEAM supports multiple evaluation methodologies within the same person account, some job goals (result areas) can be evaluated at a higher frequency than others, some can be evaluated by subordinates, some by peers, some by supervisors and some via customer feedback evaluations. - [How do I configure self-evaluations?](https://www.assessteam.com/knowledgebase/send-evaluations-employees-self-evaluation/): Self-evaluations can be configured using given steps. - [How do I use AssessTEAM with external software like Basecamp or Zoho?](https://www.assessteam.com/knowledgebase/can-use-assessteam-without-basecamp-zoho-integration/): AssessTEAM happily integrates with many applications. This ensures your rollout is quick and your users can use a single sign-on with a system of your choice without setting up a new account. - [How can I delete a person?](https://www.assessteam.com/knowledgebase/can-delete-person/): Visit the Persons tab from the left navigation > Edit the person to be deleted > Click ‘Delete’ on the bottom right. - [How do I edit my profile or change the password?](https://www.assessteam.com/knowledgebase/can-edit-profile/): Profile page allows you to change your password, upload your profile picture and to edit your full name and contact number. - [How do I sign up for a trial?](https://www.assessteam.com/knowledgebase/can-sign-trial/): Use AssessTEAM sign up Link https://account.www.www.assessteam.com/signup - [Does an evaluation expire?](https://www.assessteam.com/knowledgebase/can-evaluation-expire/): No, evaluations do not expire. You can view your pending evaluations by clicking on 'Waiting Evaluation' from the menu. - [Are there any limits to the number or nature of evaluations?](https://www.assessteam.com/knowledgebase/limits-send-evaluations/): Schedule project evaluations by sending them out on project completion, these evaluations go out automatically when a project is marked completed. - [How do I customize my access link?](https://www.assessteam.com/knowledgebase/edit-access-link-name-system/): Follow the steps from setting, this will modify your URL to display your company name as required. - [Can I submit an open-ended answer for an evaluation?](https://www.assessteam.com/knowledgebase/can-submit-open-ended-answer-evaluation/): AssessTEAM supports free text evaluations. - [How do I recover my password?](https://www.assessteam.com/knowledgebase/can-recover-password-assessteam-account/): Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - [How do I see people who are missing timesheets?](https://www.assessteam.com/knowledgebase/show-persons-no-time-clocked-option-time-report-tab/): Choosing 'Only show persons with no time clocked' option will generate a report of individuals who have not updated their timesheet in the date range selected. - [How do I check time report of an employee, team or project?](https://www.assessteam.com/knowledgebase/check-time-report-employee-team-project/): View online or export time logs to be imported to any other system. - [How do I export project lists from AssessTEAM?](https://www.assessteam.com/knowledgebase/export-project-list-assessteam/): Use the Export option on the project list to directly export all projects to a spreadsheet. You can use the search filter to narrow down your results as needed before the export. - [How do I send a reminder to the evaluator?](https://www.assessteam.com/knowledgebase/send-reminder-evaluator-evaluating-assess-team-software/): Reminders go out automatically every Monday as part of the Monday motivator email. - [I sent wrong evaluation to a person, how do I delete it?](https://www.assessteam.com/knowledgebase/sent-wrong-evaluation-person-delete/): Select the delete option from the Evaluation records tab. - [How do I export evaluations from the software?](https://www.assessteam.com/knowledgebase/export-report-software/): Reports > Evaluations enables direct export for evaluation information. Evaluation records also offers a granular export of evaluation data. - [Is it possible to import our job descriptions into AssessTEAM?](https://www.assessteam.com/knowledgebase/possible-import-export-job-descriptions-assessteam/): AssessTEAM have an option to import and export persons along with their job titles through a CSV file. Use the Settings > Integrations tab to start the import process. - [How can I manage weight allotment across key result areas?](https://www.assessteam.com/knowledgebase/can-manage-weight-allotment-across-kras/): Please visit Administrative tools > Persons > Edit profile and allocate weights to the assigned result areas on the person's profile. Please ensure that the sum of all weights should be 100%, however, you can skip one or more result areas from the weighted average scores. Evaluations, where result areas evaluated, make up 100% in weights would result in weighted scores being calculated for the evaluation. Evaluations, where result areas do not add up to a 100% weighted score, would not be computed. - [Are there any upfront costs involved?](https://www.assessteam.com/knowledgebase/upfront-costs-involved/): AssessTEAM will bill monthly or yearly for the number of people using the software in your organization. - [How do I update the reporting structure when people switch teams?](https://www.assessteam.com/knowledgebase/update-reporting-structure-people-switch-teams/): Simply modify the evaluator and the team in the person record.Click on the Persons tab, find the person to be modified using the search, click edit and make the required changes. - [Can we edit a performance evaluation that is already finished and submitted?](https://www.assessteam.com/knowledgebase/cant-edit-contents-specific-performance-evaluation-finished/): Once finished evaluations cannot be edited by the evaluators. However HR and Owners can reset the evaluation and submit again. - [How do I evaluate employee performance automatically every quarter?](https://www.assessteam.com/knowledgebase/can-performance-report-6-months/): Open the Evaluation templates tab, Click “Add a new evaluation” and select Periodic evaluation, select the interval as monthly with a three. - [Where do I see pending evaluations in my account?](https://www.assessteam.com/knowledgebase/can-view-pending-evaluations-account/): The Waiting evaluations tab on both the mobile app and the web application takes you to the list of waiting evaluations that you have been requested to complete. These are also accessible from the Monday motivator email that goes out every Monday. - [Who can view or access the performance records of all persons?](https://www.assessteam.com/knowledgebase/allowed-see-performance-record-employees/): Persons designated as project managers in projects can access project performance metrics for all project members. - [How do users view their performance scores?](https://www.assessteam.com/knowledgebase/how-can-users-view-performance-scores/): Clicking the My job result areas tab shows scores for each result area and performance indicators. - [How do I contact support?](https://www.assessteam.com/knowledgebase/can-get-support-help-anything-system/): Simply click on the Help button on every screen on the software or email us at support@www.www.assessteam.com. Our support team endeavors to respond to every ticket within 6 business hours. - [Do multi location companies use AssessTEAM?](https://www.assessteam.com/knowledgebase/can-employees-placed-offices-use-assess-team-system/): AssessTEAM was designed to work across the world. Multi-location companies find AssessTEAM liberating as employees can access their evaluations from anywhere on the planet via the web interface or the mobile app. - [What do I need on my computer to use AssessTEAM?](https://www.assessteam.com/knowledgebase/what-do-i-need-computer-asessteam/): AssessTEAM works on any computer that has a recent web browser; from high capacity Apple computers to windows laptops and Chromebooks, we support every type of device that can run a web browser. - [What are the differences between periodic and ad-hoc evaluation?](https://www.assessteam.com/knowledgebase/difference-periodic-ad-hoc-evaluation/): Periodic evaluation is an assessment method to periodically evaluate people on selected result areas. - [How do I configure rating scales for job performance?](https://www.assessteam.com/knowledgebase/can-configure-rating-scales-rating-employees-performance/): Rating scales are used across AssessTEAM for skill-based evaluations, job performance and project performance too. - [How do I customize user roles and permissions for our employees?](https://www.assessteam.com/knowledgebase/how-can-i-customise-rights-permissions-users/): User access levels are include No access, Self-metrics, Team-metrics, Company-wide metrics, Rollout assistant, Human resources, Owners etc. - [How do I add a job goal for my employees?](https://www.assessteam.com/knowledgebase/add-a-job-goal-for-employees-in-minutes/): With AssessTEAM, you can add a job goal for your employees in minutes. These are high-level job goals assigned to persons on the software. - [What is the difference between result areas and OKRs?](https://www.assessteam.com/knowledgebase/what-is-the-difference-between-result-areas-and-okrs/): Result areas, OKRs (objectives and key results), or Key Objectives are the same; these are high-level job functions or goals that are further split into performance indicators that define job requirements. - [How do you classify persons into Rock stars and Needs help?](https://www.assessteam.com/knowledgebase/can-rock-star-criteria/): The software by default assigns “Rock stars” to high-performance scores, “Adequate” to adequate performance scores and “Needs help” to low-performance scores. - [What are projects at risk?](https://www.assessteam.com/knowledgebase/what-are-projects-at-risk/): Projects that do not meet projected hours and profitability targets (only for the Enterprise plan) are classified as projects at risk. - [What are the projects above targets?](https://www.assessteam.com/knowledgebase/what-are-projects-above-targets/): Projects that meet projected hours and profitability targets are classified as projects above targets. - [What does result areas dropping mean?](https://www.assessteam.com/knowledgebase/means-result-areas-dropping/): Result area reports show which job functions are doing well, which ones are adequate and which ones are not doing well. - [What does it mean by result areas gaining?](https://www.assessteam.com/knowledgebase/means-result-areas-gaining/): The result areas gaining report can be further narrowed down to job titles and persons to see which individuals are doing better. - [How do I create result areas and performance indicators?](https://www.assessteam.com/knowledgebase/charging-creating-kra-kpi-company/): AssessTEAM's concierge team will be happy to convert your job descriptions to result areas. Simply email word or pdf documents. - [When will I be charged?](https://www.assessteam.com/knowledgebase/when-will-i-be-charged/): AssessTEAM will bill monthly or yearly (as selected by you) from the date you signed on and started using . - [I'm a consultant. How do I use AssessTEAM for my customers?](https://www.assessteam.com/knowledgebase/im-consultant-can-use-assessteam-customers/): AssessTEAM is ideal for consultants working with multiple customers. Become a partner and take advantage of our attractive revenue share policies, email us at support@www.www.assessteam.com. - [What are the popular industry types using AssessTEAM?](https://www.assessteam.com/knowledgebase/industries-can-use-software/): AssessTEAM are popular in 79 countries and over 2 million evaluations have been processed in 50+ languages on the software. - [How is my data isolated from other customers?](https://www.assessteam.com/knowledgebase/will-customers-able-access-data/): Customer data security is built into the system architecture. Your data is only accessible to you and the users you give access to using your secure console. - [How long will it take to implement the software for our organization?](https://www.assessteam.com/knowledgebase/long-will-take-implement-software-organization/): Team managers can set up goals & profiles for their team mates, this often simplifies rollouts. - [How do we control the visibility of data & customize the rights and permissions of software users?](https://www.assessteam.com/knowledgebase/can-control-visibility-data-customise-rights-permissions-users/): Project managers have complete visibility to project performance reports including time invested, budget and change orders - [Why should I pay every month if I only do yearly appraisals?](https://www.assessteam.com/knowledgebase/since-annual-performance-reviews-think-will-using-year-pay-every-month/): Performance management reporting and project profitability reporting are available to all employees based on their access levels, with a single click. - [We are using Excel / paper-based forms for doing our performance reviews. How does AssessTEAM help?](https://www.assessteam.com/knowledgebase/using-excel-paper-based-forms-performance-reviews-can-software-help/): The same parameters that you evaluate on spreadsheets can be easily imported into AssessTEAM as result areas and performance indicators. - [How does being on the Cloud help my business?](https://www.assessteam.com/knowledgebase/cloud-systems-work-help-run-business-better/): The data is stored on physical servers maintained and controlled by a cloud computing provider. You can access it from any location and download it to any device of your choice, including laptops, tablets, or smartphones. - [How do I upgrade between the plans?](https://www.assessteam.com/knowledgebase/can-upgrade-packages/): You can change your plan at any time. Log in to your account, click on billing and receipts, pick your new plan and hit save. - [Do I get my data back from the software if I decide to leave?](https://www.assessteam.com/knowledgebase/can-get-data-software-decide-leave/): Yes, you can export your data from the software. Simply use the export options available throughout the application to extract information in raw CSV format which can be imported into any other software. - [If my free trial account is suspended, do I reactivate it by paying?](https://www.assessteam.com/knowledgebase/free-trial-account-suspended-can-reactivate-paying/): Pick a plan and activate your account anytime. We accept payment through Visa, Mastercard, and American Express through our online payment system. - [What type of payment methods do you accept?](https://www.assessteam.com/knowledgebase/type-payments-accept/): AssessTEAM accept Visa, Mastercard, and American Express through our online payment system. - [How does my team get invites to access the software?](https://www.assessteam.com/knowledgebase/staff-will-get-mails-access-software/): Integrating with a software that you already use for your team ensures that as you create new members of your team they are automatically imported into AssessTEAM. - [How do we pay?](https://www.assessteam.com/knowledgebase/how-do-we-pay/): AssessTEAM accept Visa, Mastercard, and American Express through our online payment system. You are also welcome to pay by bank transfer, check or ACH. Select your payment preference during checkout. - [How are managers notified when reviews are due?](https://www.assessteam.com/knowledgebase/managers-notified-reviews-due/): Managers receive a notification via the AssessTEAM mobile app as well as an email alert.They also receive a weekly email that reminds them of all the waiting evaluations. - [Do you charge a setup fee from new customers?](https://www.assessteam.com/knowledgebase/is-there-a-setup-fee/): AssessTEAM offers No setup fees, our subscription plans are monthly or yearly with no contract. - [Do you provide training for using the Assess TEAM software?](https://www.assessteam.com/knowledgebase/provide-training-using-assess-team-software/): We will be happy to work with you to define result areas, set up your evaluation strategy and advise on assessment processes. - [I am ready to sign up; how do I select a plan?](https://www.assessteam.com/knowledgebase/transit-trial-account-paid-account/): Click on the upgrade option at the top of the screen or select Settings > Plans. Select a plan that meets your needs. - [I need to do a quick review for a team member by his manager. How do I do it?](https://www.assessteam.com/knowledgebase/new-team-member-whose-review-needs-done-previous-manager-best-way/): Real-time feedback is simple and the fastest approach is to enable continuous feedback for the manager from the Job titles tab. The manager can then immediately leave feedback from the Continuous feedback tab. - [Why should I use result area and performance indicator descriptions in the software?](https://www.assessteam.com/knowledgebase/compulsory-put-kra-description-kpi-description-software/): Descriptions for result areas and performance indicators help employees to understand their jobs better and help evaluators evaluate performance better too. The description can include standing policies, detailed compliance guidelines, and target descriptions as well. - [Do we invite external reviewers, e.g., customers, without giving them complete access to the software?](https://www.assessteam.com/knowledgebase/can-invite-external-reviewerse-g-clients-without-giving-much-access-software/): Customers can be added into the software at the no access level; they would not be able to login to see reports but they can complete customer satisfaction evaluations. - [How do I view employee evaluation scores?](https://www.assessteam.com/knowledgebase/how-to-effectively-view-employee-evaluation-scores-in-minutes/): AssessTEAM makes it simple to view employee evaluation scores in minutes, to help you align employees, resources, and systems to meet your strategic objectives. - [We have many different roles in our organization. Do we have different performance review types for different groups?](https://www.assessteam.com/knowledgebase/many-different-roles-organization-can-different-performance-review-types-different-groups/): Evaluation methodology can be customized by person, team, job title or tags that you define at the person profile. Create evaluation templates for specific groups to evaluate them in a completely different way. - [What happens when a manager leaves the company or if a person gets a new manager?](https://www.assessteam.com/knowledgebase/happens-manager-leaves-company-person-gets-new-manager/): The evaluator can be defined for one or more result areas too. - [Is there a user guide for employees?](https://www.assessteam.com/knowledgebase/user-guide-employees/): The first time an employee logs into the software, they see a guided tour explaining all the major features with a quick brief on each one. - [How do I perform performance based bonus and salary increase calculations using AssessTEAM?](https://www.assessteam.com/knowledgebase/can-performance-based-bonus-salary-increase-calculations-using-software/): Evaluations in the software aid in monitoring the performance and growth of employees. - [How do I set a specific evaluation date for a person?](https://www.assessteam.com/knowledgebase/can-set-specific-appraisal-date-appraisee/): 30-60-90 evaluation type is ideal for sending new evaluations for new hires. - [How do users reset their passwords?](https://www.assessteam.com/knowledgebase/can-administrator-reset-password-users/): To reset a user password, simply click on the resend invite option from the persons Edit or the persons View icons.Users can reset their own password using the Forgot password option as well. - [How do I send persons their login credentials?](https://www.assessteam.com/knowledgebase/provide-employees-login-credentials/): Each person gets an email invite and upon accepting the invite they can either create an AssessTEAM account or simply login with one of our integrated services like GSuite, Office 365, Basecamp and more. - [Can I delete or deactivate the user files of employees who have left the organization?](https://www.assessteam.com/knowledgebase/can-delete-deactivate-user-files-employees-left-organisation/): Evaluation scores for Deleted employees do not get deleted. To delete scores, delete evaluation records from the Evaluation records tab. - [What does the integration functionality do?](https://www.assessteam.com/knowledgebase/csvbasecamp-import-functionality/): Project management and app platforms like GSuite, Basecamp, Wrike, Zoho, Office 365 and over 1500 other systems via Zapier. - [What is the fastest way to set up AssessTEAM?](https://www.assessteam.com/knowledgebase/fastest-way-set-assessteam/): The fastest way is to integrate AssessTEAM with one of the softwares you already use. An easy export from your HRMS is the most common first step. - [I have recurring projects; do you support them?](https://www.assessteam.com/knowledgebase/mean-recreate-project-budget-upon-completion-project-page/): When you create the project and the completed project with the team and budget will be recreated when you mark the project as complete. - [How can we set up teams in the software?](https://www.assessteam.com/knowledgebase/can-set-teams-software/): Define the team name during the person import or when adding a person directly through the Persons tab. Teams can be dynamically created during the add person process. - [How do you assign more than one evaluator to an employee?](https://www.assessteam.com/knowledgebase/can-assign-one-managerappraisor-employee/): Evaluators have three types; Downward, Peer and Upward. Depending on your needs, you can assign multiple evaluators in all three. This will affect how the score is reflected based on who performs the evaluation. - [What happens when team names or job titles change?](https://www.assessteam.com/knowledgebase/will-system-automatically-update-user-files-appraisal-surveys-names-team-job-titles-change/): Evaluation records do not move when teams or job titles change. You can review historical reports for years to detect trends in performance. - [How do you classify people into Rock stars and Needs help?](https://www.assessteam.com/knowledgebase/can-find-needs-help/): By AssessTEAM You can see how each job goal is doing by clicking on the job goal to learn more and see trends. - [Where do I access the job goals KPIs library?](https://www.assessteam.com/knowledgebase/where-do-i-access-the-job-goals-library/): The Result areas tab lists 900+ job goals from our library. You can use these or customize them for your needs. - [How do I measure the performance of a project?](https://www.assessteam.com/knowledgebase/how-do-i-measure-the-performance-of-a-project/): Project performance provides the project manager with visibility to ensure that the project runs within the approved time and cost constraints. - [How do I send out employee evaluations?](https://www.assessteam.com/knowledgebase/how-do-i-send-evaluations/): 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. - [How do different evaluations work?](https://www.assessteam.com/knowledgebase/how-evaluations-work/): Evaluations can be done either in real time in the form of continuous feedback or via invitations sent over email. - [What are result area scores?](https://www.assessteam.com/knowledgebase/what-are-kra-scores/): Evaluators score result areas by rating employee performance on performance indicators. - [How do I resend an invitation?](https://www.assessteam.com/knowledgebase/how-to-resend-invites/): Simply click on the Resend invite button available in the person View or Edit sections accessed from the Persons tab. - [How do I send invites?](https://www.assessteam.com/knowledgebase/how-to-send-invites/): Add a person under the person's tab or use the Settings > Integration option to invite your team in bulk.Invites are completely optional and at all stages a user can opt out of sending them. Imports have options specified to prevent users from getting invites unless required. - [How do I clone a project?](https://www.assessteam.com/knowledgebase/make-clone-project/): Cloning a project is a one-step process, click the clone project button under the completed projects listing. Once, you are on the Clone project page, simply click save after adjusting any parameters as required. - [How do I complete a project?](https://www.assessteam.com/knowledgebase/how-to-complete-a-project/): Scheduled project completion evaluations would go out automatically. - [How do I create a project?](https://www.assessteam.com/knowledgebase/how-to-create-a-project/): Open the projects tab and use the add option to create a project. If you are integrating with a project management software, your projects will be created for you automatically. - [How do I enter daily timesheets?](https://www.assessteam.com/knowledgebase/enter-daily-invoices/): Timesheets can be entered from the web interface or the AssessTEAM mobile app. - [How do I add change orders or project budget adjustments?](https://www.assessteam.com/knowledgebase/add-change-orders/): Fixed expenses are fixed costs related to the project, these can be marked recurring as well for recurring projects. - [How do I setup a project start date?](https://www.assessteam.com/knowledgebase/enter-start-date/): During the project add process, please enter the start date. If you need to modify it, simply edit the project. - [Where do I see performance indicator's descriptions?](https://www.assessteam.com/knowledgebase/see-kpi-description/): Performance indicator descriptions are used on the user side where users can see these descriptions to learn more about their job goals.These descriptions are also available to evaluators while evaluating performance. - [What is a key performance indicator and how do I add one?](https://www.assessteam.com/knowledgebase/what-is-a-key-performance-indicator-and-how-do-i-add-one/): Key performance indicators (KPIs) refer to a set of quantifiable measurements used to gauge a company’s overall long-term performance. KPIs specifically help measure a company’s success versus a set of targets, objectives, or industry peers. - [How do I add a new result area?](https://www.assessteam.com/knowledgebase/how-to-add-a-new-result-area/): Result areas can also be associated with job titles or selected during evaluation template creation. - [How do I integrate with project management software?](https://www.assessteam.com/knowledgebase/how-to-integrate-with-project-management-software/): Open Settings > Integration, select the project management software in use, provide the integration information and AssessTEAM will import your team, projects and timesheets from your software. - [Why is our company profitability report showing no data?](https://www.assessteam.com/knowledgebase/company-profitability-reports-show-no-data/): Company profitability takes data from project budget and employee timesheets. - [Why do you need a man-hour rate per person since I pay my employees monthly?](https://www.assessteam.com/knowledgebase/need-man-hour-rate-per-person-pay-employees-monthly/): AssessTEAM Enterprise offers productivity analysis of your people and teams. - [How do I add a new person to the software?](https://www.assessteam.com/knowledgebase/add-new-person-software/): Use the Settings > Integration tab to import your team in bulk by integrating with systems like Google apps, Basecamp, Wrike, Office 365 that you already use. - [How do I setup profitability tracking?](https://www.assessteam.com/knowledgebase/setup-profitability-tracking/): Profitability tracking is simply comparing project costs with budget allocation. - [How do I set up a 360 degree employee evaluations?](https://www.assessteam.com/knowledgebase/setting-360-degree-employee-evaluation/): AssessTEAM's 360-degree evaluations offer a safe, confidential, and reliable way for colleagues to provide feedback. It helps organizations. - [What is the best time sheet methodology for my company?](https://www.assessteam.com/knowledgebase/whats-best-time-sheet-methodology/): Daily timesheets are most popular where each person enters the time invested on each project every day. The handy comments option can be used to request more information from your employees too. - [How do I integrate with my HRMS or a payroll software?](https://www.assessteam.com/knowledgebase/integrating-hrms-payroll-software/): AssessTEAM intelligently updates only changed information creating an easy way for you to keep your legacy HRMS in sync. - [How do you calculate trends?](https://www.assessteam.com/knowledgebase/how-do-you-calculate-trend/): Trend comparison is done by counting all the evaluations completed in the period being reported. The first half of the evaluation scores are then compared with the latter half and if the latter half is higher, scores are shown as trending up but if lower, scores are shown to be trending down. - [Is my subscription automatically renewed at the end of the term?](https://www.assessteam.com/knowledgebase/subscription-automatically-renewed-end-term-2/): Yes, subscriptions are auto-renewed monthly or annually as selected. - [What if I do not wish to continue using AssessTEAM?](https://www.assessteam.com/knowledgebase/not-wish-continue-using-assessteam/): Our subscriptions are pay-as-you-go with no contracts. If you find that AssessTEAM is not for you, cancellation is simple and immediate. You can also export your data out as needed. - [How long does it take to set up our review forms and evaluations?](https://www.assessteam.com/knowledgebase/how-long-does-it-take-to-set-up-our-review-forms-and-evaluations/): Concierge team services come free for all paying and trial subscribers. We will assist you in importing your data, selecting result areas and scheduling evaluations. Simply send us job description documents that you use and we will convert them to result areas for you. Email us at support@www.www.assessteam.com. - [Is my data secure?](https://www.assessteam.com/knowledgebase/is-my-data-secure/): AssessTEAM runs on the Microsoft Azure platform using world-class big data technologies that are designed to protect your information both at rest and in transit. All information to and from the software is 256-bit encrypted. - [I need help importing my data. Do you offer consulting services to assist?](https://www.assessteam.com/knowledgebase/need-help-importing-data-offer-consulting-services-assist/): AssesTEAM offers free concierge service to help you import your data and get the most out of your investment. - [How do you use the hourly pay rate?](https://www.assessteam.com/knowledgebase/man-hour-rate-per-person/): Productivity tracking is part of our enterprise plan where project profitability, team profitability and project type profitability reports deliver actionable intelligence on how the enterprise is performing as a whole. - [My dashboard is empty! What's wrong?](https://www.assessteam.com/knowledgebase/dashboard-empty-whats-wrong/): Evaluation scores are used to populate reports. As soon as you send out evaluations and collect performance metrics, dashboard graphs and charts will light up! - [How to set up a periodic evaluation?](https://www.assessteam.com/knowledgebase/how-to-set-up-a-periodic-evaluation/): AssessTEAM supports multiple evaluation methodologies within the same person account. Some job responsibilities can be evaluated. - [How to set up an ad-hoc evaluation?](https://www.assessteam.com/knowledgebase/how-to-set-up-a-ad-hoc-evaluation/): An Ad-hoc evaluation is simply a one-time evaluation. This is most commonly used when you need to quickly evaluate a single person. - [What if my job responsibilities are not defined?](https://www.assessteam.com/knowledgebase/job-responsibilities-not-defined/): Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - [How can I use preset result areas with my job titles?](https://www.assessteam.com/knowledgebase/can-use-pre-set-result-areas-job-titles/): Result areas can be selected at the job title level, person level or during an evaluation template creation. - [How do I import my employees?](https://www.assessteam.com/knowledgebase/how-do-i-import-my-employees/): Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - [What are the terms of use?](https://www.assessteam.com/knowledgebase/what-are-the-terms-of-use/): Please check our terms and conditions of AssessTEAM. - [How do I pay for a more extended period of time in advance?](https://www.assessteam.com/knowledgebase/can-pay-longer-time-period-advance/): Pick monthly or annual billing options from the Settings tab > Billing & Receipts option. Annual billing saves 20%. - [How do I pay for my performance management software subscription?](https://www.assessteam.com/knowledgebase/payment-options-can-pay-invoice/): AssessTEAM accept Visa, Mastercard, and American Express through our online payment system. You are also welcome to pay by bank transfer, check or ACH. Simply select your payment preference during checkout. - [How do I mix plans to evaluate different teams?](https://www.assessteam.com/knowledgebase/can-mix-editions/): Your selected plan will apply to the entire company, plans cannot be mixed. - [Do I need a credit card to sign up for a trial?](https://www.assessteam.com/knowledgebase/need-credit-card-sign/): No. The free trial is 100% risk-free and requires no credit card information. Just sign up and gain immediate access to AssessTEAM. - [How does the free trial work?](https://www.assessteam.com/knowledgebase/how-does-free-trial-work/): Free trial includes the use of the AssessTEAM platform with up to 500 people. This includes unlimited evaluations, result areas, projects, timesheets and hundreds of other program features. - [What are your pricing/implementation fees?](https://www.assessteam.com/knowledgebase/what-does-assessteam-cost/): AssessTEAM standard per person fee is a flat amount, billed per person per month, making it simple to determine if AssessTEAM is the right fit for your needs. - [How frequently will I be billed?](https://www.assessteam.com/knowledgebase/frequently-will-billed/): Customers with a monthly billing cycle get charged on the same day every month on the payment date. - [What is a person?](https://www.assessteam.com/knowledgebase/what-is-a-person/): AssessTEAM Permission levels define which software features are available to individual persons you create. --- # # Detailed Content ## Pages ### AI & ML KPIs > Monitor AI & ML performance with key KPIs. Track AI adoption, automation, ethics, and model accuracy to align with business goals. - Published: 2025-01-10 - Modified: 2025-10-01 - URL: https://www.assessteam.com/ai-ml-kpis/  AI & ML KPIs Artificial Intelligence (AI) and Machine Learning (ML) are revolutionizing industries by enabling data-driven decision-making and automating complex processes. To effectively measure the performance and impact of AI and ML initiatives, it's essential to establish clear Key Performance Indicators (KPIs). These machine learning KPIs provide valuable insights into model accuracy, efficiency, and overall contribution to business objectives. By monitoring these metrics, organizations can ensure their AI and ML projects are aligned with strategic goals and are delivering the desired outcomes. Click view all on the result area to see all corresponding AI & ML KPIs Get a free demo AI Manager - AI Adoption & Integration Objectives Focuses on driving AI adoption and seamless integration into business processes to achieve strategic goals. Percentage of employees trained in basic AI concepts - Measures the reach of AI literacy programs. (Target: 80% within the first year of the AI program). Number of AI tools implemented across departments - Tracks the practical application of AI solutions. (Target: 5 AI tools implemented across key departments within six months). Increase in automation of routine tasks - Quantifies efficiency gains from AI implementation. (Target: 25% increase in task automation within a year). Employee satisfaction with AI tools - Measures user acceptance and ease of use. (Target: 4 out of 5 average satisfaction rating for newly implemented AI tools). Number of departments using AI tools regularly - Indicates widespread AI integration. (Target: At least 3 departments actively using AI tools within the first... --- ### Performance Appraisal in the Accounting Industries - Challenges & Solutions > Explore challenges in accounting performance evaluations, from intangible metrics to tech adoption. Learn how AssessTEAM enhances appraisals with data-driven insights. - Published: 2025-01-02 - Modified: 2025-06-09 - URL: https://www.assessteam.com/performance-appraisal-in-the-accounting-industries-challenges-solutions account_balance Performance Appraisal in the Accounting Industries - Challenges & Solutions Back A. Industry background The accounting industry is crucial for keeping the financial world running smoothly. It’s all about tracking and reporting financial transactions so businesses and governments can stay transparent and follow the rules. There are different areas of accounting, like financial, managerial, tax accounting, and auditing, but they all work together to help make good decisions. Over the years, technology has really changed things—accounting software, AI, and even blockchain are making everything faster and more accurate. Also, international standards like IFRS and GAAP help keep things consistent across the globe. Accountants, auditors, and financial experts are key players in making sure everything’s done right, ethically, and legally. Because businesses are getting more complex and regulations are tighter, the demand for accounting services is only growing. That’s why this industry is so important to our economy. B. Key challenges The industry faces several key challenges when it comes to performance evaluations for accounting, particularly due to the unique nature of the profession and the evolving business landscape. One significant challenge is the difficulty in assessing intangible contributions such as professional judgment, ethics, and communication skills. These qualities are crucial in accounting but are inherently difficult to quantify. For example, while technical proficiency - like accuracy in financial reporting or meeting regulatory deadlines - can be easily measured, elements like integrity, attention to detail, and decision-making require subjective evaluation. According to a 2022 survey by the American Institute of... --- ### Performance Management in the Construction Industry - 5 Solutions to the Key challenges > Performance management in construction made easy! Explore 5 strategies to improve evaluations with AssessTEAM’s tools for real-time tracking, KPIs, and safety compliance. - Published: 2025-01-02 - Modified: 2025-06-09 - URL: https://www.assessteam.com/performance-management-in-the-construction-industry-5-solutions-to-the-key-challenges location_city Performance Management in the Construction Industry - 5 Solutions to the Key challenges Back A. Industry background The construction industry is a cornerstone of the global economy. It’s about designing, building, and maintaining everything from homes to highways. Think of architects, engineers, skilled laborers - they’re all part of the puzzle. Together, they turn blueprints into reality. It’s no small feat. Coordinating materials, managing teams, and sticking to schedules takes precision. Safety, quality, and costs are always in the spotlight. Lately, technology has been shaking things up. Tools like Building Information Modeling (BIM), drones, and 3D printing are changing the game. They make designs sharper and projects smoother. Sustainability is also front and center now. Green practices, energy-efficient designs, and eco-friendly materials are reshaping the industry. But challenges? They’re not going anywhere. Labor shortages, rising costs, and red tape make things tough. Even so, this industry keeps building more than structures - it builds economies and cities. It’s a driving force for growth worldwide. B. Key challenges Performance management in construction is vital for assessing employee contributions, ensuring project success, and fostering organizational growth. However, the sector faces unique challenges in implementing effective performance management systems due to its complex and multifaceted nature. One significant issue is the difficulty in defining and measuring performance metrics. The construction industry encompasses a diverse range of roles, from architects and engineers to laborers and project managers, each with distinct responsibilities. Traditional measures such as cost, time, and quality often fall short of... --- ### Test - Published: 2024-10-22 - Modified: 2024-10-22 - URL: https://www.assessteam.com/test/ --- ### Pricing Contact Form - Published: 2024-10-21 - Modified: 2024-10-22 - URL: https://www.assessteam.com/pricing-contact-form/ JTNDaDIlMjBzdHlsZSUzRCUyMnRleHQtYWxpZ24lM0ElMjBjZW50ZXIlM0IlMjIlM0VDb250YWN0JTIwdXMlMjBmb3IlMjBhJTIwcXVvdGUlM0MlMkZoMiUzRSUwQSUzQ3AlMjBzdHlsZSUzRCUyMnRleHQtYWxpZ24lM0ElMjBjZW50ZXIlM0IlMjIlM0VMZXQlMjdzJTIwZGVzaWduJTIwYSUyMHNvbHV0aW9uJTIwdGhhdCUyMG1lZXRzJTIweW91ciUyMGNvbXBhbnklMjdzJTIwbmVlZHMuJTNDJTJGcCUzRSUwQSU1QmdyYXZpdHlmb3JtJTIwaWQlM0QlMjI0JTIyJTIwdGl0bGUlM0QlMjJmYWxzZSUyMiU1RA== --- ### Church KPIs > Discover essential Church KPIs to measure ministry success and growth. Learn how to track key performance indicators that help churches manage resources, improve outreach, and achieve their mission goals. - Published: 2024-09-12 - Modified: 2025-07-01 - URL: https://www.assessteam.com/church-kpis/ Church KPIs Church Key Performance Indicators (KPIs) are measurable values that help churches assess their performance in various areas, such as ministry effectiveness, member engagement, financial health, and overall growth. These KPIs enable church leaders to make data-driven decisions, set goals, and ensure alignment with their mission and vision. Click view all on the result area to see all corresponding Church KPIs Get a free demo Church manager job objectives Church Manager job objectives are designed to provide a clear and focused framework for overseeing the operational, administrative, and financial aspects of a church. These objectives help ensure that the church manager effectively supports church leadership, optimizes resources, manages staff and volunteers, and contributes to achieving the church's mission and goals. Attendance Growth Rate - Increase the percentage of church attendance over a specific period. We look for positive trends in member engagement and outreach effectiveness. New Member Acquisition - Increase the number of new members joining the church within a given timeframe. We track this to measure the church's outreach success and community impact. Financial Health of the Church - Improve tithes, donations, and overall financial contributions versus budgeted amounts. We monitor financial contributions and expenses to ensure financial sustainability. Member Retention Rate - Improve the percentage of existing members who continue attending church services and activities. We aim for high retention as a reflection of strong member satisfaction and engagement. Volunteer Engagement - Increase the number of active volunteers and their participation levels in church activities. We assess... --- ### OSHA Health and Safety Questions > AssessTEAM - Your one-stop resource for health and safety KPIs and OSHA safety questions. Learn how to monitor, measure, and optimize your workplace safety efforts effectively. - Published: 2024-02-15 - Modified: 2024-05-22 - URL: https://www.assessteam.com/osha-health-safety-questions/  OSHA Health and Safety Questions Effective management of Occupational Safety and Health Administration (OSHA) Key Performance Indicators (KPIs) is essential for any organization committed to ensuring the highest standards of workplace safety. OSHA KPIs are not just metrics; they're a reflection of an organization's dedication to preventing workplace incidents, injuries, and illnesses. By strategically tracking and analyzing these indicators, companies can pinpoint safety vulnerabilities, enforce protective measures, and foster a culture of continuous improvement. Emphasizing OSHA KPIs underscores a company's commitment to not only legal compliance, but also to the well-being and security of its workforce, paving the way for a safer, more productive work environment. Click view all on the result area to see all corresponding OSHA KPIs Get a free demo Hazard identification, prevention & control OSHA Hazard Identification, Prevention, and Control KPIs are vital in order to assess how well an organization identifies, prevents, and controls workplace hazards. These benchmark KPIs work to continue improvements that ensure a safer work environment for employees and compliance with OSHA standards within your organization. Improve the percentage of hazards abated on the same day, week, or month in which the hazard was identified. Reduce the average time elapsed between a worker reporting a hazard and management acknowledging the report to initiate an investigation. Improve the frequency with which preventive equipment maintenance tasks are initiated and completed on schedule. Improve the percentage of incident investigations that include a root cause investigation. Improve the ratio of monthly inspections completed to the... --- ### 90 Day Review Questions > AssessTEAM's 90-day performance review questions help managers assess performance, identify areas for growth, and find the right fit for the organization. - Published: 2023-04-28 - Modified: 2025-01-08 - URL: https://www.assessteam.com/90-day-review-questions/ streetview 90 Day Review Questions 90-day performance review KPIs are crucial for employees and organizations, offering numerous benefits that contribute to their overall success and development. Implementing 90-day review KPIs allows organizations to optimize their performance management processes, promoting overall growth and success. Here are the key reasons why 90 day performance review KPIs are essential: Click view all on the result area to see all corresponding 90 Day Review Questions Get a free demo Work Engagement During a 90 day evaluation, employee work engagement can be assessed using Key Performance Indicators (KPIs) that cover areas such as job satisfaction, employee engagement, productivity, collaboration, skill development, and work-life balance. The evaluation also takes into account factors like employee recognition, support for professional growth, and ethical behavior. Additionally, it examines the organization's compliance with regulations, health and safety management, and corporate social responsibility. By evaluating these KPIs, companies can identify areas of strength and areas for improvement and make informed decisions to enhance employee engagement, productivity, retention, and overall job satisfaction. Do you feel satisfied with the career development opportunities at this company? Do you feel happy to come to work every day? Do you feel valued at work? Do you enjoy your role and find your work meaningful? Team Relationship During a 90 day performance review, team relationships can be assessed using Key Performance Indicators (KPIs) that cover areas such as team cohesion, trust-building, communication effectiveness, conflict resolution, and support for employee development. Additionally, the review examines the team's ability... --- ### 60 Day Review Questions > AssessTEAM offers 60 day performance review questions for new hires that help managers assess progress, identify areas for growth, and set goals for success. - Published: 2023-04-28 - Modified: 2025-01-08 - URL: https://www.assessteam.com/60-day-review-questions/ streetview 60 Day Review Questions 60 day performance review KPIs are essential for both employees and organizations, as they offer a range of benefits that contribute to the overall success and development of both parties. By implementing 60-day review KPIs, organizations can optimize their performance management processes and drive overall growth and success. Click view all on the result area to see all corresponding 60 Day Review Questions Get a free demo Manager Feedback During a 60-days review, a manager's performance is assessed based on various aspects such as goal setting, communication, decision-making, problem-solving, and time management. The evaluation also considers factors like emotional intelligence, employee development, work-life balance, and diversity promotion. Additionally, the review focuses on technical expertise, project management, budgeting, risk assessment, and employee engagement. By examining these KPIs, organizations can identify areas of strength and areas for improvement, ensuring that managers are effective in their roles and contribute positively to their team and the company. Do you feel the employee has invested significant efforts to achieve their goals? Do you feel the employee maintained good relationships with the team members? Do you feel the employee showed full ownership and proactiveness in all tasks assigned to him/her? Do you feel the employee has exhibited the required technical and behavioral skills needed to perform in this job? Manager Relationship 60 day review questions focus on a manager's relationship-building skills, assessing their ability to foster team cohesion, build trust, resolve conflicts, and communicate effectively. The evaluation also focuses on their... --- ### 30 Day Review Questions > Welcoming a new hire to your team? AssessTEAM offers 30 day review questions to ensure they're on track and help them acclimate to their new role with ease. - Published: 2023-04-28 - Modified: 2024-03-12 - URL: https://www.assessteam.com/30-day-review-questions/ streetview 30 Day Review Questions A 30-day employee review is an assessment conducted after an employee's first month at a new job to evaluate their performance, integration, and goal alignment. Employee engagement is a vital factor in combating the challenge of high employee turnover. Conducting a 30-day review with targeted 30 day new hire survey questions and KPIs helps organizations gather honest feedback on management performance and understand how well the management team is interacting with employees. The information collected from 30 day review questions can be combined with other organizational measures to reduce turnover rates and promote success. Click view all on the result area to see all corresponding 30 Day Review Questions Get a free demo Job position With 30 day new hire survey questions relating to job position, the focus is on evaluating an employee's performance across various aspects, such as task completion, goal achievement, work quality, and time management. The assessment also includes factors like communication, problem-solving, collaboration, skill development, and adherence to company policies. Additionally, the review takes into account role-specific KPIs like sales targets, client retention, cost savings, and leadership skills for managerial positions. By analyzing these KPIs, managers can gain insights into an employee's performance and identify areas for growth and improvement. Does the job role matches with what was communicated or outlined in the job description? Do you find the role challenging and motivating to get the best out of you? Do you feel all your initial questions have been answered by... --- ### Slack Integration > AssessTEAM requests can be posted directly to Slack once your integration has been successful. Simple 2 step process seamlessly integrates Slack with AssessTEAM. - Published: 2023-03-02 - Modified: 2025-01-08 - URL: https://www.assessteam.com/slack-integration/ Slack + AsessTEAM Evaluation requests, signature requests, and feedback requests from AssessTEAM can be posted to your team directly on Slack. Install Slack for AssessTEAM Simplify employee evaluations and empower your team Slack-connected teams like to work within the Slack interface. AssessTEAM closely integrates with Slack to post directly on Slack when evaluation, signature, and feedback requests are posted. Much more than just messaging! What is Slack? Slack is a messaging app for businesses that connects people to the information they need. Slack transforms how organizations communicate by bringing people together to work as one unified team. Why Slack + AssessTEAM? With Slack + AssessTEAM, teams can access evaluation, signature, and feedback requests directly from their Slack interface. This helps teams meet evaluation due dates and avoid multiple emails. Easily send requests from AssessTEAM to Slack channels without sending multiple emails and reminders. How to connect Slack + AssessTeam Here’s how to set up the integration: Sign up for a Slack account and an AssessTEAM account to get started. Visit Slack for instructions to authenticate your account. To start using the integration, login to your AssessTEAM account and click Settings > Integrations on the navigation, Click Slack and complete the connection between Slack and AssessTEAM. Collaborate effortlessly with AssessTEAM Employee evaluations are often not the highest priority for managers, Slack integration makes it easier on employees to complete evaluations, signature requests, and feedback requests directly from messages delivered to their Slack account. Learn more about AssessTEAM today. --- ### Spa KPIs List > Discover the 16 most important KPIs for the spa and salon industry in the cosmetic sector. Learn how to measure and improve customer satisfaction, employee productivity, and revenue growth. - Published: 2023-02-22 - Modified: 2024-12-26 - URL: https://www.assessteam.com/spa-kpis-list/  Spa KPIs List Measure your spa's success with these spa KPIs - so you can stay on top of your business. From occupancy and productivity to customer retention, sales revenue, and therapists' productivity, these performance indicators help give you a clearer picture of profitability. With salon KPIs by your side, you'll be able to identify trends, strategize for success, quickly solve problems and grab opportunities at your fingertips. KPIs for the cosmetic industry are important beacons for the team to aim towards and can stretch a spa’s performance well past the average. Click view all on the result area to see all corresponding Spa KPIs Get a free demo Occupancy & Productivity Treatment Room Occupancy - We endeavor to improve treatment room occupancy by increasing the usage of treatment rooms and optimizing the spa’s operating capacity. Number Of Treatments Per Guest - We endeavor to increase the number of treatments per guest by encouraging guests to book multiple treatments during their spa visit. Spa occupancy - We endeavor to improve spa occupancy by selling a higher percentage of total available treatment hours to operate closer to full capacity. Average treatment time - We endeavor to optimize the average treatment time by aligning session lengths with customer preferences and operational efficiency. Customer Retention Customer Retention Rate - We endeavor to improve the customer retention rate by successfully retaining a higher percentage of existing and new spa customers. External Guest Ratio - We endeavor to increase the external guest ratio by... --- ### Job Evaluation Methods > 20 modern traditional and modern job evaluation methods by AssessTEAM that are structured to meet your organization's needs. Multiple evaluation methods, one software! - Published: 2023-02-06 - Modified: 2025-03-17 - URL: https://www.assessteam.com/job-evaluation-methods/ Job evaluation methods Employee feedback is only effective when designed to meet your organization's unique needs, making performance management an enriching and constructive process. This is why AssessTEAM supports every job evaluation method. Top 20 Popular job evaluation methods Every organization is unique in its way. Every team has a personality that cannot be easily classified, and a cookie-cutter approach to creating employee evaluations rarely achieves organizational goals. With AssessTEAM, your evaluations can be structured to meet your organization’s needs, whether highly hierarchical or unstructured and casual. Regardless of your requirements, feedback with AssessTEAM is easy to read and understand. The choice is yours – your HR team can retain complete control of evaluations or they can be delegated to team managers and individual employees. Simple top-down feedback Supervisors deliver timely feedback on assigned KPIs to their direct reports This is also the most popular and oldest method of performance evaluation. From the supervisors from the Egyptian pyramids 4500 years ago to present-day companies, most companies continue to use this simple method of supervisory evaluation of direct reports. This is where most companies start, and its an excellent first step toward formal performance management. 360-degree feedback Delivers much more pertinent information than simply top-down evaluations The goal of 360-degree feedback is to provide a more balanced view of how your employees perceive the contribution and performance of others within your organization. It gives you, the employer, a unique and more accurate perspective for each employee by collecting insight from different... --- ### Top 20 Manager Review Questions For Upward Review > Providing quality, effective feedback for managers is vital to their job performance, so asking the right questions is crucial. Here are the top 20 performance review questions for managers. - Published: 2022-11-21 - Modified: 2024-12-05 - URL: https://www.assessteam.com/top-20-manager-review-questions-for-upward-review/ streetview Top 20 Manager Review Questions for Upward Review Employee retention is one of the greatest challenges facing businesses today. In order to offset this issue, it is important that your employees have the ability to freely, and honestly, relay their thoughts and feelings on management performance. Performance review questions for managers allow you to garner an overall picture of how your management team is performing, and how well they are managing your team. The information gathered from the manager review questions can be used with other measures an organization takes to combat a high employee turnaround rate. Click view all on the result area to see all corresponding Top 20 Manager Review Questions for Upward Review Get a free demo Team work Do you feel your manager has the ability to accurately articulate concepts, ideas and feedback? Do you feel your manager has a responsive attitude toward colleagues and subordinates? Do you feel your manager encourages team members to work on timely manner? Do you feel your manager supports his subordinates ideas and work approaches? Do you feel your manager often volunteers for roles on team projects? Trust and respect Do you feel your manager creates a trusting and open environment at work? Do you feel your manager treats everyone on the team fairly? Do you feel your manager is receptive to our ideas, requests, and suggestions? Do you feel your manager is trustable when it comes to addressing team problems, when approached with one? Do you feel your... --- ### OCEAN Personality Test Questions > AssessTEAM offers the big 5 OCEAN personality test questions that measure employees' personality for openness, conscientiousness, extraversion, agreeableness, and neuroticism. - Published: 2022-11-18 - Modified: 2023-01-06 - URL: https://www.assessteam.com/ocean-personality-test-questions/  OCEAN Personality Test Questions The OCEAN personality test is used by organizations to gain insights into potential candidates, such as a better understanding of their overall personality, behaviors, and decision-making processes. This employee personality test evaluates candidates across five personality traits that represent broad categories of human behavior, specifically openness to experience, conscientiousness, extroversion, agreeableness and neuroticism. Click view all on the result area to see all corresponding OCEAN Personality Test Questions Get a free demo Openness Do you feel that you are someone who is always full of new ideas? Do you feel that you are someone who is quick to understand new things? Do you feel that you are someone who has high appreciation for art, culture and literature? Do you feel that you are someone who has interest in abstract ideas? Do you feel that you are someone who has deep-thinking and complex problem solving abilities? Do you feel that you are someone who has a lot of creativity? Conscientiousness Do you feel that you are someone who has good organizing and planning skills? Do you feel that you are someone who easily gets started on tasks and follows a schedule to complete them in a timely manner? Do you feel that you are someone who is reliable and can always be counted on? Do you feel that you are someone who always end up being helpful? Do you feel that you are someone who gives enough attention to his duties and is always exacting in... --- ### Manager 1:1s KPIs > One-on-One Meeting (1:1) is a regular check-in between a manager and a team member. AssessTEAM offers top 25 KPIs to make 1:1s work. - Published: 2022-08-23 - Modified: 2025-12-02 - URL: https://www.assessteam.com/one-on-one-meeting-kpis/ person Manager 1:1s KPIs One on one meeting with manager is one of the important aspects of team engagement in any organization, a lot can come out of this simple scheduled discussion that can improve team performance. One on one discussions have a ability to bring out a lot more than a group discussion where peer pressure can keep employees from highlighting problems, a private discussion gives everybody an opportunity to make their case in a safe environment including the manager. Click view all on the result area to see all corresponding manager KPIs Get a free demo General checkin Are your life and work balanced, if not tell us how can we help? What achievements are you most proud of since we last spoke? What skills and associated training are you keen on developing here? What do you love most about your job? What is your least favorite part of the job? Do you feel your current job responsibilities and job goals are fair and appropriate? Is there any obstacle or anyone hindering your work in any way or holding you back? What feedback (or suggestions) do you have for the company/management? What should we commit to achieving between now and the next time we meet? How can I help you with between now and the next time we meet? Any other topics or instances you would like to discuss? Start-Stop-Continue What should we start doing? Things that aren't currently being done but would be good to start doing.... --- ### Sentiment Analysis > Analyzing how your employees feel is an essential factor in performance management. Employee sentiment analysis KPIs help managers to find cultural issues, biases, misconceptions, and other problems in a team. - Published: 2022-07-25 - Modified: 2023-01-06 - URL: https://www.assessteam.com/sentiment-analysis/ sentiment_very_satisfied Sentiment Analysis Analyzing how your employees feel is an important factor in performance management. Minor grievances that remain unattended to can often affect team morale and cause low productivity. Knowing how your team "feels" about working for you can help in building an environment that encourages better performance. Click view all on the result area to see all corresponding employee sentiment analysis KPIs Get a free demo Organizational culture Do you enjoy our workplace culture? How likely are you to recommend our company to your family and friends? Do you feel you have all the resources you need to do your job successfully? Are you inspired by the company's mission? Do you have a clear understanding of the strategic objectives of the organization? Teamwork Do you feel connected to your colleagues and coworkers? Do you feel that your opinions are heard and valued by your team members? Do you think your team is effectively working together? Do you think that work is distributed evenly across your team? Job clarity Do you feel you have clear understanding of your job responsibilites? Do you understand how your role contributes to the company’s success? Do you feel you have involvement in decisions that affect your work? Do you feel that you are able to contribute ideas? Relationship with manager Do you feel that your manager is invested in the team’s success? Does your manager clearly communicate expectations? Do you receive constructive feedback from your manager? Do you think your manager understands a... --- ### Employee exit checklist questions > Exiting employees can offer you valuable insight into your organization’s weaknesses and help you identify opportunities to improve retention. Here are the top 20 exit interview questions you should ask employees before they leave. - Published: 2022-05-20 - Modified: 2025-01-22 - URL: https://www.assessteam.com/employee-exit-checklist-questions/ Employee Exit Checklist Questions The issue of losing talent is a significant challenge faced by companies across various sectors. Incorporating employee exit checklist questions is crucial in understanding why employees leave. These exit interview questions, which are essential across all industries, offer management insightful data on employee departure reasons. The process of conducting employee exit interviews is not just a routine - it is a strategic tool for gathering valuable feedback. This feedback, obtained through well-thought employee exit interview questions and employee exit survey questions, is instrumental in identifying trends and root causes of attrition within the organization. Click view all on the result area to see all corresponding Employee Exit Checklist Questions Get a free demo Exit interview - Remuneration and performance management In today's competitive job market, understanding how remuneration and performance management impact employee satisfaction is crucial. This section of the exit interview focuses on gathering employee feedback on the compensation, benefits, and the effectiveness of your performance management system to ensure they align with market standards and employee motivation. Do you feel the remuneration offered by us was good and adequate as per the current market standards? Do you feel that the other perks and benefits (both monetary and non-monetary) offered to you kept you motivated all the time? Do you feel the company's performance management system worked well for you? Exit interview - Supervisor's review In any organization, the relationship between an employee and their supervisor plays a key role in job satisfaction and effectiveness.... --- ### Energy KPIs List > Energy objectives are measurable KPIs that track and measure the energy agent, manager, and team's ability to manage an energy generation organization over time successfully. - Published: 2021-08-25 - Modified: 2023-02-22 - URL: https://www.assessteam.com/energy-kpis-list/ Energy KPIs List Energy objectives are measurable key performance indicators that track and measure the energy agent, manager, and team's ability to manage an energy generation organization over time successfully. The favorable implementation of a robust energy generation strategy is vital for a successful energy company. And these KPIs are responsible for ensuring that the energy company operates effectively and efficiently over time. Click view all on the result area to see all corresponding energy KPIs Get a free demo Energy Agent Objectives These objectives or KPIs are designed to track and measure the energy agent's operational efficiencies over time, including improving feedback cycles, weather-based energy generation, the completion of major projects, energy supply consistency and quality, and personal productivity ratings. The higher these metrics, the greater the energy agent's operational efficiencies. Improve feedback cycles - This KPI tracks and measures the energy agent's ability to improve the feedback cycles or control the output of energy generation cycles over time. The higher this metric, the greater the extent to which the energy agent is able to improve the feedback cycles over time. Improve weather-based energy generation - Energy generation, especially renewable energy, is often weather-dependent. This KPI tracks and measures the energy agent's ability to improve energy generation over time, irrespective of the weather conditions. The higher this metric, the greater the extent to which the energy agent can improve these energy-generation metrics over time. Improve business activities - Energy generation companies need to be managed like a business. This... --- ### FMCG KPIs List > FMCG objectives are measurable KPIs that track and measure the FMCG sales rep, manager, and team's ability to manage the Fast-Moving-Consumer-Goods processes over time successfully. - Published: 2021-08-10 - Modified: 2023-01-06 - URL: https://www.assessteam.com/fmcg-kpis-list/ FMCG KPIs List FMCG objectives are measurable key performance indicators that track and measure the FMCG sales rep, manager, and team's ability to manage the Fast-Moving-Consumer-Goods processes over time successfully. The successful implementation of a robust FMCG business is vital for a successful FMCG operation. They are responsible for ensuring that the FMCG company operates effectively and efficiently over time. Click view all on the result area to see all corresponding risk FMCG KPIs Get a free demo FMCG Sales Rep Objectives The FMCG sales rep's objectives or KPIs are designed to track and measure the FMCG sales rep's operational efficiencies over time, including aspects like improving the market share distribution, weighted distribution percentage, the numeric distribution percentage, the product penetration rate, and the Share of Wallet (SOW). Improve numeric distribution percentage - This KPI tracks and measures the extent to which the FMCG sales rep is able to improve the numeric distribution percentage of products over time. The higher this metric, the greater the FMCG sales rep's ability to increase the numeric distribution percentage of products over time. Improve weighted distribution percentage - This KPI tracks and measures the extent to which the FMCG sales rep is able to improve the weighted distribution percentage of products and product lines over time. The higher this metric, the greater the FMCG sales rep's ability to increase the weighted distribution percentage of products over time. Improve market share distribution - This KPI tracks and measures the extent to which the FMCG sales... --- ### Email Marketing KPIs > Email marketing KPIs measure the email market team's operational efficiencies; it forms an essential part of a digital marketing strategy to drive traffic to the company's website. - Published: 2021-07-27 - Modified: 2023-10-09 - URL: https://www.assessteam.com/email-marketing-kpis/ Email Marketing KPIs Email marketing KPIs are measurable metrics that track the email marketing team's ability to deliver successful email campaigns over time. These KPIs evaluate the team's operational efficiencies and their contribution to the overall digital marketing strategy. The email marketing team is responsible for driving traffic to the company's website, increasing customer engagement, and boosting sales numbers. Key metrics for email marketing KPIs include email open rate, click-through rate, conversion rate, unsubscribe rate, and bounce rate. These metrics provide insights into the effectiveness of the email campaigns and help the email marketing team optimize their strategy for better results. Click view all on the result area to see all corresponding risk email marketing KPIs Get a free demo Email Marketing Employee Objectives The email marketing employee objectives are designed to track and measure the email marketing employee's operational efficiencies over time, including reducing the bounce rate, improving the open email rate, improving the Click-Through Rate, and improving the conversion rate over time. The higher these KPIs, the greater the employee's operational efficiencies. Improve (reduce) bounce rate - This KPI tracks and measures the email marketing employee's ability to improve or reduce the bounce rate over time. The higher this metric, the greater the extent to which the email marketing employee is able to improve or minimize this metric over time. Improve open rate - This KPI tracks and measures the extent to which the email marketing employee is able to improve the open email rate over time. The... --- ### Google Analytics KPIs > Google Analytics KPIs are measurable performance indicators that track the Google Analytics analyst, manager, and team's ability to implement a successful digital marketing strategy over time. - Published: 2021-07-09 - Modified: 2024-12-04 - URL: https://www.assessteam.com/google-analytics-kpis/ Google Analytics KPIs Google Analytics KPIs are essential for measuring the effectiveness of a company's digital marketing strategy. The KPIs help the analyst, manager, and team understand how customers engage with their website and online content. These metrics include website traffic, bounce rates, pageviews, conversion rates, and session duration. By tracking these Google Analytics KPIs, companies can identify areas for improvement and optimize their website and digital marketing campaigns to drive more traffic, generate leads, and increase sales. A successful digital marketing team and system are crucial to a company's long-term growth and profitability, and Google Analytics KPIs provide the data necessary to achieve these goals. Click view all on the result area to see all corresponding risk Google Analytics KPIs Get a free demo Google Analytics Team Objectives The Google Analytics team objectives or KPIs are designed to track and measure the Google Analytics team's operational efficiencies over time, including elements such as improving the sessions and users, increasing the new and returning visitors, reducing the bounce rate, and improving the goal conversion rate over time. Improve sessions and users - This KPI tracks and measures the extent to which the Google Analytics team can improve the sessions and users metric over time. The higher this KPI value, the greater the Google Analytics team's ability to increase the sessions and users metric over time and the greater the team's operational efficiencies. Improve new and returning visitors - This KPI tracks and measures the extent to which the Google Analytics... --- ### Engineering KPIs List > Engineering KPIs are metrics that track and measure the R&D engineering team, software engineering industry, and consulting engineering team or company's core operational efficiencies over time. - Published: 2021-06-25 - Modified: 2024-08-02 - URL: https://www.assessteam.com/engineering-kpis-list/ Engineering KPIs List Engineering KPIs are metrics that track and measure the R&D engineering team, software engineering industry, and consulting engineering team or company's core operational efficiencies over time. The engineering team (or company) plays a key role in many different industries. Therefore, it is critical to ensure that engineers meet their key performance objectives all the time. Click view all on the result area to see all corresponding risk engineering KPIs Get a free demo Research and Development Engineering Objectives The Research and Development engineering objectives or KPIs are designed to track and measure the R&D engineering team's operational efficiencies, including improving the existing product support cost, the engineering team's effectiveness, the outsourcing rate, and the payback period over time; the higher these metrics, the greater the team's operational efficiencies. Improve the existing product support cost - This engineering KPI tracks how much it costs your company to support existing product lines relative to how much revenue they generate each year. The higher this cost, the greater the risk of needing to retire the product line. Improve the engineering effectiveness - This engineering KPI tracks and measures how much the engineering team costs relative to the number of projects they support or the number of products sold. The higher this metric, the greater the engineering team's operational efficiencies over time. Improve the R&D Cost/Benefit ratio - This KPI tracks and measures the extent to which the engineering team is able to improve the R&D Cost/Benefit ratio over time and... --- ### Risk Management KPIs List > Risk management KPIs are an integral part of ensuring that the risk management employee and team and risk manager meet their critical organizational efficiencies. - Published: 2021-06-19 - Modified: 2024-03-12 - URL: https://www.assessteam.com/risk-management-kpis-list/ Risk Management KPIs List Risk management KPIs are metrics that track and measure the risk manager, as well as the risk management employee and team's ability to ensure that the organization's risk policies and strategies are successfully implemented, and objectives are met over time. Click view all on the result area to see all corresponding risk management KPIs Get a free demo Risk Management Employee Objectives The risk management employee objectives or KPIs are designed to track and measure the risk management employee's operational efficiencies over time, including improving the number of risks identified, improving the Predicted Risk Severity compared to the Actual Risk Severity ratio, and reducing the number of risks occurring multiple times. Improve the number of risks identified - This KPI tracks and measures the extent to which the risk management employee is able to improve the number of risks identified over time. The higher this metric, the greater the risk management employee's ability to increase the number of risks identified over time. Improve (reduce) the number of risks that occurred and became issues over time - This KPI measures the extent to which the risk management employee is able to improve or reduce the number of risks that occurred and became issues over time. The higher this metric, the greater the risk management employee's ability to reduce the number of risks that occurred and became issues. Improve (reduce) the number of risks that occurred more than once - This KPI tracks and measures the risk management... --- ### Revenue Cycle KPIs > The revenue cycle KPIs are an integral part of ensuring that the revenue cycle team meets its key efficiencies and critical organizational goals. - Published: 2021-06-11 - Modified: 2023-07-05 - URL: https://www.assessteam.com/revenue-cycle-kpis/ Revenue Cycle KPIs Revenue cycle KPIs are a set of performance metrics that enable organizations to track and measure the effectiveness of their revenue cycle management processes. These KPIs help monitor key revenue cycle processes, such as patient registration, charge capture, claims submission, payment posting, denial management, and collections. Revenue cycle management is a critical function in any organization, and measuring the efficiency and effectiveness of revenue cycle processes can help improve cash flow, reduce bad debt, and enhance patient satisfaction. The revenue cycle team's success is measured by their ability to optimize cash flow, reduce days in accounts receivable, reduce denials, increase clean claim rates, and improve patient collections. By monitoring revenue cycle KPIs, organizations can identify areas for improvement and implement strategies to streamline their revenue cycle processes, ultimately leading to improved financial performance and operational efficiency. Click view all on the result area to see all corresponding revenue cycle KPIs Get a free demo Revenue Cycle Agent Objectives The revenue cycle agent objectives or KPIs are designed to track and measure the revenue cycle agent’s operational efficiencies, including elements such as improving POS cash collections, reducing bad debt, reducing late payment charges, understanding payer requirements, and monitoring major payers over time. Improve the Point-of-Sale (POS) cash collections - This KPI tracks and measures the extent to which the revenue cycle agent is able to improve the Point-of-Sale (POS) cash collections over time. The higher this metric, the greater the revenue cycle agent's ability to improve the POS... --- ### Payroll KPIs List > Payroll KPIs are measurable performance indicators that track the payroll employee, manager, and team's ability to ensure the implementation of a successful payroll management strategy - Published: 2021-06-03 - Modified: 2024-03-12 - URL: https://www.assessteam.com/payroll-kpis-list/  Payroll KPIs List Payroll KPIs are measurable performance indicators that track the payroll employee, manager, and team's ability to ensure the implementation of a successful payroll management strategy and implementation over time. A robust, successful payroll department and system are vital to the organization's ability to grow and mature over time. Click view all on the result area to see all corresponding payroll KPIs Get a free demo Payroll Team Objectives The payroll team objectives or KPIs are designed to track and measure the payroll team's operational efficiencies, including elements such as reducing payroll costs, improving productivity and effectiveness, reducing overtime hours worked, and maintaining payroll information by designing systems and directing the collection, calculation, and entering of data. Improve (reduce) the cost of the payroll - This KPI tracks and measures the payroll team's ability to improve or reduce the overall cost of running the payroll over time. The higher this metric, the greater the extent to which the payroll team is able to improve or reduce the payroll running costs over time. Improve productivity and effectiveness - This KPI tracks and measures the extent to which the payroll team is able to improve its productivity and effectiveness over time. The higher this metric, the greater the payroll team's ability to improve its productivity and effectiveness over time. Improve (reduce) overtime - This KPI tracks and measures the payroll team's ability to improve or reduce the number of hours worked overtime. The higher this metric, the greater the... --- ### Public Relations KPIs List > Public relations KPIs are measurable performance indicators that track the public relations employee, manager, and team's ability to ensure the implementation of a successful public relations strategy. - Published: 2021-06-03 - Modified: 2023-01-06 - URL: https://www.assessteam.com/public-relations-kpis-list/  Public Relations KPIs List Public relations KPIs are measurable performance indicators that track the public relations employee, manager, and team's ability to ensure the implementation of a successful public relations strategy over time. A robust, successful public relations department and system are vital to the organization's ability to grow and mature over time. Click view all on the result area to see all corresponding public relations KPIs Get a free demo Public Relations Team Objectives The public relations team objectives or KPIs are designed to track and measure the public relations team's operational efficiencies over time, including elements such as improving the active brand media coverage, the potential brand media reach, and the brand's geographical presence over time. Improve active brand media coverage - This KPI tracks and measures the extent to which the public relations team is able to improve the active media coverage over time. The higher this metric, the greater the public relations team's ability to increase the active media coverage over time. Improve potential brand media reach - This KPI tracks and measures the extent to which the public relations team is able to improve the potential media reach. The higher this metric, the greater the public relations team's ability to increase the potential media reach over time. Improve geographical presence - This KPI tracks and measures the extent to which the public relations team is able to improve the geographical presence over time. The higher this metric, the greater the public relations team's ability... --- ### Transport KPIs List > AssessTEAM’s transport KPIs help ensure transport companies run efficiently, professionally, and meet objectives consistently over time. - Published: 2021-05-07 - Modified: 2025-05-23 - URL: https://www.assessteam.com/transport-kpis-list/  Transport KPIs List Transport KPIs are metrics that track and measure the transport manager, driver, and team's ability to ensure that the transport company (or division) is professionally, efficiently, and effectively run, and objectives are continually met over time. Click view all on the result area to see all corresponding transport KPIs Get a free demo Transport Manager Objectives The transport manager's objectives or KPIs are designed to track and measure the transport manager's operational efficiencies, including metrics like increasing labor productivity, improving the annualized inventory turn, reducing maintenance costs, and increasing the production value. The higher these metrics, the greater the transport manager's operational efficiencies. Improve labor productivity - Labor productivity is a critical transport metric that must be tracked and measured over time. This KPI tracks and measures the transport manager's ability to improve the team's labor productivity metrics over time. The higher this KPI, the greater the transport manager's operational efficiencies. Improve (reduce) maintenance costs - Maintenance costs often comprise a significant part of the transport company's budget. This KPI tracks and measures the extent to which the transport manager can improve or reduce maintenance costs over time. The higher this metric, the greater the transport manager's ability to reduce the organization's overall maintenance costs. Improve the annualized inventory turn - The annualized inventory turn measures the number of times the business cycles through its annual inventory. This objective measures the transport manager's ability to improve the annualized inventory turn metrics. The higher this KPI, the... --- ### Customer Success KPIs > Customer success KPIs are measurable performance indicators that track the customer success agent, manager, and team’s ability to ensure the implementation of a successful customer success strategy over time. - Published: 2021-05-07 - Modified: 2025-02-04 - URL: https://www.assessteam.com/customer-success-kpis/  Customer Success KPIs Customer success KPIs are critical performance indicators that track the ability of customer success agents, managers, and teams to implement successful customer success strategies over time. These KPIs are measurable metrics that help to ensure that the customer's needs are met, leading to increased customer satisfaction and loyalty. By tracking Customer success KPIs such as customer retention rate, Net Promoter Score (NPS), and customer churn rate, organizations can gauge the effectiveness of their customer success strategies and make data-driven decisions to improve the customer experience. Ultimately, the use of customer success KPIs is essential to the organization's ability to grow and mature over time, as it ensures that customers are satisfied and loyal to the brand, leading to increased revenue and profitability. Click view all on the result area to see all corresponding customer success KPIs Get a free demo Customer Success Manager Objectives The success of a customer success manager is crucial to the overall success of an organization. Their objectives are designed to track and measure their operational efficiencies over time. These customer success KPIs include building solid, credible client relationships, ensuring the correct staff are hired, and removing obstacles preventing customers from achieving maximum ROI from their investments. By tracking these KPIs, organizations can assess the effectiveness of their customer success managers and identify areas for improvement, such as improving communication or streamlining processes. Ultimately, the use of customer success manager KPIs helps to ensure that customers are satisfied and loyal, leading to... --- ### Real Estate KPIs List > Real estate KPIs are metrics that track the real estate manager, agent, and team's ability to ensure it is efficiently and effectively run, and objectives are continually met over time. - Published: 2021-04-23 - Modified: 2025-07-30 - URL: https://www.assessteam.com/real-estate-kpis-list/  Real Estate KPIs List Real estate KPIs are metrics that track and measure the real estate manager, agent, and team's ability to ensure that the real estate agency (or company) is professionally, efficiently, and effectively run and objectives are continually met over time. Click view all on the result area to see all corresponding real estate KPIs Get a free demo Real Estate Team Objectives The real estate team objectives are designed to measure the extent to which the real estate team can meet and exceed its operational efficiencies, including elements such as improving the payback period, reducing tenant turnover, and increasing the ROI on properties. The higher these metrics, the greater the team's abilities. Improve (reduce) the payback period - The payback period is the length of time or number of years it takes to recoup the initial cash or investment invested in a particular property. This KPI tracks and measures the real estate team's ability to reduce the payback period for each property invested in. Improve (reduce) tenant turnover - The tenant turnover is the number of tenants that rent a particular property during a predefined period. This KPI tracks and measures the extent to which the real estate team is able to improve or reduce the tenant turnover metric for this period. Improve Return on Investment (ROI) - The Return on Investment (ROI) is a financial metric used to measure the profitability of generating a return from an investment such as a property. This KPI tracks... --- ### Hospital KPIs List > Discover the most important hospital KPIs to track and analyze for optimal healthcare performance with AssessTEAM. - Published: 2021-04-16 - Modified: 2023-07-10 - URL: https://www.assessteam.com/hospital-kpis/  Hospital KPIs Hospital KPIs are critical metrics that measure the hospital’s overall performance, including the management, employees, and teams’ effectiveness in meeting the objectives. These metrics evaluate the quality of care provided, patient satisfaction, financial performance, operational efficiency, and staff productivity. They track various aspects of the hospital’s operations, such as admission and discharge rates, patient wait times, readmission rates, revenue per patient, staffing ratios, and infection rates. Hospital managers and executives use these Hospital KPIs to monitor performance, identify areas of improvement, and make data-driven decisions to optimize the hospital’s operations and enhance patient outcomes. Click view all on the result area to see all corresponding hospital KPIs Get a free demo Hospital Employee Objectives Hospital employee objectives or KPIs are designed to track and measure the hospital employee's operational efficiencies, including patient satisfaction over time, the number of adverse incidents, medication errors, and admission or discharge waiting times. The higher these metrics, the greater the hospital employee's ability to function professionally and efficiently. Improve patient satisfaction over time - Patient satisfaction is key to the hospital's overall success. This KPI tracks and measures the extent to which the hospital employee can improve patient satisfaction over time. The higher this metric, the greater the hospital employee's ability to improve patient satisfaction metrics over time. Improve (reduce) the number of incidents - The number of adverse incidents that occur in a hospital detracts directly from the hospital's overall success rate. This KPI tracks and measures the extent to which... --- ### Safety KPIs List > Safety KPIs are metrics that measure the health and safety manager, officer, and team's ability to ensure that the organization's health and safety plan is successfully implemented. - Published: 2021-04-09 - Modified: 2024-03-12 - URL: https://www.assessteam.com/safety-kpis-list/  Safety KPIs List Safety KPIs are metrics that track and measure the health and safety manager, officer, and team's ability to ensure that the organization's health and safety plan is successfully implemented and objectives are met over time. Click view all on the result area to see all corresponding safety KPIs Get a free demo Safety Officer Objectives Safety officer objectives or KPIs are designed to track and measure the key safety officer job efficiencies, including reducing health and safety incidents, conducting regular safety inspections and observations, and reducing workplace hazards. The higher these metrics, the greater the safety officer's ability to meet their core job requirements. Improve (reduce) incidents - The pressure on companies to improve their health and safety metrics is increasing, including the need to reduce the number of incidents that occur over time. This KPI tracks and measures the safety officer's ability to Improve or reduce the number of incidents over time. Improve inspections - Regular safety inspections are designed to ensure that the organization meets the minimum health and safety requirements. This KPI tracks and measures the safety officer's ability to conduct regular safety inspections. The higher this metric, the greater the extent to which the safety officer can conduct regular safety inspections. Improve observations - Safety observations are the counts of the number of safe and unsafe actions observed in a work area over time. This KPI tracks and measures the extent to which the safety officer records the number of safety observations... --- ### Maintenance KPIs List > Maintenance KPIs are metrics that measure the maintenance manager, employee, and team's ability to ensure that the organization's equipment maintenance plan is successfully implemented. - Published: 2021-04-02 - Modified: 2023-01-06 - URL: https://www.assessteam.com/maintenance-kpis-list/  Maintenance KPIs List Maintenance KPIs are metrics that track and measure the maintenance manager, employee, and team's ability to ensure that the organization's machinery and equipment maintenance plan is successfully implemented. The maintenance department is primarily responsible for all of the organization's maintenance requirements. Click view all on the result area to see all corresponding maintenance KPIs Get a free demo Maintenance Team Objectives --- ### Advertising KPIs List > Advertising KPIs are metrics that track and measure the advertising manager, employee, and team's ability to plan, implement and monitor an advertising campaign successfully. - Published: 2021-03-26 - Modified: 2025-06-09 - URL: https://www.assessteam.com/advertising-kpis/  Advertising KPIs Advertising KPIs are performance indicators used to track and measure the efficiency of advertising managers, employees, and teams in designing, implementing, and monitoring advertising campaigns. These KPIs are essential in evaluating the impact of advertising efforts on customer engagement, conversions, and sales growth. The advertising department is responsible for ensuring that the company's advertising initiatives are targeted, effective, and aligned with overall marketing goals. Through tracking Advertising KPIs like click-through rates, conversion rates, and customer acquisition costs, the advertising team can optimize campaigns to achieve the best possible return on investment for the company. Click view all on the result area to see all corresponding advertising KPIs Get a free demo Advertising Manager Objectives --- ### Software Development KPIs List > Software development KPIs are metrics that measure the software developer, software development manager, and team's ability to develop a software development application successfully. - Published: 2021-03-19 - Modified: 2024-03-12 - URL: https://www.assessteam.com/software-development-kpis-list/  Software Development KPIs List Software development KPIs are metrics that track and measure the software developer, software development manager, and software development team's ability to develop a software development application successfully. The software development manager and team are primarily responsible for delivering a completed application to the client. Click view all on the result area to see all corresponding software development KPIs Get a free demo Software Developer Objectives The software developer KPIs are designed to track and measure the software developer's key job efficiencies, including aspects like code quality, automated testing, code churn, knowledge sharing, and clarity in understanding software application requirements. The higher these metrics, the greater the developer's ability to fulfill these role requirements. Improve code quality - The quality code a software developer produces is critical to the success of a software development project. The code quality KPI is designed to track and measure the software developer's ability to write high-quality code before submitting the code for review. Improve testing quality - High-quality testing is a prerequisite for a successful software development project. This KPI tracks and measures the software developer's ability to implement the highest quality testing of all code written. The higher this metric, the greater the quality of the testing of the software code. McCabe Cyclomatic Complexity (MCC) - The McCabe Cyclomatic Complexity (MCC) metric is a quantitive measure indicating the programming code's complexity. This KPI is designed to track and measure how many linearly independent paths there are through a software... --- ### Logistics KPIs List > Logistics KPIs tracks and measure the logistics company, manager, and team's ability to ensure a successful logistics process over time. - Published: 2021-03-12 - Modified: 2023-01-06 - URL: https://www.assessteam.com/logistics-kpis-list/  Logistics KPIs List Logistics KPIs are metrics that track and measure the logistics company, manager, and team's ability to ensure a successful logistics process over time. The successful implementation of a robust logistics policy and procedures is vital for a successful logistics operation. It is responsible for ensuring that the logistics company or warehouse company operates effectively and efficiently. Click view all on the result area to see all corresponding logistics KPIs Get a free demo Logistics Objectives Logistics KPIs are designed to track and measure the logistics company's operational efficiencies. The higher these metrics, the greater the extent to which the logistics company can guarantee organizational success and increase its top and bottom lines. Improve order accuracy - This KPI tracks and measures the degree of incidents from the placement of the order to the delivery of a shipment. This metric forms an integral part of any freight forwarder's operational efficiencies as it looks to identify patterns and continuously correct errors to make transportation safer. Improve lead time - The lead time KPI tracks and measures the length of time your company’s processes/operations last, from start to finish. It is ideal for the freight forwarder or logistics company to know the amount of time spent in each stage of the supply chain and identify strategies to optimize this time. Improve stock rotation - The stock rotation KPI measures the average between a company’s outflows with its stock balance at the warehouse. This metric is a critical measurement for... --- ### Recruitment KPIs List > Boost your hiring results and increase efficiency with top 18 recruitment KPIs. AssessTEAM offers a KPI library to measure employee performance in minutes. - Published: 2021-03-05 - Modified: 2023-07-10 - URL: https://www.assessteam.com/recruitment-kpis/  Recruitment KPIs Recruitment KPIs are quantifiable metrics that are designed to measure the efficiency and effectiveness of the recruitment process. These KPIs track the performance of recruitment agents, managers, and teams in finding, attracting, and hiring qualified candidates, while also ensuring a positive candidate experience. Some of the commonly tracked recruitment KPIs include time-to-fill, cost-per-hire, applicant-to-hire ratio, retention rate, and diversity metrics. By tracking these KPIs, organizations can identify areas of improvement in their recruitment process and make data-driven decisions to optimize their hiring strategies. Click view all on the result area to see all corresponding recruitment KPIs Get a free demo Recruitment Manager Objectives The recruitment manager’s KPIs aim to measure the success of the manager in managing the end-to-end recruitment and onboarding processes. These metrics include time-to-fill, cost-per-hire, candidate experience, diversity and inclusion, and hiring manager satisfaction. A higher score on these metrics indicates that the manager is efficient in identifying, attracting, and hiring top talent, while ensuring a smooth onboarding experience. Improve the length of time it takes to employ new hires - This KPI tracks and measures the length of time it takes for the recruitment manager to employ new hires. The higher this metric, the greater the extent to which the recruitment manager can improve or reduce the length of time it takes to complete the recruitment process. Improve the ability to select the right candidate for the job - Selecting the right candidate for the job is integral to organizational success. This KPI... --- ### Inventory KPIs > Inventory KPIs are measurable metrics that track the materials management team member, manager, and team's ability to ensure inventory accuracy over time. - Published: 2021-02-26 - Modified: 2023-07-19 - URL: https://www.assessteam.com/inventory-kpis/  Inventory KPIs Inventory accuracy KPIs are designed to monitor and measure the effectiveness of inventory management practices. These metrics track the materials management team's ability to maintain accurate inventory records, optimize inventory levels, and reduce inventory discrepancies. Successful management of inventory accuracy can result in improved production efficiency, reduced costs, and increased customer satisfaction due to on-time delivery. Measuring and monitoring inventory accuracy can also help identify potential issues, such as stock outs or overstocking, before they become a significant problem, allowing for timely corrective action. Thus, inventory accuracy KPIs play a vital role in ensuring the smooth operation of a manufacturing organization. Click view all on the result area to see all corresponding inventory KPIs Get a free demo Inventory Accuracy Objectives for Materials Management Teams --- ### Restaurant KPIs > Restaurant KPIs are measurable metrics that track the restaurant’s ability to ensure operational excellence and customer satisfaction over time. - Published: 2021-02-10 - Modified: 2024-12-25 - URL: https://www.assessteam.com/restaurant-kpis/  Restaurant KPIs Restaurant KPIs are essential tools for measuring a restaurant's performance and ensuring its continued success. These measurable metrics track the restaurant's ability to ensure operational excellence and customer satisfaction over time. They provide insights into the restaurant's functional areas, including food quality, customer service, and operational efficiency. By tracking these restaurant KPIs, restaurant owners and managers can make data-driven decisions to improve the restaurant's overall performance, drive customer growth and retention, and deliver a quality dining experience. Ultimately, the use of KPIs can help a restaurant stay competitive in a crowded market and build a loyal customer base over time. Click view all on the result area to see all restaurant KPIs Get a free demo Restaurant Manager Objectives The success of a restaurant heavily relies on the efficiency of its manager, and therefore, measuring their performance is critical. Restaurant manager objectives are designed to track and measure the manager's core job efficiencies. These KPIs include revenue per available seat hour, revenue per available square meter, and the reduction of canceled reservations. By tracking these KPIs, restaurant owners and managers can assess the manager's performance and identify areas for improvement, such as optimizing seating arrangements or improving customer service. Ultimately, the use of restaurant KPIs helps ensure that the restaurant's operations are efficient, profitable, and provide customers with a positive dining experience, leading to increased customer satisfaction and loyalty. Improve the revenue per available seat hour (RevPASH) - This KPI tracks and measures the restaurant manager's ability... --- ### Customer Satisfaction KPIs > Customer satisfaction KPIs are measurable metrics that track the customer service agent, manager, and team's ability to ensure customer satisfaction over time. - Published: 2021-02-02 - Modified: 2025-02-04 - URL: https://www.assessteam.com/customer-satisfaction-kpis/  Customer Satisfaction KPIs Customer satisfaction KPIs are quantifiable measurements that monitor the performance of the customer service team in ensuring customer satisfaction over time. These KPIs track aspects such as customer complaints, response times, issue resolution rates, and customer retention rates. Achieving high levels of customer satisfaction is essential for building customer loyalty and increasing sales, which is why businesses invest significant efforts and resources in measuring and improving their customer satisfaction KPIs. Click view all on the result area to see all corresponding customer satisfaction KPIs Get a free demo Customer Satisfaction Objectives for Customer Service Agents Customer satisfaction is integral to the company's success. And it forms a vital part of the company's customer-facing role, ensuring that the customer is satisfied with its service, driving sustainable growth over time. These objectives measure the customer service agent's ability to perform in this role consistently over time. Improve customer waiting time - The customer waiting time is the length of time a customer is put on hold during a support call. Two-thirds of customers feel that being put on hold for less than one minute is too long. Customers will perceive that they have experienced poor service if left waiting too long. Improve customer greetings - The way employees greet clients is a core part of excellent customer service. This KPI measures the following: Agents should speak clearly, introduce the company and themselves, and make the caller feel valued. It's essential to define a flexible script adaptable to various... --- ### Procurement KPIs List > Procurement KPIs are measurable values that track the procurement manager, officer, and team's core efficiencies. Procurement forms a critical part of every successful business organization. - Published: 2021-01-27 - Modified: 2023-01-06 - URL: https://www.assessteam.com/procurement-kpis-list/  Procurement KPIs List Procurement KPIs are measurable values that track the procurement manager, officer, and team's core efficiencies. Procurement forms a critical part of every successful business organization and is responsible for managing and controlling the costs of purchasing supplies, raw materials, and services. Click view all on the result area to see all corresponding procurement KPIs Get a free demo Procurement Manager Objectives Procurement Manager KPIs are designed to measure the procurement manager's ability to engage with and fulfill the job roles. Elements include overseeing and supervising purchasing department employees and activities, drawing up plans to purchase equipment, supplies, and services, and manage and implement the company's procurement policies and procedures. Oversee and supervise purchasing department employees - This KPI is designed to track and measure the procurement manager's ability to oversee and supervise purchasing department employees. The higher this metric, the greater the procurement manager's ability to successfully supervise the procurement department's employees. Oversee all purchasing department activities - One of the procurement manager's core roles is to oversee all purchasing department activities to ensure that the department runs smoothly. This KPI tracks and measures the extent to which the procurement manager oversees all purchasing department activities. Drawing up plans for the purchase of equipment, services, and supplies - This KPI measures the extent to which the procurement manager can draw up plans to purchase equipment, services, and supplies. The higher this metric, the more successful the procurement manager is at ensuring that plans are drawn up... --- ### Scrum Master KPIs List > Scrum Master KPIs measure the Scrum Master's core job efficiencies. The fundamental role is to ensure that the scrum process is implemented correctly and consistently. - Published: 2021-01-19 - Modified: 2024-03-12 - URL: https://www.assessteam.com/scrum-master-kpis-list/  Scrum Master KPIs List Scrum Master KPIs measure the Scrum Master's core job efficiencies. The Scrum Master's fundamental role is to ensure that the scrum process is implemented correctly and consistently, ensuring the constant maintenance of the scrum framework. Click view all on the result area to see all corresponding scrum master KPIs Get a free demo Scrum Master Objectives - Helping Software Development Teams Apply the Scrum Framework --- ### Product Management KPIs > Product management KPIs measure the product management team's core job efficiencies. It plays an integral role in the company's overall management of existing and new product lines. - Published: 2021-01-12 - Modified: 2023-09-12 - URL: https://www.assessteam.com/product-management-kpis/  Product Management KPIs Product Management KPIs are measurable metrics that track and evaluate a product manager's and product management team's ability to efficiently manage the entire product lifecycle, including idea generation, product development, and product launch. These Product Management KPIs are critical in ensuring that the product management team is meeting its objectives, such as increasing revenue, reducing time to market, improving customer satisfaction, and increasing product adoption rates. A robust, successful product management team is vital to the organization's ability to develop and maintain competitive and profitable product lines over time. Click view all on the result area to see all corresponding product management KPIs Get a free demo Product Management Objectives Product management objectives are designed to track and measure the general job efficiencies expected of every product management team member. Elements such as understanding customer needs and desires in relation to the development and upgrade of new and existing product lines form an integral part of the product management role. Determine customer needs and desires by specifying the research needed to obtain market information - The need to understand customer needs and desires is integral to the product management team. Otherwise, it is challenging to develop new products and modify existing products. This KPI measures the product management team's ability to determine customer needs and desires by specifying the research needed to obtain market information. Prepares return-on-investment analyses and establishing time schedules with engineering and manufacturing for the new product lines - As part of the... --- ### Business Intelligence KPIs List > Business Intelligence KPIs measure the BI manager's, analyst's, and team's core job efficiencies ensuring reliability in the company's overall data intelligence department, driving data-driven decision-making at a managerial level. - Published: 2021-01-08 - Modified: 2025-02-04 - URL: https://www.assessteam.com/business-intelligence-kpis-list/  Business Intelligence KPIs List Business Intelligence Objectives or KPIs measure the BI manager's, analyst's, and team's core job efficiencies. Business Intelligence utilizes business analysis, data visualization, data mining, data tools, and data architecture to help an organization's management make data-driven decisions. Click view all on the result area to see all corresponding business intelligence KPIs Get a free demo Business Intelligence Analyst Objectives Business Intelligence leverages software and database tools to transform data into actionable insights that inform an organization's strategic business decisions. The purpose of the Business Intelligence objectives or KPIs is to track and measure the BI analyst's core job efficiencies. The higher these metrics, the more successful the BI analyst. Designing, developing, and maintaining business intelligence solutions - This KPI tracks and measures the BI analyst's ability to design, develop, and maintain business intelligence solutions. The higher this metric, the more successful the analyst, and the higher the quality of actionable information available to management for strategic decision-making purposes. Develop and execute ad hoc queries upon request for data - This KPI tracks and manages the BI analyst's ability to develop and execute ad hoc queries upon request for data. The higher this metric, the greater the analyst's ability to successfully develop and execute specific, once-off data queries. Presenting information through reports and visualization tools - A vital part of the Business Intelligence analyst's role is to present information through reports and visualization tools in a meaningful, easy-to-understand way. This KPI tracks and measures the extent... --- ### Warehouse KPIs list > Warehouse KPIs measure the warehouse team’s efficiencies. It is necessary to measure these objectives because they offer insight into the impact that the warehouse and inventory management has on the business. - Published: 2020-12-29 - Modified: 2024-12-28 - URL: https://www.assessteam.com/warehouse-kpis-list/ Warehouse KPIs list Warehouse KPIs measure the warehouse team’s efficiencies. Warehousing forms a vital part of all manufacturing and logistics concerns. Warehouses are needed to store raw materials, finished items, and for-sale goods in transit to the retailer, whether e-tailer or land-based. Click view all on the result area to see all corresponding warehouse KPIs Get a free demo Warehouse Manager Objectives Warehouse manager objectives are designed to track and measure the Warehouse manager's job role competencies. All warehouse processes must be continually monitored and optimized, driving down costs and increasing operational efficiencies. The higher these metrics, the more efficiently and successfully the warehouse will run. Improve warehouse receiving - The warehouse receiving KPI measures the process that receives stock or raw materials into the warehouse. Operations begin here, and if this process is inefficient, it will negatively impact all of the future warehouse functions. Improve warehouse putaway - The putaway KPI measures how long it takes for received goods to be packed away at each item's designated location. Efficient putaway ensures a continuous picking process, substantially reducing lead time. Improve warehouse storage - The storage KPI measures the warehouse storage efficiencies. It does not matter whether your warehouse's storage processes are manual or whether you use AS/RS (Automated Storage and Retrieval System). It is crucial to keep track of how effective storage processes are. Improve warehouse distribution - The warehouse distribution KPI measures and tracks the distribution process's efficiencies or effectiveness in shipping or making goods available to end-users.... --- ### Search Engine Optimization (SEO) KPIs > SEO KPIs measure the team's efficiency and ability to fulfill their critical competencies and job roles. The SEO team plays a vital role in the overall digital marketing strategy, increasing the brand's visibility, and improving sales numbers. - Published: 2020-12-22 - Modified: 2023-08-17 - URL: https://www.assessteam.com/search-engine-optimization-seo-kpis/  Search Engine Optimization (SEO) KPIs Search Engine Optimization (SEO) KPIs help track and measure the effectiveness of the SEO manager and team in fulfilling their key responsibilities. These SEO KPIs are crucial to the overall success of the digital marketing strategy, as they focus on increasing website visibility, driving customer conversions, and improving sales performance. By monitoring metrics such as organic search traffic, keyword rankings, backlink quality, and website engagement, the SEO team can continuously optimize their efforts to ensure maximum ROI for the organization. Furthermore, the SEO KPIs also help to evaluate the team's performance and identify areas for improvement in the SEO strategy. Click view all on the result area to see all corresponding SEO KPIs Get a free demo SEO On-Page Objectives Understanding on-page SEO objectives or KPIs will help focus your efforts on developing successful on-page or website SEO strategies that make your company website attractive to your target audience, drive traffic to the site, increase customer conversions, and improve sales growth and sustainability metrics. Improve the number of organic sessions - --- ### General Manager KPIs List > General manager KPIs measure the senior manager’s efficiencies and ability to fulfill their job roles and critical competencies. TheseKPIs are critical to ensuring that the general manager meets their key role competencies. - Published: 2020-11-27 - Modified: 2024-03-12 - URL: https://www.assessteam.com/general-manager-kpis-list/  General Manager KPIs List General manager KPIs measure the senior manager’s efficiencies and ability to fulfill their job roles and critical competencies. The general management position slots underneath the C-Suite management roles and provides the link between the executive management and middle to junior management roles. Click view all on the result area to see all corresponding general manager KPIs Get a free demo General Manager Objectives --- ### Content Marketing KPIs > Content marketing KPIs measure the content market team’s efficiencies. It forms an essential part of the overall digital marketing strategies, designed to drive traffic to the company’s website and convert visitors into returning customers. - Published: 2020-11-20 - Modified: 2025-02-04 - URL: https://www.assessteam.com/content-marketing-kpis/  Content Marketing KPIs Content marketing KPIs are measurable performance indicators that track the content marketing team's ability to create and distribute valuable and engaging content that meets the company's marketing objectives. These KPIs monitor the effectiveness of the team's content strategy in increasing brand awareness, driving website traffic, and generating leads and sales. Content marketing is critical for building brand credibility and establishing the company's authority in its industry, making it a crucial component of any digital marketing strategy. Therefore, tracking and measuring the team's content marketing KPIs are essential for the company's success in today's digital landscape. Click view all on the result area to see all corresponding content marketing KPIs Get a free demo Content Marketing Engagement Objectives --- ### Store Front KPIs List > Store front Key Performance Indicators measure the organization’s “front of house” employee efficiencies. Store front employees are vital to the retail store’s success. They are customer-facing and are responsible for the customer’s “first impressions.” - Published: 2020-10-30 - Modified: 2024-12-26 - URL: https://www.assessteam.com/store-front-kpis/  Store Front KPIs Store front Key Performance Indicators (KPIs) are metrics that evaluate the performance of an organization's customer-facing employees. These store front KPIs measure the efficiency and effectiveness of the "front of house" employees who are responsible for creating positive customer experiences. Store front employees play a crucial role in the success of retail stores as they are responsible for the customer's first impression. Their ability to provide excellent customer service can directly impact sales and customer loyalty. Therefore, it is essential to measure their performance using store front KPIs to ensure that they are meeting the organization's standards and contributing to the store's overall success. Click view all on the result area to see all corresponding store front KPIs Get a free demo Store Front Job Objectives In the retail industry, store front employees play a critical role in the success of the organization. The objectives for the store front are specifically designed to measure the efficiencies of the "front of house" employees who are responsible for client interactions, maintaining shop cleanliness, and creating engaging shop front displays. These metrics are essential for evaluating the performance of the employees who directly impact customer experiences and contribute to the organization's overall success. By measuring these KPIs, retail organizations can identify areas of improvement and ensure that their store front employees are meeting the organization's standards. Appropriately display products in the shop - Retail displays and visual merchandising are fundamental to the land-based store's marketing strategy. If the retailer's... --- ### Asset management KPIs List > Asset management KPIs are designed to assist managers in evaluating the company's assets' performance, both as a group and on an individual basis, to highlighting required changes. - Published: 2020-10-22 - Modified: 2025-03-12 - URL: https://www.assessteam.com/asset-management-kpis-list/  Asset Management KPIs List Asset management KPIs are designed to measure the asset management team's efficiencies with elements like the occupancy rate, operational expenses (OPEX), net operating income (NOI), and new account onboarding process. Click view all on the result area to see all corresponding asset management KPIs Get a free demo Asset Management Objectives Asset management objectives are designed to track and measure the asset management team's core job efficiencies. These objectives include managing multiple client accounts and regular research of current market trends to ensure that managed assets remain profitable and facilitate communications between stakeholders, the team and clients, and the team. Manage multiple client accounts - The asset management team is responsible for managing all the client accounts. There are usually many client accounts; therefore, the team must successfully manage all accounts simultaneously. This KPI tracks and measures the team's ability to successfully manage multiple client accounts. Maintain effective communication with stakeholders - The asset management team must meet Stakeholder needs and expectations. The best way to achieve this aim is to communicate effectively and regularly with all stakeholders. This KPI tracks and measures how well the asset management team manages effective communication with stakeholders. Regularly research market trends and changes that may impact managed assets - The future of asset management depends on the team's ability to remain current with the latest market trends, especially those trends that might directly impact managed assets. This KPI tracks the extent to which the asset management team regularly... --- ### Contract management KPIs List > Discover the most important Contract Management KPIs to track for success. Improve your strategy and optimize performance. - Published: 2020-10-15 - Modified: 2025-02-04 - URL: https://www.assessteam.com/contract-management-kpis/  Contract Management KPIs Contract management KPIs are used to measure the key competencies required for successfully managing and controlling multiple contracts. These KPIs track the performance of critical roles such as contract administration specialists, the contract management team, and the contract manager. Unlike individual employee KPIs, contract management KPIs measure the team's overall operational efficiency. By monitoring and measuring these KPIs, organizations can improve their contract management processes, reduce costs, and enhance their competitive advantage. Therefore, contract management KPIs are an essential tool for businesses looking to optimize their contract management practices and achieve sustainable growth. Click view all on the result area to see all corresponding contract management KPIs Get a free demo Contract Lifecycle Manager Job Objectives Contract management objectives (KPIs) track and measure the contract manager's ability to efficiently manage contracts, ensuring that all parties fulfill their obligations, provide value for money, and deliver business and operational outputs. These KPIs are critical for successful contract management and enable organizations to minimize risks, ensure compliance, and optimize their contractual relationships with suppliers and clients. Reduce contract risk - The contract risk KPI is designed to track and measure the risk associated with each contract over time. Contract managers must ensure that the contract is structured in a way that reduces the risk of the terms been broken by one or more of the signatories. Increase the value of contracts under active management - The value of contracts under active management KPI measures the total financial value of... --- ### UX KPIs > User Experience (UX) KPIs are a set of quantitative and qualitative metrics used to measure, compare, and track the user experience of a website or app over time. - Published: 2020-10-15 - Modified: 2023-09-21 - URL: https://www.assessteam.com/ux-kpis/  UX KPIs UX KPIs, also known as user experience KPIs, are measurable performance indicators that track the effectiveness of a website or mobile app’s user experience. The goal is to create an engaging and user-friendly interface that enhances customer satisfaction, improves engagement, and drives brand loyalty. The UX architect and analyst play a vital role in the development and maintenance of the user experience. These UX KPIs help measure the success of their efforts in creating an intuitive user interface, reducing user errors, and improving the overall user experience. Ultimately, these KPIs help drive higher user engagement and conversions, leading to increased revenue and growth for the organization. Click view all on the result area to see all corresponding UX KPIs Get a free demo UX Architect Job Objectives User Experience (UX) objectives are a set of quantitative and qualitative metrics used to measure, compare, and track the user experience of a website or app over time. Improve the task success rate - The task success rate or the task completion rate is the percentage of correctly completed tasks by users on a website or app. It reflects how effectively users can complete predefined tasks. The success rate can be measured as long as the task has a clearly defined goal or endpoint. Improve time on task - The time on task measures the amount of time it takes the user to complete a specific task. It is usually expressed in minutes and seconds. And this data is analyzed... --- ### Performance Management in Retail Industry – Ways to Improve Employee Performance > AssessTEAM's performance management system helps the retail sector develop world-class business model transformation practices by focusing on their human capital management. - Published: 2020-10-14 - Modified: 2025-03-18 - URL: https://www.assessteam.com/performance-management-in-retail-industry-ways-to-improve-employee-performance/  Performance Management in Retail Industry – Ways to Improve Employee Performance Back A. Industry background The retail Industry is focussed on selling consumer goods and services to customers using a range of distribution channels in order to turn a profit. The retail sector is closely associated with the wholesale sector (which supplies retailers), the logistics sector (which links wholesalers and producers with retailers) and the manufacturing sector which creates the goods sold by retailers. The retail sector is composed of shops, department stores, supermarkets, market stalls, door-to-door sales and e-commerce retailers. Roles such as cashiers, sales assistants, buyers, stock-takers, shelf replenishment and merchandisers make up the majority of the retail workforce. The move to online retail has seen a growth in retail roles such as warehouse assistant, call center advisor, personal shoppers and delivery drivers. B. Key challenges The retail sector is going through a challenging period as high streets increasingly come under pressure from e-commerce. Customers are embracing the culture of online retail as opposed to the face-to-face shopping experience. Estimates suggest that the online retail sector grew from about 5% of all retail sales in 2008 to nearly 20% of all retail sales in 2018. The associated decline in brick and mortar retail stores, particularly those of large global retail chains, that has been occurring over this period is referred to as the retail apocalypse. In 2019 alone, there were 9302 retail store closures in the US, which represented a 59% increase from the previous year and... --- ### Performance Management in the Financial Services Sector - 4 Solutions to Challenges > AssessTEAM is uniquely positioned to help financial service organizations streamline their employee performance management process by offering major features. - Published: 2020-10-13 - Modified: 2025-03-18 - URL: https://www.assessteam.com/performance-management-in-the-financial-services-sector-4-solutions-to-challenges/  Performance Management in the Financial Services Sector - 4 Solutions to Challenges Back A. Industry background The financial services sector is made up of businesses and organizations that create financial products and services for consumers and businesses. Financial services is one of the most important sectors of the global economy, and covers areas such as personal and commercial banking, investment houses, lenders, accountancy, brokerage, advisors and financial insurance firms. The financial services is composed of large conglomerates but it also includes a broad range of smaller companies and partnerships. B. Key challenges A recent report by PwC highlighted several key challenges in the financial services sector. Digital transformation: Customers expect a digital experience from financial firms, and a back-office operational transformation is required to make this happen. Data and analytics: Financial institutions must be able to effectively analyze data to understand customers, find and exploit opportunities and remain competitive. AI and Intelligent Process Automation in financial services has rapidly become a must-have to help organizations solve problems. Blockchain in financial services: Financial firms and regulators alike are keen to explore new ways to take advantage of the benefits of blockchain technology to give them a competitive edge. Cost visibility and control in financial services. Financial institutions must develop greater capacity to be strategic with cost containment decisions and invest in their firm's core competencies. People strategy in financial services. Diversity, trust and digital labor continue to influence workforce strategy. What approach should financial services firms be taking in this... --- ### Banking KPIs List > 25 Key Banking KPIs that can be implemented throughout any bank to measure employees' performance, products, operations, and adherence to industry regulations. - Published: 2020-10-09 - Modified: 2025-02-04 - URL: https://www.assessteam.com/banking-kpis-list/  Banking KPIs List The banking KPIs monitor and track the overall successes of a financial institution or bank. These KPIs incorporate a set of objectives to measure the asset manager's efficiencies, the customer service analyst's job effectiveness, and the sales manager's successes, with the ultimate aim of driving up sales, increasing revenue, and improving customer satisfaction. Click view all on the result area to see all corresponding banking KPIs Get a free demo Asset Manager Job Objectives Banking key performance objectives are designed to monitor and manage the success of the organizational unit. Progress in aspects like the operating profit per employee, the total number of assets managed per employee, and the overall sales per branch are essential metrics to track to ensure the bank's operational success. Improve revenue levels - Banking revenue is defined as all incoming cash flow. This can be broken down into categories like total revenue by deposit interest, loan interest, service fees, and transaction fees. Banks need this revenue to fund their business operations. It is essential to increase this metric over time consistently. Improve expense metrics - Banking expenses include all of the costs generated during bank operations. They are divided into two categories: interest and noninterest fees. And the higher these costs, the lower the bank's net profit. It is essential to monitor and track these expenses to ensure that they remain at an affordable level. Improve operating profit - Operating profit is the income generated from the company's core business operations.... --- ### Mobile App KPIs > Top 12 mobile app KPIs that help you analyze your mobile app's success to maximize your app revenue, engagement, development, and marketing strategy. - Published: 2020-10-09 - Modified: 2023-09-04 - URL: https://www.assessteam.com/mobile-app-kpis/  Mobile App KPIs Mobile app KPIs are crucial metrics that measure various aspects of a mobile application's performance, including the number of downloads, active users, retention rate, revenue generated, and user engagement. These Mobile app KPIs help mobile app developers and marketers track the app's progress and identify areas for improvement. Engagement KPIs may include metrics such as time spent in the app, number of sessions per user, and the conversion rate of users from free to paid versions. Marketing KPIs may include metrics such as the cost per install, cost per acquisition, and return on investment for advertising campaigns. Ultimately, the success of a mobile app depends on how well it meets the user's needs and expectations and generates value for the business. Click view all on the result area to see all corresponding mobile app KPIs Get a free demo Mobile App - Revenue Metrics Mobile app objectives are designed to measure the mobile app's revenue over time. These measurable results are required to improve the development company's marketing strategies and grow the company's bottom line. Without these statistics, it is impossible to measure the company's strengths and improve its weaknesses. Improve the average revenue per user metric - The Average Revenue Per User is the average amount of value generated per user. This revenue is produced from in-app purchases, ad impressions or clicks, subscriptions, paid downloads, or other monetization methods. When this figure is multiplied by the total user base, it gives an idea of the... --- ### Healthcare Performance Management: 7 Effective Solutions to the Challenges > Develop and maintain a world-class care delivery model by focusing on employee development using AssessTEAM's performance management system for the healthcare sector. - Published: 2020-08-20 - Modified: 2025-03-18 - URL: https://www.assessteam.com/healthcare-performance-management-7-effective-solutions-to-the-challenges/  Healthcare Performance Management: 7 Effective Solutions to the Challenges Back A. Industry background The healthcare sector (sometimes referred to as the medical sector or health economy) comprises businesses and organizations that create products and services designed to improve patients' health. Healthcare organizations specialize in one of the four areas of the healthcare life-cycle: curative, preventative, rehabilitative, and palliative care, although there is considerable overlap between these areas. B. Key challenges A recent report by Deloitte highlighted several key challenges in the healthcare sector Rising health care costs: Global health care spending is forecast to grow at a CAGR of 5% between 2019 and 2023. Changing patient demographics: The growing and aging population is placing increasing demands on the sector. Evolving consumer expectations: Patients are no longer passive participants in healthcare and expect transparency, convenience, access, and personalized products and services. Technologies such as cloud computing, 5G, Natural Language Processing, and the Internet of Medical Things will need to be developed to align healthcare delivery with consumer preferences. Newmarket entrants: Digital-first health solution providers are disrupting the process, offering more user-friendly and easier ways to deliver healthcare. Complex health and technology ecosystems: Need to be developed to cope with the necessary evolution of the healthcare model. As a result of this, healthcare stakeholders need to invest in value-based care, innovative care delivery models, advanced digital technologies, data interoperability, and alternative employment models to prepare for these uncertainties and build a smart health ecosystem. However, the significant growth in digitization of... --- ### 360-degree feedback Survey > Download top 360-degree feedback survey questions designed to gather employee work feedback from all directions: up, down, peer and self. - Published: 2020-08-14 - Modified: 2025-02-04 - URL: https://www.assessteam.com/360-degree-feedback-survey/  360-degree feedback Survey 360-degree feedback surveys are designed to gather feedback about an employee from all directions: up, down, peers, self, and customers too. These directions include direct reports (managers and supervisors), subordinates, peers, and customers. Simplifying 360 feedback is essential in avoiding confusion and complicated reporting. AssessTEAM offers an easy method of 360-degree feedback that can be rolled out in minutes, resulting in easy-to-comprehend actionable reports. Click view all on the result area to see all corresponding 360-degree feedback survey questions Get a free demo Project Peer Evaluations --- ### IT Performance Management: 5 Solutions to Challenges IT Companies Face > AssessTEAM's performance management system was designed for IT companies to develop and sustain world-class project management and product delivery processes. - Published: 2020-08-14 - Modified: 2025-03-18 - URL: https://www.assessteam.com/it-performance-management-5-solutions-to-challenges-it-companies-face/  IT Performance Management: 5 Solutions to Challenges IT Companies Face Back A. Industry background The IT industry comprises businesses engaged in the production and maintenance of software applications created for personal and business use. Software sectors tend to operate according to two overlapping business models. The first is a license/maintenance based (on-premises) model and the second is a cloud-based model, such as SaaS or PaaS. Software services, including training documentation, consulting and data recovery are some of the important industry sub-sectors. B. Key challenges Being one of the fastest moving sectors in the world, IT companies exist in a climate of extraordinary pressure to ensure that projects are delivered on-time, on the budget to specification, and according to the expected quality standards. This means they are constantly looking to find and retain highly specialized software professionals and project managers who will deliver recognizable world-class project outcomes in a timely and agile manner. IT performance management is perhaps one of the most essential areas of business – given the importance to hire, retain, and nurture talent in the organization. A recent CIO article highlighted some of the most pressing issues facing the software sector, common industry challenges: The constant battle to find and retain talent. Tracking investment of time on projects to keep them in line with the budget. The agile project teams often oversights the behavioral side of project team effectiveness, leading to lower employee engagement levels and decreased productivity. Monitoring the ROI from different industry verticals and identifying... --- ### Performance Appraisal in Manufacturing Industries - Challenges & Solutions > By leveraging a performance appraisal, manufacturing industries can work towards a more engaged workforce and give people a sense of meaning at work by providing feedback and goals to employees. - Published: 2020-07-29 - Modified: 2025-03-18 - URL: https://www.assessteam.com/performance-appraisal-in-manufacturing-industries-challenges-solutions/  Performance Appraisal in Manufacturing Industries - Challenges & Solutions Back A. Industry background Manufacturing industries are characterized by complex processes that involve tools, human labor, machinery with an aim to achieve the economies of scale. Such industries build products from raw materials using human labor, machinery, and increasingly automating technologies. Manufacturing processes tend to fall into an operational spectrum with high volume/low complexity production processes at one end, and low volume/high complexity processes at the other. Some of the most significant manufacturing sectors are aviation, maritime, vehicles, chemical, clothing, electronics, heavy machinery, medical devices and tools and dies. B. Key challenges While the industry is grappling with low participation rates in performance appraisals across the departments, manufacturing leaders have not been able to make a transition from annual to monthly performance reviews, let alone the weekly or daily frequency required for the most performance-sensitive environments. This has led to manufacturing leaders suffering a lack of actionable performance data for use in optimizing and driving ongoing performance, which can prove costly. According to proven research, 36 percent of the industry leaders consider operating cost competitiveness as the reason for industry disruption. In addition, Covid-19 has exacerbated the shop-floor productivity issues that exist within the manufacturing sector, particularly in the high-mix, low volume area of production. Pandemic-driven global surges in demand for goods have pushed manufacturers into an extraordinary world of constantly pressurized delivery deadlines. Global component shortages, social distancing requirements, and unscheduled plant closures, (as a result of quarantining procedures),... --- ### Industries > Discover how AssessTEAM’s performance management software supports 2000+ companies across industries with effective tools via web and mobile apps - Published: 2020-07-29 - Modified: 2025-04-29 - URL: https://www.assessteam.com/industries/ Industries we serve AssessTEAM web and mobile apps are simple and designed to meet the needs of pretty much every industry type. Over 2000 companies around the world use AssessTEAM today for effective performance management. Get a free demo Real world tips on how performance management has been rolled out for various industry types. Click on the industry types below to review tips from the AssessTEAM business consulting team. All of this information has been created using real world roll out experience. --- ### Social Media KPIs List > Social media KPIs are designed to expertly assess the impact of your organization’s social media marketing strategy. - Published: 2020-06-10 - Modified: 2023-07-13 - URL: https://www.assessteam.com/social-media-kpis/  Social Media KPIs Social media KPIs are essential metrics designed to expertly assess the impact of an organization's social media marketing strategy. By analyzing social media KPIs, businesses can measure the effectiveness of their social media campaigns and track their progress towards achieving their social media goals. These KPIs can measure several aspects of social media performance, such as engagement rates, follower growth, click-through rates, conversion rates, and more. The insights provided by these KPIs help businesses make data-driven decisions and optimize their social media strategy to improve their online presence, increase brand awareness, and ultimately drive business growth. Click view all on the result area to see all corresponding social media KPIs Get a free demo Social Media KPIs In today's digital age, social media marketing has become a crucial element of a successful business's marketing strategy. Social media KPIs are utilized to measure the performance of implemented social media campaigns. These KPIs track various aspects of social media marketing, including social proof, brand awareness, connecting with the target audience, driving traffic to the website, and converting visitors into returning customers. By monitoring these KPIs, businesses can evaluate the effectiveness of their social media campaigns and make data-driven decisions to optimize their strategy and achieve their marketing goals. Social media KPIs are an indispensable tool for businesses looking to establish a robust online presence and drive business growth. Improve reach by post type metric - Your brand's social media reach is the number of views a particular social... --- ### 360-Degree Feedback > 360-degree feedback software from AssessTEAM is fun to use for employees and delivers comprehensive, actionable reporting. Deploy in minutes! - Published: 2020-05-26 - Modified: 2025-11-04 - URL: https://www.assessteam.com/360-degree-feedback-software/ Comprehensive, easy, and effective 360 Degree feedback software 360 feedback software by AssessTEAM is simple to use and fun for employees to use. Industry-specific 360 degree feedback survey templates are included in the program to assist in quick rollouts and effective reporting. Focus on strengths and weaknesses to improve job efficiency without spending 100s of man-hours designing a process from the ground up. Simple 360 degree feedback software The AssessTEAM 360 degree evaluation system uses a holistic approach that focuses directly on competencies, behavioral traits, and team collaboration. Everybody's opinion counts Wider participation The concept of wider participation provides an opportunity for the employee’s manager, peers, reporting staff members, and customers to provide their inputs in the 360 degree evaluation tool. Performance feedback is sought from all areas within the business organization. This feedback process aims to provide a balanced view of how others view the employee's contribution and performance. Areas measured can range from job-competencies, core values, behavioral skills, management, teamwork, leadership, work habits, vision, and overall mission of the organization. Simple, no fuss set up Configure evaluators using dedicated vaults AssessTEAM enables managers to configure an employee’s evaluators using 3 dedicated vaults. These are: Downward evaluators – Managers or supervisors Peer evaluators (Peers at the same level) Upward evaluators – Direct reports or subordinates. Self evaluations and customer satisfaction feedback are configured at the evaluation level. This simple approach to 360-degree feedback reduces management overhead and helps in rolling out a 360-feedback system quickly. As scores come in... --- ### Project Management KPIs List > Discover the important key performance indicators (KPIs) in project management that will help to track your projects. 50+ metrics to help you measure and optimize your project performance. - Published: 2020-05-11 - Modified: 2023-08-16 - URL: https://www.assessteam.com/project-management-kpis/  Project Management KPIs Project management KPIs are a crucial component of a successful business model as it ensures that the deliverables align with project specifications, and tangible value is delivered to the business. By tracking key performance indicators (KPIs) throughout the project lifecycle, businesses can evaluate their progress towards project goals, identify potential risks and roadblocks, and make data-driven decisions to optimize their strategy for successful outcomes. Project management KPIs help businesses maintain a clear focus on their objectives, manage resources effectively, and maximize project efficiency, ultimately resulting in improved business outcomes. Therefore, KPI project management is an indispensable tool for businesses looking to drive success and growth through effective project management. Click view all on the result area to see all corresponding project management KPIs Get a free demo Project Management - Timeliness Objectives Timeliness objectives are a crucial element of any project manager's toolbox. These objectives are designed to ensure that projects are completed within the specified timeline. By setting and monitoring timeliness objectives, project managers can ensure that the project stays on track and meets its deadlines. This helps businesses achieve their objectives within the expected timeframe and deliver the project's intended value to the organization. Therefore, timeliness objectives are an essential tool for project managers looking to optimize their project management processes and ensure successful project outcomes. Improve cycle time metrics - The cycle time is the time needed to complete a task or activity. It is measured by calculating the time it takes to... --- ### Retail KPIs List > We’ve listed the top 17 retail KPIs every retailer should monitor. AssessTEAM employee evaluation suite includes all relevant Retail KPI list that can be seamlessly used to evaluate employees. - Published: 2020-05-11 - Modified: 2023-10-05 - URL: https://www.assessteam.com/retail-kpis/  Retail KPIs Retail KPIs are essential in monitoring and evaluating the retail division's effectiveness in achieving its objectives. The KPIs include sales per square foot, inventory turnover rate, gross margin return on investment, and customer conversion rate. These KPIs are crucial in identifying areas that need improvement and ensuring that the retail department's performance aligns with the company's overall goals. The retail KPIs help the retail manager, team, and senior management to make informed decisions, implement changes where necessary, and create an environment of continuous improvement. Click view all on the result area to see all corresponding retail KPIs Get a free demo Retail - Sales Metrics Sales are the quintessence of all retail businesses. The business cannot exist without selling its products and services. Therefore, this is a metric that must be measured and improved. Increase sales figures per square foot - Year-on-year growth metrics compare the statistics for the same periods over two or more years. The growth numbers for the first period last year to the first period this year are compared to determine whether the company's sales figures have improved for the same period in different years. Retail - Transaction Metrics Transaction metrics are some of the most important metrics that a commercial company can measure. They answer the question of how many products did the company sell versus the number of returns, how much revenue did the company generate, and what the profit margins were during a specific time frame. Increase Gross and Net... --- ### Digital Marketing KPIs > Digital marketing KPIs are designed to effectively evaluate your company’s overall digital marketing strategy, including brand reputation management, customer engagement, social media marketing, and website activity objectives. - Published: 2020-05-11 - Modified: 2025-02-04 - URL: https://www.assessteam.com/digital-marketing-kpis/  Digital Marketing KPIs Digital marketing KPIs are measurable performance indicators that help track and evaluate the success of a company's digital marketing strategy. A successful digital marketing campaign involves a range of activities, from building brand reputation and customer engagement to social media marketing and website traffic. The KPIs for digital marketing measure and analyze these activities to identify areas that need improvement and optimization. By monitoring and evaluating KPIs, companies can better understand their target audience, track customer behavior, and optimize marketing campaigns to maximize ROI. The goal of digital marketing KPIs is to drive business growth and success through the strategic use of digital marketing channels. Click view all on the result area to see all corresponding digital marketing KPIs Get a free demo Digital Marketing - Website Activity Objectives Digital marketing website activity objectives are designed to improve customer engagement, increase sales, increase the percentage of return visitors, reduce the bounce rate, and drive organic traffic to the site. Increase the number of unique visitors - The number of unique visitors to your site is a vital metric that will help you determine the effectiveness of your digital marketing campaigns and strategies. Increase the number of returning customers - It is widely accepted that one of the most demanding digital marketing objectives to meet is to convert brand visitors into returning, loyal customers. Therefore, it is vital to measure the number of return visitors to determine the number of visits it takes before they convert. Increase... --- ### Request A Demo > AssessTEAM is a cloud-based timesheet software for evaluating employees, we enable quantitative evaluations, peer reviews, per project assessment and ad hoc evaluations. - Published: 2020-05-05 - Modified: 2025-01-08 - URL: https://www.assessteam.com/request-a-demo-form/ Performance management with AssessTEAM Let us walk you over the software, run a few mock evaluations and discuss options on what is the easiest way for us to meet all your performance management needs. Over 2000 businesses of all sizes trust us. Why AssessTEAM? We deliver job clarity to your employees leading to improved productivity and better employee engagement. Evaluation is our core offering, from traditional reviews to 360-feedback and customer satisfaction evaluations, we support every single evaluation methodology out there. Collecting timesheets in the program we add a productivity analysis element to employee performance management. See when projects are at risk, and learn more about factors that drive project success or failure. Setup 360-feedback evaluations in minutes, no more complicated steps or training, the software is intuitive and does not require any special training or skills for your users to use. Create a collaborative, digital feedback culture to boost employee engagement, morale, and productivity. AssessTEAM helps you recognize your most-valued employees to create a company culture that maximizes the human potential of all your employees. Access real-time reports to see project profitability status, quantifying timesheets into spend managers can now access project profitability right on their dashboards. JTNDZGl2JTIwY2xhc3MlM0QlMjJ5b3V0dWJlX2JveCUyMiUyMGRhdGEtZW1iZWQlM0QlMjJ6TnNpU01CRjMyOCUyMiUzRSUwQSUzQ2RpdiUyMGNsYXNzJTNEJTIycGxheS1idXR0b24lMjIlM0UlM0MlMkZkaXYlM0UlMEElM0MlMkZkaXYlM0U= Watch the video and see how AssessTEAM can help you. Customer reviews Free Demo for Employee Evaluation Software using Continuous Feedback AssessTEAM is the most loved performance management app on the planet The convenience of doing evaluations and tracking performance on smartphones is key to the success of the platform. Evaluate... --- ### Work from home performance management KPIs list > Work from home KPI can help you not only manage work from home employees but also to engage with them and ensure they get the help they need to effectively do their jobs. - Published: 2020-03-24 - Modified: 2023-01-06 - URL: https://www.assessteam.com/work-from-home-management-kpi-list/  Work From Home Performance Management KPIs List Work from home employees are often the most productive and happy members of your team. Performance management for them plays a key role in ensuring they can deliver the job you need on time and consistently. Click view all on the result area to see all corresponding work from home performance management KPIs Get a free demo Work From Home (WFH) Performance Management Objectives Work From Home (WFH) Performance Management Objectives or KPIs are designed to track and measure the remote worker's or WFH employee's ability to succeed outside the employer's office. These metrics include accountability, self-discipline, integrity, and leveraging tools to the WFH journey a success. Maintain and improve accountability - Accountability is an integral part of the Work from Home (WFH) construct. Employees must hold themselves accountable to get the job done in an environment where there is less supervision. This KPI tracks and measures the WFH employee's ability to remain accountable over time. Maintain and improve self-discipline - The WFH employee or remote worker must exercise a high level of self-discipline to stay on task in an environment where there is less direct supervision. This KPI tracks and measures the employee's ability to exercise self-discipline continually over time. Maintain and improve integrity - Integrity, or the ability to do what the remote worker commits to, is vital to the WFH employee's skillset. This KPI tracks and measures the remote worker's ability to maintain and improve integrity metrics. The higher... --- ### Clinical Research KPIs List > Improve your clinical trial success rates with the right clinical research KPIs. AssessTEAM includes 25+ popular clinical research assessment KPIs. - Published: 2020-03-23 - Modified: 2025-02-04 - URL: https://www.assessteam.com/clinical-research-kpis/  Clinical Research KPIs Clinical research KPIs play a crucial role in measuring the success of clinical trials. They help to identify the trial's strengths and weaknesses, improve the allocation of resources, and establish benchmarks. These KPIs encompass a wide range of aspects, including patient recruitment, adherence to the protocol, data quality, and safety. Other important metrics include time to market, trial cost, and the number of publications resulting from the research. Measuring these Clinical research KPIs can help clinical researchers to improve their trial designs, optimize patient outcomes, and accelerate the development of new treatments and therapies. Click view all on the result area to see all corresponding clinical research KPIs Get a free demo Chief Scientific Officer Job Responsibilities Chief Scientific Officer KPIs track the success of research and development, including patent filings, research publications, and the implementation of innovative technologies. They also measure the ability to lead a team, develop and execute research strategies, and drive innovation within the organization to achieve business goals. The KPIs ensure the efficient utilization of resources, successful project management, and timely delivery of results. Directing and mentoring the discovery team to conduct these activities, and motivating and mentoring employees for personal growth and professional achievement. Investigating and, where appropriate, implementing a wide variety of scientific principles and concepts to advance project goals and to identify previously unrecognized connections. Managing outsourced scientific activities, CROs, and seamlessly integrating them with internal work flows. Managing the chemistry and biology teams to execute discovery programs.... --- ### Online DISC Assessment Questions List > AssessTEAM includes a list of easy to use DISC assessment questions, evaluate your team in minutes using the DISC assessment method - Published: 2020-03-23 - Modified: 2023-01-06 - URL: https://www.assessteam.com/online-disc-assessment-questions-list/  Online DISC Assessment Questions List The DISC Assessment Questions assist with evaluating employee personality types and behavioral differences to improve work-related activities, including productivity, communication, and teamwork; thereby, promoting business team and project efficiencies. Click view all on the result area to see all corresponding online DISC assessment questions Get a free demo DISC - Dominance - Higher Scores Indicate Dominance in Behavior Sees the big picture to decide on the course of action. Holds strong opinions that generally do not change. Accepts challenges when faced with a problem that requires a solution. Determined to find a solution to the problem at hand at any cost. DISC - Influence - Higher Scores Indicate Social Ease, and Interacting with Others in an Open and Expressive Way. Likes to collaborate and work within a team framework. Persuasive in getting his point across to the team. Optimistic with an assumption towards a positive outcome. Prefer speaking over listening. DISC - Steadiness - Higher Scores Indicate Openness, but Low in Assertiveness Calm approach to working together towards a common goal. Consultative with teammates for important decisions and strategies. Resists change in process and structure. Supports actions once the team has decided on an approach. DISC - Conscientiousness - Higher Scores Indicate Accurate, Precise, Detail-Oriented and Conscientious Work Ethics Detail-oriented towards the work being accomplished. Cautious with both work and communication. Objective reasoning attitude. Exacting standards towards the work being delivered. The DISC assessment model provides a universal language that people can use to... --- ### Marketing Representative > AssessTEAM an enterprise software startup. Marketing Representative job in India, United States, United Kingdom and Australia - Published: 2019-12-13 - Modified: 2021-02-17 - URL: https://www.assessteam.com/jobs/marketing-representative/ Marketing Representative This position offers immense potential of growth and freedom of working style. Ref 0000165986_1 Education level Bachelor's degree or equivalent Contract Type Permanent Team Marketing Location IN - Mumbai Experience level Minimum 4 years Candidate Profile MBA with 4+years experience. Marketing AssessTEAM in the International market. Maintaining branding and other marketing collateral. Building packaging strategies. Contributing to sales strategy. Getting involved in various marketing promos, seminars and training. Analysing competition and suggesting countermeasures. Finding new avenues of marketing products. Managing promotions at shows. Job Description Excellent communication and presentation skills. Intimate IT Services understanding. Some programming background is required. Good negotiation skills. Open positions JTNDZGl2JTIwY2xhc3MlM0QlMjJjb250YWN0X2Zvcm0lMjBjb21wYW55LWZvcm0td3JhcCUyMiUzRSUwQSUzQ2gzJTNFQXBwbHklMjBmb3IlMjB0aGlzJTIwcG9zaXRpb24lM0MlMkZoMyUzRSUwQSU1QmNvbnRhY3QtZm9ybS03JTIwaWQlM0QlMjI4MzAxJTIyJTIwdGl0bGUlM0QlMjJBcHBseSUyME5vdyUyMiU1RCUwQSUzQyUyRmRpdiUzRQ== Back --- ### Sr. ASP.Net Developer > We are looking for Sr. ASP.Net developers who are experts at programming using C# and Microsoft SQL Server. Experience in custom business applications would be a big plus. - Published: 2019-12-13 - Modified: 2021-02-17 - URL: https://www.assessteam.com/jobs/senior-asp-dot-net-developer/ Sr. ASP. Net Developer We are looking for Sr. ASP. Net developers who are experts at programming using C# and Microsoft SQL Server. Experience in custom business applications would be a big plus. Ref 0000165986_1 Education level Bachelor's degree or equivalent Contract Type Permanent Team Developer Location IN - Surat Experience level Minimum 3 years Candidate Profile ASP. Net 3. 5 / 4. 0 backend development for dynamic database driven ecommerce websites. Job profile includes working on projects from high profile international clients and web sites that receive hits in the millions. Additional . Net training will be provided as necessary. A seasoned Programmer with good exposure to ASP. Net based Coding. Must have an introduction to web services. Experience in working in a team environment using modern SDLC preferred. Minimum 3 years of relevant experience. Proficiency in ASP. NET and ASP. NET MVC Strong in OOPS, Databases, Javascript, jQuery Job Description Strong SQL skills in addition to experience with using procedures and triggers is essential. Excellent ASP. Net Programming in C#. The position includes a fair amount of requirements analysis and database design. This position offers immense potential of growth and freedom of working style. Open positions JTNDZGl2JTIwY2xhc3MlM0QlMjJjb250YWN0X2Zvcm0lMjBjb21wYW55LWZvcm0td3JhcCUyMiUzRSUwQSUzQ2gzJTNFQXBwbHklMjBmb3IlMjB0aGlzJTIwcG9zaXRpb24lM0MlMkZoMyUzRSUwQSU1QmNvbnRhY3QtZm9ybS03JTIwaWQlM0QlMjI4MzAxJTIyJTIwdGl0bGUlM0QlMjJBcHBseSUyME5vdyUyMiU1RCUwQSUzQyUyRmRpdiUzRQ== Back --- ### Human Resource Consultant Sydney > We are looking for individuals and agencies to work with us to rollout AssessTEAM - the powerful employee evaluation platform for clients who need assistance in Sydney, AU. - Published: 2019-12-13 - Modified: 2022-10-18 - URL: https://www.assessteam.com/jobs/human-resource-consultant-sydney/ Human Resource Consultant Sydney AssessTEAM is a powerful employee evaluation platform that requires a certain degree of familiarity with HR terminology and understanding of high level employee evaluation techniques. We are looking for individuals and agencies who would be happy to work with us to rollout AssessTEAM for clients who need assistance in the Sydney and adjoining states. Ref 0000165986_1 Education level Bachelor's degree or equivalent Contract Type Consultancy Team Support Location Australia - Sydney or Adjoining states Experience level Minimum 3 years Candidate Profile Expertise in setting up employee evaluations both online and paper based, in depth understanding of evaluation methodologies like self evaluation, peer review, 360 degree. Experience in setting up job responsibilities and converting them into KPIs that can be evaluated. A seasoned HR professional with a minimum of 3 years experience. Knowledge of industry standards and legal obligations. Proficiency in setting up clear job descriptions. Experience working with HR software including Payroll / Timesheets. The position includes a fair amount of requirements analysis and client interface. This position offers immense potential of growth and freedom of working style. Open positions JTNDZGl2JTIwY2xhc3MlM0QlMjJjb250YWN0X2Zvcm0lMjBjb21wYW55LWZvcm0td3JhcCUyMiUzRSUwQSUzQ2gzJTNFQXBwbHklMjBmb3IlMjB0aGlzJTIwcG9zaXRpb24lM0MlMkZoMyUzRSUwQSU1QmNvbnRhY3QtZm9ybS03JTIwaWQlM0QlMjI4MzAxJTIyJTIwdGl0bGUlM0QlMjJDb21wYW55JTIwRm9ybSUyMiU1RCUwQSUzQyUyRmRpdiUzRQ== Back --- ### Human Resource Consultant London > We are looking for individuals and agencies to work with us to rollout AssessTEAM - the powerful employee evaluation platform for clients who need assistance in London, UK. - Published: 2019-12-13 - Modified: 2022-10-17 - URL: https://www.assessteam.com/jobs/human-resource-consultant-london/ Human Resource Consultant London AssessTEAM is a powerful employee evaluation platform that requires a certain degree of familiarity with HR terminology and understanding of high level employee evaluation techniques. We are looking for individuals and agencies who would be happy to work with us to rollout AssessTEAM for clients who need assistance in the London and adjoining states. Ref 0000165986_1 Education level Bachelor's degree or equivalent Contract Type Consultancy Team Support Location UK - London or Adjoining states Experience level Minimum 3 years Candidate Profile Expertise in setting up employee evaluations both online and paper based, in depth understanding of evaluation methodologies like self evaluation, peer review, 360 degree. Experience in setting up job responsibilities and converting them into KPIs that can be evaluated. A seasoned HR professional with a minimum of 3 years experience. Knowledge of industry standards and legal obligations. Proficiency in establishing clear job descriptions. Experience working with HR software including Payroll / Timesheets. The position includes a fair amount of requirements analysis and client interface. This position offers immense potential of growth and freedom of working style. Open positions JTNDZGl2JTIwY2xhc3MlM0QlMjJjb250YWN0X2Zvcm0lMjBjb21wYW55LWZvcm0td3JhcCUyMiUzRSUwQSUzQ2gzJTNFQXBwbHklMjBmb3IlMjB0aGlzJTIwcG9zaXRpb24lM0MlMkZoMyUzRSUwQSU1QmNvbnRhY3QtZm9ybS03JTIwaWQlM0QlMjI4MzAxJTIyJTIwdGl0bGUlM0QlMjJBcHBseSUyME5vdyUyMiU1RCUwQSUzQyUyRmRpdiUzRQ== Back --- ### Human Resource Consultant New York > We are looking for individuals and agencies to work with us to rollout AssessTEAM - the powerful employee evaluation platform for clients who need assistance in New York, USA. - Published: 2019-12-13 - Modified: 2022-10-18 - URL: https://www.assessteam.com/jobs/human-resource-consultant-new-york/ Human Resource Consultant New York AssessTEAM is a powerful employee evaluation platform that requires a certain degree of familiarity with HR terminology and an understanding of high level employee evaluation techniques. We are looking for individuals and agencies who would be happy to work with us to rollout AssessTEAM for clients who need assistance in the New York and surrounding states. Ref 0000165986_1 Education level Bachelor's degree or equivalent Contract Type Consultancy Team Support Location USA - New York or surrounding states Experience level Minimum 3 years Candidate Profile Expertise in setting up employee evaluations both online and paper based, in depth understanding of evaluation methodologies like self evaluation, peer review, 360 degree. Experience in setting up job responsibilities and converting them into KPIs that can be evaluated. A seasoned HR professional with a minimum of 3 years experience. Knowledge of industry standards and legal obligations. Proficiency in establishing clear job descriptions. Experience working with HR software including Payroll / Timesheets. The position includes a fair amount of requirements analysis and client interface. This position offers immense potential of growth and freedom of working style. Open positions JTNDZGl2JTIwY2xhc3MlM0QlMjJjb250YWN0X2Zvcm0lMjBjb21wYW55LWZvcm0td3JhcCUyMiUzRSUwQSUzQ2gzJTNFQXBwbHklMjBmb3IlMjB0aGlzJTIwcG9zaXRpb24lM0MlMkZoMyUzRSUwQSU1QmNvbnRhY3QtZm9ybS03JTIwaWQlM0QlMjI4MzAxJTIyJTIwdGl0bGUlM0QlMjJDb21wYW55JTIwRm9ybSUyMiU1RCUwQSUzQyUyRmRpdiUzRQ== Back --- ### Basecamp Integration > Integration with basecamp includes employee evaluation for all of your basecamp users, importing projects and importing timesheets too. - Published: 2019-11-29 - Modified: 2024-11-07 - URL: https://www.assessteam.com/basecamp-integration/ Use your Basecamp account to setup AssessTEAM employee evaluations in minutes. Seamless integration to connect persons, projects, project timesheets (Classic only) and single sign-on authentication too. AssessTEAM fully integrates into Basecamp to make users feel its an extension of the software they already use, our integration engine monitors your Basecamp account and adds users, projects and timesheets in real time. A powerful employee evaluation system for Basecamp users. Employees in your Basecamp account are imported in seconds, the system continues to maintain a sync between basecamp and AssessTEAM so new employees go in automatically too. Basecamp projects are seamlessly imported into AssessTEAM so you can track project performance in real time. Profitability reports rely on accurate timesheets either entered in AssessTEAM or imported from basecamp, our import routines run every day to sync timesheets from Basecamp to AssessTEAM. Millions of Basecamp users love the easy and effective project management system offered by 37 Signals, Basecamp is arguably the most used project management system in the world with practically every single industry making full use of the features available. AssessTEAM’s seamless integration into Basecamp makes it software of choice for Basecamp users for employee job performance evaluation, the close integration syncs employees, timesheets and projects too. Evaluate competencies based on project performance, review real-time productivity reports to see reasons behind project success or failure. Project profitability tracking based employee timesheets work like a charm with Basecamp. No manual input needed; using Basecamp data we build powerful business intelligence reports that help... --- ### Customer Service KPIs List > Customer Service KPI evaluates customer satisfaction levels and their feedback. These KPIs help measure the success of your customer service team in acquiring, managing, and retaining customers. - Published: 2019-10-31 - Modified: 2025-06-23 - URL: https://www.assessteam.com/customer-service-kpis/  Customer Service KPIs Customer Service KPIs are essential to evaluate the effectiveness of a company's customer service team. They measure customer satisfaction levels, track customer feedback, and monitor the team's ability to acquire, manage, and retain customers. By measuring response time, resolution time, customer churn rate, and customer feedback scores, businesses can identify areas for improvement and enhance the customer experience. Additionally, these Customer Service KPIs help to build a customer-centric culture, leading to greater customer loyalty and advocacy. Click view all on the result area to see all corresponding customer service KPIs Get a free demo Technical & Product Support (Customer) (Qualitative) The technical and product support office renders customer service associated with a specific product or service. Related: Product Support Representative, Customer Support Analyst, Technical Support/Service Representative, Help Desk Administrator Customer Satisfaction - The overall customer service representatives' performance from the customer's perspective, usually determined by a brief, scale-based survey. Technical & Product Support (Customer) Technical and Product Support (Customer) KPIs are designed to measure the efficiency of customer service representatives in resolving technical or product-related issues and improving customer satisfaction levels. Abandonment Rate - We aim to reduce the Abandonment Rate, minimizing the percentage of callers who end the call before reaching a technical support agent. Cost per Call - We aim to reduce the Cost per Call, optimizing the overall cost of managing calls, including labor and overhead expenses. First Contact Resolution Rate - We aim to increase the First Contact Resolution Rate, ensuring more... --- ### Supply Chain Management KPIs > Supply Chain Management KPIs or Key Performance Indicators are designed to measure the optimal functioning and success of the organization’s ability to manage and purchase raw materials needed for the business to function - Published: 2019-10-31 - Modified: 2024-12-28 - URL: https://www.assessteam.com/supply-chain-management-kpis/  Supply Chain Management KPIs List Supply chain key performance indicators (KPIs) play a critical role in measuring an organization's effectiveness in managing and purchasing raw materials. These supply chain management KPIs help identify any breakdowns in the supply chain process and act as drivers for implementing efficient procurement practices. Supply chain management KPIs include aspects such as on-time delivery, inventory accuracy, order cycle time, backorder rate, supplier quality, and cost of goods sold. Measuring these metrics allows organizations to optimize their supply chain management process, reduce costs, and improve customer satisfaction. Effective supply chain management and the use of KPIs enable organizations to achieve greater agility and competitiveness in today's fast-paced business environment. Click view all on the result area to see all corresponding supply chain management KPIs Get a free demo General General supply chain KPIs include metrics such as inventory turnover, order cycle time, order accuracy, delivery performance, and supplier lead time. These KPIs help measure the efficiency and effectiveness of the overall supply chain process. Supplier Use - We endeavor to improve supplier use by optimizing the number of dealers used to deliver raw materials efficiently. Percentage of Raw Materials - We endeavor to increase the percentage of raw materials sourced from reliable and high-quality dealers to enhance factory operations. Distance from Suppliers - We endeavor to reduce the average distance from suppliers by partnering with dealers closer to manufacturing sites to minimize transportation costs and time. Vendor Identification & Management Vendor Identification & Management KPIs... --- ### IT KPIs List > IT KPIs help keep track of all relevant aspects of an IT project such as software development lifecycle, IT cost breakdown, system administration, project management, customer support and cybersecurity. - Published: 2019-10-31 - Modified: 2024-12-20 - URL: https://www.assessteam.com/it-kpi-list/  IT KPIs List IT KPIs help keep track of all relevant aspects of an IT project such as software development lifecycle, IT cost breakdown, system administration, project management, customer support and cybersecurity. Click view all on the result area to see all corresponding IT KPIs Get a free demo Application Development Life Cycle The Application Development Group designs application architecture and develops programs and systems to provide business solutions based on interviews with end-users and stakeholders, which the Systems Analysis Team performs. Related: Systems Analyst, Business Analyst, Systems Engineer, Application Developer, Software Engineer. User Support - We look to support a greater number of existing users by ensuring efficient and scalable user support services. Percentage of Maintenance & Enhancement (M&E) Cost - We look to reduce the percentage of Maintenance & Enhancement (M&E) costs compared to total IT expenses through effective resource allocation. Break Fix Expenditures to Enhancements (%) - We look to reduce break-fix expenditures as a percentage of enhancements by minimizing reactive maintenance and focusing on proactive improvements. Life Cycle Total Cost of Ownership (TCO) - We look to reduce the Total Cost of Ownership (TCO) over the software lifecycle through better resource management and optimized development practices. M&E Requests Approval - We look to increase the percentage of M&E requests that conform to established benchmarks, ensuring requests align with performance expectations. Planned Updates per Thousand Users - We look to increase the number of planned updates per thousand users to maintain system performance and user satisfaction.... --- ### Human Resource KPIs List > Human Resource KPIs measure and evaluate all levels of employees who work within the Human Resource sector. These valuable KPIs can help optimise candidate sourcing, streamline recruitment process, and help retain employees. - Published: 2019-10-31 - Modified: 2024-12-14 - URL: https://www.assessteam.com/human-resources-kpi-list/  Human Resource KPIs List Human Resource KPIs measure and evaluate all levels of employees who work within the Human Resource sector. These valuable KPIs can help optimise candidate sourcing, streamline recruitment process, and help retain employees. Click view all on the result area to see all corresponding human resource KPIs Get a free demo HR General HR Administration Expense per Firm-Wide Employee - We look to reduce HR administration expense per firm-wide employee by optimizing HR management-related costs. HR Administration Expense as a Percentage of Total HR Expense - We look to reduce HR administration expense as a percentage of total HR expense by improving cost efficiency in HR management activities. HR Administration Headcount Ratio - We look to optimize the HR administration headcount ratio by ensuring a balanced ratio of enterprise-wide FTEs to HR management staff. HR Expense as a Percentage of Total Expense - We look to reduce HR expense as a percentage of total enterprise-wide expenditure by managing HR department costs effectively. HR Expense per Firm-Wide Employee - We look to reduce HR expense per firm-wide employee by improving HR department operations and resource allocation. HR Headcount Ratio - We look to optimize the HR headcount ratio by ensuring the right balance of HR office FTEs to enterprise-wide FTEs. HR Management Levels - We look to optimize HR management levels by streamlining the number of executive levels to improve decision-making efficiency. Market Survey Data Processing Cycle Time - We look to reduce market survey data processing... --- ### Finance KPIs List > Finance KPIs evaluates the key workings of the finance department like budgetary and forecasting, payroll, tax, budgeting, and financial planning. These valuable KPIs help you track and determine the profitability and fiscal health of your business. - Published: 2019-10-31 - Modified: 2024-10-09 - URL: https://www.assessteam.com/finance-kpi-list/  Finance KPIs List Finance KPIs evaluates the key workings of the finance department like budgetary and forecasting, payroll, tax, budgeting, and financial planning. These valuable KPIs help you track and determine the profitability and fiscal health of your business. Click view all on the result area to see all corresponding finance KPIs Get a free demo Accounts Payable The Accounts Payable (A/P) office is in charge of ensuring full and prompt payment to utility companies and company vendors. They handle invoices, cut checks, and handle relationships with creditors. Related: Accounts Payable Analyst, Accounts Payable Clerk, Accounts Payable Specialist Invoices Processed per Accounts Payable Employee - We aim to increase the number of invoices processed per accounts payable employee by optimizing workflow and resources. Cycle Time: Payment Processing - We aim to reduce the cycle time for payment processing by minimizing the number of business days required to validate and pay invoices. Non-PO Payments per Accounts Payable Employee - We aim to increase the number of non-PO payments per accounts payable employee by streamlining the payment process. PO Payments per Accounts Payable Employee - We aim to increase the number of PO payments processed per accounts payable employee through process improvements. Percentage of Invoices Received on Paper - We aim to reduce the percentage of invoices received on paper by encouraging digital submissions and automating invoice handling. Percentage of Payments with Purchase Orders - We aim to increase the percentage of payments processed with purchase orders to ensure better compliance... --- ### Workplace Happiness Survey > Use AssessTEAM to measure employee satisfaction with 100s of customizable workplace happiness survey questions. Boost morale and engagement. - Published: 2019-10-31 - Modified: 2025-05-23 - URL: https://www.assessteam.com/workplace-happiness-survey/  Workplace Happiness Survey Workplace happiness surveys evaluate how satisfied your employees are with the environment, culture and policies in place. This can be very useful in learning more about how your employees feel so you can make changes towards better productivity. Click view all on the result area to see all corresponding workplace happiness survey KPIs Get a free demo Workplace Happiness Survey --- ### Training and development KPIs List > AssessTEAM employee evaluation suite contains relevant KPIs for Training and Development that can be seamlessly used to evaluate employees. - Published: 2019-10-31 - Modified: 2024-12-26 - URL: https://www.assessteam.com/training-and-development-kpi-list/  Training and Development KPIs List Training and Development KPIs evaluates training manager, training coordinator, and training and development officer. These KPIs help measure the company's training efforts and ensure that the stated training meets its desired outcomes. Click view all on the result area to see all corresponding training and development KPIs Get a free demo Training and Development Objectives Training and Development Objectives (KPIs) are designed to measure the impact your company's training and development program has on your employees. These objectives measure whether employees are engaging with it and benefiting from it. A well-run program will be of immense benefit to the employees and the company. Time to proficiency - We endeavor to reduce the time to proficiency by enabling employees to grasp training outcomes more quickly and produce results sooner. Knowledge and skill retention - We endeavor to improve knowledge and skill retention by ensuring employees retain and apply what they learn during training sessions effectively. Transfer of training - We endeavor to improve the transfer of training by enabling employees to transform their knowledge into practical, job-relevant skills. Impact on organizational performance - We endeavor to improve the impact on organizational performance by enhancing employee and company efficiency, productivity, and compliance through training. Employee engagement - We endeavor to increase employee engagement by encouraging active participation in training programs to foster skill development and goal achievement. Stakeholder satisfaction - We endeavor to improve stakeholder satisfaction by delivering training programs that align with learning outcomes and... --- ### Business Analyst KPIs list > KPIs for Business Analyst and Data Analyst evaluates the work efficiency of individuals who analyze data retrieved from various IT systems. - Published: 2019-10-31 - Modified: 2025-02-04 - URL: https://www.assessteam.com/business-analyst-kpi-list/  Business Analyst KPIs List KPIs for business analyst aims to evaluate data analyst, market research analyst, and senior analysts in their ability on improving processes, products, services and software through data analysis. Click view all on the result area to see all corresponding business analyst KPIs Get a free demo Data & Reporting Analyst Job Responsibilities Analyze data to look for consistencies and recurring themes. Collaboration with Account Teams on all aspects of report creation, incl. deadlines, deliverables, edits, recommendations. Develop and perform data mining & exploration. Identify, analyze, and interpretation of client campaign data. Investigate and analyze data problems and issues. Provide recommendations on campaign performance improvements, based on client data and industry standards. Work with Account Managers on the finalization of reports. Senior Business Analyst Job Responsibilities Ensure products entering the User Acceptance Testing phase are built to specification and are of high quality. Identify and investigate commercial or opensource options which may offer a more effective solution to some or all of the requirements. Identify overlapping requirements/processes across the existing and upcoming software portfolio. Investigate, record, analyse, and confirm system requirements and business processes. Make recommendations to the Business Improvement Team and Application Development Team Leader for business processes requiring refinement. Make recommendations to the system owner and Application Development Team Leader on the value, feasibility, and impact of the system requirements. Manage a variety of tasks concurrently and show the flexibility of work patterns in order to meet time frames and delivery. Business Analyst Job... --- ### Accounts KPIs list > KPIs for Accounting Department evaluate the efficiency of the accounts manager, accounting assistants, and other accounts personnel. - Published: 2019-10-31 - Modified: 2025-02-04 - URL: https://www.assessteam.com/accounts-kpi-list/  Accounts KPIs List Accounts KPIs evaluate accounts receivable, accounts payable, and accounts managers in the bookkeeping department. These are simple KPIs that will assist in the effective evaluation of your accounts professionals. Click view all on the result area to see all corresponding accounts KPIs Get a free demo Senior Global Account Manager Job Responsibilities Accurately forecasts annual, quarterly, and monthly revenue streams. Assists with other duties as directed by the supervisor. Attain or exceed sales revenue goals. Create and maintain a robust pipeline of new customer opportunities. Develop, maintain, and execute a business plan for capturing new customers including the justification for markets and sectors, appropriate advertisements, and targeted conference venues. Ensure that engineering product development efforts including design, tooling, agency approvals, and production occur efficiently. Establish (compile & approvals) and control budgets for sales promotion, trade show, and marketing expenses. Establish product development time frames coordinating internal and external activities related to product development. Lead customer-based projects through a gated new product development process. Maintain strong knowledge of all GSI Technologies services, products, and potential applications. Maintain strong knowledge of appropriate customer industry dynamics. Prepare and present customer business reviews, briefings, and proposals to top management and engineering team. Stay abreast of market dynamics to define customer requirements – Stay abreast of market dynamics to define customer requirements, to understand competitor activity, to establish market potential, to comprehend general economic conditions and any other salient factors to develop comprehensive programs for product development. Travel to meet with... --- ### Universal Competencies > Using a universal competency framework, we offer critical insights to measure the functioning of the organization’s ability to manage product development, lead growth and development, improve client focus, and foster teamwork. - Published: 2019-10-31 - Modified: 2022-06-28 - URL: https://www.assessteam.com/universal-competencies/  Universal Competencies Using the universal competency framework, we offer critical insights to measure the functioning of the whole organization's ability to manage product development, lead growth and development, improve client focus, and foster teamwork. Click view all on the result area to see all corresponding universal competencies KPIs Get a free demo Universal Competencies for Consulting Services The higher the attendance rate, the lower the absenteeism rate. Excessive absenteeism leads to decreased productivity, which adds to the organization's expense bill. Therefore, attendance or its counterweight, absenteeism, is one of the fundamental hidden performance indicators that measure job satisfaction and employee reliability. Attitude & Enthusiasm - A positive and enthusiastic attitude is a vital part of workplace success. When hiring technical staff, employers consider their enthusiasm and attitude and their technical capabilities, because an employee who completes tasks with enthusiasm and a positive attitude has an advantage over a person with a negative or disinterested attitude. Communication Skills - Employee self-motivation is a core universal competency for real-estate employees, and it is key to organizational success. Motivation translates into the employee's level of commitment, engagement, and innovation that is brought to the workplace on a daily basis and irrespective of external circumstances. Overall interpersonal skills - The demonstration of good interpersonal skills is the employee's overall capability to communicate and interact well with colleagues, executives, and clients. An important feature of good interpersonal skills is the ability to communicate effectively and find common ground with other people irrespective of their... --- ### Front Desk KPIs list > Evaluate receptionists and front desk professionals using these KPIs, these apply to all organizations that have a public-facing individual. - Published: 2019-10-31 - Modified: 2024-12-05 - URL: https://www.assessteam.com/front-desk-kpi-list/  Front Desk KPIs List Front Desk KPIs applies to front-desk staff like receptionist, admin assistant, and front desk executive. These effective KPIs help you draw conclusive results to track the success and failure of your customer support operations. Click view all on the result area to see all corresponding front desk KPIs Get a free demo Receptionist and Office & Admin Assistant Job Responsibilities Answer the phones. General filing and archiving. General office duties. Manage office cleaner. Office maintenance. Purchase office groceries. Purchase office stationery and supplies. Welcoming guests & serving refreshments to visitors. Receptionist Objectives Receptionists are often the first employee that the company's guests and customers interact with. Consequently, their role is to ensure that guests and clients form a favorable opinion of the company. These KPIs track and measure the receptionist's job efficiencies to ensure that the company retains its positive reputation. Makes a good first impression - Your receptionist is often the first person with whom your customers or vendors have contact. Therefore, the receptionist needs to make a good impression on all clients, suppliers, and guests. This KPI tracks and measures the first impression that the receptionist makes when greeting company guests. Provide efficient trafficking - When visitors arrive and people phone, a receptionist must know what the company does, and where everyone is situated, including the product or service knowledge, to understand who the key contacts are and where to direct inquiries. This KPI measures the receptionist's ability to handle the incoming visitor... --- ### Construction KPIs list > Construction KPIs are aimed to track performances of construction project managers and supervisors. Construction KPIs will assist in improving quality, reducing labor, and material costs in the construction processes. - Published: 2019-10-31 - Modified: 2025-02-04 - URL: https://www.assessteam.com/construction-kpi-list/  Construction KPIs List Construction KPIs are aimed to track performances of construction project manager and supervisor. These KPIs will assist in improving quality, reducing labor and material costs, and identifying strengths and weaknesses in the construction processes. Click view all on the result area to see all corresponding construction KPIs Get a free demo Quantity Surveyor & General Assistant Job Responsibilities Attending book-in meetings in the morning. Attending brief meetings. Checking purchase orders before Construction. Compiling construction quotes (costs, quantities). Compiling furniture quotations (costs, quantities and pictures). Compiling project programs or gantt charts (If Needed). Cost control of projects. Filing & Archiving. Fire & Council Approval. Imputing rates. Liaising with clients. Liaising with contractors & suppliers. Managing price lists from suppliers. Measuring drawings. Preparing bills of quantity and contract documents for tender. Quantifying items to be built and supplied. Requesting Quotes. Trackers & Delivery dates (if needed). Construction Project Manager Job Responsibilities After sales service. Brief Designers Brief QS Bumf Layout Check BOQ's & input selling rates Check Drawings Check orders received & request Invoices Client Liaison, service & managing expectations Communicating with OTI Team (Directors, Accounts, Design & Ground Control) – Email Communications to Project Team. Compile Furniture Costings Compile Project Programs Compile Quotes Compiling orders for management signature Consulting with clients to give correct solution Coordinate delivery dates Covering all bases, documenting & recording events & approvals Establish budgets with clients General Office Duties Giving Briefs Issue drawings to contractors & obtain quotes Managing & Liaise with... --- ### Housekeeping KPIs list > Housekeeping KPIs are useful for companies engaged in housekeeping services, hotels, and other hospitality-related industries. - Published: 2019-10-31 - Modified: 2025-09-10 - URL: https://www.assessteam.com/housekeeping-kpi-list/  Housekeeping KPIs List Housekeeping KPIs applies to office cleaner, hotel housekeeper, general housekeeper, and others involved in the hospitality industry. These simple KPIs will assist you in improving and managing housekeeping performance. Click view all on the result area to see all corresponding housekeeping KPIs Get a free demo Office Cleaner Job Responsibilities Assisting supervisors with purchasing of Office Cleaning Products. General Cleaning of the office. General filing and archiving. General office duties. Keeping the Bathroom neat & tidy. Keeping the Kitchen neat & tidy. Packing away the groceries. Vacuuming the carpets. Housekeeper Job Duties Cleaning and sanitizing toilets, showers/bathtubs, countertops, and sinks. Cleaning mirrors and other glass surfaces. Dusting and polishing furniture and fixtures. Emptying trash receptacles and disposing of waste. Ironing clothing items. Keeping bathrooms stocked with clean linens, toiletries, and other supplies. Maintaining a clean and sanitary kitchen area. Making beds and changing linens. Monitoring cleaning supplies and ordering more as needed. Sorting, washing, loading, and unloading laundry. Steaming and cleaning draperies. Sweeping/vacuuming, polishing, and mopping hard floors. Tidying up rooms. Using any cleaning equipment such as vacuums, mops, and other cleaning tools. Vacuuming and cleaning carpets and rugs. Washing blinds & windows. Hotel Housekeeper Job Responsibilities Check all appliances in rooms are in working order. Clean corridors, lobbies, stairways, elevators, and lounges as well as guest rooms. Distribute linen, towels, and room supplies using wheeled carts or by hand. Ensure confidentiality and security of guest rooms. Organize work schedules from the room status list, arrivals,... --- ### Interior Designer KPIs list > Evaluate Interior designers on these KPIs to gauge work performance and delivery of services to customers. - Published: 2019-10-31 - Modified: 2022-06-28 - URL: https://www.assessteam.com/interior-designer-kpi-list/  Interior Designer KPIs List Interior Designer KPIs offers a meaningful and practical way to measure the creative and budgetary performance of the interior designer team. These KPIs are aimed to track project management, costing and budgeting, and meeting client requirements. Click view all on the result area to see all corresponding interior designer KPIs Get a free demo Interior Designer Project Objectives The interior designer project objectives are designed to track and measure the interior designer's ability to draw up, implement, and manage an interior design project from conceptualization to fruition. The higher this metric, the more capable the designer, and the more successful the project outcomes. Undertake the design project from concept to completion - This KPI tracks and measures the interior designer's ability to run with the design project from the conception phase to the completion phase. The higher this metric, the greater the chance that the interior design project will be a success. Determine the client’s project goals and requirements - This KPI tracks and measures the extent to which the interior designer is able to determine the client's project goals and requirements. Without this skill, the project will not and cannot be successful: the higher this metric, the greater the chance of the project's success. Interpret and translate customer needs into rough plans - Part of a successful interior design project is the extent to which the designer can interpret and translate customer needs into rough plans or sketches. This KPI tracks and measures the... --- ### Team KPIs list > AssessTEAM employee evaluation suite contains relevant Team KPI list that can be seamlessly used to evaluate employees. - Published: 2019-10-31 - Modified: 2024-12-05 - URL: https://www.assessteam.com/team-kpi-list/  Team KPIs List Team KPIs assist in measuring the optimal functioning and successful coordination of team members within the organization. These valuable KPIs help to link your team objectives to the business' strategic goals. Click view all on the result area to see all corresponding team KPIs Get a free demo Leadership Management Objectives The natural development of leadership skills is an essential aspect of the team's dynamics. And part of the team leader's role is to provide an environment conducive to the development of leadership skills. The set of leadership management KPIs is designed to track and measure each team member's leadership abilities. Demonstrates leadership with clients - This KPI tracks and measures the extent to which each team member demonstrates leadership skills when dealing with clients. The higher this metric, the more successful the team, and the greater the company's success rates and profitability metrics. Exhibits thought leadership around new ideas, strategies, and opportunities - Thought leadership around new ideas, strategies, and opportunities is an essential skill for each team member to display. This KPI tracks and measures each team member's ability to demonstrate thought leadership around new ideas, strategies, and opportunities. Generates solutions to problems that do not depend on "business as usual" experience and thinking - Team members with leadership abilities have the capacity to generate solutions to problems that do not depend on "business as usual" experience and thinking. This KPI measures and tracks each team member's ability to create unique, "out of the... --- ### Administration KPIs list > Administration KPIs evaluate the day to day administration of the organization, this applies to administration managers, administration assistants, and others. - Published: 2019-10-31 - Modified: 2025-02-04 - URL: https://www.assessteam.com/administration-kpi-list/  Administration KPIs List Administration KPIs apply to various administrative professionals like administrative managers, administrative assistants, and others involved in the administration of the organization. Click view all on the result area to see all corresponding administration KPIs Get a free demo Office Administrator Job Responsibilities Act as an administrative assistant for senior staff Act as a liaison to vendors, building management, and other external parties. Assist staff with desktop publishing and graphic design work. Create and update user guides for technology systems used in the office. Implement new technology roll-outs and upgrades as organizational needs change. Maintain and troubleshoot technology in the office, including computers, networking, printers, copiers, telephones, televisions, projectors, and all software systems. Manage and refine internal filing and other procedures. Manage corporate and charitable registrations. Monitor and maintain all office and kitchen supplies. Perform desktop publishing and graphic design work in support of the Communications department. Perform updates and expansions to the website in support of the Communications department. Refine office layout as organizational needs change. Administration Manager Job Responsibilities Assess staff performance and provide coaching and guidance to ensure maximum efficiency. Ensure operations adhere to policies and regulations. Ensure the smooth and adequate flow of information within the company to facilitate other business operations. Keep abreast with all organizational changes and business developments. Manage schedules and deadlines. Monitor costs and expenses to assist in budget preparation. Monitor inventory of office supplies and the purchasing of new material with attention to budgetary constraints. Organize and supervise... --- ### Healthcare KPIs list > Healthcare KPIs assist in evaluating nurses, pharmacists, paramedics, clinical teams, and others involved in the healthcare industry. These helpful KPIs help you monitor, analyze, and optimize healthcare processes to improve patient outcome. - Published: 2019-10-31 - Modified: 2024-10-09 - URL: https://www.assessteam.com/healthcare-kpi-list/  Healthcare KPIs List Healthcare KPIs assist in evaluating nurses, pharmacists, paramedics, clinical team, and others involved in the healthcare industry. These helpful KPIs help you monitor, analyze, and optimize healthcare processes to improve patient satisfaction. Click view all on the result area to see all corresponding healthcare KPIs Get a free demo Nurse Clinician Job Responsibilities Communicate and collaborate with other clinical and administrative departments in order to coordinate appropriate patient care as needed. Communicate with outside agencies and facilities as appropriate. Comply with existing policies and procedures related to patient care. Coordinate services with other departments for follow-up based on patient needs. Document all assessments in the patient's record as appropriate. Document all interventions in the patient's medical record as appropriate - Ensure that all documentation is clear, complete and legible. Ensure that patient calls are forwarded to appropriate departments. Independently perform routine nursing duties including medication administration, measurement of vital signs, and preparation of lab specimens. Initiate and coordinate patient education - Ensure patients understand educational materials. Maintain consistent alertness to patient care needs and take a proactive approach to address/resolve issues. Manage urgent/emergent medical situations as appropriate and in accordance with the practice's protocols for medical emergencies. Respond to patient requests for medication refills Schedule patients from time to time with an appropriate care provider to address specific medical issues. Serve as a resource for LPNs, medical technicians and office support staff. Triage and prioritize incoming telephone calls using clinical assessment skills and service standards. Billing... --- ### Process KPIs > Process KPIs are aimed to track performances of process engineers and process technicians. These KPIs will assist in standardizing industrial processes, managing equipment failures, and engaging employees. - Published: 2019-10-31 - Modified: 2023-06-26 - URL: https://www.assessteam.com/process-kpis/  Process KPIs Process KPIs are designed to track the performance of process engineers and process technicians in industrial settings. By monitoring and measuring these KPIs, organizations can standardize their processes, identify equipment failures, and engage employees more effectively. Process KPIs may include metrics such as process cycle time, process yield, equipment uptime, and employee productivity. These KPIs are critical for ensuring that industrial processes are efficient, effective, and reliable, maximizing the organization's operational performance. By optimizing process KPIs, organizations can reduce costs, improve quality, and enhance their competitive advantage. Therefore, process KPIs are an essential tool for industrial organizations looking to achieve their operational goals and drive sustainable growth. Click view all on the result area to see all corresponding process KPIs Get a free demo Process Engineer Job Responsibilities Process engineer job responsibility KPIs are designed to track and measure how well the process engineer meets their specific job responsibilities, such as developing and improving industrial processes, analyzing data, and implementing process improvements. Assist the quality assurance organization in establishing proper quality metrics, required measurement tools, and the necessary control plans (statistical process control). Document all aspects of the production process, drafting work instructions, print plans, and other required ISO documentation. Function as the technical/engineering representative on the customer-facing teams. Manage trials, prototyping, and initial manufacturing runs for new products, working closely with production operators and floor management. Perform other duties as assigned by the supervisor. Prepare reports on material, product, or equipment performance for internal and external... --- ### Mechanic KPIs list > Maintenance KPIs assist in evaluating how well your operation team is doing at achieving its maintenance goals, like reducing downtime, cutting costs, or reduction in risk to the plant and machinery. - Published: 2019-10-31 - Modified: 2023-01-06 - URL: https://www.assessteam.com/mechanic-kpi-list/  Mechanic KPIs List Mechanic KPIs assist in evaluating how well your operation team is doing at achieving its maintenance goals, like reducing downtime, cutting costs, or reduction in risk to the plant and machinery. Click view all on the result area to see all corresponding mechanic KPIs Get a free demo Maintenance Mechanic Job Responsibilities Arranges delivery and/or pick-up of parts and supplies. Assists in maintaining proper inventory of spare parts and supplies. Assists with other duties as assigned by Maintenance Manager and/or plant supervision. Cleans and lubricates shafts, bearings, gears, and other parts of machinery. Conducts preventative maintenance checks to ensure machinery is operational for manufacturing. Design new/revised plant equipment; some plumbing, electrical, or other needs. Examines mechanical equipment to detect malfunction. Generate, maintain and control all specifications. Visually inspects and tests machinery and equipment, dismantles defective machines and equipment and installs new or repaired parts. Meet required deadlines. Performs general maintenance to building structure including but not limited to plumbing, painting, welding, electrical, HVAC, boiler, and/or general facility maintenance. Performs job responsibilities in accordance with company policies, procedures, safety, and applicable laws. Performs visual inspection using any necessary tools, gauges, or measuring devices to detect any malfunctions. Provide support to production. Replacement of worn dies. Uses the computer to maintain information on machinery and building status. Supervisor - Stores and Spares Department Assist in the maintenance of the stores and spares department. Complete all paperwork procedures when using equipment from the stores and spares department. Maintain a... --- ### Quality Assurance KPIs list > AssessTEAM employee evaluation suite contains relevant KPIs for Quality Assurance that can be seamlessly used to evaluate employees. - Published: 2019-10-31 - Modified: 2024-12-25 - URL: https://www.assessteam.com/quality-assurance-kpi-list/  Quality Assurance KPIs List Product Quality Assurance KPIs applies to the director of quality assurance, quality assurance manager, and quality assurance engineer. These effective KPIs assist in measuring the predefined levels of quality through every stage of product development. Click view all on the result area to see all corresponding quality assurance KPIs Get a free demo Director Quality Assurance Job Responsibilities Applies techniques - Applies techniques that support and sustain employee enthusiasm, and implements strategies that enable parties with different or opposing outlooks to recognize common goals and work together to achieve them. Designs and conducts supplier audits evaluate corrective and preventive action plans provides feedback and monitors supplier performance for process improvement. Designs and uses performance measures to drive and monitor organizational performance, and evaluates the results in relation to strategic and business plans. Develops and deploys the quality plan effectively - Develops and deploys the quality plan and ensures that it is documented and accessible throughout the organization. Documents include but are not limited to policies, procedures, work instructions, forms necessary to meet business requirements and quality system standards. Develops and monitors the quality mission and policy and ensures alignment with the organization's broader mission. Develops systems to capture customer perceptions and experiences - Develops systems to capture customer perceptions and experiences using a variety of feedback mechanisms (e. g. , complaints, surveys, interviews, warranty data), and uses customer value analysis, corrective actions, etc. , to measure and improve satisfaction. Evaluates current resources to ensure they... --- ### Management KPIs > Management KPIs assist in developing the decision-making ability of senior management to lead the employees along the path of financial success. - Published: 2019-10-31 - Modified: 2024-12-24 - URL: https://www.assessteam.com/management-kpis/  Management KPIs Management KPIs, also known as executive KPIs, are measurable metrics that track the performance of senior management in their decision-making roles. These KPIs are designed to provide insights into the organization's financial and strategic performance, helping executives identify areas for improvement and guide the company towards financial success. The Management KPIs typically measure the efficiency of management in areas such as business development, cost management, risk management, and leadership effectiveness. By monitoring these KPIs, senior management can make data-driven decisions, improve entrepreneurial skills, increase profitability, and mitigate the risks of loss-making ventures. Click view all on the result area to see all corresponding management KPIs Get a free demo Startup Objectives Start-up KPIs are crucial in assessing the success and growth of a new business. These metrics help measure key performance areas like customer acquisition, revenue growth, and market penetration, allowing the company to make data-driven decisions and improve overall efficiency. Increase market opportunities - The market opportunities KPI measures the extent to which a startup has explored all opportunities to market its products or services. A startup, like any business, must understand its market. The investigation of marketable opportunities is achieved through market research, allowing the startup to realize its potential target audience. Increase income - The income metric is a vital figure that all startups must track. Without income, the startup cannot survive or grow into a flourishing, stable business. Improve Customer acquisition Cost (CAC) - The Customer Acquisition Cost (CAC) measures the cost of... --- ### Ecommerce KPIs > Ecommerce KPIs evaluate the performance of eCommerce sales manager and eCommerce manager. These effective KPIs offer critical insights to identify progress towards sales, marketing, and customer service goals for online retail success. - Published: 2019-10-31 - Modified: 2023-09-21 - URL: https://www.assessteam.com/ecommerce-kpis/  Ecommerce KPIs Ecommerce KPIs are crucial metrics that measure the performance of eCommerce sales managers and eCommerce managers. These metrics track and evaluate the effectiveness of the organization’s online sales strategies, customer service, and marketing initiatives. Key performance indicators such as conversion rate, customer acquisition cost, customer lifetime value, average order value, and cart abandonment rate are used to analyze the performance of the online store. The insights provided by these metrics help managers identify areas for improvement and adjust strategies to enhance customer experience, drive sales, and increase revenue. A strong focus on eCommerce KPIs is essential for any organization that wants to succeed in the highly competitive world of online retail. Click view all on the result area to see all corresponding ecommerce KPIs Get a free demo Ecommerce Growth objectives Ecommerce growth objectives are designed to track and measure the eCommerce retailer’s growth metrics, both sales orders, and new customer acquisitions. The higher these KPIs, the greater the company’s chance of increasing its top and bottom lines. Increase average order value - The average order value KPI is designed to track and measures the average amount spent every time a customer places an order via the eCommerce site. It is calculated by dividing the total revenue generated by the total number of orders placed. Improve best performing acquisition channels - Acquisition channels are where retailers meet their customers for the first time. They include social media, organic search, email marketing, and word-of-mouth marketing. This KPI measures... --- ### Core Values KPIs list > Core values evaluation is one of the core factors of employee performance management and engagement, use these core values examples in your evaluations. - Published: 2019-10-31 - Modified: 2025-02-04 - URL: https://www.assessteam.com/core-values-kpi-list/  Core Values KPIs List Core Value KPIs are aimed to measure the soft skills of an organization. These KPIs help improve critical core values such as staff teamwork and collaboration, organizational competencies, team management, and employee-management relationship. Click view all on the result area to see all corresponding core value KPIs Get a free demo Core Values Collaboration - Takes initiative in offering assistance and helping team members. Customer-Focus - Puts internal or external customer needs and the customer experience at the forefront of decisions. Innovation - Seeks new ideas and creates innovative solutions to improve products, services, and business processes to add value. Is oriented towards change and challenges the standard. Ownership - Follows through on responsibilities for role and to team members. Establishes a high level of trust, dependability, accountability, and integrity. Passion - Is passionate about what we create and how their work contributes to our collective success. Exhibits positive outlook towards challenges and maintains a positive attitude. Respect - Always treats colleagues and customers respectfully. Acknowledges contributions and achievements from others and enhances team morale by showing empathy for team members challenges. Collaboration Demonstrates leadership capability. Earns confidence and respect. Enjoys the collaborative process and willingly engages others. Maintains positive attitude. Utilizes team members effectively. Welcomes feedback and critique from others. Works hard to create and openly share plans and ideas. Works well in a team. Overall Development Actively shares knowledge with others. Adapts to required changes in work environment and projects. Continues self development.... --- ### Marketing KPIs List > Marketing KPIs evaluate the success of your marketing strategy to advertise itself to its target audience. These helpful KPIs will assist organizations to measure their progress towards a defined goal within your marketing channels. - Published: 2019-10-31 - Modified: 2024-12-24 - URL: https://www.assessteam.com/marketing-kpi-list/  Marketing KPIs List Marketing KPIs evaluate the success of your marketing strategy to advertise itself to its target audience. These helpful KPIs will assist organizations to measure their progress towards a defined goal within your marketing channels. Click view all on the result area to see all corresponding marketing KPIs Get a free demo General Total Marketing Expense - We strive to reduce total marketing expense by optimizing the use of resources across all marketing departments and their services. Total Marketing Expense as a Percentage of Total Revenue - We strive to reduce total marketing expense as a percentage of total revenue by ensuring more efficient allocation of marketing budgets relative to overall operating profit. Total Marketing Employees - We strive to optimize the number of total marketing employees by aligning staffing levels with business needs across corporate and business groups. Marketing Employees as Percentage of Total Employees - We strive to optimize the marketing employees as a percentage of total employees by ensuring an appropriate balance between marketing staff and overall headcount. Marketing Expense per Employee - We strive to reduce marketing expense per employee by improving efficiency and maximizing the value of marketing services offered in relation to staffing costs. Product Management/Product Development The product management team supervises the creation of new products and initiates marketing plans, branding, profit/revenue objectives, product improvements, and market positioning across a company's array of products. Related: Product Manager, Product Marketing Manager, Product Leader, Director/Manager of Product Management, Associate Product Manager, Senior... --- ### Manufacturing and Production KPIs List > AssessTEAM employee evaluation suite includes all relevant KPI for Manufacturing Industry and Production industry that can be seamlessly used to evaluate employees. - Published: 2019-10-31 - Modified: 2024-12-24 - URL: https://www.assessteam.com/manufacturing-production-kpi-list/  Manufacturing and Production KPIs List Production Planning KPIs assist in effective evaluation of all aspects of the product life cycle right from product design and development, product management, employee training, product quality control, facility management, to product packaging and dispatch. Click view all on the result area to see all corresponding manufacturing and production KPIs Get a free demo Product Planning The production planning team is in charge of developing a production timeline and making sure that all requirements for manufacturing and production are met efficiently and cost-effectively. Related: Production Planner, Production Supervisor, Production Assistant Employee Utilization Rate - We strive to increase the employee utilization rate by ensuring efficient use of staff time while balancing work hours with necessary breaks. Takt Time - We strive to improve takt time by optimizing production speed to meet client demand within the available work time. Projected vs. Actual Project Hours - We strive to reduce the percentage of unexpected project hours by aligning actual work with production plans and schedules. Projected vs. Actual Project Hours - We strive to reduce the variance between projected and actual project hours to improve planning accuracy and efficiency on the floor. Production Division - We strive to increase the clarity of production divisions by ensuring that the firm maintains separate, dedicated departments for manufacturing and product assembly when necessary. Product Cost - We strive to reduce product costs by optimizing the average cost per product unit while maintaining a healthy average gross margin. Number of... --- ### Product Development KPIs List > AssessTEAM employee evaluation suite includes all relevant Product Development KPIs that can be seamlessly used to evaluate employees. - Published: 2019-10-31 - Modified: 2024-12-25 - URL: https://www.assessteam.com/product-development-kpi-list/  Product Development KPIs List Product Development KPIs help in assessing the enterprise's ability to develop new products. These KPIs measure key product planning areas like product ideation and innovation, research and development, engineering and design, and quality control. Click view all on the result area to see all corresponding product development KPIs Get a free demo Idea Generation/Innovation The idea generation office works in cooperation with the R & D and is in charge of detecting market issues and finding ways to surmount the said problems. Related: Innovation Analyst, Innovation and Design Manager, Product Innovation Manager, Innovation Strategist, Director/Manager of Business Innovation. Customer Integration - We endeavor to improve the integration of built-in features in the concept development procedure to request, gather, and organize direct feedback and interactions with clients. Average Time from Idea Submission to Feedback - We endeavor to reduce the average time between the submission of a concept and the resulting feedback from management and product development authorities. Market Potential - We endeavor to increase the estimated market potential of merchandise or services by considering client population, competition, and average purchase price. Product Life-Cycle Cost - We endeavor to reduce the total cost of managing new products throughout their entire life cycle, from conceptualization to post-launch. Percentage of Concepts Selected - We endeavor to increase the percentage of merchandise or service ideas explored annually that are selected for further development. Formal Review of Concepts - We endeavor to improve the formal review process for concepts to... --- ### Order Management KPIs > Order Management KPIs assist in evaluating the entire lifecycle of order fulfillment from order processing, order management, to returns. Effectively measure the processing of customer orders with these 30 KPIs by AssessTEAM. - Published: 2019-10-31 - Modified: 2024-12-25 - URL: https://www.assessteam.com/order-management-kpis/  Order Management KPIs Order management is a crucial aspect of any business, and measuring its performance through order management KPIs is essential to ensure that customer orders are processed efficiently and effectively. These KPIs track the order lifecycle from start to finish, including order processing, inventory management, shipment tracking, and returns management. By analyzing these metrics, businesses can identify areas for improvement, reduce order fulfillment time, and enhance customer satisfaction. Additionally, order management KPIs provide insights into inventory management and help businesses optimize their supply chain to ensure timely delivery of products and services. Click view all on the result area to see all corresponding order management KPIs Get a free demo Order Processing Order processing is the first task in the order-to-cash procedure. Orders are accepted through various means such as phone, fax, website, email or personal. Order processing KPIs are performance metrics that measure the efficiency and effectiveness of the order processing system. These KPIs include order processing time, order accuracy, order volume, and order cancellation rates. Related: Order Entry Clerk, Customer Service Representative, Order Fulfillment Specialist, Sales Support Specialist. Internal Order Communication Percentage - We strive to increase the internal order communication percentage by optimizing the use of efficient mediums like the proprietary order management system and reducing reliance on slower methods. Order Communication Cycle Time - We strive to reduce order communication cycle time by minimizing the time taken to convey and register orders into the firm’s order management system. Order Information Error Rate -We... --- ### Materials Management KPIs List > Inventory Management KPIs assist businesses to track and manage inventory in order to improve purchasing and production processes, cash flow cycle, and profitability. - Published: 2019-10-31 - Modified: 2024-12-24 - URL: https://www.assessteam.com/materials-management-kpi-list/  Materials Management KPIs List Materials Management KPIs assist businesses to track and manage inventory in order to improve purchasing and production processes, cash flow cycle, and profitability. Click view all on the result area to see all corresponding materials management KPIs Get a free demo Inventory Control The inventory control office supervisor is in charge of proper storage and supervision of supplies in company retailing, warehousing, and storage properties. Related: Materials Management Clerk, Supply Technician, Inventory Control Manager, Shelf Life Manager, Inventory Management Specialist. Materials Handling Damage - We strive to reduce materials handling damage by minimizing the percentage of materials spoiled during inventory handling and storage processes. Warehouse Capacity Use Rate - We strive to increase warehouse capacity use rate by optimizing the percentage of storage volume that is actively utilized in a storage center. Equipment/Forklift Capacity Use Rate - We strive to increase equipment/forklift capacity use rate by ensuring machinery is utilized more efficiently during the scheduled time for use. Honeycomb Percentage - We strive to increase honeycomb percentage by improving cube utilization in storage areas, maximizing the use of available warehouse space. Inventory Days of Supply - We strive to reduce inventory days of supply by optimizing inventory levels to meet demand without overstocking. Inventory Count Accuracy - We strive to increase inventory count accuracy by improving the correctness of physical inventory counts in comparison to declared inventory records. Average Component/Material Shelf Life - We strive to reduce the average component/material shelf life by minimizing the... --- ### Master Data Management KPIs List > AssessTEAM employee evaluation suite includes all relevant Master Data Management KPIs that can be seamlessly used to evaluate employees. - Published: 2019-10-31 - Modified: 2024-12-24 - URL: https://www.assessteam.com/master-data-management-kpi-list/  Master Data Management KPIs List Master Data Management KPIs assist senior management to interpret data collected from various business activities like sales, customer service, marketing, and brand development. Click view all on the result area to see all corresponding master data management KPIs Get a free demo Database Engineering and Management The database engineering and management office is in charge of planning, designing, and creating, and managing a database, as well as analyze and document data. Related: Database Analyst, Database Architect, Database Manager, Database Engineer, Database Administrator, SQL Engineer. Average Database Availability Time - We strive to increase average database availability time by minimizing unexpected system malfunctions and ensuring the database remains functional. Mean Time to Repair - We strive to reduce mean time to repair by resolving system interruptions more quickly and efficiently after an unexpected failure. Database Query Response Time - We strive to reduce database query response time by optimizing performance to handle queries under heavy load and eliminating bottlenecks. Backup and Recovery Time - We strive to reduce backup and recovery time by improving disaster recovery processes to minimize downtime after data loss or system failure. Database Downtime (Planned vs Unplanned) - We strive to reduce unplanned database downtime by maintaining a lower ratio of unplanned to planned downtime, ensuring a more stable and reliable database system. Storage Utilization Efficiency - We strive to increase storage utilization efficiency by optimizing the use of total database storage, reducing the need for additional storage investments. User Connection... --- ### Legal KPIs List > Legal KPIs are aimed to improve core competencies like corporate governance, mergers and acquisition process, litigation management, and legal administrative support. - Published: 2019-10-31 - Modified: 2025-07-30 - URL: https://www.assessteam.com/legal-kpi-list/  Legal KPIs List Legal KPIs aims to evaluate staff working in the legal department of an organization. These KPIs are aimed to improve core competencies like corporate governance, mergers and acquisition process, litigation management, and legal administrative support. Click view all on the result area to see all corresponding legal KPIs Get a free demo Legal Administrative Support The legal administrative support team is in charge of developing a system where all legal papers (contracts, NDAs, etc. ) are generated, distributed, organized, stored, and secured. Related: Paralegal, Document Production Specialist, Document Manager, Licensing Specialist. Outside Counsel Fees as a percentage of Total Legal Expense - We strive to reduce Outside Counsel Fees as a percentage of Total Legal Expense, to minimize reliance on external legal services and optimize internal resources. Attorneys per Legal Admin FTE - We strive to increase the Attorneys per Legal Admin FTE ratio, enhancing operational efficiency by ensuring the right balance between attorneys and support staff. Legal Department Headcount Ratio - We strive to improve the Legal Department Headcount Ratio, ensuring an appropriate allocation of resources by aligning the number of company-wide FTEs with each legal FTE for optimal productivity. Litigation Management The litigation management team undertakes all tasks related to common courtroom procedures as a representative of the firm. Related: Corporate Litigator, Litigation Support Analyst, Corporate Attorney, Corporate Legal Analyst, General Counsel. Percentage of Litigation Cases Won - We strive to increase the Percentage of Litigation Cases Won, striving for a higher success rate... --- ### Distribution KPIs > Distribution KPIs assist in improving logistics department abilities in planning, managing, and implementing supply chain processes to move and store goods. - Published: 2019-10-31 - Modified: 2025-02-04 - URL: https://www.assessteam.com/distribution-kpis/  Distribution KPIs Distribution KPIs are measurable performance indicators that help track and evaluate the distribution department's ability to ensure successful management and implementation of supply chain processes. They play a critical role in optimizing the flow of goods and improving the organization's overall logistics performance. These KPIs include metrics such as on-time delivery rate, order lead time, order accuracy rate, inventory turnover, and order processing time. By monitoring and analyzing these Distribution KPIs, companies can identify areas of improvement and optimize their distribution operations to reduce costs, increase efficiency, and enhance customer satisfaction. Ultimately, the success of the distribution department is crucial to the organization's profitability and growth. Click view all on the result area to see all corresponding distribution KPIs Get a free demo Channel Design & Management The Channel Management Office is responsible for the creation and maintenance of marketing and distribution channels. They also build and sustain relationships with brokers and other channel partners to enhance sales growth and revenue. Related: Channel Manager, Manager of Channel Sales, Channel Marketing Manager, Channel Program Manager Number of Distribution Employees - The total number of full time equivalent (FTE) staff directly engaged in the distribution task Sales Channel Density - An assessment of the number of possible clients reached by distribution agent or intermediary Order Tracking Capabilities - A yes/no metric showing if the distribution estimation office gets order shipping information (delivery dates, types of interruptions, accuracy) in real-time Real-Time Tracking Capabilities - A yes/no metric showing whether the... --- ### Call Center KPIs > Call Center KPI evaluates workforce management, technical support processes, and call processing metrics. These KPIs can help improve customer experience and reduce call handle times. - Published: 2019-10-31 - Modified: 2025-02-04 - URL: https://www.assessteam.com/call-center-kpis/  Call Center KPIs List Call center KPIs are a set of performance indicators that measure the effectiveness and efficiency of a call center's operations. These KPIs track metrics such as call abandonment rate, average speed of answer, average handle time, first call resolution, and customer satisfaction. By monitoring these metrics, call center managers can identify areas for improvement, optimize call center processes, and improve overall customer experience. In addition to these traditional call center KPIs, newer metrics such as sentiment analysis, customer effort score, and net promoter score are becoming increasingly important in measuring the success of call centers. These KPIs can help call center managers gain insight into how customers feel about their experience, which in turn can help them identify opportunities for improvement and make data-driven decisions to improve overall call center performance. Click view all on the result area to see all corresponding call center KPIs Get a free demo Call Processing & Issue Resolution Call processing and issue resolution KPIs measure the effectiveness of call center agents in handling customer issues and resolving them in a timely and satisfactory manner. Related: Call Center Administrator, Customer Service Administrator, Client Services Administrator, Customer Service Representative, Call Center Agent, Call Center Representative, Customer/Client Support Representative, Technical Support Representative. Average Handle Time (AHT) - We strive to reduce the Average Handle Time (AHT), which is the average number of seconds needed to deal with one inbound client call, including any post-call tasks needed. Average Hold Time - We strive... --- ### Compliance KPIs List > Compliance KPIs evaluate overall compliance with specific policies by the organization, these individuals are expected to achieve a high degree of compliance in the organization. - Published: 2019-10-31 - Modified: 2025-02-04 - URL: https://www.assessteam.com/compliance-kpi-list/  Compliance KPIs List Compliance KPIs can be implemented as an early warning system to detect potential compliance issues – both internal and external. Our Compliance KPIs can act as important, leading indicators of potential risk. Click view all on the result area to see all corresponding compliance KPIs Get a free demo Risk Management The risk management team examines regulatory and non-regulatory risks. They also design proper solutions and procedures to prevent and address those risks. Related: Operational Risk Manager, Risk Management Supervisor, Regulatory Compliance Specialist. Percentage of Audit Plan Completed - We aim to increase the Percentage of Audit Plan Completed, ensuring more compliance audit stages are accomplished versus the total possible stages. Percentage of Neglected Compliance Issues - We aim to reduce the Percentage of Neglected Compliance Issues, minimizing overlooked compliance issues relative to the total number of compliance issues. Number of Insurance Regulatory Reports - We aim to increase the Number of Insurance Regulatory Reports, generating more reports within the determined time period. Number of Compliance-Related Lawsuits - We aim to reduce the Number of Compliance-Related Lawsuits, minimizing the yearly number of lawsuits filed against the firm for compliance-related matters. Compliance Backlog Percentage - We aim to reduce the Compliance Backlog Percentage, decreasing the percentage of active compliance issues older than 28 days. Breach of Customer Privacy Complaints - We aim to reduce the number of Breach of Customer Privacy Complaints, lowering the yearly number of confirmed complaints related to privacy violations and data loss. Average... --- ### Sales Support KPIs list > AssessTEAM employee evaluation suite includes all relevant KPIs for Technical Support that can be seamlessly used to evaluate employees. - Published: 2019-10-31 - Modified: 2024-12-26 - URL: https://www.assessteam.com/sales-support-kpi-list/  Sales Support KPIs List Using KPIs for sales support, an organisation can build powerful reports to improve sales productivity and customer support metrics like call time, wait time, on-time delivery, and product order lifecycle. Click view all on the result area to see all corresponding sales support KPIs Get a free demo Technical & Product Support (Sales) Related: Product Support Representative, Customer Support Analyst, Technical Support/Service Representative, Help Desk Administrator. Work Orders Completed - We endeavor to increase the number of work orders completed daily by each team member to enhance productivity. Completion Success Rate - We endeavor to increase the completion success rate by ensuring work orders are successfully accomplished within the scheduled time. Schedule Adherence - We endeavor to improve schedule adherence by completing a higher percentage of planned job orders. Schedule Attainment - We endeavor to improve schedule attainment by ensuring the total number of completed work orders, planned or unplanned, aligns with expectations. First Time Resolution Percentage - We endeavor to increase the first-time resolution percentage by resolving problems effectively on the first call. Average Handle Time (AHT) - We endeavor to reduce the average handle time (AHT) for calls to execute orders while maintaining quality and efficiency. Offshore Percentage - We endeavor to reduce the offshore percentage by optimizing the balance between onshore and offshore technical and product support requests. Percentage of Applications with Product Adjustments - We endeavor to reduce the percentage of applications requiring product adjustments by improving the accuracy of initial... --- ### Sales KPIs List > With sales KPI, we help you optimize the sales processes, identify sales trends, and evaluate your team’s performance against your sales and organization goals. - Published: 2019-10-31 - Modified: 2024-12-25 - URL: https://www.assessteam.com/sales-kpi-list/  Sales KPIs List Using KPIs for sales, we help you optimize the sales processes, identify sales trends, and evaluate your team's performance against your sales and organization goals. Click view all on the result area to see all corresponding sales KPIs Get a free demo Lead Generation & Research The Lead Generation and Research group initiate customer interest through different mediums (e-mail newsletters, cold calls, or social networks, etc. ). They gather information about those leads, which the other sales staff (inside or outside) uses for follow-up. Related: Sales Analyst, Marketing Research Analyst, Sales Associate, Research & Sales Support Associate, Research Analyst. Revenue per Customer Segment - We endeavor to increase revenue per customer segment by optimizing strategies for each client category to maximize their contribution to total income. Percentage of Leads Pre Qualified - We endeavor to increase the percentage of leads prequalified by the lead generation team to ensure higher-quality prospects for the sales team. Percentage of Direct Time - We endeavor to increase the percentage of direct time spent by sales representatives on primary duties like calls, visits, and key volume indicators. Total Calls per Day - We endeavor to increase the total calls per day made by each sales representative to enhance outreach and lead generation efforts. Talk Time Percentage of Total Work Time - We endeavor to improve the talk time percentage of total work time by ensuring sales representatives spend more time engaging with leads. Total Visits per Day - We endeavor to... --- ### Privacy Policy > It is AssessTEAM’s policy to respect your privacy regarding any information we may collect while operating our websites. - Published: 2019-10-16 - Modified: 2022-07-04 - URL: https://www.assessteam.com/privacy-policy/ Privacy Policy Scope of this Privacy Policy This Privacy Policy applies to all AssessTEAM websites that link to it. It also applies to the products and services provided by AssessTEAM through these websites and our mobile application. Summary of this privacy policy Information AssessTEAM collects and controls We only collect the information that we actually need. Some of that is information that you actively give us when you sign up for an account, register for a trial, ask for customer support, or buy a subscription. We store your name and contact information, but we don't store credit card numbers (except with your permission and in one of our secured payment gateways). When you visit one of our websites or use our software, we automatically log some basic information like how you got to the site, where you navigated within it, and what features and settings you use. We use this information to improve our websites and services and to drive new product development. Sometimes we receive information indirectly. If you ask about our products through one of our referral programs or reselling partners, or sign in to one of our products through an authentication service provider like LinkedIn or Google, they'll pass on your contact information to us. We'll use that information to complete the request that you made. If you engage with our brand on social media (for instance, liking, commenting, retweeting, mentioning, or following us), we'll have access to your interactions and profile information. We'll still have that... --- ### Data Protection Policy > Learn about AssessTEAM's data protection policy, ensuring your data is secure and compliant with regulations. Understand our commitment to safeguarding your information. - Published: 2019-10-16 - Modified: 2025-01-09 - URL: https://www.assessteam.com/data-protection-policy/ Data Protection Policy 1. Introduction AssessTEAM is committed to protecting the privacy and security of personal information. This policy outlines how we collect, use, store, disclose, and protect personal data in accordance with applicable data protection laws, including the California Consumer Privacy Act (CCPA), other relevant state laws, and, where applicable, the General Data Protection Regulation (GDPR) of the European Union. It also acknowledges various sectoral laws at the federal level. As AssessTEAM operates primarily on the Microsoft Azure platform, Azure's data security policies also apply to our data handling practices. These policies can be reviewed at: https://www. microsoft. com/en-us/TrustCenter/Security/default. aspx 2. Data Collection and Use AssessTEAM collects and processes personal data for the following legitimate business purposes: Providing our performance management and evaluation services to customers. Managing customer accounts and subscriptions. Communicating with customers about our services, updates, and important notices. Improving our platform, services, and user experience through data analysis. Complying with legal and regulatory obligations. We collect only the minimum necessary data required for these purposes and use it only for the stated purpose (purpose limitation). We obtain consent from individuals before collecting and processing their data, except where otherwise permitted by law. 3. Data Security AssessTEAM implements appropriate technical and organizational measures to safeguard personal data from unauthorized access, use, disclosure, alteration, or destruction. These measures include: Data Encryption: All data is encrypted in transit using 256-bit SSL/TLS encryption. Sensitive data, including certain fields within assessment information, job goals, project details, and timesheets, is also encrypted... --- ### Sitemap > Sitemap to browse through all the web pages and blog posts at AssessTEAM.com - Published: 2019-10-16 - Modified: 2025-01-24 - URL: https://www.assessteam.com/sitemap/ Pages Data Protection Policy Terms of Use Privacy Policy Request A Demo Blog Result areas 360-degree feedback Survey Accounts KPIs List Asset Management KPIs List Administration KPIs List Advertising KPIs List AI & ML KPIs List Business Analyst KPIs List Banking KPIs List Business Intelligence KPIs List Clinical Research KPIs List Call Center KPIs List Compliance KPIs List Construction KPIs List Content Marketing KPIs List Contract management KPIs List Core Values KPIs List Customer Service KPIs List Customer Satisfaction KPIs List Customer Success KPIs List Digital Marketing KPIs List Distribution KPIs List Ecommerce KPIs List Email Marketing KPIs List Employee Exit Checklist Questions Engineering KPIs List Energy KPIs List Finance KPIs List Front Desk KPIs List FMCG KPIs List General Manager KPIs List Google Analytics KPIs List Healthcare KPIs List Housekeeping KPIs List Hospital KPIs List Human Resources KPIs List Interior Designer KPIs List IT KPIs List Inventory KPIs List Legal KPIs List Logistics KPIs List Management KPIs List Manager 1:1 KPIs List Manufacturing and Production KPIs List Marketing KPIs List Master Data Management KPIs List Materials Management KPIs List Maintenance KPIs List Mechanic KPIs List Mobile App KPIs List OCEAN Personality Test Questions Online DISC Assessment Questions List Order Management KPIs List Payroll KPI List Process KPIs List Product Development KPIs List Procurement KPIs List Project Management KPIs List Product Management KPIs List Public Relations KPIs List Quality Assurance KPIs List Real Estate KPIs List Recruitment KPIs List Revenue Cycle KPIs List Restaurant KPIs List Retail KPIs List Risk... --- ### Request A Demo > AssessTEAM is a cloud-based timesheet software for evaluating employees. We enable quantitative evaluations, peer reviews, per project assessment and ad hoc evaluations. - Published: 2019-10-15 - Modified: 2022-06-14 - URL: https://calendly.com/assessteam-global-sales/product-demo#new_tab Trusted by more than 2000 businesses of all sizes. Why AssessTEAM? We deliver job clarity to your employees, leading to improved productivity and better employee engagement. Evaluation is our core offering. From traditional reviews to 360-degree feedback and customer satisfaction evaluations, we support every single evaluation methodology out there. By collecting timesheets within the program, we add a productivity analysis element to employee performance management. See when projects are at risk, and learn more about the factors that drive project success or failure. Setup 360-degree feedback evaluations in minutes. No more complicated steps or training - the software is intuitive and does not require any special training or skills from your users. Create a culture of collaborative, digital feedback to boost employee engagement, morale, and productivity. AssessTEAM helps you to recognize your most-valuable employees - creating a company culture that maximizes the potential of everyone. Access real-time reports to view project profitability status. Quantifying timesheets into spend managers provides access to project profitability right on their dashboards. JTNDZGl2JTIwY2xhc3MlM0QlMjJ5b3V0dWJlX2JveCUyMiUyMGRhdGEtZW1iZWQlM0QlMjJ6TnNpU01CRjMyOCUyMiUzRSUwQSUzQ2RpdiUyMGNsYXNzJTNEJTIycGxheS1idXR0b24lMjIlM0UlM0MlMkZkaXYlM0UlMEElM0MlMkZkaXYlM0U= Watch the video to learn how AssessTEAM can help you. Customer reviews Free Demo for Employee Evaluation Software using Continuous Feedback AssessTEAM is the most loved performance management app on the planet The convenience of doing evaluations and tracking performance on smartphones is key to the success of the platform. Evaluate on the move! Receive timely reminders Push notifications when job expectations change Easy access to evaluation reports and notes Sign evaluations via the app Review performance trends Review project performance Easy... --- ### Pricing > Get to know the pricing details of cloud-based employee evaluation software AssessTEAM. Simple per person pricing. No contracts, and no limits. - Published: 2019-10-15 - Modified: 2025-11-05 - URL: https://www.assessteam.com/pricing/ Simple, Straightforward Pricing White glove rollout by HR professionals. Setup in minutes. 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 Take a free trial today! Evaluations Competency based evaluations $2 Per Month - Per Person Free Trial Time tracking Project performance evaluations $3 Per Month - Per Person Free Trial Profitability Profitability & productivity evaluations $4 Per Month - Per Person Free Trial Performance evaluation of KPIs & behavioral indicators using traditional or 360-degree feedback Real-time feedback using Employee directory & engagement surveys 3000+ KPI library with AI based evaluation criteria White glove rollout & onboarding with a dedicated relationship manager Companion AssessTEAM mobile app for iPhone & Android platforms Seamless integration with Google Workspace, Microsoft 365, Slack, Okta, & 200+ other systems AI-driven KPIs creation NEW OKRs for setting & tracking measurable goals at organization, team & person level Project performance evaluation by managers, customers & peers Project time investment logging & analysis Project budgeting, targets & cost computations Productivity analysis at team & person level Project profitability analysis & alerts Take a free trial today! Evaluations Competency based evaluations $2 Per Month - Per Person Free Trial Performance evaluation of KPIs & behavioral indicators using traditional or 360-degree feedback Real-time feedback using Employee directory & engagement surveys 3000+ KPI library with AI based evaluation criteria White glove rollout & onboarding with a dedicated relationship manager Companion AssessTEAM mobile app for iPhone & Android platforms Seamless integration with Google Workspace, Microsoft 365, Slack, Okta, & 200+ other systems Time tracking Project performance evaluations $3 Per Month... --- ### Why performance management software? > AssessTEAM employee performance management software accommodates practically every single employee review process. It's easy to rollout and simple to manage. - Published: 2019-10-15 - Modified: 2025-01-17 - URL: https://www.assessteam.com/why-performance-management-software/ Why use software for performance management? AssessTEAM is a cloud-based employee performance management software. We deliver job clarity to your employees, leading to improved productivity and better employee engagement. Featured by top HR and business influencers. Cloud based performance management software AssessTEAM was built by entrepreneurs as a performance management software tool for easy employee evaluation, engagement, mentoring, and productivity reporting – all in a single suite. Pick from 3000+ key performance indicators (KPIs) within the software or create your own. We accommodate every type of business, whether you have full time, part time or contractual employees on your payroll. With simplicity in method and function from the ground up, most users send out their first evaluations in a matter of minutes. Configuration can be customized for even the most demanding customer! We operate in the cloud using world-class big data technologies designed to safeguard data, both at rest and in transit. Strong application level firewalls protect the system 24/7. Our support team enjoys helping users get the most out of AssessTEAM. Anytime you reach out to us, expect a quick, friendly and informative response in minutes! Designed for smart devices, AssessTEAM natively supports cell phones, tablets, and everything in between. Processing evaluations on the mobile app is super fun! Employees using AssessTEAM understand their jobs better, receive clear timely input, and have a better understanding of which path will lead them towards improved job performance. We happily sync data with popular business suites like Google Suite, Office 365, other... --- ### Jobs > AssessTEAM is an Enterprise software startup building Employee evaluation systems. We need programmers, marketing professionals and sales professionals. - Published: 2019-10-15 - Modified: 2025-03-17 - URL: https://www.assessteam.com/jobs/ Job openings AssessTEAM is ever-expanding, both in terms of staff strength and technologies supported. We have several locations across the globe and are always looking for the best talent available. You may apply for a full-time position at any of our locations including New York City (USA), Los Angeles (USA), Cambridge (UK), Mumbai, Nasik and Surat (India) Open positions (Click on the jobs below for job profiles) Human Resource Consultant gps_fixed New York City, USA person_fixed Consultant Human Resource Consultant gps_fixed London, UK person_fixed Consultant Human Resource Consultant gps_fixed Sydney, Australia person_fixed Consultant Sr. ASP. Net Developer gps_fixed Surat person_fixed Permanent Marketing Representative gps_fixed Mumbai person_fixed Permanent The AssessTEAM culture What we believe in and what we stand for Happy work environment We believe happy employees are more productive employees. We strive to find ways to keep people feeling happy, healthy, and satisfied with their jobs. Play as one team 'Great things in business are never done by one person. They’re done by a team of people. ' The power of our teams exponentially builds on the achievements of our individuals, which is why we believe in rewarding both. Take smart risks We care as much about what you can do as what you have done, helping you to discover, apply, and develop your strengths and talents. We entrust people with responsibilities early in their careers and support them in taking calculated risks. Be a customer champion Our job is to deliver a quality product to the customer. The goal... --- ### Customer reviews > Customers from around the world find AssessTEAM simple to deploy and use. Find out what users are saying about the AssessTEAM employee evaluation software. - Published: 2019-10-15 - Modified: 2024-08-08 - URL: https://www.assessteam.com/customer-reviews/ Designed to delight! AssessTEAM is popular in 49 countries with over 2000 customers and 3 million evaluations processed on the platform. We support all popular languages and comply with local regulations. "I love the visibility of the software. It provides tons of information from a dashboard while allowing you to take a further dive into specifics. " Sasha Cuevas, Modernizing Medicine Designed to delight! AssessTEAM is popular in 49 countries with over 2000 customers and 3 million evaluations processed on the platform. We support all popular languages and comply with local regulations. Get a free demo Our reviews say it best 4. 2 / 5 Stars 4. 2 / 5 Stars 4. 4 / 5 Stars 5 / 5 Stars AssessTEAM Customer reviews --- ### Contact > AssessTEAM is a popular employee performance evaluation software and business intelligence suite. Contact us to learn more about how you can benefit from our appraisal software. - Published: 2019-10-15 - Modified: 2025-05-16 - URL: https://www.assessteam.com/contact/ Employee performance evaluation software support and services Our Knowledge Base page may answer many of your questions. You can also visit our YouTube channel, and our frequently updated blog. We deliver easy to use software that is customizable to specific business needs with real-world HR advice that goes way beyond tech support. You can always count on us for a quick, informative and helpful response. 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 --- ### Company - Published: 2019-10-15 - Modified: 2019-12-13 - URL: https://www.assessteam.com/company/ --- ### Result Areas > AssessTEAM uses KPIs or Key performance indicators to measure employee performance using simple online evaluations. - Published: 2019-10-15 - Modified: 2025-01-24 - URL: https://www.assessteam.com/result-areas/ Result areas form the foundation of AssessTEAM evaluations Result areas are groups of key performance indicators which can be competencies, goals, job responsibilities or certifications to be achieved by the employee. Using result area evaluation metrics we build powerful business intelligence reports to give you a clear direction towards better performance. Our key performance indicators (KPI) database has over 3000 KPIs. Create evaluations quickly by using the result area library or create your own result areas. Our concierge team will be happy to convert your job descriptions into result areas at no charge - simply email support@www. www. assessteam. com 360-degree feedback Survey streetview30 Day Review Questions streetview60 Day Review Questions streetview90 Day Review Questions Accounts KPIs List Asset Management KPIs List Administration KPIs List Advertising KPIs List AI & ML KPIs List Business Analyst KPIs List Banking KPIs List Business Intelligence KPIs List Clinical Research KPIs List Call Center KPIs List Church KPIs Compliance KPIs List Construction KPIs List Content Marketing KPIs List Contract management KPIs List Core Values KPIs List Customer Service KPIs List Customer Satisfaction KPIs List Customer Success KPIs List Digital Marketing KPIs List Distribution KPIs List Ecommerce KPIs List Email Marketing KPIs List Employee Exit Checklist Questions Engineering KPIs List Energy KPIs List Finance KPIs List Front Desk KPIs List FMCG KPIs List General Manager KPIs List Google Analytics KPIs List Healthcare KPIs List Housekeeping KPIs List Hospital KPIs List Human Resources KPIs List Interior Designer KPIs List IT KPIs List Inventory KPIs List Legal... --- ### Knowledge Base > The knowledge base include hundreds of real-life questions from customers and advise from our HR professionals. Email us at support@www.www.assessteam.com if you don't find an answer to your question here. - Published: 2019-10-15 - Modified: 2022-06-15 - URL: https://www.assessteam.com/knowledge-base/ Employee Evaluation & Engagement Knowledge Base The help articles and videos below include real-life questions from our customers that have been answered by certified HR professionals. Email us at support@www. www. assessteam. com if you don't find an answer to your question here. Common questions about setting up and reporting on employee performance management --- ### Performance management tutorial videos > Video tutorials explain how performance evaluation tools are used for providing job clarity, conducting 360-degree feedback, evaluating competencies, and generating analytical reports to help improve team efficiency. - Published: 2019-10-15 - Modified: 2025-03-17 - URL: https://www.assessteam.com/performance-management-videos/ Performance Management Tutorial Videos From Evaluations to 360-feedback Performance management videos take you over the most common steps required at rolling out, reporting and debugging common problems. 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 Simplicity is our core value Performance management videos help you get the most out of your AssessTEAM investment. Please email support@www. www. assessteam. com for questions. Popular Performance Management Videos 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 Get started in 4 easy steps AssessTEAM performance evaluation tools are built for busy professionals; we deliver a simple and quick software to start job performance evaluations on the cloud. Learn 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 Setting up your team Setting up your team performance evaluation tools takes seconds. Simply import from Google Apps, Office 365, CSV or integrate with any one of the many project management systems we interface with. Learn moreJTNDZGl2JTIwY2xhc3MlM0QlMjJ0aHVtYl9saW5rJTIweW91dHViZSUyMiUzRSUzQ2ElMjBocmVmJTNEJTIyaHR0cHMlM0ElMkYlMkZ3d3cueW91dHViZS5jb20lMkZ3YXRjaCUzRnYlM0RLZkUyMWNGMFl6cyUyMiUyMHRhcmdldCUzRCUyMl9ibGFuayUyMiUzRSUzQ2RpdiUyMGNsYXNzJTNEJTIycGxheS1idXR0b24lMjIlM0UlM0MlMkZkaXYlM0UlM0NpbWclMjBzcmMlM0QlMjJodHRwcyUzQSUyRiUyRnd3dy5hc3Nlc3N0ZWFtLmNvbSUyRndwLWNvbnRlbnQlMkZ0aGVtZXMlMkZhc3Nlc3N0ZWFtLWNoaWxkJTJGeW91dHViZV90aHVtYm5haWxzJTJGS2ZFMjFjRjBZenMuanBnJTIyJTIwYWx0JTNEJTIyVXNpbmclMjB0aGUlMjBBc3Nlc3NURUFNJTIwMzAwMCUyMGtleSUyMHBlcmZvcm1hbmNlJTIwaW5kaWNhdG9ycyUyMCUyOEtQSSUyOSUyMGxpYnJhcnklMjIlMjBjbGFzcyUzRCUyMnBlcmZtYXR0ZXJzLWxhenklMjIlM0UlM0MlMkZhJTNFJTNDJTJGZGl2JTNF Using our performance indicator library AssessTEAM includes over 900 job goals and 1000s of key performance indicators out of the box. Industry types preconfigured are Information technology, Manufacturing, and Services. Learn 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 Introducing your employees to their console The most important feature at AssessTEAM is the clear visibility for your employees via the AssessTEAM mobile app and web console. Learn 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 Tracking project profitability AssessTEAM tracks project profitability in real time, we use an advanced matrix using time invested and project budget available to display accurate business intelligence. Learn moreJTNDZGl2JTIwY2xhc3MlM0QlMjJ5b3V0dWJlX2JveF8zJTIweW91dHViZV9ib3gyJTIwcG9wbWFrZS0xMTI4NyUyMHR1dF92aWRlb3MlMjIlMjBkYXRhLWVtYmVkJTNEJTIyanhpdm1pQzhXcHclMjIlMjBkYXRhLXB1bWlkJTNEJTIycG9wbWFrZS0xMTI4NyUyMiUzRSUwQSUzQ2RpdiUyMGNsYXNzJTNEJTIycGxheS1idXR0b24lMjB0dXRvcmlhbC1idG4tNyUyMiUzRSUzQyUyRmRpdiUzRSUwQSUzQyUyRmRpdiUzRQ== Integration with third party software Close integration is one of the cornerstones of how AssessTEAM seamlessly integrates into your organization. Learn more Performance Management Tutorial Videos --- ### Mobile Apps > AssessTEAM performance management mobile app includes simple online employee reviews, real-time feedback ability, and 360-degree evaluations. - Published: 2019-10-15 - Modified: 2025-03-18 - URL: https://www.assessteam.com/mobile-apps/ Simple Performance Management App Loved By 2000+ Companies Across The World. Performance evaluations are simple & fun on a mobile device. Push notifications remind employees to complete scheduled evaluations and keep them posted about their performance. The Android and iPhone performance management apps make it faster for employees to complete schedule evaluations or leave real-time feedback for their peers, subordinates, supervisors, and themselves. 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Team managers have detailed reporting at their fingertips including the ability to leave instant feedback. Push notifications keep employees updated on new evaluations, changes to job goals, and open timesheets pending. Intuitive function The AssessTEAM performance management app is simple. It's designed from the ground up to make it easy for teams to start using the app quickly without the need for formal training. Based on access levels employees can see their own reports, get access to goals, and process 360-degree feedback evaluations at their convenience directly from the app. Administrators and team managers have access to detailed reports with the ability to create evaluations directly on the app. Quick visibility of performance metrics Performance metrics include overall scores per job function key result areas and scores per project as well. This ensures clarity on both successes and failures at a granular level. Employees now have access to in-depth analysis of their performance right after the project is finished well before the annual appraisal. Employee performance evaluations... --- ### Integration > Seamlessly import your team, timesheets, projects and more using integrations with AssessTEAM Employee evaluation system - Published: 2019-10-15 - Modified: 2025-03-17 - URL: https://www.assessteam.com/integration/ Seamlessly integrate with AssessTEAM AssessTEAM integrates seamlessly with the business systems you have in place today, and it is ready to integrate with any new applications you may want to add tomorrow. Employee evaluation system integrated with Google apps, Office 360, Basecamp, Wrike, Zoho & more Connect your favorite project management system or productivity suite to seamlessly import your team, projects, and timesheets. AssessTEAM happily integrates with third-party software below. If you do not see your software listed please email us at support@www. www. assessteam. com Email & productivity apps Control access, password policy and more from your email suite, users find this simpler as well. Project management & HR software Enables seamless project performance evaluation & employees continue to use timesheets on the project management software too. --- ### Performance Management Consulting Services > Performance management consulting enables quick rollouts of a performance management system for your organization. Schedule a free call. - Published: 2019-10-15 - Modified: 2025-03-17 - URL: https://www.assessteam.com/consulting-service/ Consulting for Performance Management System Setup Need a quick performance management rollout? Let us help! AssessTEAM performance management consulting team has decades of experience in setting up evaluations, customizing reports, and advising on team performance dynamics. We are happy to help set up an evaluation strategy that works best for your organization, we can assist in setup, training, and reporting too. 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Making it easier on your employees and HR staff is often the key to a successful performance management solution deployment. Our team of experienced HR professionals will learn about your business and offer advice in terms of rollout steps, templates, result areas, and KPIs that might apply to you. They will also help train your managers on how to use performance management tools effectively. Sometimes our clients need assistance in creating a performance management strategy for their organization and in executing that strategy towards success. We assist in filling the gaps that the client might have within their own teams and sometimes just walk them over the software to make rollouts simpler. Consulting service is free for all customers who are evaluating the software or have purchased the software for their organizations. In some cases when onsite travel is needed, there will be appropriate fees involved. It's ideal to have all your evaluation documents handy, this includes the forms you use for evaluations... --- ### Timesheets > AssessTEAM employee timesheet management app delivers exceptional project-oriented time tracking. A new, easier way to look at timesheets. Powerful reporting included. - Published: 2019-10-15 - Modified: 2025-01-08 - URL: https://www.assessteam.com/timesheet-management-system/ A new, easier way to look at timesheets. Real-time reporting on projects & cost center spending. Give your employees a break from time-consuming timesheets. Online timesheet management app on the cloud AssessTEAM’s cloud-based employee timesheet app enables quick timesheet posts online or via our Android or iPhone mobile app. The common term “TGIF” takes on a whole new meaning altogether as employees are no longer busy filling out timesheets on Fridays. Instead, they are wrapping up productive work before the weekend without worrying about timesheets, which can now be posted online via a mobile app in seconds. 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Employees can either log time by the day or by the month, leaving notes to their managers on how that time was invested. Upper management receives accurate business intelligence in real time due to the connection of timesheets with project spending. Mobile app for Android & iPhone A simplified employee timesheet app saves time and reduces stress. Employees can simply post their time, anytime day or night, from their smart phones. They can update timesheets while traveling or over the weekend when they have a free moment. This new AssessTEAM app encourages accuracy in timesheets and reduces the burden on the employees, leading to greater productivity. The app automatically reminds employees to complete timesheets as well. Key highlights An easier, online method of efficiently collecting time spent on specific cost centers... --- ### Project portfolio management > Analyze project profitability and employee time investment using AssessTEAM project portfolio management software. - Published: 2019-10-15 - Modified: 2025-11-06 - URL: https://www.assessteam.com/project-portfolio-management-software/ Time tracking software for project profitability analysis AssessTEAM project portfolio management tool collects invested employee time and compares them to the project budget showing you comprehensive profitability analysis reports in real-time. Get a free demo With a project portfolio management software, you can... Seamlessly collect time investment on projects from your team in the office or remote. Identify risks and bottlenecks before they affect your bottom line Compare project budget to costs for profitability analysis in real-time Deliver actionable reporting to project managers Track employee profitability to compute a fair remuneration for your team. Identity a product mix that delivers maximum profits 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 4. 2 / 5 Stars 4. 2 / 5 Stars 4. 4 / 5 Stars 5 / 5 Stars Project time investment analysis An effective PPM tool can anticipate profit potential for specific projects, project types, and teams. With AssessTEAM PPM software, you’ll be the first to know when projects are at risk or employees need guidance. We deliver powerful business intelligence dashboards that combine employee competency information with project margin metrics. Monitor projects in real-time to find problems before they affect profit margins. Effectively manage your team towards optimum profitability by focusing on areas where you can optimize. Some teams meet target margins and some do not. AssessTEAM tells you which teams are contributing positively and by how much. BI reports help in finding teams that are best suited for specific project types. Connecting missed margins to competency reports helps in formulating training plans and offers... --- ### Goal Setting > AssessTEAM is a new employee goal setting software that simplifies setting up employee goals to effectively measure team-oriented performance metrics. - Published: 2019-10-15 - Modified: 2025-11-04 - URL: https://www.assessteam.com/simple-employee-goal-setting-software/ Goal Setting For Teams and Individuals AssessTEAM includes a simple goal setting tool for teams and individuals. Goals can either be manager assigned or self-assigned with flexible evaluation options. Goal setting software on the cloud Goal setting is a simple and effective way to have your teams setup and track targets, certifications or competency milestones. The AssessTEAM employee goal setting system is unique in the way it simplifies the process of goal setting, tracking and reporting. Goal setting enabled by job title Retain full control in the goal setting process Goal setting options can be configured at both the individual and the team level. Access can be given to specific job titles to setup goals for themselves and for their teams. This is most effectively used when there are multiple teams with multiple managers. Team goal setting Team managers or administrators can set up goals in minutes Goals are often created at the team level with all the team members working together to achieve collective goals. Team goals apply to all active team members. These goals can be evaluated by either the team manager or other persons within the company. All team members see the goals within their result areas, and clarity is maintained on progress in achieving those goals. Individual goal setting Employees can create and manage their own goals Creating goals is a simple process for employees. Goals can be professional, personal, or part of the overall vision of the organization. As part of the goal creation process,... --- ### Employee Evaluation > AssessTEAM is a cloud-based employee performance evaluation software that simplifies tracking and improving employee performance. - Published: 2019-10-15 - Modified: 2025-11-04 - URL: https://www.assessteam.com/employee-evaluation/ Easy and effective performance evaluation software All evaluation methodologies are supported, from traditional annual reviews, 360-degree feedback, real-time feedback, customer experience evaluation, and project performance evaluation. With AssessTEAM, you can... Deliver clarity of job expectations to your employees. Use our mobile apps to make evaluations easy & fun. Collate evaluation data for long term analysis. Run reports that aid in decision making. Review project effort investment in real-time. Evaluate competencies and productivity. Evaluation eSignature online & on the mobile app. Employee evaluation software on the cloud With the AssessTEAM employee evaluation system you will be the first to know when projects are at risk or employees need help. Timely reports that direct you towards greater employee satisfaction and profitability is what we deliver. Employee evaluation Simple evaluation software Successful employee performance evaluation has 3 parts - Engagement, Measurement and Tracking. AssessTEAM engages employees by giving them clear deliverables for themselves, measures performance using the deliverables defined as result areas/performance indicators, and delivers powerful tracking reports to show where the employee needs help, how they can improve and how this compares with other individuals. Flexibility Accommodates custom processes Every organization has its own unique processes, and HR professionals are always looking for flexibility in terms of both frequency and complexity in staff evaluation software. AssessTEAM was designed to accommodate specific business needs - from high tech real-time continuous feedback to scheduled annual reviews, from competency evaluations to project-based assessment and everything in between, we've got it covered. Simplicity in building evaluations,... --- ### Employee Engagement > Employee engagement software makes it simpler for employees to truly engage with the company's goals and work in unison. - Published: 2019-10-15 - Modified: 2025-11-04 - URL: https://www.assessteam.com/employee-engagement/ Employee engagement software defines the relationship between an organization and its employees AssessTEAM helps you connect with your employees, be vigilant with their concerns and help them do their jobs better. JTNDZGl2JTIwY2xhc3MlM0QlMjJ5b3V0dWJlX2JveCUyMG1iLTAlMjIlMjBkYXRhLWVtYmVkJTNEJTIyczk3YlNHMmZCcDQlMjIlMjBkYXRhLXRpdGxlJTNEJTIySG93JTIwZG8lMjBJJTIwcmVxdWVzdCUyMGZlZWRiYWNrJTIwZnJvbSUyMG15JTIwY29sbGVhZ3VlcyUyMG9yJTIwc3VwZXJ2aXNvciUyMG9uJTIwQXNzZXNzVEVBTSUzRiUyMiUzRSUwQSUzQ2RpdiUyMGNsYXNzJTNEJTIycGxheS1idXR0b24lMjIlM0UlM0MlMkZkaXYlM0UlMEElM0MlMkZkaXYlM0U= Employee engagement software An "engaged employee" is one who is fully absorbed by and enthusiastic about their work and takes positive action to further the organization’s reputation and interests. With AssessTEAM employee engagement software your employees know exactly what is expected of them through established clear terms, as well as how they are doing on benchmarks. Managers have full visibility of how their teams are performing, both in terms of result areas and profitability. Simply listening to employee inputs and using them as a factor in intelligence reporting goes a long way in discovering what is holding your employees back. AssessTEAM’s big data platform lets you collect, parse and report on all employee inputs. Effective communication is the key to any engagement effort, be it communicating job responsibilities or requests for inputs. AssessTEAM enables clear, effortless and relevant communication that gets your point across in the most efficient fashion. Engagement efforts often lead to intangible results that cannot be quantified in either employee satisfaction or productivity increase. AssessTEAM’s reporting suite tells you exactly how your campaign has affected your company’s productivity and profitability. Employee engagement is not a one time activity. As you setup a campaign in your AssessTEAM system, it reoccurs periodically, giving you new advantages and inputs every time a new set of evaluation surveys are... --- ### Continuous Feedback > Continuous feedback and real time employee evaluation system by AssessTEAM. It helps improve employee engagement and gives business owners a powerful tool to monitor their business. - Published: 2019-10-15 - Modified: 2025-11-04 - URL: https://www.assessteam.com/continuous-feedback/ Continuous or real time feedback is the fastest way for your managers to deliver clear input for their teams. Deploy in minutes. No complicated setup. No training necessary! Continuous feedback appraisal system is the new method for highly effective real-time employee evaluations. Choose from real-time feedback or scheduled evaluations. Continuous feedback evaluations help giving feedback to employees, improve employee engagement, removes prejudice and gives business owners a powerful tool to monitor their business in real time. AssessTEAM makes it simple for companies to roll out a continuous feedback employee evaluation system with the least amount of disruption to the work schedule. Why continuous feedback? The traditional annual review has proven ineffective in assessing or engaging employees. The annual review, followed by a bell curve approach to performance evaluation, results in low morale and a general lack of motivation within an organization. Continuous employee evaluation, or real-time feedback, works much better for ensuring employees know the job requirements and see a clear path towards continuous improvement, leading to both corporate growth and better remuneration for the employee. AssessTEAM enables both real-time feedback and scheduled feedback requests that can be sent out automatically weekly, monthly, quarterly or annually. Give constructive feedback Companies are trying to do away with annual feedback. Employees can expect multiple rounds of frequent evaluations throughout the year, helping them get better at what they do and leaving behind the bell curve. Remuneration is increasingly based on achieving corporate profitability goals specific to each team. AssessTEAM sets up accurate... --- ### Home > AssessTEAM is the new multilingual employee performance management software for effective competency evaluation and productivity analysis. - Published: 2019-05-10 - Modified: 2025-11-04 - URL: https://www.assessteam.com/ Everything you need to assess, analyze & improve team performance. The reliable and easy-to-use cloud-based employee performance management software trusted by businesses worldwide. Get a free demo 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 4. 2 / 5 Stars 4. 2 / 5 Stars 4. 4 / 5 Stars 5 / 5 Stars Effective employee evaluation Evaluate on-the-job performance HR professionals from all across the globe were involved in the design of our software, resulting in a single performance management software architecture that supports all evaluation methodologies. 1000s of professionally built preconfigured performance indicators make it simple for new companies to get started quickly. Read more Ease of use is the key Consistent, timely inputs Employee performance evaluation is critical to managing a business. Research has shown that more than 34% of all employees have unanswered questions. By using AssessTEAM, you can now deliver timely input to your team, resulting in better performance immediately! Read more Project portfolio management Real-time productivity analysis In order to maximize business growth, you need to know which projects meet your margin targets and which do not, not at the end of the project but when they are at risk of missing margins. With AssessTEAM, tracking your project margins becomes simple. After you enter pay rates for your employees, we compare project budgets with costs in real-time using employee timesheets from the AssessTEAM timesheet app. Project managers get alerts if projects are at risk with adequate time to take remedial measures. Read more Time-tracking made simple Revolutionary time tracking system Timesheets... --- ### Top Performance Management Blogs > AssessTEAM blog is about performance management, appraisals management, employee performance evaluations and the latest HR industry news. - Published: 2015-08-26 - Modified: 2023-03-02 - URL: https://www.assessteam.com/blog/ Show MoreShow Less --- --- ## Posts ### How to Turn Year-End Reviews Into a Launchpad for Stronger Performance in 2026 > Transform year-end reviews into a growth engine for 2026. See how performance evaluation improves reviews, feedback, and performance. - Published: 2025-11-28 - Modified: 2025-11-28 - URL: https://www.assessteam.com/how-to-turn-year-end-reviews-into-a-launchpad-for-stronger-performance-in-2026/ Year end reviews are often seen as an administrative requirement rather than a strategic opportunity. But when performed thoughtfully, and supported by the right technology, they can become one of the most powerful tools for planning, growth, and organizational transformation. As companies prepare for 2026, the organizations that will stand out aren’t the ones checking boxes; they’re the ones using their employee performance review process to create alignment, identify skill gaps, and accelerate productivity. This is where AssessTEAM’s performance evaluation software becomes a game-changer. By modernizing and automating evaluation processes, HR leaders can shift from outdated annual reviews to an ongoing, data-driven performance culture. In this guide, we’ll explore how to turn your year-end review cycle into a strategic launchpad for 2026, and how advanced tools like employee review software help teams work smarter and grow faster. 1. Start With Real Time Insights, Not Rear View Reflections Traditional year-end reviews often focus heavily on past performance. Managers spend hours digging through emails, notes, scattered documents, or memory, leading to bias, incomplete evaluations, and frustration for both employees and leaders. In contrast, modern HR teams rely on performance evaluation software that captures ongoing performance data throughout the year. With AssessTEAM’s continuous feedback tools, organizations can: doneTrack goals and milestones in real time doneRecord achievements as they happen doneMonitor behavioral and competency trends doneKeep feedback specific and contextual Instead of reviewing what happened months ago, managers enter year-end conversations equipped with rich, accurate data. This instantly elevates the quality of the employee... --- ### How Manager 1:1 Reviews Improve Employee Engagement > Discover how structured manager 1:1 meetings, paired with employee engagement and performance review software, improve retention and drive engagement. - Published: 2025-10-15 - Modified: 2025-12-02 - URL: https://www.assessteam.com/how-manager-11-reviews-improve-employee-engagement/ One-on-one meetings between managers and direct reports are a simple yet high-impact practice that is often underestimated. When run consistently and with intention, manager 1:1s become the primary mechanism for aligning priorities, coaching development, and detecting early signs of disengagement. Couple them with the right employee engagement software, structured employee performance review workflows, and effective employee retention strategies, and those conversations stop being anecdotal; they become measurable drivers of better performance and lower turnover. Why structured manager 1:1s matter Regular, predictable one-on-one meeting questions create psychological safety: employees who feel heard are more likely to stay and to contribute discretionary effort. These meetings help surface minor frustrations before they escalate into reasons to resign, clarify expectations to make work feel purposeful, and provide continuous feedback that makes formal performance conversations fairer and less stressful. By capturing notes and actions from 1:1s in an employee performance review system or employee engagement software, managers build an auditable record that improves review accuracy and helps HR identify trends across teams. A Practical Manager 1:1 Agenda (30–45 Minutes) A structured and consistent agenda ensures that every one-on-one meeting feels purposeful, supportive, and focused on both performance and well-being. Each section of a manager 1:1 meeting should connect back to the core themes managers must explore consistently: workload, obstacles, career growth, feedback, and personal well-being. Below is a practical 30–45-minute agenda that ties each part of the conversation to those themes, helping managers move beyond surface-level updates and toward meaningful engagement and retention outcomes. 1.... --- ### AssessTEAM: The Best Employee Performance Management Software for Small Businesses > Employee engagement software that combines continuous feedback, 360° reviews, goal setting and AI-Driven KPIs to boost performance in small businesses. - Published: 2025-09-17 - Modified: 2025-11-05 - URL: https://www.assessteam.com/assessteam-the-best-employee-performance-management-software-for-small-businesses/ Running a small business comes with unique challenges. Owners and managers often wear multiple hats leading teams, managing finances, serving customers, and still finding time to keep employees motivated. In the middle of all this, employee performance review and engagement can feel overwhelming. Spreadsheets and paper-based appraisals are outdated, and annual performance review alone no longer meets the needs of today’s fast-paced workplaces. That’s where AssessTEAM steps in. Built specifically for growing companies, AssessTEAM simplifies performance management while helping leaders improve engagement. It combines modern employee performance review tools with powerful employee engagement software features so small businesses can create a motivated, high-performing workforce. In this blog, we’ll explore why AssessTEAM is the right solution for businesses looking to elevate performance and engagement. Why Small Businesses Need Smarter Performance Management Unlike large corporations with dedicated HR departments, small businesses often don’t have the resources or time to run detailed performance programs. But that doesn’t mean performance management is less important in fact, it’s often more critical. Employees in small teams directly influence customer experience, sales, and company growth. A single underperforming or disengaged employee can create noticeable gaps. That’s why tools like AssessTEAM are invaluable: they automate, simplify, and personalize the entire process. Instead of scrambling to conduct an annual performance review once a year, business owners can rely on continuous insights and structured feedback. Key Features of AssessTEAM 1. 360-Degree Feedback Traditional reviews usually involve only a manager’s perspective. AssessTEAM changes that with 360-degree feedback. This means employees receive... --- ### Top 7 Performance Management Metrics Every Organization Should Track in 2025 > Explore top 7 performance management metrics to track in 2025 for smarter, data-driven employee evaluations. Boost productivity with AssessTEAM. - Published: 2025-08-06 - Modified: 2025-11-05 - URL: https://www.assessteam.com/top-7-performance-management-metrics-every-organization-should-track-in-2025/ As we enter 2025, data-driven decisions have become an absolute necessity for organizations striving for success. Relying solely on subjective opinions and gut feelings to evaluate employee performance is no longer enough. Today’s leading businesses are embracing metrics that offer clear, actionable insights into team performance enabling smarter, more informed decision-making. To keep up with the fast-evolving work environment, here are the top seven performance management metrics every organization should track in 2025 to maximize employee productivity and organizational effectiveness. 1. Employee Productivity Employee productivity is the cornerstone of any performance management system. It measures how efficiently an employee completes tasks relative to the effort and resources they invest. With performance management software, productivity can be tracked in real time, enabling managers to quickly spot potential issues and provide the necessary support. Why it matters: High productivity indicates that employees are meeting goals efficiently, which directly impacts business outcomes. Tracking this metric helps identify top performers and areas requiring additional training or resources. 2. Goal Completion Rate Every employee has set goals, and the goal completion rate metric shows how well individuals and teams are meeting those objectives. This metric can be integrated into performance management systems, providing real-time insights into whether goals are realistic, aligned with company priorities, and being achieved. Why it matters: Employees who consistently meet their goals are not only engaged but are directly contributing to the company’s success. Tracking goal completion ensures that your workforce remains aligned with business objectives. 3. Employee Engagement and Satisfaction... --- ### 5 Common Performance Review Mistakes (And How to Fix Them) > Avoid review pitfalls with AssessTEAM. Use performance review software to reduce bias, set SMART goals & deliver data-driven feedback. - Published: 2025-07-28 - Modified: 2025-07-28 - URL: https://www.assessteam.com/5-common-performance-review-mistakes-and-how-to-fix-them/ Performance reviews are a key part of helping employees grow, but let’s face it they can often feel awkward. Whether you're an employee who dreads the conversation or a manager looking for a more effective approach, performance reviews are frequently riddled with common mistakes. These errors can make the process feel less productive, leaving employees feeling unmotivated or even frustrated. But here’s the good news: Performance reviews don’t have to be this way. By becoming aware of common mistakes and using the right tools, you can turn your reviews into a powerful growth tool for your team. Let’s walk through five common mistakes and explore how performance management software like AssessTEAM can help you fix them and make your reviews more effective. Mistake 1: Relying Too Much on Recent Performance It’s easy to focus on what happened last week or last month this is known as recency bias. Unfortunately, this can lead to unfair reviews. Imagine an employee who’s been performing exceptionally for six months but had one rough week right before the review. That single week could unfairly influence their overall performance score. Fix it: Track Performance All Year Long To avoid recency bias, it's important to track performance continuously, not just during the review period. With AssessTEAM, you can monitor performance over time, ensuring reviews are based on consistent data rather than isolated incidents. Continuous feedback helps align both managers and employees on goals, making reviews more accurate, objective, and constructive. Mistake 2: Vague Goals with No Clear... --- ### Why Good Employees Quit: The Hidden Cost of Goal Misalignment > Discover how goal misalignment drives top talent away, and how AssessTEAM helps boost motivation, clarity, and retention through strategic goal setting. - Published: 2025-06-24 - Modified: 2025-06-25 - URL: https://www.assessteam.com/why-good-employees-quit-the-hidden-cost-of-goal-misalignment/ "I worked hard. I liked my job. But I didn’t know if it even mattered. ” This is how Emma R. , a marketing associate at a growing SaaS company, described her breaking point. She wasn’t burned out or underperforming—she simply couldn’t connect her daily tasks to a larger purpose. Emma’s story is a powerful example of what happens when employee goals aren’t aligned with company objectives. It’s one of the most overlooked leadership blind spots, and one of the most costly. At AssessTEAM, we believe performance thrives not in chaos or micromanagement, but through clarity, connection, and meaningful feedback. The Impact of Misalignment on Employee Motivation When Emma first joined her role, she was full of energy and ambition. She met deadlines, exceeded expectations, and took initiative. But over time, her enthusiasm began to fade. Why? Because no one could explain how her work contributed to the company’s success. The feedback she received was vague, and her questions about strategic alignment were met with generic reassurances. Eventually, her motivation declined, and she left. This is a common scenario, and it points to a deeper issue: when communication fails, and clarity disappears, employees struggle to find meaning in their work. This misalignment is not only frustrating for employees but also costly for companies. It’s a silent killer of productivity and retention. What Went Wrong (And How to Fix It) Emma’s experience highlights several breakdowns in the employee experience, misalignment of goals, unclear feedback, and lack of recalibration. Here’s how AssessTEAM... --- ### AI-Powered Performance Management: How Smart Systems Are Reshaping Employee Reviews > Discover how AI-powered tools transform employee reviews with real-time feedback, automation, and insights to boost accuracy and productivity. - Published: 2025-04-24 - Modified: 2025-11-05 - URL: https://www.assessteam.com/ai-powered-performance-management-how-smart-systems-are-reshaping-employee-reviews/ Performance reviews. The mention might bring back memories of uncomfortable annual meetings, vague feedback, and cookie-cutter rating systems. But those days are rapidly fading. Thanks to AI and cutting-edge technologies, performance management is being transformed, moving away from outdated systems and embracing smarter, faster, and more personalized tools that foster employee growth and business success. If terms like "automated performance evaluation systems" or "employee review software" have piqued your interest, you're in the right place. In this post, we’ll dive into what AI-powered performance management is all about and explore why platforms like AssessTEAM are leading the charge in reshaping this critical business process. What Is AI-Powered Performance Management? Simply put, AI-powered performance management leverages artificial intelligence and automation to continuously track, assess, and improve employee performance in real-time. Rather than relying on managers to recall past performance over the course of the year, AI systems gather data from various touchpoints—such as project updates, feedback, and key performance indicators (KPIs)—and convert that into actionable insights. These advanced tools don’t just streamline processes; they also help eliminate bias, enhance accuracy, and enable ongoing feedback rather than waiting for an annual review. This shift offers tangible benefits to both employees and managers. Why Traditional Performance Reviews No Longer Cut It Let’s face it—traditional performance reviews are increasingly ineffective for modern work environments. The old model tends to be: doneInfrequent (Annual reviews simply don’t provide the timely feedback employees need) Subjective (Personal bias often influences ratings) Disconnected from actual performance (They don’t reflect... --- ### Case study: Simple EOS Software: Simplifying Success with Enterprise Performance Management for Startups and Established Businesses > Streamline EOS with AssessTEAM, the enterprise performance management software. Effortlessly track KPIs, manage goals, and enhance accountability. - Published: 2025-04-03 - Modified: 2025-04-10 - URL: https://www.assessteam.com/case-study-simple-eos-software-simplifying-success-with-enterprise-performance-management-for-startups-and-established-businesses/ The Entrepreneurial Operating System (EOS) is transforming businesses worldwide, from agile startups to established enterprises. It’s a powerful framework designed to simplify and align company operations around clear goals, defined accountability, and measurable results. EOS, as a form of enterprise performance management software, helps organizations streamline their operations, foster accountability, and enhance employee engagement, paving a clear path toward sustained growth. Location Employees Industry Why EOS Matters EOS focuses on practical tools and processes to clarify your vision, instill accountability, and achieve goals consistently. Here are some compelling reasons why businesses should adopt EOS: Clarity and Focus: EOS provides tools to clearly define your organization's vision, ensuring everyone knows where the business is headed. Enhanced Productivity: By aligning teams around clear, measurable goals, EOS significantly improves operational efficiency and productivity, key components of enterprise performance management. Improved Communication: Structured meetings and regular check-ins foster open, transparent communication across all levels of the business. Accountability and Ownership: Clearly defined roles and expectations ensure accountability, helping businesses avoid confusion and conflicts. Scalability: EOS principles support scalable growth by systematizing core processes, making it easier to manage expansion and change. Pitfalls and Challenges of EOS Implementation Despite its numerous advantages, EOS implementation isn't without challenges. Awareness of these pitfalls can help organizations successfully navigate their EOS journey: Resistance to Change: Employees and leadership may initially resist adopting new processes. Clear communication, leadership commitment, and consistent reinforcement are essential to overcoming resistance. Complexity in Implementation: Organisations may underestimate the initial complexity of integrating EOS,... --- ### AssessTEAM Celebrates Tanusree Vinnakota’s Recognition in Marquis Who’s Who for Engineering Leadership and Innovation > Tanusree Vinnakota, a key innovator at AssessTEAM, earns a spot in Marquis Who’s Who for Engineering Leadership and Innovation. - Published: 2025-03-03 - Modified: 2025-04-02 - URL: https://www.assessteam.com/assessteam-celebrates-tanusree-vinnakotas-recognition-in-marquis-whos-who-for-engineering-leadership-and-innovation/ AssessTEAM proudly congratulates Tanusree Vinnakota, a driving force behind our performance management innovations, for her inclusion in Marquis Who’s Who, a distinguished recognition honoring individuals for their contributions, leadership, and industry impact. As a visionary technology leader, Tanusree has been instrumental in shaping the future of software engineering and performance management. With over two decades of experience across Fortune 500 companies and high-growth startups, she has consistently delivered groundbreaking solutions that optimize workflows, enhance productivity, and drive digital transformation. In addition to her leadership at Pulse Software Solutions, the parent company of AssessTEAM, Tanusree has played a pivotal role in scaling and advancing AssessTEAM’s cutting-edge performance management solutions. Her expertise in engineering strategy, AI-driven process optimization, and software quality assurance has contributed to making AssessTEAM a trusted partner for organizations worldwide seeking real-time performance insights and data-driven decision-making. Beyond her technical contributions, Tanusree is a passionate advocate for diversity, mentorship, and community-driven innovation. Her work in empowering women in technology (WIT), strategic consulting for nonprofits, and leadership mentorship has inspired professionals globally to embrace innovation and leadership excellence. "We at AssessTEAM take immense pride in Tanusree’s recognition in Marquis Who’s Who. Her strategic vision and unwavering commitment to technological innovation have helped shape our company’s mission—enabling businesses to maximize their performance potential," said Rajat Mathur, Sales Director at AssessTEAM. "Her dedication to engineering excellence, leadership development, and mentorship continues to drive transformative change within our organization and beyond. " Tanusree’s inclusion in Marquis Who’s Who stands as a testament to... --- ### 7 Key Strategies to Boost Employee Engagement and Maximize Workplace Efficiency > 7 proven strategies to enhance employee engagement and workplace efficiency. Learn how AssessTEAM’s Employee Engagement Software boosts productivity and business success. - Published: 2025-02-05 - Modified: 2025-06-25 - URL: https://www.assessteam.com/7-key-strategies-to-boost-employee-engagement-and-maximize-workplace-efficiency/ In today’s fast-paced world, where keeping your employees engaged and happy is the highest priority to retaining the best and brightest talent, employee engagement is even more imperative. Happy and engaged employees do not just show up to the office, their contagious enthusiasm definitely allows them to bring their best selves in every day! Clearly, happier employees contribute to a positive office and coworking environment that drives both the company’s and employees' success while providing outstanding customer success. Keeping in mind this enhanced experience, it is important to implement and develop some friendly and effective strategies to boost employee engagement. Specifically, by utilizing new tools like employee engagement software and performance tracking solutions. Let’s take a peek at Employee Engagement! You are probably asking yourself, what exactly is Employee Engagement? There are a lot of great answers to this question. The best response is - the emotional connection and true commitment that employees feel toward their company. It takes more than just being satisfied with your job. Real employee engagement means feeling excited about their work and the company’s work. Over the last few years, many surveys and global studies have shown that engaged employees are way more productive and are often happier when their employer practices employee engagement. It truly makes a happier workplace for everyone from support to leadership. Now you are wondering why is employee engagement important? Putting the definition aside, in today’s fast-paced world, where finding the best and top-notch talent can make or break a... --- ### Kicking off 2025: AssessTEAM Wraps Up 2024 With Prestigious Recognitions from Gartner Digital Markets in 2024 > AssessTEAM celebrates recognitions from Capterra, Software Advice, and GetApp in 2024, highlighting its value in performance management and employee engagement. - Published: 2025-01-23 - Modified: 2025-01-28 - URL: https://www.assessteam.com/kicking-off-2025-assessteam-wraps-up-2024-with-prestigious-recognitions-from-gartner-digital-markets-in-2024/ As we kick off 2025, we are thrilled to share that AssessTEAM has earned multiple accolades from the Gartner Digital Markets brands – Capterra, Software Advice, and GetApp. Featured across several flagship reports released in 2024, these recognitions highlight the consistent value we deliver to our users. Celebrating Our Successes In 2024, AssessTEAM was recognized across key categories, showcasing our impact on performance management, employee engagement, and beyond. Here’s a highlight of our accolades: Capterra 360 Degree Feedback - Shortlist Employee Engagement - Shortlist Performance Management System - Best Value Software Advice Performance Management System - Frontrunners 360 Degree Feedback - Frontrunners Employee Engagement - Frontrunners 360 Degree Feedback - Customer Support Human Resources - Customer Support Employee Engagement - Customer Support Project Portfolio Management - Customer Support Performance Management System - Customer Support Time Tracking - Customer Support Time Clock - Customer Support GetApp Performance Management System - Category Leaders 360 Degree Feedback - Category Leaders Employee Engagement - Category Leaders What Our Users Are Saying Our success is driven by the feedback and trust of our users. Here’s what they had to say: "With AssessTEAM we are able to get our annual evaluations completed quickly and efficiently. Also we are able to schedule followups when needed so they don't get forgotten. " "Overall AssessTEAM experience has been great. from the sales and intro process, to usage, to conducting performance reviews, and especially reporting. Love it! " "Our overall experience with AssessTEAM has been overwhelmingly positive. It’s a user-friendly... --- ### Connecting Skills with Organizational Goals Using OKRs > Explore the power of OKRs in aligning employee skills to strategic goals. Drive engagement, continuous learning, and measurable results with our actionable guide - Published: 2024-12-18 - Modified: 2025-04-30 - URL: https://www.assessteam.com/connecting-skills-with-organizational-goals-using-okrs/ A proven method for achieving organizational alignment is through the use of Objectives and Key Results (OKRs). By connecting skills development to organizational goals, companies can foster a culture of continuous improvement, drive engagement, and ensure that individual growth contributes directly to business success. Understanding OKRs: A Brief Overview OKRs (Objectives and Key Results) are a goal-setting framework designed to promote focus, alignment, and measurable progress within organizations. They consist of two main components: Objective: A clear, qualitative goal that sets the direction (e. g. , “Enhance customer satisfaction”). Key Results: Quantifiable outcomes that define success for the objective (e. g. , “Increase Net Promoter Score by 10 points”). This framework helps organizations break down high-level goals into actionable steps, ensuring that every team member understands their role in achieving these objectives. Statistic: According to Harvard Business Review, companies using structured goal-setting frameworks like OKRs are 40% more likely to exceed their growth targets. The Importance of Aligning Skills with Goals Employees are at the heart of any organization’s success. However, skills development often occurs in isolation, disconnected from broader organizational objectives. By aligning skills with OKRs, organizations can: 1. Enhance Goal Achievement: Ensure employees have the capabilities needed to achieve strategic objectives. 2. Boost Engagement: Employees are more motivated when they see how their growth impacts the organization. 3. Drive Continuous Improvement: A structured approach to skills development fosters a culture of learning. Steps to Connect Skills with Organizational Goals 1. Identify Core Skills Needed for Success Start by... --- ### Pitfalls You Must Avoid During Year End Performance Reviews > Master the art of year-end performance reviews by avoiding common mistakes. Create a positive, constructive evaluation process with these expert tips and strategies. - Published: 2024-12-04 - Modified: 2024-12-04 - URL: https://www.assessteam.com/avoid-mistakes-year-end-performance-reviews/ Ah, the year-end performance review. For some, it’s an opportunity to reflect and celebrate accomplishments. For others, it’s just another checkbox to tick before the year ends. But let’s be real - these reviews can also be a game-changer if done right. They’re a chance to boost engagement, recognize achievements, and set the stage for future growth. The flip side? Done poorly, they can lead to disengagement, frustration, and even turnover. How do you make sure your annual employee performance review doesn’t backfire? Let’s explore the common pitfalls of year-end evaluations and how you can avoid them, making your review process more productive and positive. Whether you’re a seasoned manager or doing reviews for the first time, these insights will help you make the most of the process. Avoid Focusing Only on Recent Performance A common trap is focusing too much on recent events rather than the entire year. We’re all guilty of it. You get busy, time flies, and by the time you sit down to do reviews, the most recent months feel like they’re front and center. Remember though - this is a year-end performance review - not a quarterly recap. Take a step back and look at the whole picture. With tools like AssessTEAM, you can track performance over the year, so you’re not just basing your assessment on what happened last month. Real-time feedback and tracking keep you aware of performance trends, allowing you to give a fair evaluation based on the entire year. Avoid One-Size-Fits-All... --- ### Performance Evaluation Form for Evaluating Teachers: Building a System that Truly Supports Educators > Move beyond traditional teacher reviews. Explore innovative tools like AssessTEAM to create dynamic evaluations that foster growth, recognize achievements, and inspire educators. - Published: 2024-12-04 - Modified: 2025-04-02 - URL: https://www.assessteam.com/effective-teachers-performance-evaluations-system/ When it comes to performance evaluations for teachers, most educators will tell you they have mixed feelings. Evaluations often leave teachers feeling like they are under an inspection that doesn’t capture what they actually do day-to-day. Here’s the thing - evaluating a teacher’s performance isn’t just about grading teachers. It’s about creating a feedback loop that genuinely supports their growth and helps them make a bigger impact in the classroom. How can schools develop a performance management system that actually works? Let’s break down practical strategies, from using real-time feedback to implementing customizable forms and data-driven insights. With a tool like AssessTEAM, building a dynamic, effective teacher evaluation system is within reach. Why Performance Evaluations for Teachers Matter First things first - why even do these evaluations? After all, isn’t teaching all about passion and creativity? Yes, but it’s also about improving, learning, and adapting. When designed thoughtfully, performance evaluations for teachers can help educators see where they’re thriving and where they can grow. Good evaluations lead to better teaching, which leads to better student outcomes. It’s that simple. With the right approach, teachers actually look forward to these evaluations as a means of support and professional development, not as a dreaded requirement. Common Pitfalls in Teacher Performance Reviews Let’s be honest. Traditional performance reviews for teachers have some serious flaws. Often, they’re too rigid, focusing on standardized metrics that don’t capture the full picture of what happens in the classroom. Or they’re too sporadic, offering feedback once or twice... --- ### Performance Appraisal for the Hospitality Industry: Challenges & Tips > Master the art of hospitality performance management with structured onboarding, peer feedback, and real-time evaluations. Empower employees and improve guest satisfaction. - Published: 2024-12-04 - Modified: 2024-12-04 - URL: https://www.assessteam.com/hospitality-employee-management-tips/ If you’re in the hospitality industry, you likely have a good grasp on the fact that managing employee performance requires more than simply checking off a list of tasks. It’s about creating memorable guest experiences, improving service quality, and keeping your team of hardworking individuals motivated and aligned with the goals of your business. When customer satisfaction is everything, hospitality employee performance management is the backbone of success. This leaves the question of how do you actually get it right? Managing performance in hospitality is challenging. From tracking performance across different roles to providing effective feedback, it can feel like a juggling act. Let’s take a closer look at the unique challenges of performance appraisal in the hospitality industry and explore some practical tips for making the process smoother, more meaningful, and ultimately more effective. The Unique Challenges of Performance Management in Hospitality First things first - why is hospitality employee performance management so challenging? In a word: complexity. The hospitality industry is made up of a wide range of roles, from front-of-house staff and housekeeping to kitchen teams and management. Each role has its own set of expectations and performance metrics, making it difficult to apply a one-size-fits-all approach. Another challenge is the fast-paced environment. In hospitality, situations change in an instant. One minute, everything’s calm; the next, there’s a line out the door. Performance evaluations have to take into account the unpredictable nature of the work, which isn’t always easy. And let’s not forget employee turnover. Hospitality often... --- ### Top methods and techniques for evaluating employee performance > Evaluate employees effectively with top methods and reliable software tailored to your organization's needs. - Published: 2024-11-08 - Modified: 2025-03-19 - URL: https://www.assessteam.com/top-methods-and-techniques-for-evaluating-employee-performance/ Employee performance evaluation plays a major role in inspiring your employees, improving the quality of their work, and keeping them motivated every day. There should be no doubt that employee performance evaluation is a critical aspect of any organization’s growth. It is not only the best channel to understand how your employees are performing, but also a compelling measure to get feedback about how your business is operating overall, whether your employees are working in a positive way towards achieving your goals, and what you can do to improve employee engagement. It also provides a foundation for determining wage increments and succession plans for employees and their development. A comprehensive employee performance evaluation process often consists of different evaluation methods to help determine how an employee is performing and what the areas are where they may need help. Using multiple techniques can help you get a broader perspective of the areas where your staff needs to improve and the steps you can take to support the growth of your employees. Contrary to the common belief, an employee performance evaluation process is not only beneficial to the organization, but also for the employees. This process includes the following: Manager 1:1 A manager 1:1 is a regular, personalized meeting between a manager and an employee to review performance, set goals, discuss challenges, and provide feedback. These sessions create a focused space for both parties to align on expectations, track progress, and address concerns in real time. The manager can offer mentorship, clarify... --- ### Case Study: Leading Business Consulting Firm Improves Employee Retention and Engagement with AssessTEAM > Discover how a top business consulting firm enhances employee retention and engagement through effective performance management with AssessTEAM’s innovative tools and insights. - Published: 2024-10-24 - Modified: 2025-01-22 - URL: https://www.assessteam.com/case-study-leading-business-consulting-firm-improves-employee-retention-and-engagement-with-assessteam/ Meet the Client A leading business consulting firm recognized for providing comprehensive advisory services to a wide range of industries faced a significant challenge in retaining talent. With a team of over 250 employees, the firm noticed a sharp rise in employee attrition over the last 10 months. This trend threatened the stability of their operations as more employees began leaving, raising concerns about internal culture, employee satisfaction, and engagement. Location Employees Industry Need The firm sought a solution that would help them not only identify the reasons behind the attrition but also enable them to implement actionable improvements. Their objective was to create a more favorable work environment that could boost employee morale, increase engagement, and ultimately improve retention. Solution The firm adopted AssessTEAM’s customizable employee engagement survey templates to set up a process for conducting regular employee happiness and workplace satisfaction surveys. These surveys were designed to gauge employee sentiment, pinpoint issues, and monitor the success of new initiatives. Conducted every four months, the surveys provided ongoing insights into the workplace culture and allowed the firm to continuously adjust its practices to meet employee needs. The firm began utilizing AssessTEAM’s continuous feedback and request feedback features to enhance communication between employees and managers and started using endorsements to highlight and acknowledge outstanding talents, aiming to promote a culture of recognition. Results By using AssessTEAM’s survey and engagement tools, the firm experienced tangible improvements in several areas: Enhanced Communication and Feedback: The surveys revealed that employees felt disconnected from... --- ### Online Performance Management System – A Simplified Approach to Employee Evaluation and Growth > AssessTEAM’s online performance management system simplifies employee evaluations and promotes professional growth. Learn more in this blog. - Published: 2024-10-21 - Modified: 2025-01-22 - URL: https://www.assessteam.com/online-performance-management-system-a-simplified-approach-to-employee-evaluation-and-growth/ Driving professional development is essential for long-term business success, and appraisal management software makes this process significantly easier. The days of cumbersome, outdated review methods are behind us. An online performance management system simplifies the entire process—from setting goals to tracking performance and gathering feedback. Think of it as having all the tools you need at your fingertips. It helps keep employees aligned with business objectives, ensuring they always know where they stand. With everything in one place, continuous improvement becomes second nature. This software offers a streamlined way to manage reviews, ensuring employees are evaluated fairly and given actionable insights for growth. By automating much of the employee performance review processes, businesses can focus on what matters: development and engagement. Continuous feedback and clear goal-setting drive higher productivity, and let's face it, who doesn’t want that? Why Use an Online Performance Management System? Let’s discuss why an online performance management system is a game changer. First, it is a centralized hub for all performance data, making the entire process more efficient. Gone are the days of waiting for annual reviews—this tool fosters ongoing conversations throughout the year. Feedback becomes a continuous loop, keeping everyone on track. When you throw 360-degree feedback into the mix, things are up a notch. You’re not just hearing from the manager; you’re getting input from all angles—peers, subordinates, and even customers. This makes performance evaluations far more comprehensive. The beauty of this approach? It helps employees gain a holistic view of their performance. They’re... --- ### Case Study: Leading Retail Company Automates 30-60-90 Day New Hire Reviews with AssessTEAM > Discover how a leading retail company streamlined its 30-60-90 day new hire review process using AssessTEAM's automated evaluation templates, improving efficiency and performance tracking. - Published: 2024-10-07 - Modified: 2025-01-22 - URL: https://www.assessteam.com/leading-retail-company-automates-30-60-90-day-new-hire-reviews-with-assessteam/ Meet the Client The client is a leading retail company with a vast network of stores and a diverse workforce. Known for their commitment to customer satisfaction and operational excellence, the company consistently strives to provide an outstanding shopping experience to its customers. With new employees joining regularly, they recognized the need for a structured and efficient performance evaluation process for onboarding new hires. Location Employees Industry Need The company conducted performance reviews at 30, 60, and 90 days for all new hires to assess their progress and identify areas for improvement. This process, however, was labor-intensive, requiring significant manual effort, leading to inconsistencies in dispatching reviews on time. The HR team struggled to stay on top of scheduling, organizing, and ensuring that reviews were completed as required. Solution AssessTEAM provided a tailored solution by implementing their 30-60-90 day new hire evaluation templates, automating the entire process. The system was designed to trigger reviews automatically as employees completed their 30, 60, and 90 days in the company, completely eliminating the need for manual intervention. Moreover, AssessTEAM’s mobile app allows evaluators and managers to access reviews on the go. This feature was particularly beneficial, as many of the company's staff did not have regular access to computers. Evaluations could also be sent via text message to employees, ensuring that even those without company email addresses could receive and complete their reviews. Results Streamlined Process: Within less than a week, the company had fully automated its new hire evaluation process. Reviews were... --- ### Build Your HR Social Media Calendar with AssessTEAM > Stay organized in 2024 with AssessTEAM's HR and Social Media Calendar. Never miss celebrations or deadlines. Download now! - Published: 2024-09-11 - Modified: 2025-03-18 - URL: https://www.assessteam.com/build-your-hr-social-media-calendar-with-assessteam/ We’re well into the first quarter of 2025. This year is flying by very quickly, so be sure you have an HR social media calendar of activities to stay ahead of important dates. Take note of all the essential (and fun! ) workplace celebrations and holidays so ensure that you never miss an opportunity to boost employee engagement. You don’t have to create an employee engagement activities calendar from scratch because you can use AssessTEAM’s HR calendar instead! We’ve created a database that lets you generate a custom list of holidays and observances celebrated by your organization. Never forget an important date ever again—whether it’s a compliance deadline or ‘Take Your Kids to Work’ day. Simply click on this link to download our HR compliance calendar 2025 and integrate it with your Google Calendar. It contains all the key dates you need to know as an HR professional. Use this HR calendar to keep tabs on: Federal holidays and bank holidays, National initiatives, Compliance deadlines, and other reminders for your HR staff. Add this HR events list to your social media calendarDownload AssessTEAM’s HR calendar of activities highlights all the key dates that need to be on your radar, from major holidays to fun workplace celebrations such as International Coffee Day. We even have suggestions for how to commemorate these occasions—from hosting a photo competition for Photography Day to visiting an orphanage on National Children’s Day. HR calendar includes over 124 useful HR engagement events. Some of the popular ones... --- ### Best Practices for Employee Reviews in the Financial Services Industry > Learn the best practices for conducting employee reviews in the financial services industry. Improve performance evaluations with structured feedback, goal setting, and effective review strategies tailored for finance professionals. - Published: 2024-09-05 - Modified: 2025-01-22 - URL: https://www.assessteam.com/best-practices-for-employee-reviews-in-the-financial-services-industry/ We all remember those "Intro to Business" classes from high school, where we learned that the ultimate goal of any business is to be profitable—that is, to make money after covering all expenditures. While businesses also pursue other goals, such as marketing, networking, and client retention, these strategies aim to achieve profitability. The most effective way to monitor and manage this primary goal of profitability is through Financial Performance Management (FPM). FPM encompasses a range of practices that allow businesses to track their financial health and make informed decisions about their future. Just like any other business tool, FPM offers a variety of approaches and methods that can be tailored to fit a company's unique needs. In this blog, we’ll explore the best practices for implementing FPM in your business and discuss why FPM is the foundation of a successful business, much like a sturdy base is crucial for a stable building. Financial Performance Management – The Foundation If you ask a construction foreman about building a high-rise or a residential house, they will tell you that it all starts with a solid foundation. Without it, even the most impressive structure will eventually collapse. This principle holds in the business world, particularly within the financial departments of a company. The finance departments—covering areas like payroll, accounts receivable, and accounts payable—are the lifeblood of any business. Money flows in (revenue) and out (expenditures), and the records of these transactions must be accurate and reliable. Accurate financial data is vital for making... --- ### Case Study: Leading Real-Estate Company Streamlines Goal-Setting and Evaluation Processes with AssessTEAM > Discover how a leading real estate company streamlined its goal-setting and performance evaluation processes with AssessTEAM. Learn about the key benefits and improved efficiency through effective employee assessments. - Published: 2024-09-05 - Modified: 2025-07-30 - URL: https://www.assessteam.com/leading-real-estate-company-streamlines-goal-setting-and-evaluation-processes-with-assessteam/ Meet the Client The client is a prominent real-estate company known for its extensive portfolio of residential and commercial properties. With a commitment to excellence and a focus on innovation, the company has established itself as a leader in the real-estate industry. Managing a large team of professionals across various departments, the company emphasizes continuous improvement and employee development to maintain its competitive edge. Location Employees Industry Need As a leading real estate company, staying ahead in a competitive market requires a committed, high-performing workforce. The company conducts quarterly assessments of employee goals, integrating inputs from managers and employees. The process begins with employees defining their goals at the start of each quarter, which are then sent to their managers for approval. Managers or the HR team would subsequently launch the goal-based evaluations. However, this process proved tedious, involving excessive back-and-forth communication, and was prone to errors. The company needed a technology-driven solution to automate and streamline this process, reducing inefficiencies and minimizing errors. Solution AssessTEAM offered a comprehensive goal-setting module that perfectly aligned with the company's needs. With AssessTEAM, employees could easily log in to their portals and set their quarterly goals. Supervisors could access team portals to review, update, and edit employee goals. The system also allowed them to select evaluators quickly, determine the frequency of evaluations, and trigger goal-based reviews instantly. Additionally, the admin portal empowered the HR team to monitor all activities in real time, tracking both pending and completed evaluations effortlessly. Results Streamlined Process: The... --- ### Improving Employee Performance in the Healthcare Sector > Discover strategies to enhance employee performance in the healthcare sector with AssessTEAM. Learn effective methods for performance evaluation, training, and development to boost productivity and patient care quality. - Published: 2024-09-01 - Modified: 2025-01-22 - URL: https://www.assessteam.com/improving-employee-performance-in-the-healthcare-sector/ There’s more to performance management in healthcare than just overseeing tasks—it's essential in improving the quality of care and patient outcomes. The performance of healthcare staff, including their efficiency and job satisfaction, directly affects patient care. Implementing a modern performance management system is essential for healthcare organizations aiming to provide the best possible care. This blog will discuss the best practices and common pitfalls in healthcare performance management to help organizations achieve excellence. Best Practices in Healthcare Performance Management Effective performance management in healthcare ensures high-quality patient care and optimal organizational efficiency. By implementing best practices, healthcare organizations can align staff performance with their goals, improve patient outcomes, and foster a culture of continuous improvement. Below are critical strategies for managing performance in healthcare settings to drive excellence and achieve better results. 1. Setting Clear Goals Effective performance management begins with setting clear, measurable, and achievable goals. These goals should align with the organization's mission, values, and strategic objectives. Examples of goals include reducing patient wait times or enhancing patient satisfaction scores. 2. Continuous Feedback Healthcare is a dynamic field where changes occur rapidly, and feedback should not be limited to annual reviews. Regular feedback sessions, peer reviews, and immediate feedback foster a culture of continuous improvement. This approach allows healthcare professionals to respond quickly to changing circumstances and improve their performance continuously. 3. Using Performance Metrics Key performance indicators (KPIs) are essential for quantitatively measuring individual and organizational healthcare performance. For example, a healthcare organization might track comprehensive performance... --- ### How to Enhance Church Staff Performance: Best Practices and Fundamentals > Boost your church's success by implementing effective church staff evaluations and clear church KPIs. Learn strategies to improve performance, foster motivation, and align your team with your church's mission. - Published: 2024-08-23 - Modified: 2024-09-10 - URL: https://www.assessteam.com/how-to-enhance-church-staff-performance-best-practices-and-fundamentals/ Managing a church is a spiritually fulfilling labor of love, but it can also bring a unique set of challenges. Nurturing the spiritual growth of the congregation should always be the top priority, but it’s also important that the team behind the scenes have the support they need. Every member of your church team - pastors, admin staff, worship leaders, and volunteers - plays an important role in bringing your mission to life. Boosting your staff's performance by setting them up for success helps your congregation grow and flourish through church staff evaluations. Let’s explore the essential strategies that will help boost the performance of your church staff and foster an environment of support and motivation that aligns with your church's values and goals. From setting clear expectations to encouraging professional development, these practices will ensure your team is motivated, efficient, and united in their service, guided by clear church KPIs. Setting Clear Expectations Setting clear expectations for your church staff is one of the most critical aspects of church management. When your team members know what is expected of them, they are more likely to feel confident in their roles and perform at their best, particularly during church staff evaluations. Think of it as giving a map to a group of hikers. They can navigate confidently and avoid getting lost when they know the path ahead. Without that map, they might wander, unsure of which direction to take. Similarly, when your team members have a clear understanding of what’s... --- ### Effective Employee Evaluation Techniques in the Retail Sector > Discover proven employee evaluation techniques in the retail sector to enhance productivity, improve customer satisfaction, and drive performance with actionable feedback strategies." - Published: 2024-08-19 - Modified: 2024-09-21 - URL: https://www.assessteam.com/effective-employee-evaluation-techniques-in-the-retail-sector/ The world of retail is fast-paced and customer-centric, and effective performance evaluation for employees is crucial for maintaining high performance, enhancing customer satisfaction, and achieving business success. Retail managers, HR professionals, and team leaders face unique challenges that require robust evaluation methods. This blog offers valuable insights into overcoming these challenges through proven techniques and the comprehensive tools AssessTEAM provides. Learn how to understand retail challenges, set clear performance metrics, provide actionable feedback, use data-driven approaches, and utilize AssessTEAM's tools to optimize employee performance. Understanding Retail Challenges The retail sector is characterized by dynamic environments, fluctuating customer demands, and intense competition. To manage these challenges effectively, it’s essential to have a deep understanding of the specific issues that impact employee performance in retail settings: High Employee Turnover: Retail often experiences high turnover rates, making it crucial to identify and retain top performers. Customer Interaction: Employees must consistently deliver excellent customer service, directly impacting sales and brand reputation. Varied Skill Sets: Retail employees need a diverse range of skills, from product knowledge and sales techniques to inventory management and teamwork. Recognizing these challenges is the first step in developing effective evaluation techniques that address the retail sector's unique needs. Set Clear Performance Metrics Setting clear and measurable performance metrics is fundamental for evaluating retail employees effectively. Metrics provide a benchmark for assessing performance and identifying areas for improvement. Key performance indicators (KPIs) in retail might include: Sales Targets: Individual and team sales goals that align with overall business objectives. Customer Satisfaction... --- ### Best Practices for Employee Performance Management in the Manufacturing Industry > Explore best practices for employee performance management in manufacturing. Boost productivity and drive improvement with AssessTEAM. - Published: 2024-08-08 - Modified: 2025-07-22 - URL: https://www.assessteam.com/best-practices-for-employee-performance-management-in-the-manufacturing-industry/ Effective employee performance evaluation is crucial for driving productivity and ensuring operational excellence in the manufacturing industry. You can optimize your workforce, improve efficiency, and achieve sustainable growth with the right strategies. In this blog, we will explore the five best practices that can transform your approach to performance management in the manufacturing industry. Whether you're a plant manager, HR professional, or business leader, these practical insights and actionable tips will enhance your manufacturing operations. 1. Set Clear and Measurable Goals One of the foundational elements of effective software for the manufacturing industry is setting clear and measurable goals. This means defining specific, attainable, relevant, and time-bound (SMART) objectives for each employee and team. Clear goals provide direction and focus, ensuring that everyone understands what is expected of them and how their efforts contribute to the company's overall success. How to Implement: Define SMART Goals: Establish goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. For example, "Increase production line efficiency by 15% over the next six months. Align Goals with Business Objectives: Ensure individual and team goals align with the company’s strategic objectives. This alignment fosters a sense of purpose and direction. Regularly Review and Adjust Goals: Continuously monitor progress and adjust as needed to stay on track and address any emerging challenges. 2. Leverage Technology for Performance Tracking Leveraging technology is essential for effective performance management in today's digital age. An online performance management system can streamline the process of tracking and evaluating employee performance, making it easier... --- ### Top 11 Features You Should Look for in a Performance Evaluation Software > Discover 11 key features of performance evaluation software for enhancing employee assessments and growth, from user-friendly interfaces to 360-degree feedback. - Published: 2024-07-04 - Modified: 2024-07-05 - URL: https://www.assessteam.com/top-11-features-you-should-look-for-in-a-performance-evaluation-software/ Effective performance evaluation is essential to the success of every organization. Choosing the right performance evaluation software can significantly improve how efficiently and accurately you assess employee performance, set goals, and foster professional growth. With numerous options available, it’s crucial to know what features to look for to ensure the software meets your organization’s needs. We’ve compiled a detailed guide on the key features to consider when selecting performance evaluation software. User-Friendly Interface Importance of Intuitive Design and Ease of Use A user-friendly interface is paramount in performance evaluation software. An intuitive design ensures that managers and employees can navigate the system effortlessly, reducing the time spent on training and increasing overall productivity. Look for software with a clean layout, easy-to-understand instructions, and straightforward navigation. Benefits of Minimal Training Requirements Software that requires minimal training allows your team to quickly adapt and use the system effectively. This saves valuable time and resources, allowing your organization to focus more on strategic tasks rather than learning how to use complex performance evaluation tools. Customizable Evaluation Templates Explanation of Customizable Templates Every organization has unique goals and metrics for evaluating performance. Customizable templates allow you to tailor the evaluation forms to fit your specific needs. Whether you need to focus on competencies, behavior, or project outcomes, customization ensures that evaluations are relevant and aligned with your business objectives. How Customization Can Align Evaluations with Company-Specific Goals and Metrics Customizable evaluation templates help align performance reviews with your company’s goals and metrics. This alignment... --- ### AssessTEAM Featured Among the Top Products That Offer Key Features of Performance Management Software on Capterra > AssessTEAM featured among the top products on Capterra, showcasing its essential performance management software features. Discover how AssessTEAM excels in employee performance tracking and management. - Published: 2024-06-26 - Modified: 2024-06-27 - URL: https://www.assessteam.com/assessteam-featured-among-the-top-products-that-offer-key-features-of-performance-management-software-on-capterra/ AssessTEAM is proudly recognized by Capterra in the "5 Key Performance Management Software Features With Top Products That Offer Them" report, which highlights five crucial features of Performance Management software based on ratings given by verified software users and the software solutions that offer them. AssessTEAM has been mentioned as a top-rated product for the Self-assessment feature in this report, with an overall rating of 4. 6 out of 5. "Being acknowledged by Capterra and our users is a testament to our commitment to providing top-notch performance management solutions. We continually strive to enhance our features to better serve our clients," said Rajat Mathur, Global Sales Director at AssessTEAM. What Our Users Say About Us: Karen L. : "One of the smoothest deployments I've ever experienced! Ease of setup and use. Very user-friendly and great customer service! " Sean P. : "Great product that allows us as a company to assess our team fairly. It also allows us to provide real-time feedback to employees and set goals for them, whether long or short term, assisting them in improving productivity, workflow, and morale. " Diane V. : "I liked the support I received from start to finish. I felt supported the whole way through, and that is why I will continue to use this product for my consulting work. " Want to review AssessTEAM? Click here. About AssessTEAM AssessTEAM is a comprehensive performance management software solution designed to help businesses of all sizes enhance their employee evaluation processes. With features like... --- ### Case study: Leading Accounting Firm Leverages AssessTEAM for Comprehensive 360-Degree Reviews > Discover how the leading accounting firm has improved its employee evaluation process by leveraging AssessTEAM for comprehensive 360-degree reviews in this detailed case study. - Published: 2024-06-25 - Modified: 2025-01-23 - URL: https://www.assessteam.com/case-study-leading-accounting-firm-leverages-assessteam-for-comprehensive-360-degree-reviews/ Background A leading accounting and business advisory firm sought to enhance their performance evaluation process. With a commitment to excellence and continuous improvement, they recognized the importance of incorporating comprehensive feedback from all levels of the organization. Location Employees Industry Need The firm aimed to implement bi-annual 360-degree reviews to gain holistic insights into employee performance. This initiative required input from supervisors, peers, self-assessments, and subordinates, ensuring a well-rounded perspective. Crucially, they needed these reviews to be anonymous to foster honest and unbiased feedback, free from any potential repercussions. Solution The firm chose AssessTEAM for its robust 360-degree evaluation capabilities. AssessTEAM’s platform provided the flexibility and functionality needed to conduct thorough and anonymous reviews. Key Features Utilized: 360-Degree Evaluation Templates: AssessTEAM’s pre-built templates facilitated the quick launch of 360-degree feedback sessions. These templates could be easily customized to include the firm’s specific competencies and questions, aligning perfectly with their evaluation criteria. Anonymity in Feedback: One of the critical requirements was maintaining the anonymity of the reviewers. AssessTEAM ensured that feedback from supervisors, peers, and subordinates remained anonymous, encouraging candid and constructive input. Customizable Competency Questions: The ability to tailor the 360-degree questions allowed the firm to focus on competencies that were most relevant to their organizational goals and values. User-Friendly Interface: The intuitive interface of AssessTEAM made it easy for all employees to participate in the evaluation process, ensuring high engagement and completion rates. Comprehensive Reporting: AssessTEAM’s detailed reports provided a cumulative average of all reviews, presenting an unbiased overview... --- ### The Importance of Risk Management KPIs in Enhancing Business Resilience > Learn how risk management KPIs play a crucial role in enhancing business resilience. Discover key metrics and strategies to safeguard your organization against uncertainties and ensure long-term stability and success. - Published: 2024-06-17 - Modified: 2025-01-23 - URL: https://www.assessteam.com/the-importance-of-risk-management-kpis-in-enhancing-business-resilience/ The business world of today is a fast-paced and unpredictable environment where resilience isn't just a buzzword—it's a necessity. One way to enhance this resilience is by implementing effective Risk Management Key Performance Indicators (KPIs). These metrics can be the difference between navigating challenges smoothly and finding yourself caught off guard. Let’s explore why tracking these KPIs, particularly with a tool like AssessTEAM, is crucial for your business's long-term success. Understanding Risk Management KPIs Risk Management KPIs are specific metrics used to monitor potential risks that could impact your business. These KPIs help identify, evaluate, and mitigate risks before they become significant issues. Think of them as an early warning system, alerting you to potential threats so you can take proactive measures. Why Are Risk Management KPIs Essential? Navigating the complexities of today's business world requires more than just a reactive approach; it demands proactive strategies that can foresee and mitigate potential risks. This is where Risk Management KPIs come into play. By providing a structured framework for identifying, evaluating, and addressing risks, these key performance indicators are essential tools for any business aiming to enhance its resilience. Let’s take a look at why these metrics are so crucial, and how they can empower your organization to not only survive but thrive amidst uncertainties. doneProactive Problem Solving: By tracking risk management KPIs, you can identify potential problems before they escalate. This proactive approach allows you to address issues at their inception, saving time, money, and resources in the long run.... --- ### The 10 Most Important Features Every Performance Management App Should Have in 2025 > Explore key features to look for in a performance management app, like goal setting, 360 feedback to boost team productivity and engagement. - Published: 2024-06-10 - Modified: 2025-07-22 - URL: https://www.assessteam.com/the-10-most-important-features-every-performance-management-app-should-have/ In the quest to optimize productivity and foster a thriving workplace, performance management apps have become invaluable tools. With so many options on the market, how do you know which features are essential for truly effective performance management? Let’s explore the 10 most important features every performance evaluation software should have to elevate your strategy and empower your team. 1. Goal Setting and Tracking Setting clear, achievable goals is the cornerstone of effective performance management through employee performance evaluation. A great app should not only allow managers to set individual and team goals, but also give the ability to track progress in real-time. This ensures everyone is aligned and moving in the same direction. 2. Continuous Feedback Gone are the days of annual reviews. Continuous feedback is crucial for keeping employees engaged and motivated. Look for performance evaluation software that facilitates ongoing feedback, enabling managers and peers to provide constructive insights regularly. 3. 360-Degree Feedback To get a comprehensive view of an employee’s performance, 360-degree feedback is a must. This employee performance evaluation feature collects input from supervisors, peers, subordinates, and even customers, offering a well-rounded perspective on an individual’s strengths and areas for improvement. 4. Performance Reviews While continuous feedback is essential, structured performance reviews are still important. An effective app should streamline the review process, making it easy to document achievements, discuss development areas, and set new goals. 5. Customizable Evaluation Templates Every organization has unique needs, so customizable evaluation templates are key. This feature allows you to... --- ### Empowering Teams: Leveraging 360-Degree Feedback Software for Collaborative Growth > Leverage AssessTEAM's 360-degree feedback software to boost team performance, foster collaboration, and drive continuous growth. Unlock your team's full potential today! - Published: 2024-05-31 - Modified: 2024-06-04 - URL: https://www.assessteam.com/empowering-teams-leveraging-360-degree-feedback-software-for-collaborative-growth/ In the modern workplace, the success of organizations is intricately tied to the performance and effectiveness of their teams. With the increasing emphasis on collaboration, communication, and continuous improvement, businesses constantly seek innovative solutions to empower their teams for success. One such solution that has gained prominence recently is 360-degree feedback software. Empowering teams to thrive collectively involves more than just assigning tasks and tracking progress. It requires fostering an environment where feedback flows freely, contributing to individual and collective growth. Leveraging 360-degree feedback software is a powerful strategy in this pursuit. Understanding 360-Degree Feedback 360-degree feedback, also known as multi-rater feedback, is a process where an individual receives anonymous feedback from various sources within their professional environment. These sources typically include peers, managers, direct reports, and even clients or stakeholders. Unlike traditional top-down feedback mechanisms, 360-degree feedback offers a holistic view of an individual's performance, providing valuable insights into their strengths, weaknesses, and areas for improvement. The Power of Collaborative Growth Collaborative growth emphasizes the collective development of teams and individuals within an organization. It recognizes that every member plays a crucial role in achieving common goals and fosters an environment where continuous learning and improvement are encouraged. By leveraging 360-degree feedback, organizations can unlock the full potential of their teams by: Promoting Self-Awareness: 360-degree feedback offers individuals a comprehensive understanding of their performance by aggregating insights from multiple perspectives. This promotes self-awareness, enabling individuals to identify their strengths and areas for development more effectively. Facilitating Constructive Dialogue: By... --- ### From Reception to Revenue: Maximizing Front Desk Performance with KPIs > Unlock the full potential of your front desk with AssessTEAM's comprehensive KPIs. Read how to optimize performance from reception to revenue, driving growth and success for your business. - Published: 2024-04-30 - Modified: 2025-01-23 - URL: https://www.assessteam.com/from-reception-to-revenue-maximizing-front-desk-performance-with-kpis/ In many industries, the front desk acts as the nerve center of operations, serving as the first point of contact for customers and playing a crucial role in setting the tone for their entire experience. Given its pivotal role, optimizing front desk performance isn't just about enhancing customer service; it's a direct investment in boosting overall revenue. Let’s explore how implementing Key Performance Indicators (KPIs) at the front desk can transform reception into a revenue powerhouse, enhancing both operational efficiency and customer satisfaction. Understanding the Role of Front Desk KPIs Front desk KPIs are specific metrics designed to measure the effectiveness of front-office operations. These indicators can range from customer satisfaction scores to check-in efficiency, call handling times, and even upselling success rates. By tracking these metrics, businesses can gain insightful data that not only highlights areas of excellence but also pinpoints where improvements are needed. Setting the Right KPIs Choosing the right KPIs is crucial. They should be closely aligned with the organization's overall objectives. For instance, if the primary goal is to enhance customer satisfaction, relevant KPIs might include the rate of customer greetings within a certain time frame of entering, or the average resolution time for front desk-related issues. Performance review software can simplify tracking these KPIs by providing real-time data and analytics, helping managers make informed decisions. Optimizing Customer Service At its core, the front desk is all about customer service. Implementing customer service-oriented KPIs can dramatically improve the quality of interaction between front desk staff... --- ### Team KPIs: Aligning Goals and Driving Performance for Organizational Success > Learn how AssessTEAM’s Team KPIs align goals and boost performance to drive organizational success effectively. - Published: 2024-04-12 - Modified: 2025-05-23 - URL: https://www.assessteam.com/team-kpis-aligning-goals-and-driving-performance-for-organizational-success/ In today’s competitive business environment, aligning team goals with organizational objectives is more crucial than ever. Key Performance Indicators (KPIs) are not just metrics - they are powerful employee performance evaluation tools that can guide a team’s focus, measure progress, and drive performance. Understanding how to effectively implement and harness the power of KPIs can transform a good team into a great one and significantly boost organizational success. Let’s look closer at the essential elements of team KPIs, explore the strategies for their successful implementation, and discover how they can lead to remarkable growth and efficiency. The Importance of Team KPIs KPIs serve as a compass that guides teams toward their strategic goals. They provide a clear benchmark for what success looks like and enable managers to quantify performance in tangible terms. By aligning team KPIs with the broader objectives of the organization, every team member can see how their efforts contribute to the overall business success, enhancing their motivation and commitment. Setting SMART Goals A crucial step in the implementation of KPIs is setting SMART goals: Specific, Measurable, Achievable, Relevant, and Time-bound. These criteria ensure that the KPIs are well-defined and attainable within a reasonable timeframe. For instance, instead of setting a vague goal like “increase sales,” a SMART goal would be “increase sales by 10% within the next quarter. ” This clarity helps teams focus their efforts and provides a clear yardstick for measuring success. Fostering Team Collaboration KPIs are most effective when they encourage collaboration, rather than... --- ### AssessTEAM Revolutionizes Performance Management with Mobile App and Innovative Feedback Tools > Experience in performance management with AssessTEAM's mobile app and innovative feedback tools. Elevate productivity and success with seamless tracking and real-time evaluation. - Published: 2024-03-22 - Modified: 2024-05-30 - URL: https://www.assessteam.com/assessteam-revolutionizes-performance-management-with-mobile-app-and-innovative-feedback-tools/ - AssessTEAM, a pioneer in performance management solutions, is proud to announce the launch of its new version 1. 17 mobile app, enhancing the accessibility and convenience of its 360-degree evaluation platform. Coupled with innovative feedback measures like continuous feedback and endorsements, AssessTEAM is redefining the way organizations conduct performance reviews. The AssessTEAM mobile app offers teams the flexibility to conduct performance reviews anytime, anywhere, directly from their smartphones or tablets. With seamless synchronization with the web platform, users can easily access evaluation forms, provide feedback, and view performance analytics on the go. The AssessTEAM 1. 17 App includes a number of new features: 360-degree feedback Continuous performance management Objectives and goal-setting Employee engagement survey Endorsements Request feedback tool Customer satisfaction survey "Our mobile app empowers teams to stay connected and engaged, even in today's increasingly remote work environments," says Rajat Mathur, Global Sales Director at AssessTEAM. "By enabling employees to participate in performance reviews from their mobile devices, we're fostering a culture of continuous feedback and improvement. " One of the standout features of AssessTEAM's platform is Endorsements, which enhances communication and engagement, particularly with younger generations in the workforce. Endorsements provide a quick and intuitive way for managers to recognize exceptional talents, making feedback more relatable and meaningful. "We recognize that traditional performance review methods may not resonate with younger employees who are accustomed to digital communication and instant feedback," explains Mathur. "By incorporating endorsements into our evaluation process, we're bridging the generational gap and creating a more... --- ### Do Emoticons Have a Place in Your Performance Review? > Discover how incorporating emoticons into your employee performance review process can enhance communication, foster understanding, and improve employee engagement. - Published: 2024-03-05 - Modified: 2024-12-05 - URL: https://www.assessteam.com/do-emoticons-have-a-place-in-your-performance-review/ In the digital age, emoticons have transcended their casual roots to become a staple of online communication. They offer a way to convey tone and emotion where words may fall short. But can these colorful, expressive symbols find a legitimate place in professional settings, particularly in employee performance reviews? With a workforce increasingly dominated by younger generations who are digital natives, the answer might be more positive than you think. The Rise of Emoticons in Professional Communication Emoticons, or emojis, have evolved significantly since their inception. Once considered the purview of personal chats and informal communication, they are now making inroads into professional environments. This shift reflects a broader trend towards more personalized and nuanced forms of communication in the workplace. How Emoticons Can Enhance Performance Reviews Integrating emoticons into performance reviews might seem unconventional, but it offers a variety of benefits. Below are key points on how emoticons can make performance reviews resonate more with younger employees and create a more engaging, less threatening review experience for everyone involved. 1. Breaking Down Barriers: Emoticons can break down the formal barriers often associated with performance reviews, making them more accessible and less daunting for employees. 2. Conveying Tone and Emotion: Text can be misinterpreted, but emoticons can help clarify the tone, making feedback feel more human and empathetic. 3. Engaging Younger Generations: For millennials and Gen Z workers, emoticons are a natural part of digital communication. Using them can make reviews feel more relevant and engaging to these groups. 4.... --- ### 10 Simple Ways A Performance Management Software Helps with Employee Appreciation > Read how AssessTEAM facilitates recognition, feedback, and continuous improvement, making your organization a magnet for top talent & Lift your employer brand with effective tools for employee engagement and satisfaction. - Published: 2024-02-23 - Modified: 2024-05-30 - URL: https://www.assessteam.com/10-simple-ways-a-performance-management-software-helps-with-employee-appreciation/ The job market has always been a competitive arena. This is the case now more than ever because attracting and retaining top talent hinges on more than just offering a competitive salary. It's about fostering a workplace culture that celebrates appreciation, recognition, and continuous improvement. Performance management software is a pivotal tool for both large and small operations, providing innovative solutions to enhance employee appreciation and, in turn, elevate your employer brand. We’ve put together a comprehensive list of 10 simple yet effective ways AssessTEAM can transform your approach to employee engagement and satisfaction. Comprehensive Performance Appraisals: At the core of AssessTEAM is our effective performance appraisal system. By facilitating detailed and regular assessments, our innovative platform ensures that employees' efforts and achievements are recognized. This continuous evaluation process not only highlights their contributions but also identifies areas for growth, making recognition a key part of their professional development. Real-time Employee Reviews: The dynamic nature of AssessTEAM's employee review software allows for real-time feedback and recognition. Employees no longer have to wait for annual reviews to understand their performance. Instead, they receive immediate insights into their contributions and areas for improvement. This ongoing feedback loop encourages a culture of continuous growth and appreciation. Employee Spotlight Features: AssessTEAM offers an "Employee Spotlight" feature, designed to shine a light on individual achievements and contributions through a public endorsements’ timeline. This feature not only elevates the spirits of the employee being spotlighted but also establishes a standard of excellence for the entire team... --- ### Text Message Based Employee Performance Evaluations > Unveil the power of AssessTEAM's text message based evaluations for comprehensive employee performance and customer satisfaction insights tailored for a mobile-centric world. - Published: 2024-01-10 - Modified: 2024-01-10 - URL: https://www.assessteam.com/text-message-based-employee-performance-evaluations/ In a world where businesses continuously adapt to the needs of a mobile workforce and customer base, performance management and customer engagement strategies must evolve accordingly. AssessTEAM Performance Management Software's text message-based evaluations offer a groundbreaking approach that is beneficial not only for employee performance assessment but also for gauging customer satisfaction. This dual approach is particularly vital for industries with employees predominantly in the field. Universal Accessibility and Convenience: One of the most significant advantages of text message-based evaluations is their universal accessibility. Employees can easily participate in the evaluation process if they use a sophisticated smartphone or a basic feature phone. This inclusivity ensures that all employees, regardless of technology access, can provide valuable feedback and insights into their work experience. Employee Evaluation via Text Message Benefits: Convenience for Mobile Workers Employees in the field can provide feedback without needing a computer or internet access. Real-Time Feedback Immediate responses allow for swift action and adjustments in dynamic work environments. Broad Participation The simplicity of text messaging encourages higher response rates, offering a more comprehensive view of employee performance. Powerful Reporting and 360-Degree Feedback: AssessTEAM's software collects data and transforms it into insightful reports. These reports facilitate meaningful employee engagement, efficient grievance resolution, and comprehensive performance appraisals through 360-degree feedback. Industry-Specific Advantages: Appliance Repair Technicians Can instantly report on customer interactions and operational challenges. Cleaning Workers Provide feedback on work conditions and client satisfaction discreetly. Landscapers Offer insights into client preferences and operational efficiency in real time. Construction Workers... --- ### AssessTEAM Earns G2 High Performer Award for Fall 2023, Revolutionizing Performance Management > AssessTEAM honored as a G2 High Performer Award for Fall 2023! Explore how our innovative approach to performance management is helping 100s of businesses engage with their employees. - Published: 2023-12-01 - Modified: 2024-01-03 - URL: https://www.assessteam.com/assessteam-earns-g2-high-performer-award-for-fall-2023-revolutionizing-performance-management/ AssessTEAM, a leading provider of performance management software, proudly announces its recognition as a G2 High Performer for the Fall of 2023. This esteemed award highlights AssessTEAM's commitment to delivering exceptional employee evaluation software solutions and solidifies its position as a trailblazer in the performance management industry. Revolutionizing Employee Performance Evaluation AssessTEAM's innovative approach to performance management has transformed how organizations evaluate and enhance employee performance. By integrating cutting-edge technology with user-friendly interfaces, the software offers a comprehensive solution that simplifies the evaluation process, enabling businesses to focus on growth and employee development. A Testament to Excellence The G2 High Performer Award, known for its rigorous assessment criteria, evaluates products based on customer satisfaction and market presence. AssessTEAM's achievement of this award reflects its dedication to providing a superior user experience and its significant impact in the performance management software market. Empowering Organizations with Advanced Features AssessTEAM's employee evaluation software is designed to meet the evolving needs of modern workplaces. Key features include: Mobile app based performance evaluation Real-time performance metrics Customizable evaluation templates 360-degree feedback capabilities Goal setting and tracking Data-driven insights for informed decision-making These features empower organizations to foster a culture of continuous improvement, aligning employee performance with overall business objectives. User-Centric Approach to Innovation "We are thrilled to receive the G2 High Performer Award. It is a testament to our commitment to innovation and customer satisfaction," said Rajat Mathur, Sales Director @ AssessTEAM. "Our focus has always been on developing a solution that not only meets,... --- ### Unlocking Employee Engagement: A 360-Degree Feedback Journey > Explore impactful 360-degree feedback questions to boost employee engagement, foster growth, and improve communication. - Published: 2023-11-10 - Modified: 2024-02-08 - URL: https://www.assessteam.com/unlocking-employee-engagement-360-degree-feedback-journey/ Employee engagement is a critical factor in an organization's success. Engaged employees are more motivated, productive, and likely to stay with their current employer. One powerful tool for assessing and improving employee engagement is 360-degree feedback. By collecting feedback from multiple perspectives, including peers, supervisors, and subordinates, organizations can gain valuable insights into how engaged their employees are. What is 360-Degree Feedback? 360-degree feedback, also known as multi-rater feedback, is a comprehensive performance evaluation method that gathers input from a variety of sources. This includes feedback from an employee's supervisor, peers, subordinates, and sometimes even external stakeholders. The idea is to provide a well-rounded view of an individual's strengths and areas for development. Why Does 360-Degree Feedback Matter? Holistic Insight Traditional top-down evaluations often miss crucial nuances. 360-degree feedback offers a broader perspective, providing a more comprehensive understanding of an employee's performance. Development Opportunities It highlights areas for improvement and helps employees grow in their roles. This fosters a culture of continuous improvement. Enhanced Communication Encourages open and honest communication within the organization, strengthening relationships and trust. At AssessTEAM we work with 100s of companies in setting up their 360-degree feedback reviews, this blog summarizes a lot of our experience in working with various industries. The questions below are the ones we recommend for pretty much any industry type. Communication Skills Does the employee communicate effectively with team members and colleagues? Sample Example Answer Learning 1 The employee proactively communicates with team members and keeps everyone informed, which enhances collaboration.... --- ### An Employee Directory Can Improve Team Communication and Engagement > Gain useful insights and understand how having an employee directory can foster teamwork and make communication easier for modern businesses, especially in a hybrid work mode. - Published: 2023-10-11 - Modified: 2024-02-08 - URL: https://www.assessteam.com/an-employee-directory-can-improve-team-communication-and-engagement/ Modern businesses of today thrive on effective communication and robust teamwork, both of which are integral for organizational success. With a significant shift towards hybrid work environments, there’s a rising need for tools that seamlessly connect employees, fostering collaboration while enhancing communication. In response, AssessTEAM introduces its Free Employee Directory, an invaluable resource designed to knit teams closer, whether they are working onsite, remotely, or in a hybrid setting. Foster Teamwork through Easy Accessibility In the contemporary work landscape where the dynamics of teamwork are constantly evolving, accessibility among team members is a fundamental cornerstone for fostering collaborative efforts. Recognizing this crucial need, the Free Employee Directory offered by AssessTEAM is meticulously designed to be an enabler of easy and efficient accessibility among team members. User-Friendly Interface Promotes Seamless Interaction The directory’s user-friendly interface is not just about aesthetics; it is deliberately structured to facilitate effortless navigation for all users, irrespective of their tech-savvy levels. Users can seamlessly browse through the directory, locate their peers, and initiate communication without facing any technical hurdles or complexities. This ease of use promotes frequent usage of the platform, encouraging team members to constantly reach out and interact with each other, thereby strengthening team bonds. Quick Access to Vital Information At the heart of the directory is its capability to provide quick access to crucial contact information. Whether an employee needs to find the email ID, departmental details, or any other pertinent information about a colleague, the directory provides this data at their fingertips.... --- ### Free Performance Management Software - Limitations & Pitfalls > Explore how AssessTEAM's performance management software provides a solid foundation for sustained growth and success to organizations of all sizes and budgets without compromising quality. - Published: 2023-08-08 - Modified: 2024-02-08 - URL: https://www.assessteam.com/free-performance-management-software-limitations-pitfalls/ As businesses strive for optimal performance and growth, effective performance management is critical in driving success. While free performance management software might seem tempting for cost-conscious organizations, it often has hidden limitations and lacks the necessary features for comprehensive HR management. Enter AssessTEAM—a game-changing solution that combines excellence with affordability. With prices starting at just $3 per person paid monthly, AssessTEAM offers an unbeatable value proposition, making it the ideal choice for businesses seeking to avoid free options without breaking the bank. Limitations of Free Performance Management Software Free performance management software might promise savings initially, but these apparent benefits can be deceiving. Free solutions typically restrict crucial features, limiting your ability to implement a comprehensive and effective performance management strategy. Moreover, they may lack the support and scalability to meet your organization's evolving HR needs. Investing in a high-quality, affordable platform like AssessTEAM ensures you steer clear of these limitations, providing a solid foundation for sustained growth and success. The AssessTEAM Advantage: Excellence at an Affordable Price AssessTEAM is a performance management software that revolutionizes how businesses approach talent management. With its incredibly affordable pricing, AssessTEAM caters to organizations of all sizes and budgets without compromising quality. 1. Comprehensive Performance Management Features Unlike free alternatives that offer limited functionalities, AssessTEAM provides a comprehensive suite of performance management tools. From goal-setting and feedback collection to performance evaluations and development plans, AssessTEAM covers all aspects of performance management, empowering your organization to nurture talent and boost productivity. 2. Scalable and Flexible... --- ### Avoid Employment Practices Liability Claims with Performance Documentation > Explore how AssessTEAM's performance management software promotes fair evaluations, ongoing feedback, and transparent communication while minimizing employment practices liability (EPL) risks. - Published: 2023-07-05 - Modified: 2025-01-23 - URL: https://www.assessteam.com/avoid-employment-practices-liability-claims-with-performance-documentation/ In today's business environment, organizations face numerous challenges in managing employee performance while avoiding potential legal risks associated with employment practices liability (EPL). In such a context, adopting effective performance management strategies that promote employee growth, foster a positive workplace culture, and minimize the likelihood of EPL claims becomes crucial. AssessTEAM, a performance management software, offers valuable tools and features to facilitate objective evaluations, ongoing feedback, and transparent organizational communication. This blog post will explore how AssessTEAM can be your trusted partner in achieving these objectives and minimizing EPL risks. Understanding Employment Practices Liability (EPL) Employment Practices Liability encompasses various legal claims arising from the employer-employee relationship. Discrimination, wrongful termination, harassment, and retaliation are common examples of such claims. These situations not only lead to legal consequences but also disrupt productivity, harm employee morale, and damage the organization's reputation. By implementing effective performance management practices, organizations can proactively address concerns, foster a fair work environment, and reduce the risk of EPL claims. The Value of AssessTEAM Performance Management Software AssessTEAM offers a range of features that support fair and comprehensive performance evaluations while promoting ongoing employee development. Here are the key aspects of AssessTEAM that can contribute to your organization's success: 1. Objective Performance Evaluation: AssessTEAM provides a structured framework for setting clear performance expectations and goals for each employee. By defining key performance indicators and measurable targets, the software ensures that evaluations are based on concrete criteria, minimizing bias and subjectivity. 2. Ongoing Feedback and Coaching: Continuous feedback is... --- ### 8 Critical Customer Success KPIs Every SaaS Company Should Track > Track the 8 key customer success KPIs essential for SaaS companies' growth and retention. Enhance your performance metrics and drive lasting customer relationships. Learn how! - Published: 2023-06-05 - Modified: 2024-02-08 - URL: https://www.assessteam.com/8-critical-customer-success-kpis-every-saas-company-should-track/ The fact is, software as a service (SaaS) companies thrive or falter based on their ability to deliver consistent value to their customers. This puts customer success at the heart of the SaaS business model. For a SaaS business to thrive, it must not only attract customers - it must also retain them and encourage their growth. Understanding this, it becomes essential for SaaS companies to pick and monitor the right customer success Key Performance Indicators (KPIs) to ensure their customers' needs are met and exceeded. Customer Success in SaaS Context In the Software as a Service (SaaS) environment, customer success takes on a central role in the entire business strategy. Unlike traditional business models where customer interaction typically ends at the point of sale, in SaaS, customer interaction and engagement is an ongoing process that spans the entire lifecycle of the customer's relationship with the company. It is here that the concept of customer success becomes particularly significant. Customer success in a SaaS context is all about ensuring that your customers realize value and achieve their specific objectives while using your product or service. It's not merely about delivering a product or service that works as promised, but it's about ensuring that customers are able to use the product to its full potential and that it contributes to their success. Taking proactive steps to understand customer expectations forms a cornerstone of this process. This requires a deep understanding of your customer's business, their pain points, their needs, and their... --- ### 5 Things to Consider Before Employee Termination for Poor Performance > In this blog post, we will discuss 5 important things to consider before employee termination based on poor performance and how implementing a performance management system can effectively mitigate such situations. - Published: 2023-06-01 - Modified: 2024-02-06 - URL: https://www.assessteam.com/5-things-to-consider-before-employee-termination-for-poor-performance/ Terminating an employee for poor performance is a challenging decision that every employer will have to face at some point. It's crucial to handle such situations with care, ensuring that the process is fair, documented, and aligned with legal requirements. A well-structured performance management system can help identify and address performance problems early on, reducing the need for termination and avoiding potential legal issues. In this blog, we will cover five key considerations before terminating an employee due to poor performance and how a performance management system can help prevent such situations. Be Sure to Clarify Responsibilities Before terminating an employee for poor performance, it's important to review their job description and ensure that their responsibilities are clear. Lack of clarity regarding job expectations can lead to misunderstandings and performance issues. Employers should communicate clearly with employees, providing them with a comprehensive understanding of their roles, responsibilities, and performance standards. This clarity helps set the foundation for effective performance management and ensures that employees have a fair chance to meet the required expectations. Leave Regular Feedback with a Clear Path to Improvement Regular feedback is essential in managing performance issues. Managers should provide constructive feedback to employees on an ongoing basis, acknowledging their strengths and addressing areas for improvement. It's crucial to maintain open lines of communication, discussing performance concerns promptly and providing employees with specific feedback on how they can enhance their performance. By offering a clear path to improvement, employees are more likely to respond positively and strive... --- ### 3 Step Employee Engagement Budget That Delivers Measurable ROIs > Ready to take your employee engagement efforts to the next level? Learn how to improve employee engagement and boost your business's ROI with our 3-step budget plan for employee engagement programs. - Published: 2023-03-03 - Modified: 2024-02-06 - URL: https://www.assessteam.com/3-step-employee-engagement-budget-that-delivers-measurable-rois/ It was not so long ago that the phrase "the customer is king" was widely accepted, but a shift in the corporate paradigm has occurred since then. Companies have started to realize that their employees are first priority and winning against competitors must start from within. Today, organizations have begun to fully understand just how important employee engagement is to the success of their company. Measuring employee engagement can be a challenge, however, because it involves quantifying the emotional state of an entire organization, not just one individual. Higher retention rates, better customer satisfaction, and long-term business growth can be achieved with better employee engagement budgeting strategies. To start an employee engagement program, it's important to set SMART goals, allocate the right budget, and split the program budget into three. Utilizing tools like employee engagement software can also be helpful. Why is creating an employee engagement budget important? Innate to human nature is the desire for emotionally enriching and mutually advantageous relationships. Employees who build these connections within their workplace are inspired to contribute their best efforts to advance their company's welfare, instead of solely benefiting from their employer. Organizations that build a culture around highly engaged employees will see quite a few advantages over their competitors, including better productivity, reduced absenteeism, better retention, and increased customer satisfaction. This is why it is so worth the time and effort to invest in an employee engagement budget. While senior management may acknowledge this in principle, they likely prioritize data and require... --- ### Top Remote Employee Engagement Strategies That Work in 2025 > Explore employee engagement software to boost remote team communication, collaboration, and productivity. Proven tips from AssessTEAM. - Published: 2023-02-17 - Modified: 2025-07-22 - URL: https://www.assessteam.com/top-remote-employee-engagement-strategies-that-work/ A new trend in the workplace has emerged over the past few years. The number of remote employees, or employees who work from home, is steadily on the rise with no signs of slowing down. As both employees and the organizations look for ways to adapt to this new workforce, they are discovering just how many advantages a virtual workforce can offer their company. Businesses who offer remote and flexible work options are more appealing to the best talent, providing organizations with a competitive workforce advantage. As a matter of fact, remote workers report feeling more productive, engaged, and satisfied with their job. From consultants to sales staff, the growing number of remote employees crosses multiple time zones, with many working from home or on-site at client locations. Access to global talent and the convenience and flexibility of working from anywhere, offers a great many benefits to businesses and employees alike. There’s no need to point out that remote work is here to stay - its popularity alone speaks for itself. However, HR professionals must now focus on developing creative employee engagement activities and team building strategies for remote workers, in addition to managing operational challenges that were brought on by the Coronavirus pandemic. Working from home does indeed have a great many benefits for the workforce as a whole, but that doesn’t mean it doesn’t also have its challenges. Working outside of a physical location may leave some employees feeling disconnected, leading to disengagement and reduced productivity. As a... --- ### Performance Management for Highly Sensitive People > Discover how to effectively manage performance for overly sensitive employees with our comprehensive guide on performance management for highly sensitive people. Learn how a performance management system can help to effectively communicate, set expectations and provide feedback to promote growth and success. - Published: 2023-01-20 - Modified: 2024-02-06 - URL: https://www.assessteam.com/performance-management-for-highly-sensitive-people/ Tom was the kind of employee every manager dreamed of having on their team. A dedicated employee, Tom has always worked hard to excel in his role as a team leader through clear communication and astute attention to even the smallest of details. Unfortunately for Tom, he struggled to deal with the stresses of his job. Unexpected or last minute changes caused him to spiral into an emotional tailspin that affected his job performance and focus. Tom is a highly sensitive person, also known as HSP. Often referred to as sensory processing sensitivity, HSP is a genetic trait. The term “highly sensitive person” originated from psychologist Elaine Aron, who theorized that this trait evolved to help people who had more sensitive nervous systems better cope with the world around them. Between 20 and 30% of the population identify as a highly sensitive person. A highly sensitive employee is no different from others. Most often, they are highly productive employees who bring a fresh perspective to complicated tasks. As a manager, it is your responsibility to help every member of your team thrive, including HSPs. Managers often ask how to best deal with an employee who is highly sensitive. To begin with, you must first correct the belief that being sensitive is a defect. Instead, consider the fact that a deep perception of the world is in fact, a gift. It is a gift that can be leveraged to spark innovation, creativity, and personal growth. As a manager, you may be... --- ### 10 Techniques to Encourage Workplace Diversity > Discover how to promote diversity and inclusion in the workplace and boost employee engagement. Here are ten techniques every organization should take to improve diversity in the workforce. - Published: 2022-12-12 - Modified: 2024-02-08 - URL: https://www.assessteam.com/10-techniques-to-encourage-workplace-diversity/ People in today's society hold a great deal of bias, often without even realizing it. These biases and learned behaviors are so much a part of our system that it has become as natural as the air we breathe. We are quick to make judgments and assumptions about others based on their gender, race, religion, age, physical ability, and sexual orientation, often unaware that this is taking place. It is so automatic, that people forget to stop and ask: Am I right to feel this way about someone I hardly know? We spend approximately two-thirds of our waking hours over the course of our lives at work. For most, that means more time spent with coworkers than with family members. The people you work with, how you interact with them, and the culture of your work environment has a profound impact on how you view inclusion and diversity in not only your work life, but your personal life as well. Promoting diversity in the workplace is not only a matter of fairness. It is a necessary requirement in order to build a company that has a reputation of being a socially responsible enterprise. Diversity in the workplace requires every employee to accept and treat each other with respect as equals, regardless of their background. Diversity in the workforce opens the door to new ideas, approaches, and perspectives. It improves organizational culture while increasing innovation. Creating a truly diverse workplace can be challenging, however, and requires the continuing commitment and effort... --- ### What is Employee Sentiment Analysis and Why Do You Need It? > Employee sentiment analysis might be the answer to the employee engagement problem. With AssessTEAM mood surveys, you’ll hear the voice of your employees with a clarity you never imagined was possible. - Published: 2022-11-09 - Modified: 2024-02-08 - URL: https://www.assessteam.com/what-is-employee-sentiment-analysis-and-why-do-you-need-it/ Smart employers understand that hiring individuals who are qualified for the position must also be the right fit for the company as well. Employing the right talent helps to ensure the overall success of the company, but not everyone recognizes that hiring said employee is just the beginning. In a time where employee burnout is increasing at alarming rates, getting employee feedback and monitoring employee sentiment is more important than ever. Improving employee engagement is more important now than it has ever been to ensure staff retention and to maintain superior levels of customer and client satisfaction. No matter the size of your organization, employee engagement can be difficult. Many larger enterprises have human resource systems in place for gathering and monitoring employee feedback. While this is a good step in the right direction, sitting on all of the feedback you receive from employee surveys, without action, results in companies losing the perfect opportunity to improve employee happiness and engagement. Research shows that employees who feel more connected to their jobs go the extra mile to provide great customer care and satisfaction. Engaged employees have the motivation to go above and beyond what is required of them, which benefits the organization as a whole. What is employee sentiment analysis? While gathering employee feedback is a vital step in increasing employee engagement, analyzing how your employees feel also plays a major role in performance management. Unaddressed grievances, even those that are minor, can lead to low productivity and bring the morale... --- ### EEO Compliant Performance Management Process > AssessTEAM has been designed to meet and exceed EEO requirements. Read below to see how you can deploy a performance management system that is EEO compliant. - Published: 2022-08-20 - Modified: 2025-01-23 - URL: https://www.assessteam.com/eeo-compliant-performance-management-process/ United States Federal law bars discrimination against potential or current employees on factors such as gender, race and age. AssessTEAM has been designed to meet and exceed EEO requirements; read below to see how you can deploy a performance management system that is EEO compliant. done Equal employment opportunity (EEO) U. S. Equal Employment Opportunity Commission. done Compliance means not discriminating against employees and job applicants based on protected factors. done The EEO laws businesses must follow at all times depend on their size. done To maintain your company’s EEO compliance, identify and correct your biases, provide accessibility accommodations, determine your business’s reporting requirements, and consider enacting an affirmative action plan. done This guide is for business owners who want to learn more about EEO and ensure their compliance. It’s common knowledge that job discrimination is pervasive across most, if not all, industries. Less obvious is how companies must hire, promote, discipline, pay and treat employees in order to comply with equal opportunity laws. Through federal and state equal employment opportunity standards, your company can find guidance for interacting with employees and job applicants not on the basis of their demographics, but solely on the basis of their work and skills. What is equal employment opportunity (EEO)? Equal employment opportunity is a government-mandated set of civil rights protections against job discrimination on the basis of race, color, sex, religion, national origin, disability, age, genetic information and other factors. Title VII of the Civil Rights Act of 1964 governs anti-discrimination measures... --- ### 10 Easy Steps Towards Preventing Employee Burnout > Preventing employee burnout should be a priority in any workplace. Find out how you can use performance management software to fight it. - Published: 2022-07-13 - Modified: 2024-01-03 - URL: https://www.assessteam.com/10-easy-steps-towards-preventing-employee-burnout/ Stress has become an unhealthy measure for success that often leads to employee burnout. A culture glorifying being stressed to appear successful has become typical in modern workplaces. While stress at work is normal, unmanaged stress can affect productivity and more importantly health at all levels, physical, mental and emotional health. Reasons for employee burnout doneUnrealistic expectations doneNo clarity on job expectations doneUnmanageable workload doneLack of communication doneUnreasonable deadlines doneUnfair treatment at work doneCulture encouraging overtime All of these could lead to employee burnout and eventually force employees to quit. Symptoms of employee burnout Prolonged and chronic stress can manifest as; Emotional, mental, and physical exhaustion Disengagement Increased absenteeism Isolation Higher sensitivity to feedback Emergence of physical symptoms Decreased productivity 10 easy steps to prevent employee burnout There is no one solution to manage stress and avoid burnout but here are few options and incorporating a combination of few could improve employee wellbeing. 1. Provide effective orientation Employee orientation is the process of introducing newly hired employees to their new workplace. It provides the basic organizational information employees need to be prepared for their new team, department, and role within the company and makes them aware of company policies and expectations. A smooth transition into a new role benefits both new employees and their new managers and colleagues. By clearly communicating expectations and responsibilities to the new employee, they can start being productive quickly. As part of an effective onboarding process, a thorough and engaging orientation can also help reduce... --- ### Performance Management Software for Remote Workers > Here are the top tips to consider to revamp your performance management for remote workers to enable team members to become more engaged and productive. - Published: 2022-06-06 - Modified: 2024-02-08 - URL: https://www.assessteam.com/performance-management-software-for-remote-workers/ It’s easy to give feedback and ask questions to employees when you’re in the same physical location. There’s eye contact, and you can approach them at their desk or call them for a private meeting. You can gauge their reaction directly with cues like facial expressions and body language. But it’s different when you have remote workers or a hybrid, due to the inconvenience of calls and conferences feedback is often avoided or delayed. An increasing number of remote employees worry about their manager's opinion as they simply don't get adequate feedback. Communicating with your remote employees can be challenging even with the ubiquity of technologies like Zoom, Google Meet, email, and messaging apps. Timely communication about job expectations that is documented for easy long term access is the solution that works. To achieve this, managers must adopt technology that helps them in consistently leaving feedback for their teammates, both in office and remote. With remote work becoming the norm for most companies today, organizational leaders and managers are investing time in formal performance management for remote workers. Here are some tips to consider: 1. Set healthy expectations Employees need to know job expectations from the get go, this is well before you think about performance management. Remote workers are typically worse off when it comes to clarity of job expectations, not being in the office near your boss contributes to this confusion. There is no manager or other peers remote workers can physically observe. This often results in a... --- ### Why Mid-Year Performance Reviews are Crucial to Year-End Success > Mid year performance reviews are essential for employee appraisal and help in employee performance management during all 12 months. Learn how AssessTEAM performance management software helps to conduct mid year performance reviews. - Published: 2022-05-16 - Modified: 2025-01-23 - URL: https://www.assessteam.com/why-mid-year-performance-reviews-are-crucial-to-year-end-success/ Annual performance reviews have been a part of employee lives for quite a long time. The idea behind this is simple. Basically, an employee works for 12 months and at the end of the performance cycle, meets with their manager to discuss their job performance during those 12 months. During this discussion, the manager informs the employee as to whether or not they have earned a pay raise for the following year. Work environments today are rapidly changing, and all the buzz in the corporate world is about the mid year performance review. Conducting employee reviews on a bi-annual instead of on an annual basis only has proven to increase employee job satisfaction and build a great organizational culture as the mid-year review is disconnected from remuneration. As a matter of fact, a recent study from Joblist. com discovered that employees who receive regular feedback during mid-year informal meetings were significantly more motivated at work compared to employees who received reviews only at the end of the year. What Is A Mid-Year Review? A mid year performance review is an evaluation in which a manager meets with employees near the end of the 2nd quarter to assess employee progress on key job tasks and evaluate goals. Note that employees should be able to easily find key job requirements in their individual position descriptions. Managers can also use this time to coach employees on how to make any performance changes needed before their more in-depth year end review is conducted. A... --- ### 9 Signs Your Business Needs a Performance Management Software > A performance management system enables managers to provide additional support to their employees, determine training needs, and conduct fair performance reviews. We’ve put together a comprehensive list of the 9 signs that show your business needs a performance management system. - Published: 2022-04-27 - Modified: 2024-01-03 - URL: https://www.assessteam.com/9-signs-your-business-needs-a-performance-management-software/ How do you help your business identify the need for a performance management system? To find out, we asked business owners, managers, and HR professionals this very question in order to gain better insight on how to spot the signs that your business is in serious need of implementing a reliable and professional performance management software. High staff turnover and repeated employee requests for feedback are just some of the signs that indicate your business will benefit greatly from a formal performance management system. We’ve put together a comprehensive list of the 9 signs that show your business needs a performance management system. Goals are Confusing and Seldom Achieved on Time If you find that the goals and targets setup by managers are often missed, it is a clear sign that it is time to implement a performance management software. When your leaders and HR departments do not know or have the metrics they need to meet company targets, you not only run the risk of losing revenue, but ruining the reputation of your business in the process. Performance evaluation software helps solve this issue by clarifying goals and helping managers ensure goals are met on time. Progress on Goals is Not Tracked If you are continually asking your team for goal or task statuses, this is a clear sign that your business is in need of a performance management system. How efficiently your business conducts daily activities is greatly reduced when unnecessary meetings must be called just to determine... --- ### 5 Ways to Minimize Bias in Employee Performance Reviews > Avoid bias in employee performance reviews with AssessTEAM. Discover 5 ways our software supports fair, accurate, and objective evaluations. - Published: 2022-02-21 - Modified: 2025-04-29 - URL: https://www.assessteam.com/5-ways-to-minimize-bias-in-performance-reviews/ A formal assessment in which a manager or team leader evaluates employee performance, identifies weaknesses and strengths, provides feedback, and sets goals in place for future performance is known as an employee performance review. In the past, most companies and organizations conducted performance reviews on an annual basis, but today, more and more businesses are moving towards a more frequent performance management system where managers conduct reviews weekly, monthly, or quarterly. When conducted the right way, performance reviews can help employees understand what they are doing and what areas they can improve, how their work supports the overall company goals, and what the company expects of them. Many people struggle when it comes to conducting bias-free performance reviews, but what is the reason behind this? An unfortunate aspect of human nature is that we often make unfair judgments about others. Even the most objective and liberal thinkers form opinions about others because our subconscious cognitive biases influence us. The human brain attempts to simplify information processing through a systematic error in thinking known as a cognitive bias. Whether we realize it or not, the decisions we make are often influenced by our life experiences, emotions, and personal beliefs. Unfortunately, biases are a common aspect of the workplace. And this can be especially true when managers and team members are tasked with evaluating the performance of subordinates and co-workers. There is a lot of information to keep in mind when conducting performance reviews. Raters can quickly get wrapped up in unimportant... --- ### 5 Things Your Employee Goal Setting Software Must Do > Discover 5 must-have features in goal-setting software. Learn how AssessTEAM helps businesses set clear goals and drive measurable results. - Published: 2022-02-15 - Modified: 2025-04-29 - URL: https://www.assessteam.com/5-things-your-employee-goal-setting-software-must-do/ Engaging with your employees starts at communication of goals a goal setting software is an excellent way to achieve this. Clearly defined goals help you to establish what your expectations are with a timeline to achieve them. Goal setting software gives you the ability to collaborate with your employees to setup clear goals, define deadlines, clarify risks and effectively measure progress towards meeting the goals assigned. Choosing the right goal setting software is vital to the overall success of your business. What is Goal Setting? Put simply, goal setting is the process of partnering with your employees to setup achievable and measurable targets, these targets can be sales numbers, productivity levels, or simply compliance with the policy. The steps and activities within that roadmap are the ones you will describe in detail to ensure the goal is clear and remains achievable for your team. Goal management software gives businesses the ability to help track their personal and professional goals and manage their tasks efficiently. It provides an excellent way to help employees stay organized by setting deadlines and other task requirements to ensure short term and long term goals are met successfully, on time. Data from goal tracking software is very useful when it comes to increments, training plans, promotions, and team reorganization. What Does SMART Mean in Goal Setting? SMART refers to the standards that are required for setting business objectives and goals. It is an acronym that stands for Specific, Measurable, Achievable, Realistic, and Timely. A SMART goal... --- ### Performance Management Software for a Hybrid Work Culture > Performance management software helps track goals, boost engagement, and maintain productivity across remote and in-office teams. - Published: 2021-11-10 - Modified: 2025-07-22 - URL: https://www.assessteam.com/performance-management-for-a-hybrid-work-culture/ The recent Covid-19 pandemic forced thousands of CEOs, managers, and employees to re-evaluate how they work, and in most cases, it had to be figured out quickly. During the early phase of the Covid crisis, teams who would normally be in an office setting now found themselves forced to communicate over video calls instead. This may not have been the most ideal setting in the beginning, but most people understood that this was the situation millions of people were now in and chose to make the best of it. Many found themselves wondering if they would be working from home permanently. Would they return to the office soon, or would there be a mix of both remote and in-person work? As the pandemic wanes and many offices have reopened, it appears that hybrid working is here to stay and is the future of how organizations will conduct business going forward. Challenges with Hybrid Working This future-forward way of doing business does have its complications, however. According to The Accenture Future of Work Study 2021: 83% of workers interviewed prefer a hybrid work model. only 25% of respondents worked fully onsite throughout the pandemic and are likely to remain onsite, whatever their personal preferences may be. 40% of workers felt they could be healthy and effective whether they were onsite or remote. 63% of high-growth organizations have enabled productivity anywhere workforce models. 85% of people who feel they can be productive everywhere say that they plan to stay with their company... --- ### Anatomy of a Perfect Employee Evaluation Form > Designing the perfect employee evaluation form doesn’t have to be a tedious and challenging task. AssessTEAM delivers performance evaluation templates that can be customized to fit around your business process. - Published: 2021-08-09 - Modified: 2025-01-23 - URL: https://www.assessteam.com/anatomy-of-a-perfect-employee-evaluation-form/ Performance evaluations, which provide employers with an opportunity to assess their employees’ contribution to the organization, are critical to building a powerful workforce. A well-designed employee evaluation form is a highly effective tool in helping both employees and employers identify employees’ areas of strength and weakness. While the employee evaluation form is paramount in boosting productivity, only a marginal number of employees say that their organization does it well. A poorly drafted employee evaluation form is often the root cause of an ineffective appraisal process. A cookie-cutter approach of designing employee evaluation forms seldom works well to boost your employees’ morale. The feedback is effective only when it’s crafted to be a constructive and enriching process. KEY POINTS An employee evaluation form can motivate a team to do their best by recognizing their strengths and improving communication. Evaluations should be conducted fairly and consistently to protect your employees. An effective performance evaluation system has standardized performance measures, evaluation forms, and feedback guidelines. Anatomy of a perfect employee evaluation form: A well drafted employee evaluation form is key to a successful and effective appraisal process. With the feedback that is easy to read and understand, employees no longer feel that the evaluation process is a waste of time. Instead, they look forward to constructive feedback that not only works to improve their own job performance but enhances the overall work culture as well. Before you start going over every performance management software available, take the time to review your current system... --- ### 7-Point Checklist for Selecting Performance Management Software in 2025 > Performance management software solutions must help you effectively analyze, assess, and improve your team's performance. - Published: 2021-07-13 - Modified: 2025-04-02 - URL: https://www.assessteam.com/7-point-checklist-for-selecting-performance-management-software-in-2024/ Employee appraisals are among the most daunting tasks for HR teams. They tend to be time-consuming and may potentially disrupt operations. The good news is that the right performance management software should help streamline the process and make appraisals easier for your team. When shopping for performance management software, you are likely to find a wide range of solutions—and going over them can be challenging. After all, not all platforms have the same offerings. Ideally, your choice should meet your exact performance management requirements while providing scalability and cost-effectiveness in the long run. Read on to find out how you can pick the right solution for your organization. How to choose a performance management system in 2025: A checklist Before you start going over every performance management software available, take the time to review your current system and find out what it lacks. Then, take note of your requirements and determine if a new system will be helpful and accelerate your work. Refer to this checklist as your guide: 1. Does the software accommodate your evaluation methodology? What are the issues you have with the current performance management system you are using for employee appraisals? Does the software address your key challenges and terms related to employee performance management? Your first step is to list the things you need to help solve those problems, and determine if a performance management software solution will streamline the work of managers when they do appraisals. From there, you can start looking for the... --- ### Employee Review Software for Small Businesses - Challenges & Solutions > Employee review software helps organizations by giving managers a systematic process to achieve the team’s objectives, improve team efficiency and develop performance capabilities. - Published: 2021-07-06 - Modified: 2025-01-23 - URL: https://www.assessteam.com/employee-review-software-for-small-businesses-challenges-solutions/ Performance management is the process of establishing a shared understanding of what needs to be achieved within an organization, by placing focus on performance improvement through learning and development that work to achieve the overall business strategy of the company. This involves aligning the organizational objectives with those of the individual employee through competency requirements, development plans, and agreed upon measures and skills. Employee review software allows an organization to holistically integrate a large number of elements that contribute to effective human resource management. It helps the organization as a whole by giving managers a systematic process to achieve the team’s objectives, improve team efficiency, and develop performance capabilities. Managers review and assess both the team and the individual performance to reward and motivate organizational employees. What are the challenges when rolling out employee review software for small businesses? Implementing performance management software processes can often involve a big change in the work culture that your team is accustomed to. This shift can be even more stressful for small businesses that employ a smaller workforce. In order to successfully implement performance management, a good deal of dedication is required from upper management, managers and HR. A comprehensive implementation plan is absolutely necessary to avoid completely derailing the process and disrupting employee workflow. Below are performance management process challenges to address when implementing performance management software: 1. Steep learning curves involved in product adoption Oftentimes, the new software rollout becomes a painful process due to complex workflows and steeper learning curves... --- ### Create A Simple Job Performance Review Form with AssessTEAM > Make your job performance reviews form simple & effective by using AssessTEAM cloud-based performance management software - Published: 2021-06-28 - Modified: 2025-01-23 - URL: https://www.assessteam.com/create-a-simple-job-performance-review-form-with-assessteam/ Job performance reviews are essential to creating a team that consistently works towards the organization's goals. But in many cases, managers don’t prioritize job performance evaluations because they don’t have an efficient job performance review system. That said, performance reviews are definitely worth the investment because when done right, they can promote staff recognition, enforce acceptable performance boundaries, enable effective communication, and ultimately motivate everyone to do their best not only for themselves but for the organization as a whole. When doing a job performance review, your goal should be to provide equitable measurements of each employee’s contribution to the team, obtain a higher level of quantity and quality in the work produced, and create accurate performance documentation that protects both your employees and you as the employer. Here are the five steps to creating a new performance evaluation system for your organization 1. Develop a clear evaluation form that does not change often The best way to ensure that job performance reviews are conducted consistently and fairly is to use an evaluation form that is clear and does not change for each review. Having this in place also ensures employees do not get confused and the data can be analysed with trends. The form should focus on essential job performance areas. This will allow you and your employees to address issues that matter most while making assessments more relevant and meaningful. The performance areas to be included for most staff positions are quality and quantity of work, job skills... --- ### Impact of Employee Performance Reviews in a Flat Organizational Structure > See how employee performance review tools help flat organizations improve productivity. Use AssessTEAM to gather feedback and make informed decisions. - Published: 2021-06-08 - Modified: 2025-07-22 - URL: https://www.assessteam.com/impact-of-employee-performance-reviews-in-a-flat-organizational-structure/ Today, the world economy is shedding age-old, outdated practices of top-down leadership and traditional pyramid structures. The old-school management assumes that traditional leadership consists of managers and subordinates. However, modern, contemporary structures blur the lines of this conventional hierarchy – and creates an even playing field that allows businesses to leverage employee talent, passion, and expertise to face business challenges. This foundation represents the nature of leadership in a flat organization. What is a flat organization? A flat organization is characterized by little-to-no hierarchy levels that intervene in decision-making or differentiates between managers or employees. For the last couple of years, businesses are willing to flatten their hierarchical structures to empower employees with decision-making discretion. Flattening of organization structures refers to eliminating layers in a firm’s hierarchy and the broadening of the span of control of the top management. A flat organization cuts through the hierarchy layers and boosts the speed of when and how decisions get made. The time it takes to bring a product/service to the market reduces, and decisions are implemented speedily and efficiently. Companies can also reduce overhead costs by minimizing the layers of management and, in turn, empowering employees to take the lead and pursue their passions. Such organizational structure is most common in small organizations and young startups. Some entrepreneurs also make conscious decisions to choose a flat organization structure to spark unprecedented collaborations, leading to creative initiatives. While others may start as a flat organization at a nascent stage, and as it grows... --- ### 7 Reasons Why 360-degree feedback Programs Fail > If your 360-degree feedback program is not achieving the expected results, there are common reasons why it is failing. Let's take a look at the 7 most common reasons. - Published: 2021-04-02 - Modified: 2024-02-08 - URL: https://www.assessteam.com/7-reasons-why-360-degree-feedback-programs-fail/ 360-degree feedback programs aren’t exactly new. As a matter of fact, they have been around for quite some time. They have become such a common management practice that it's even been featured in the popular TV series, The Office. If you aren’t familiar with this program, here’s how it works: A 360-degree feedback Program provides the employee with feedback from everyone they work with, hence the 360 degrees. The employer, direct management, and peers provide feedback based on the employee’s strengths and weaknesses, developmental needs, and opportunities. Done properly, 360-degree feedback works to encourage all team members to improve in key areas that may be causing conflict within the team, or other areas that may be preventing them from progressing on their career path. Done poorly, 360-degree feedback can lead to anger, mistrust, and conflict within the team, leaving team members with lower morale than before the program was started. If your 360 feedback program is not achieving the expected results, there are common reasons why it is failing. Below are 7 of the most common reasons: 1. The Employer doesn't get involved or underestimates the program's importance. Even if your HR department is a driving force behind the 360 feedback program, without attention from the boss it will not be effective. Whatever the boss prioritizes are important will get the most attention in their reports. If they do not believe it will help the team, the program will fail. There are several reasons a manager may not be taking... --- ### How to Improve Employee Performance Through Employee Engagement Software > AssessTEAM’s employee engagement software improves performance by identifying issues, supporting growth, and fostering a positive work culture. - Published: 2021-01-19 - Modified: 2025-04-29 - URL: https://www.assessteam.com/how-to-improve-employee-performance-through-employee-engagement/ Your employees are the greatest assets in your organization, and sure enough, your human resources team has likely invested a lot of effort in recruiting the highest-quality talents. It certainly makes sense to ensure that these highly qualified employees will continue to work with you to succeed. Unfortunately, experience and skills are not enough to gauge their performance. With an employee performance tool, you can sustain the highest performance level by supporting employee engagement strategies and ensuring a healthy workplace culture. Employees who are disengaged will not make the most effort to fulfill their responsibilities. Their engagement and performance may be affected by workplace culture factors, such as rituals, values, and beliefs. Employee engagement can be defined as an optimum level of motivation to do well at work, with a combined passion for the work, and feel personally connected to the organization and the team. Engaged managers and employees are highly invested in their efforts to ensure the success of their teams and the organization. How does employee engagement and workplace culture affect employee performance? The answer can be explained by Herzberg's Motivation Theory model. Also known as the two-factor theory, it states that an organization must adjust two factors to encourage motivation. These factors are: Motivating factors – Found within an actual job and causes employees to work harder Hygiene factors – While not present in an actual job, they do surround the job, and their lack or absence could cause employees to become unmotivated. Employee engagement is an... --- ### Getting 360-degree feedback Right - Pitfalls and How to Make it Work For You > Learn how to use 360 Degree Feedback Software effectively. Avoid common pitfalls and ensure fair, well-rounded performance reviews across your organization. - Published: 2020-12-15 - Modified: 2025-07-22 - URL: https://www.assessteam.com/getting-360-degree-feedback-right-pitfalls-and-how-to-make-it-work-for-you/ Traditional employee evaluation programs have one big flaw: They evaluate performance from a single perspective—that of the manager. 360-degree feedback systems address this by collecting performance reviews not just from one but from multiple sources. What exactly is 360-degree feedback? 360 degree performance reviews collect feedback from multiple stakeholders that an employee interacts with - this includes coworkers, subordinates, supervisors, and even suppliers and customers. The result is a fairer and more comprehensive review that provides a holistic view of an individual's working relationships within the organization and other stakeholders. How is it implemented? Some managers are worried that this type of employee evaluation takes longer and costs more than traditional methods. The good news is that it doesn't. In fact, a 360-degree feedback setup takes the same or less amount of time to implement as compared to a traditional review. Here's how to implement it: Create an anonymous feedback form and send it out The HR team and the line managers need to create a list of 6 to 10 people who regularly interact with the employees. Group these respondents based on their relationship with that employee. Create a feedback form based on the employee's job role or use standardized 360-degree feedback surveys and share them with the respondents. It should ask competency-based questions about the employees’ skills and behavior. Design it so that each question can be answered on a scale of 1 to 5. This makes data collection relevant and easier. Compile data Have a third-party source... --- ### SMART goals rollout guide: How to convert your employee goals to smart goals > Use goal setting software to turn employee goals into SMART goals. Improve motivation, track progress, and simplify performance reporting with AssessTEAM. - Published: 2020-10-22 - Modified: 2025-07-22 - URL: https://www.assessteam.com/smart-goals-rollout-guide-how-to-convert-your-employee-goals-to-smart-goals/ Whether it’s in your personal or professional life, goal setting is absolutely a necessity in order to achieve success. Research has shown that goal setting serves four basic functions: provides guidance and direction, facilitates planning, motivates employees, and helps evaluate and control performance. With AssessTEAM, setup for SMART goals is easy, providing effortless tracking of achievements and simplified reporting on overall project status. Setting goals for a business usually involves the entire organization, and can be an overwhelming, challenging task as it may include such important items like company wide budgets, product management, vendors, customer lists and so much more. Pulling all this together may be a tough challenge, but it is absolutely worth the effort to learn how to implement SMART goals - goals that are Specific, Measurable, Assignable, Relevant, and Timely. S = Specific -What must be accomplished? -Who is responsible for this project? -What steps are needed to achieve this goal? These are the three most important questions you must ask yourself and your team when creating specific goals. You must also use action verbs that focus on exactly what needs to be done, and who is going to do it. M = Measurable This step in the creation of SMART goals helps you to clarify what you want to achieve and how to quantify team efforts in order to achieve them. Now that you’ve pinned down exactly what your goal is, you must be able to track the progress of not only the team, but also... --- ### 8 Key Tips for Writing an Effective Employee Performance Review > Want to make your employee performance reviews more effective? Here are eight key tips that will encourage employee development following the reviews. - Published: 2020-09-25 - Modified: 2023-09-09 - URL: https://www.assessteam.com/8-key-tips-for-writing-an-effective-employee-performance-review/ An employee performance review is critical for every company, but its efficacy can be impacted by how the review is carried out. When done correctly and efficiently, it could empower and motivate employees to do better or continue doing their best. When done incorrectly, though, it can discourage them and drive them away. That said, a good review can help employees discover opportunities for growth and improvement without negatively affecting their relationship with their managers. However, evaluating and reviewing employee performance comes with some challenges, and if you are a manager yourself, you might need some guidance on how to write a comprehensive and effective review. Here are some tips to help you with that: 1. Provide constructive feedback all year. Employee performance reviews that are conducted once a year can leave your team second-guessing themselves. You could be wasting time and resources by not addressing any inefficiencies with some employees, and those who are performing well may need some reassurance that they are doing a great job. That’s why it’s important to do these reviews throughout the year. By consistently providing feedback and reviews, you can reassure your team more effectively and give them confidence, boosting their morale. 2. Deliver the review one on one, face to face. A written employee performance review must be short and to the point, so it fits a face-to-face conversational meeting. You might want to deliver it in a location where your employee feels comfortable, such as a coffee shop or anywhere away... --- ### Time to Shine: How to Encourage an Employee to Perform A Self Evaluation In 2025 > Use AssessTEAM's employee self evaluation tools to boost engagement, set career goals, and track performance for improved job focus and career growth. - Published: 2020-08-21 - Modified: 2025-04-29 - URL: https://www.assessteam.com/time-to-shine-how-to-encourage-an-employee-to-perform-a-self-evaluation-in-2020/ Employee evaluations and reviews are no doubt critical to your organization. To make it more effective and successful, you might want to involve your employees in the process. This can be done with an employee self evaluation, a method that boosts employee engagement and helps everyone focus better on their performance. Moreover, it helps employees to set their own career goals, track their performance, and build a career vision. What is self evaluation and its purpose? In a self evaluation, a set of questions are presented to the employee so they can review their performance during a particular period of time. The process may be complex, but in the long run, it can be rewarding to both the company and its employees as it empowers them to focus on the different aspects of their job performance while understanding which areas may need improvement. During self evaluations, employees are typically asked to think about their long-term career goals, basic responsibilities, professional development, and other aspects of their performance. This gives performance management and planning a more structural approach and allows employees to analyze their contributions easily. Through self evaluation, employees can embrace an introspective way of thinking about their career goals and their job while gaining a deeper understanding of themselves. Self evaluation could also be used as a tool for career promotion, as it encourages an employee to plan and reflect on their future with your company. However, not all employees may be up for it. They may be afraid... --- ### Case study: Pulse Solutions uses AssessTEAM’s Enterprise Suite to introduce automated project profitability and project-performance evaluations into its business > Pulse Solutions uses AssessTEAM’s Enterprise Suite to introduce automated project profitability and project-performance evaluations into its business. - Published: 2020-06-05 - Modified: 2025-02-08 - URL: https://www.assessteam.com/case-study-pulse-solutions-uses-assessteams-enterprise-suite-to-introduce-automated-project-profitability-and-project-performance-evaluations-into-its-business/ Pulse Solutions created a more automated and profitability-centered project performance management process with AssessTEAM’s performance management software & apps. Meet the client Pulse Solutions offers custom software and web development services. Some of the world’s leading enterprises and businesses are trusted partners. Pulse Solutions have helped bring ideas and dreams to life while building sustainable and successful business practices across industries. Location Employees Industry Need Pulse Solutions was facing 3 key challenges. Challenge 1 The client’s existing annual appraisal occurred annually and had limited impact on the day-to-day performance of individuals, teams and projects. The client needed a more frequent performance appraisal and project evaluation system which could continually drive performance. Challenge 2 Pulse Solution’s success and reputation are built on the effective execution of software and web development projects, yet it was suffering from a lack of visibility into project performance. The client needed to have up-to-date and accurate information about teams and projects’ profitability, so they could manage operational risk effectively. Challenge 3 The client was relying on manual sheets for time tracking which were not easy to use and as a result, user participation rates were too low, which undermined the integrity and completeness of the data. Also, the client’s existing timesheets had to be manually converted into the project spreadsheet for analysis and this was proving time-consuming and inefficient. Pulse Solutions needed a more user-friendly time-tracking system that would increase participation rates and produce a more complete and reliable data set for time investment analysis for... --- ### Case study: Conifer Research uses automation and agile project performance evaluation apps to track project performance in a dynamic, rapidly changing, and project-centered environment. > Conifer Research created an agile and responsive project performance management process with AssessTEAM’s performance management system & apps. Read the full case study here. - Published: 2020-06-05 - Modified: 2025-01-24 - URL: https://www.assessteam.com/case-study-conifer-research-uses-automation-and-agile-project-performance-evaluation-apps-to-track-project-performance-in-a-dynamic-rapidly-changing-and-project-centered-environment/ Conifer Research created a more agile and responsive project performance management process with AssessTEAM’s performance management software & apps. Meet the client Conifer Research is a market research, design, and innovation partner to many of the most well-known and respected Fortune 1000 companies. Their agile teams blend research, strategy, and design methods to create perspective-shifting insights to guide their strategies and drive their business forwards. Location Employees Industry Need Conifer Research was facing 3 key challenges. Challenge 1 Conifer Research is a project-driven organization with a complex and varied delivery pipeline, containing projects of varying life-cycles, ranging from a few weeks to several months. The existing annual appraisal processes occurred too infrequently to have a meaningful impact on the day-to-day performance of teams. The client needed to have much more immediate insight into the project and team performance to improve project outcomes. Challenge 2 The client is composed of multidisciplinary and often rapidly constructed teams. As a result, a hierarchical line manager-driven performance management process did not offer enough visibility into agile teams' all-around performance. The client needed a more agile performance management system that could incorporate multiple raters who could fully assess an individual's performance in dynamic and multidisciplinary teams. Challenge 3 The client’s complex project-driven culture meant it was too time-consuming to both track and analyze performance. The client needed to be able to automate the processes of tracking, analysis, and reporting as much as possible. This would allow actionable project insights to be delivered in the most... --- ### AssessTEAM Receives Two Awards from Finances Online > Big news! We’re excited to share that AssessTEAM has been recognized for being a leader in the employee performance management industry. - Published: 2020-04-14 - Modified: 2022-07-04 - URL: https://www.assessteam.com/assessteam-receives-two-awards-from-financesonline/ FinancesOnline, one of the most trusted and fastest-growing independent review platforms in the field of B2B SaaS Solutions, has awarded AssessTEAM with their Rising Star and Premium Usability certificates—awards that only top B2B products and high-performing vendors receive. With thousands of other vendors competing for these recognitions within the site (including software products in the employee evaluation and performance management software category), being awarded by FinanceOnline is high praise and a great affirmation for the work that AssessTEAM does for clients. AssessTEAM is a leading cloud-based employee evaluation and performance management software system. The suite provides HR professionals and team managers a means to implement an employee evaluation process that is simple, quick, and highly effective, enabling organizations to monitor and analyze, and in turn take steps to improve the performance of each employee through productivity tracking, goal setting, project profitability analysis, and continuous feedback. With all these capabilities combined, AssessTEAM offers a comprehensive software product that provides organizations a way to gather on-the-job performance data and turn them into data-driven and actionable insights. This results in more informed decisions that help companies produce (and care for) engaged, productive, and satisfied employees who can bring greater profits to the business. With an employee evaluation software like AssessTEAM, your company has the unique ability to define and inform employees not only about the specific goals of the company and the team they belong to, but also their specific responsibilities and the requirements that the job calls for based on their position... --- ### Project Productivity & Profitability Analysis Tools on the Cloud > Learn how AssessTEAM can be used for simple project profitability analysis using a timesheets mobile app. - Published: 2020-03-30 - Modified: 2025-01-24 - URL: https://www.assessteam.com/project-productivity-profitability-analysis-tools-on-the-cloud/ Project profitability analysis is crucial to the success of a project. AssessTEAM can get you and your project managers real-time visibility into the people and processes that lead to project profitability or losses. Project profitability management is slowly being integrated into both external and internal projects. Knowing how your employees performed on a customer project is crucial but it is also important to evaluate how your HR executed an internal initiative. We empower project managers to meet project objectives, deliver profitability and ensure client satisfaction by giving them real-time project profitability analysis at their fingertips. AssessTEAM Time tracking and Profitability tools include the ability to evaluate project performance on competencies with real-time comparison of project spend vs project revenue. Setting up projects on AssessTEAM The first step in starting to use project profitability analysis is to either add a new project one at a time or import your projects in bulk from systems like Basecamp, Wrike and 1200 other software linked via Zapier. The project profile will include customer details, projected hours, budget, and project start date. Resources can be assigned to the project from within this project profile page. Project managers can be assigned who would then have full visibility of the project on the web and mobile app. Budgets for time investment in hours, revenue estimates and fixed costs can be adjusted anytime by administrators or project managers. Projects that are reoccurring in nature like monthly or yearly contracts can be configured to recur automatically at completion. Tracking... --- ### A quick guide for managing work from home challenges in 2025 > Use AssessTEAM cloud-based software to create a clear work from the home process means your organization can improve the engagement and productivity of work from home employees. - Published: 2020-03-23 - Modified: 2025-07-22 - URL: https://www.assessteam.com/managing-work-from-home-challenges/ In the current situation, many companies, government entities, and universities have asked their employees to work remotely. While close to a quarter of the U. S. workforce already works from home at least part of the time, the policy of working from home is leaving managers physically separated from their workforce for the first time. Some organizations have a clear work-from-home policy that has matured through the years, but many are seeing this for the first time due to the pandemic. It is a major cultural change in the way work is performed. The level of preparation that was available in the past is simply not an option; most companies are having to execute work-from-home plans in a matter of days. Work from Home Management KPIs Common Challenges of Remote Work Managers who have never had to work virtually with their employees will find it challenging to communicate effectively, otherwise, high-performing employees might show a decline in performance. In the absence of a clear set of guidelines, the first few days would be confusing for all. Major challenges include the following: Lack of personal supervision: Both managers and their employees miss that personal one-on-one discussion routinely when they are in the office. Something as simple as showing a problem to your boss might involve a complicated set of steps, including a video call. Supervisors worry that employees will not be as effective as they are in the office due to a lack of supervision and team support (though research indicates... --- ### Case study: Mazars uses automation to develop a more streamlined, fun and less labor-intensive performance management process > Mazars dramatically enhanced its employee evaluation outcomes with AssessTEAM's performance management process. Here is the full case study. - Published: 2020-02-20 - Modified: 2025-05-13 - URL: https://www.assessteam.com/case-study-mazars-uses-automation-to-develop-a-more-streamlined-fun-and-less-labor-intensive-performance-management-process/ Mazars dramatically enhanced its performance management process with AssessTEAM performance management software & apps. Meet the client Mazars is an internationally integrated partnership, specializing in audit, accountancy, advisory, tax, and legal services with operations in 91 countries across the world. Location Employees Industry Need Mazars was facing 4 key challenges with its employee performance management process: Challenge 1The current process for circulating and collecting employee review forms was time-consuming, involved duplication of effort with individual emails to 100s of staff members. It also proved stressful as managers had to keep chasing staff for forms and the whole process was often delayed due to late form submission. The client needed to find a more efficient way to complete this process. Challenge 2 The client has numerous employees in finance, operations, audit, and each department has a unique performance management process. HR needed to communicate to the management team how each team and individual had performed against company values and their unique department-specific goals. The challenge was to collate this diverse information into one single actionable document and the process of doing this was proving laborious and hard to do on a timely basis. Challenge 3The client needed to be able to efficiently convert hundreds of individual pdf forms, with complicated tabulated performance data, to spreadsheets for reporting purposes to support management decision-making – this process was proving to be super laborious. Challenge 4Having collated all this data, the client was finding it hard to use the data in a practical way.... --- ### Effective Performance Management KPIs in the Oil and Gas Sector > AssessTEAM includes oil and gas KPIs for effective performance management that helps to measure engineer’s performance in oil and gas companies. - Published: 2020-01-28 - Modified: 2025-02-08 - URL: https://www.assessteam.com/effective-performance-management-kpis-in-the-oil-and-gas-sector/ With increasing global demand, unstable prices, and increasingly restrictive environmental regulations, oil and gas companies face 3 major challenges suggest experts at Quantzig. Minimizing costs to remain competitive Meeting environmental regulations Performance improvement Leading oil and gas companies are using digital technologies to enhance their decision-making process, enabling them to tap new resources, boost recovery rates, and reduce environmental impact. In light of this need to boost overall well performance, oil and gas companies should also consider Human Resource strategies that can boost petroleum engineer performance. Petroleum engineers are critical to your production process and boosting engineer performance will lead to an increase in a good performance. However, with petroleum engineers often distributed throughout the globe, working on complex projects and assignments, performance management can be a challenge. Our HR experts recommend the following key performance indicators, using state of the art, cloud-based performance appraisal technology like AssessTEAM, performance management for your petroleum engineers should be easy. Reservoir Engineers If reservoir extraction is your core business you’ll need a powerful set of KPIs to optimize engineer’s performance in this area, such as: Accurately determines the location and amount of fuel in reservoirs Determines the most cost-effective and safe way to extract the oil and gas Effectively places wells to optimize the production of oil and gas. Advises on necessary adjustments during the drilling process to maintain extraction Effectively uses computer modeling to assess reservoir potential for investment calculations Use computer simulations effectively to help identify drilling risks Production Engineers The... --- ### Case Study: Healthcare Organization Simplifies Employee Evaluations with AssessTEAM Continuous Feedback System > Discover how a healthcare organization streamlined its employee evaluations using the AssessTEAM Continuous Feedback System in this detailed case study. - Published: 2020-01-07 - Modified: 2025-06-09 - URL: https://www.assessteam.com/case-study-healthcare-organization-simplifies-employee-evaluations-with-assessteam-continuous-feedback-system Meet the client A healthcare organization that offers programs specifically designed to meet the unique needs of children and families affected by autism spectrum disorders and other developmental disabilities. Each program begins with a comprehensive assessment of the child’s current skill level as well as their behavioral patterns. The organization has locations across Los Angeles County – Santa Clarita, Calabasas, Palmdale, Sherman Oaks, and Denver, Colorado – and has provided invaluable early intervention services for more than 12 years. Location Employees Industry Need With an ever-growing employee strength of more than 300 team members, better and more effective employee assessment was a significant initiative. The organization felt that while they were evolving as a company, their employee review system was archaic and ineffective. They knew the importance of having the right people in the right jobs, making an efficient performance management system a prime agenda. The team consisted of more than 50 managers with a rotating team that changed after the completion of each project. In an increasingly collaborative and knowledge-intensive workplace, it was becoming tedious and ineffective to review team member performances after each project. The current system assigned all managers their dedicated team members, but the agile organizational structure made it challenging to evaluate employees when teams shuffled. It was cumbersome for HR and management to provide a foundation for determining increments, succession plans, and organizational development. In summary, the performance review system was not conducive to driving organizational growth. The challenge was two-fold: providing an effective platform... --- ### Performance Management for Healthcare Professionals - KPIs, Tips and Insights > Performance Management for Healthcare Professionals on the Cloud, AssessTEAM includes an extensive set of healthcare KPIs for performance management in the healthcare industry. - Published: 2019-12-30 - Modified: 2025-02-08 - URL: https://www.assessteam.com/performance-management-for-healthcare-professionals-kpis-tips-and-insights/ As part of the ‘2019 Global Health Care Outlook’ report from Deloitte Consulting researchers talked to over 1,350 doctors and nurses across 11 European countries and identified two key HR challenges for healthcare. These were: A lack of access to, or gaps in, performance monitoring information and availability of real-time data Training models that are too rigid and lengthy and fail to equip today's workforce with more flexible skills for the emerging digital age. PWC also reported on the Top Healthcare Issues for 2019 in the US and doubled down on the idea that healthcare workers are lacking vital skills for the digital age. The report identified a need for healthcare workers to up-skill to take advantage of new healthcare technologies, in areas such as AI robotic process automation and analytics. Healthcare Performance Management KPIs However, PwC emphasized caution suggesting that “Before rolling out any technology training program, healthcare organizations should develop incentives and performance metrics for employees who align with the digitally fit culture they seek to develop. " These digital goals must still be aligned to your healthcare organization’s strategic goals and KPIs for health care professionals and managers: Average Stay In Hospital: Measure the time your patients are staying Costs of treatment: Establish how much patients are costing Hospital Readmission Rates: Evaluate and assess how many patients are returning Patient Waiting Time: Assess waiting times Bed Or Room Turnover: Shows how fast patients are moving in and out of the facility. Patient Satisfaction: Review and analyze patient... --- ### Performance Management for Accountants and Bookkeepers > Accounting department and bookkeeper evaluation tips with KPI examples, use AssessTEAM to evaluate your accounts department performance. - Published: 2019-12-23 - Modified: 2025-02-08 - URL: https://www.assessteam.com/performance-management-for-accountants-and-bookkeepers/ As the leader of the finance function in your business, you need to effectively manage the performance of your accountants and other book-keeping professionals. There are 3 important steps that need to be followed to meet your department’s objectives. Establish a set of accounting department-specific KPIs Assign appropriate KPIs to individual team membership Track and review performance against this KPIs Accountants and Bookkeepers Performance Management KPIs Step 1 A typical set of accounting department KPIs might look like this. Efficiency and Customer Service Time taken to close the books and complete month-end reporting Time taken to close the books and complete year-end Days taken to process invoices Transaction /payment processing time Document correction time Weekly time spent entering data Time taken to process monthly payroll Financial reports slippage Travel expense processing time Accounts receivable processing times Customer satisfaction Quality: Data input accuracy Invoicing error rate Transactions /payments error rate Factual error rate in reports External auditors errors reported Implementation of external audit recommendations Number of transactions requiring reconciliation Outstanding payments collection rate Step 2 Assigning these accountancy KPIs to your team and tracking and reviewing it manually can incur a large management overhead. The only way to sustainably manage a time-pressurized, financial operation is by using a real-time, highly automated and agile appraisal system like AssessTEAM that can fit around the monthly and quarterly accountancy operational cycle. Once properly configured with performance objectives, rating systems, appraisers, appraisees and review periods, employee performance management tools like AssessTEAM enable you to effortlessly... --- ### Real-world examples of critical incident tracking > Learn about the critical incident method of employee performance appraisal and get some ideas about how to use it properly. - Published: 2019-11-15 - Modified: 2024-07-11 - URL: https://www.assessteam.com/all-you-need-to-know-about-critical-incident-method-of-performance-appraisal/ The Critical Incident Method of Performance Appraisal is defined by the Usability Body of Knowledge as a “method of gathering facts (incidents) from domain experts or less experienced users of the existing system to gain knowledge of how to improve the performance of the individuals involved. ” What does this mean in layman’s terms? In essence, this rather complicated definition translates into the following: Performance Management: The fundamental aim and purpose The primary goal of measuring an employee's performance is to determine to what extent an employee meets the Key Performance Indicators that are linked to the employee’s job. If the staff member doesn’t meet the minimum KPI specifications for the job, then management will intervene either through training, counseling, or termination of the employee’s contract. Essentially, because an organization hires an employee to perform a job function, the organization needs a way to measure whether the employee has achieved that job function. An online, real-time employee performance management system is the best way to monitor KPIs. Performance Appraisal: The critical incident method The critical incident method of performance appraisal simply tracks when the employee either goes above and beyond the job function mandate or comes up significantly short. For example, a landscaping company will track both exceptional quality deliveries and severe failure incidences based on inputs from their customers. Depending on how many landscapers the organization employs, the quality metric can be further broken down into the type of service and the specific team that is responsible for the... --- ### Important Tips for Multilingual Performance Review Process > Having a multilingual performance review process in your organization can introduce a world of benefits to your globally-minded organization. Here's how. - Published: 2019-11-08 - Modified: 2025-02-08 - URL: https://www.assessteam.com/important-tips-for-multilingual-performance-review-process/ “Silence is the language of god, all else is poor translation. ” - Rumi The importance of multilingualism as part of the organizational business model cannot and must not be underestimated. Even though the global lingua franca is English, research shows that the world's most utilized business languages include French, German, Mandarin, Spanish, and Arabic. The challenges facing the multilingual organization It makes sense that global, multinational organizations must make an effort to manage both internal and external communication. Kamila Barbara Grzeszczyk, in her research paper titled "Language management in international business. Implementation of strategies to bridge linguistic and cultural barriers" highlights the indispensability of excellent communication in the twenty-first-century global business world. She also notes that there are difficulties when operating in a multilingual environment, including language and cultural differences. Some of these challenges include proper and accurate translation of communication and context between global employees. As an aside, the quotation mentioned above by Rumi highlights this fact. Additionally, the move towards remote work and the hiring of foreign employees also adds to the complexities of doing business in a global world. Therefore, the question that must be asked and answered is: “How do business processes and operations function within the context of the multilingual organization? ” The multilingual performance review process By answering this question, let’s look at one element of the successful business: The employee key performance review process. It is a well-established fact that the annual, or biannual, employee performance review process forms a fundamental part... --- ### Employee Engagement in the new mobile world > AssessTEAM is a mobile-based employee engagement software that lets you know when employees need support for better engagement at the workplace. - Published: 2019-09-09 - Modified: 2025-02-08 - URL: https://www.assessteam.com/employee-engagement-in-the-new-mobile-world/ Employee engagement has been a huge buzzword in business and corporate circles over the last several years. Nowadays, you will find all kinds of employee engagement software tools and systems that are designed to make everyone more enthusiastic about their job and their overall role in the company, inspiring them to take proactive steps to further the interests and reputation of the business. These emerging technologies, apps, and software systems make it much easier for managers and administrators to achieve their engagement and employee retention goals. Mobile technologies have made things easier and complicated at the same time, apps bring about simplification of the process but they need the right type of KPI definitions that enable employees and managers to use the mobile apps effectively. Well-defined expectations One of the biggest issues that tank engagement is that most employees don’t have a clear definition of their function in the company and what they are expected to do for the business. It’s therefore important to look for an employee engagement software solution that ensures that every team member understands what their job is, how their actions affect the organization, and what they need to achieve in order to get a promotion, a bonus, or a salary raise. This is even more important in smaller organization companies where roles can change quickly. Putting in place a system that defines tasks and requirements is the first step to improving engagement. Actionable inputs Many managers make the mistake of requesting inputs from their team... --- ### Global performance management using AssessTEAM: Transcending the Language Barrier > AssessTEAM’s performance management software supports 120+ languages to engage a global workforce and transcend language barriers. - Published: 2019-09-08 - Modified: 2025-05-23 - URL: https://www.assessteam.com/global-performance-management-using-assessteam-transcending-the-language-barrier/ “Given the right circumstances, from no more than dreams, determination, and the liberty to try, quite ordinary people consistently do extraordinary things. ” - Dee Hock Remote workers and remote working opportunities are rapidly increasing. And, companies across the size spectrum (from the smallest SME to the largest organisation) are embracing the remote work model as a legitimate employment methodology. However, this does not mean that employing remote workers will be without any challenges. As with everything in life, there are always difficulties to overcome. The raison d’etre of life, including owning or managing a business, is how these challenges are managed. Employee performance management: The key to business success It is also a well-stated fact that the way the business organisation treats its employees is a measure of its success. Rob Goffee and Gareth Jones in their article titled "Creating the Best Workplace on Earth", published in the Harvard Business Review noted that it is vital for business leaders to develop the "most productive and rewarding working environment possible. " The primary way to reward employees for hard work and productivity is to measure their performance based on a set of predetermined Key Performance Indicators. However, traditional employee performance review systems are known to have a negative impact on employee satisfaction, especially the annual performance measurement business process. It is generally understood that employees do not feel that performance reviews that are conducted on an annual (or bi-annual) basis are an adequate measure of actual performance during the time... --- ### From Annual to Continuous: Choosing the right performance management combination for you > Continuous evaluation gives frequent feedback to employees and helps HR leaders reduce the time managers spend on the annual performance review. - Published: 2019-09-06 - Modified: 2025-02-08 - URL: https://www.assessteam.com/from-annual-to-continuous-choosing-the-performance-management-combination/ “I have always believed that the way you treat your employees is the way they will treat your customers and that people flourish when they are praised. ” Sir Richard Branson The world we live in is changing rapidly. The formal economy, including formal employment opportunities, are shrinking, and the "gig economy" (or freelance economy) is growing exponentially. Thus, the modern organisation will probably have a mixture of full-time and freelance employees. Therefore, to drive organisational growth and success, the onus is on the employer to ensure that the employee is afforded the opportunity to make a positive contribution to the business's value proposition and receive adequate remuneration relative to the contribution provided. Equally importantly, the burden is on the employee to ensure that he/she understands the position's roles and responsibilities to add value to the business. The modern organization cannot exist without employees who do not excel in what they are required to do for the company. Performance Management KPIs At this juncture, it is vital to be cognisant of the fact that employee performance review systems, when conducted to the benefit of both employer and employee, can also successfully be used when employing full-time and freelance staff. In fact, the continuous employee performance evaluation model is the most likely to generate the desired results in the modern global economy. Performance Review: What, why, and how? Thus, it makes sense that it is in both employers and employee’s interests to find a reliable way to ensure that the employee... --- ### Key benefits of Mobile App-Based Performance Management Process > AssessTEAM mobile app based Performance Management software simplifies employee evaluations to measure team-oriented performance metrics effectively over Android & iPhone apps. - Published: 2019-08-29 - Modified: 2025-02-08 - URL: https://www.assessteam.com/key-benefits-of-mobile-app-based-performance-management-software/ The contemporary performance model forms part of the foundation of every successful business organisation. Succinctly stated, without robust employee evaluation, the company runs the risk of failure. Furthermore, not only is performance management an integral part of the organizational management function, it is also an integrated engagement process that ensures that employees are enabled to perform their job functions professionally and enthusiastically. Additionally, global economies are currently in a transition period between the Third and Fourth Industrial Revolutions with the worldwide adoption of mobile technology as a primary business tool and income driver. A research study conducted by the Pew Research Centre and commented on in an article dated 5 February 2019, notes that more than five billion people worldwide own mobile devices. While it is vital to note that individual country figures are skewed to the wealthier economies, but for this content, it is enough to be cognisant of the total global number of mobile device owners and not their economic-based statistics. The advantages of mobile app-based performance management Therefore, based on the statements made above, it makes sound business sense to combine the adoption of a robust employee performance management system and the adoption of mobile platform technological advances as a means of evaluating employees. By way of elaborating on this statement, let's look at two of the key benefits of the mobile-based employee evaluation methodology: Real-time performance management Human resource management has determined that the annual performance review has more negative consequences than positive results, the most... --- ### Modern World Employee engagement: Merits and Methods > Employee engagement in the workplace and employee satisfaction has become the core functions today. Here are merits and methods of modern world employee engagement. - Published: 2019-07-23 - Modified: 2024-08-02 - URL: https://www.assessteam.com/modern-world-employee-engagement-merits-and-methods/ “Human resources are like natural resources; they're often buried deep. You have to go looking for them, they're not just lying around on the surface. You have to create circumstances where they show themselves. ” - Ken Robinson Right at the outset of this article, it is vital to note that in our post-modern world, a fundamental aspect of a successful business model is employee engagement. Without positive employee interactions, concerning staff effectiveness within the organization, between staff and management, the organization's ability to function optimally, drive sales, and fulfill its mission, goal, aim, and mandate will be substantially reduced. And, worst-case scenario, this limitation can cause the organization to deliver lower profits; thereby, resulting in the loss of income and employment for both staff and management. Thus, it makes sense for management to ensure that the organizational model includes a place for solid, robust employee engagement. Human Resources KPIs This sentiment is echoed by Ken Robinson in his quotation mentioned above. Competent human resources are scarce, and they need optimal working conditions to come to the fore. Thus, the questions that need to be asked and answered is, what can a company do to encourage these scarce resources to join the organization? And, how can the organization protect and nurture these resources? The merits and methods of employee engagement The opening paragraphs of this content have outlined the raison d'etre for the need to implement a policy of open communication channels between staff and management. The material mentioned above... --- ### A complete guide to 360 degree performance appraisal process in the cloud > Cloud based 360 degree performance appraisal process is a comprehensive way of managing employee performance in relation to organizational success. - Published: 2019-06-28 - Modified: 2025-02-08 - URL: https://www.assessteam.com/a-complete-guide-to-360-degree-performance-appraisal-process-in-the-cloud/ “Performance Management is a holistic management discipline which needs to connect many relevant dots to involve development, enablement, and enhancement. ” - Pearl Zhu, Digital Maturity: Take a Journey of a Thousand Miles from Functioning to Delight It is widely accepted, as the quotation mentioned above by Pearl Zhu notes, that performance management needs to be an integrated part of the overall business model for the successful organization, irrespective of shape or size. Succinctly stated, the performance appraisal process is a comprehensive way of managing employee performance in relation to organizational success. Secondly, it is equally important to note that we are moving towards the Fourth Industrial Revolution. Actually, our modern world is currently at the entrance hall to the Fourth Industrial Revolution. Setting up 360-degree feedback on the cloud On average 360-degree feedback requires about 5 times the number of evaluations when compared to traditional top-down evaluations. Self-reviews, peer reviews, downward and upward reviews, to collect all the reviews, manage the reporting and populate reports that give management a clear insight is a very intensive job that should never be taken lightly. Traditionally 360-degree feedback would be collected on paper and then compiled into spreadsheets, this would mean the reports were expensive, and once delivered changes were not possible, this limited the usage of the reports and significantly increased HR work overhead. Cloud-based 360-degree feedback platforms like AssessTEAM make it simple for you to run 360-degree feedback campaigns for your employees, for a team of fewer than 1000 employees... --- ### How to Keep Performance Reviews Constructive > Ongoing constructive employee performance review essential for letting employees know how they're performing and what's expected of them. Learn more about how to keep performance reviews constructive. - Published: 2019-05-08 - Modified: 2024-12-05 - URL: https://www.assessteam.com/how-to-keep-performance-reviews-constructive/ “Always treat your employees exactly as you want them to treat your best customers. ” - Stephen R. Covey Employee appraisals are known to strike the fear into the most valuable and hardworking employee. Not only do members of staff not like them, but managers and supervisors who need to conduct the evaluations are also equally unhappy about being forced into a situation where they could be perceived to be unfair, judgemental, and harsh. The rationale behind the employee performance appraisal process Why? Succinctly stated, an employee performance review is based on a set of Key Performance Indicators (KPIs) that are ultimately used to measure an employee’s value or worth to the company. And, when stripped down to its most basic function, it plays a role in determining whether the organization should terminate the employee’s contract or not. However, the idea behind, and concept of, the annual performance review is meant to be a positive and constructive employee performance review process. Its primary aim (and goal) is made up of the three following components: To help management and staff determine their true worth to the company. To provide a platform for open and honest engagement between an employee and manager or team leader. To determine work-related areas where the employee can improve; thus, contributing to the company's success and value proposition in the marketplace. It cannot be stressed enough that it is vital that the employee performance review does not degenerate into a critical, negative experience for all involved. While... --- ### Online Employee Performance Evaluation - An Easy Way to Professional Development > By using an online employee performance review system, an evaluator can easily access pre-defined KPIs and answer the associated questionnaires from anywhere and at any time. - Published: 2019-04-23 - Modified: 2025-02-08 - URL: https://www.assessteam.com/online-employee-performance-evaluation-an-easy-way-to-professional-development/ Employee performance reviews often have a reputation of being biased and unfair. Simply stated, they are perceived as the total opposite of their primary role and function, namely, an easy way to professional development. Unfortunately, they have become (and continue to be) a much-disputed part of the employee's life-cycle within the organization. Statistics from organizations that measure human resource effectiveness show that: 45% of Human Resource experts believe that the annual performance review is not an accurate appraisal of the employee’s performance during the year. 20% of employees are not convinced that management is able to provide realistic, constructive feedback. 58% of global organizations do not believe that the time taken to conduct a performance evaluation has a respectable ROI (Return on Investment). However, on the other side of the coin, substantial evidence shows that a correctly conducted employee performance review drives sustainable business growth, thereby forming an integral part of the employee’s life-cycle within the organization. The question that needs to be asked by both management and employees is how to ensure that performance reviews based on Key Performance Indicators (KPIs) deliver the intended results; namely, an unbiased, equitable, and impartial way of benchmarking the employee’s performance for a given timeframe. Ultimately, this contributes to a healthy, positive approach to the employee’s personal growth and development within the organization to the benefit of both parties. By way of answering this question, here are several points that are worth considering: Project-based employee reviews drive sustainable business growth Most employee performance... --- ### Making Team Goal Setting Simpler for Managers > Setting clear team goals can lead you to the real success that you and your team are aiming for. AssessTEAM makes team goal setting simpler for managers. - Published: 2018-12-05 - Modified: 2025-02-08 - URL: https://www.assessteam.com/making-team-goal-settings-simpler-for-managers/ Humans are goal-oriented creatures. We set daily goals without realizing that our decisions are driven by these, consciously or unconsciously, conceived objectives. Whether or not a day planner that outlines an hourly to-do list is utilized, our personal goal setting is apparent in the way we budget time to meet our aspirations. We set goals for health and fitness, our creative pursuits, and perhaps even our finances. At work, we find fulfillment in completing tasks that are expected of us to accomplish. In professional environments, goal setting goes beyond our personal space and individual desires. It becomes a collaborative process that takes careful planning and thought, not only on the part of the staff but also the manager and the entire organization. Team Goal Setting KPIs How does the business make sure that each team member will accomplish all the right things on a Monday? How does a manager make sure that individual performances are sustained all week long? How do administrators help business units retain their focus and maintain meaningful progress throughout a project period; so, that the entire organization will have spent energy and resources on the most important things by the end of the project? These are some of the critical questions that must be asked and answered. The good news is that management can manage these potentially destructive issues through proper goal setting and performance management strategies. Performance Management and Goal Setting are Directly Correlated Good performance management is rooted in proper team goal setting based... --- ### A Performance Management Guide to Successful Employee Management > Performance management system by AssessTEAM assists you to review employee performance simply and precisely and improves employee effectiveness. - Published: 2018-11-30 - Modified: 2025-05-13 - URL: https://www.assessteam.com/a-performance-management-guide-to-successful-employee-management/ Are you new to employee performance review management? Or are you a Human Resources Management administrator with an existing performance management system looking for a new and innovative way to manage employees? The employee performance management process is a strategy to help improve employee performance both at an individual and organizational level. It assists managers with goal setting as well as the implementation and achievement of these goals. In other words, employee performance management is all about achieving desired results by assessing employee performance through an agreed-upon framework of clearly defined goals, objectives, and competencies. Most small businesses either use a paper-based system or a spreadsheet that gets populated by HR department staff, sitting in on the review meetings. This has worked for decades, but things are changing with new technologies becoming available and affordable for HR departments across the world. Efficient performance management relies on effective communication between management and employees. Without a proper and open line of communication, the entire process becomes ineffective and acts as a hindrance instead of a clear path to progress. Regular and frequent feedback sessions between managers and employees are crucial to meaningful performance assessments, as this creates a healthy two-way communication stream that helps improve work efficiencies and enhances productivity. Additionally, cloud-based technologies facilitate this by delivering clear job expectations and easier feedback tools on the web and mobile apps. Modern performance management requirements It is an undisputed fact that the modern business organization needs to modify its performance management policies and... --- ### Steps to building your own high-performance culture > Employee Performance management process gives you a clear picture of how an individual is performing against their job description which helps to build high-performance office culture. - Published: 2018-10-30 - Modified: 2025-02-08 - URL: https://www.assessteam.com/steps-to-building-your-own-high-performance-culture/ “Talent is the multiplier. The more energy and attention you invest in it, the greater the yield. ” — Marcus Buckingham. When people talk about aspects that make a company a great place to work, the main factors that most of them take into account are compensation paid to employees and the brand value of the company. Senior professionals and managers want to believe that brand and salary are the magnets that pull people to their organizations. However, there’s one critical element that many overlook – and that’s the work culture. Work culture plays a significant role in attracting and retaining people to a company; it’s the impalpable environment that makes some organizations great to work with, and others, toxic. Core Values KPIs As a manager, you have the power to decide what your organization's culture is going to be. Is it going to be high-performance, motivated and energized, or low-performing, with dull and unfulfilled employees? If it’s high-performance culture, then this article is for you. Here are the steps to building your own high-performance culture: Define the culture You cannot transform your company’s culture without stating what the desired culture looks like. Consider what your current culture is and what you want it to look like in the future. Then, establish values that anchor the new culture. Remember, values drive behavior; they also determine how relationships run. You must define the company’s values and think of how you can model them every day. Once you have all these squared... --- ### Continuous assessment: 4 Ways managers can support employee development > Continuous assessment motivates employees to pursue growth proactively. Here are four ways managers can support employee development in the workplace using AssessTEAM software. - Published: 2018-10-02 - Modified: 2025-02-08 - URL: https://www.assessteam.com/continuous-assessment-4-ways-managers-can-support-employee-development/ Tend to the people, and they will tend to the business. " --John Maxwell A recent study by Gallup revealed that all employees appreciate some form of feedback from their superiors. However, millennials might need even more feedback than other generations in the workplace due to their upbringing. But surprisingly, only 19% of millennials get feedback regularly. An even smaller percentage (17%) viewed the feedback they receive as meaningful. The study also established that frequent interaction, at least once per week, improve employee engagement. Even so, only 18% of non-millennials and 21% of millennials meet their leaders every week. 53% of non-millennials and 56% of millennials say they meet their managers as rarely as less than one time each month. If these findings are anything to go by, then there’s a lot that managers need to do to connect with their teams. This doesn’t have to be as exhausting as many would want to believe; a simple email, text, call or a quick drop by an employee’s office or desk can mean the difference. Daily conversations don’t have to be long; just a few minutes are enough for an informal, but continuous communication. So, how can managers deliver continuous feedback and development that motivates employees to pursue growth proactively? The answer is to come up with personalized, yet scalable learning ideas that reflect on how employees learn. By creating individualized learning proposition for all employees, managers will be able to ascertain that the learning will resonate with them, and help... --- ### Open employee review process to unlock employee performance and productivity > Employee performance review process should address concerns and feedback. Here's how good leader makes this process much transparent for the employees using AssessTEAM. - Published: 2018-09-14 - Modified: 2025-02-08 - URL: https://www.assessteam.com/open-employee-review-process-to-unlock-employee-performance-and-productivity/ “The key to achieving the best result is through motivated employees,” Anonymous. It’s no secret that most employees dread the evaluation process; they look at this annual review with annoyance, angst, and anger. There’s nothing productive to look forward to, just an hour or two of talk, and no feedback on how they can grow. Managers don’t like the evaluations either. There’s so much that they need to put into the process, and in return, they get so much less engagement from the employee’s side. But as much as it’s hard, vague, time-consuming and all other wrong reasons, the performance review process should not be scrapped. There’s room for improvement - reviews are an opportunity for leaders to align and lead their team in a powerful way. They can serve as the connection between employee and leader, and help to align the team with business goals and fuel employee growth. The question then becomes, how can leaders make employee performance review something of value for the company and employees? We believe that an open employee review process can unlock employee performance and productivity. Have a look at how you can achieve this. Assess both successes and opportunities Performance review process needs preparation; so, you’ll need to spare some time to have everything ready. While reviewing employee performance, you should: Look at the outcome: analyze whether the employee in question attained their goal or not. You can also look at their tangible metrics. Pinpoint the actions: identify the actions that you... --- ### Performance Appraisal Frequency, Shedding Myths & Traditions > A performance appraisal intends to help grow the employees and the company's bottom line. AssessTEAM helps to evaluate employee performance with features like 360 feedback, clear goals and much more. - Published: 2018-08-30 - Modified: 2025-02-08 - URL: https://www.assessteam.com/performance-appraisal-frequency-shedding-myths-traditions/ Employees are the lifeblood of any organization; they play a vital role in making sure that it succeeds now, and in the future. It’s only realistic, then, for companies to have systems in place that will streamline the performance review and appraisal processes – this will allow them to engage every individual and get the most of the existing potential. The business world is dynamic and keeps advancing with time, and while most companies strive to stay ahead of the trend, some still hold on to the traditional way of running things; like the using documents and spreadsheets, viewing the performance review process as administrative work, and giving feedback once every year. Today, companies still provide annual performance reviews, but also supplement them with regular reviews and discussions all year long. According to a recent study, young managers lead the charge of having more frequent performance meetings. About 60% of bosses (between 18 and 35 years old) have weekly meetings, compared to just 39% of bosses who are aged 52-70. In this article, we highlight some of the myths and traditions that surround the performance appraisal process. Assuming that everything will fall into place after the performance appraisal A performance appraisal intends to help grow the employees and the company’s bottom line. However, it is unrealistic to assume that by increasing the salaries of these employees, they will suddenly become more productive. Other factors like training, feedback culture, clear goals, effective use of technology, and communication also play in. Managers... --- ### The Do's and Dont's of giving negative employee performance reviews > Performance reviews are valuable for both employer and employee. Here's how good managers give bad employees feedback using performance review software. - Published: 2018-08-16 - Modified: 2024-01-12 - URL: https://www.assessteam.com/the-dos-and-donts-of-giving-negative-employee-performance-reviews/ “Any fool can criticize, condemn, and complain — and most fools do,” Anonymous What you say during performance reviews can inspire and motivate your employees to improve their performance, or cause them to feel demotivated, confused and even angry. As an effective leader, your goal should be to make the review process a positive learning experience so your employees can grow. Unclear or harsh communication might mean another year of low morale, mediocre results, underperformance, and possible resignation. But if you take advantage of the review process to communicate improvement, celebrate success and coach the team towards embracing higher standards, then everybody wins. Here are the Do's and Don'ts of giving negative employee performance reviews: Don’t do it through email Giving a negative performance review is already a difficult thing to do, but doing it face to face is even more challenging. Nevertheless, regardless of how hard or uncomfortable the situation might feel, you should never pass the message through email. Remember, a performance review intends to help the employee in question improve, and if you email them, then you lose the opportunity to discuss the issue at hand. Don’t use foul language Always have the end goal in mind while giving a negative review. You should not, at any cost, yell or use foul language – everyone deserves respect, even the worst of employees. Instead, you should appreciate that they are also professionals and that they only need some guidance to help point them in the right direction. Other... --- ### Tips for a Successful 360-degree feedback Program > Deploy 360 degree feedback software in minutes with AssessTEAM. Trusted by 2000+ companies, with 100s of built-in questions and simple tools. - Published: 2018-07-30 - Modified: 2025-05-27 - URL: https://www.assessteam.com/tips-for-a-successful-360-degree-feedback-program/ “There is no failure, only feedback! Robert Allen 360-degree feedback is a benchmark tool for assessing the performance of employees in an organization. It offers employees feedback from their managers as well as peers. The program is ideal for all kinds of organizations and industries, including legal, academic, manufacturing and even in healthcare. Why should an organization use the 360-degree feedback? 360 evaluations allow each person to understand how others view his or her effectiveness as a coworker, a staff member or an employee. A successful continuous feedback program offers feedback that’s based on behaviors and skills that other staff members can see. The goal of the 360-degree feedback is to help members understand their strengths and weaknesses and to highlight the areas where they need professional development. Here are some tips for a successful 360-degree feedback program. Get the leadership team on board It is difficult to run a program successfully when the leadership team is not speaking the same language as you. A good approach, therefore, is to ensure that they buy into the program because then, they will naturally influence the rest of the team. Getting the leaders on board means explaining what the program is all about, making sure they understand, and that they are in agreement with it. This will make it easier for them to pass a positive experience to their departments. Offer training so that everyone understands the process It’s one thing to launch a program, and another for the program to work.... --- ### Employee Evaluation for Legal Professionals > Employee evaluation for legal professionals helps firms to objectively measure and analyze the performance of employees. Here are some employee evaluation metrics. - Published: 2018-07-16 - Modified: 2025-07-30 - URL: https://www.assessteam.com/employee-evaluation-legal-professionals/ "When done right, employee evaluation can facilitate professional growth and provide motivation for employees, while still offering liability protection for the law firm,” Anonymous Clients, whether individuals or businesses, are demanding accountability and value, and with the rising levels of competition within the law field, law firms need to be very efficient. They should also be aware of any results that come due to any technology integration or changes they implement in their system. If the legal practice cannot gauge the results, like the customer experience and the bottom line, it can be difficult to know what’s working, and what’s not. The good thing is that law firms can utilize several performance metrics and benchmark data for in-house legal professionals to measure the quality of legal services offered, law department performance, and monitor the success of the strategic initiatives. It’s important to note that effective performance measurement program for a law department should feature both qualitative (customer satisfaction, value) and quantitative (speed, cost) metrics. Legal Professionals KPIs The advantages of law department metrics Both, the law firms and legal professionals, will benefit from assessment of such key performance metrics as the number of on-going or closed litigation matters. Evaluation of the lifecycle times of lawsuits can also provide some valuable information on strengths and weaknesses. Here are some employee evaluation metrics for legal professionals Customer survey metrics Legal departments can borrow from software and consumer-facing businesses, and adopt the Net Promoter Score (NPS). It’s important for law firms to get... --- ### 8 Employee Evaluation Metrics for Manufacturing Companies > Manufacturing companies use the evaluation results for their strategic short-term and long-term goals. Here are the 8 common employee evaluation metrics for manufacturing companies. - Published: 2018-06-19 - Modified: 2024-02-06 - URL: https://www.assessteam.com/8-employee-evaluation-metrics-manufacturing-companies/ “It’s impossible to manage what you can’t measure,” Anonymous There is nothing like one metric rule in employee evaluation for manufacturing; instead, it is a combination of both quantitative and qualitative metrics. Most companies use a 360 or 180-degree feedback loop to assess employees for more accurate results. Manufacturing companies use the evaluation results for their strategic short-term and long-term goals, as well as to gain clarity on their current standing. The metrics also provide them with substantial information that’s necessary for decision-making. Performance metrics may differ from one industry to the next; however, there are some that remain constant. In this article, we outline eight common employee evaluation metrics for manufacturing companies. Manufacturing and Production KPIs Customer satisfaction rate Customers are the number one priority for any company – they are the most treasured asset. Without them, there’s no business. A happy client can serve as an ambassador because they will go around referring the company to people around their circles. Given their essential role in the sustainability of a business, it’s critical that they are fully satisfied with the services or products on offer. Companies perform routine customer satisfaction surveys to measure the number of consumers who would rate their satisfaction levels as very satisfied. If more clients rate their experiences highly, then it’s an indication of excellent customer service – and the opposite is true. This metric is ideal for evaluating the customer support team, quality assurance team, production team and even the delivery team. Changeover time... --- ### Employee Evaluation for Hospitals – Challenges and Solutions for Healthcare Professionals Evaluation > Employee evaluation system is essential as it helps to gain feedback and discuss the next steps of action. Here are some employee evaluation metrics for hospitals. - Published: 2018-06-14 - Modified: 2024-10-08 - URL: https://www.assessteam.com/employee-evaluation-hospitals-challenges-solutions-healthcare-professionals-evaluation/ “Talented employees stay because they are: paid well, appreciated, listened to, promoted, involved in decisions, mentored and challenged,” Anonymous Healthcare is a service industry, and it thrives on happy clients. For this reason, the hospital employees are expected to perform at their best to ensure that all clients -- in this case, patients – receive the level of care that they deserve. As a measure of quality, most hospitals evaluate their employees periodically to check their performance. This provides employers with the necessary information they need to make decisions, like pay raises, promotions, and layoffs. It also motivates the workers to perform better. However, like most processes, employee evaluation is bound to have some setbacks. This article highlights some of the challenges and solutions to help institutions get the most out of the process. Healthcare Professionals Evaluation KPIs Here are some employee evaluation metrics for hospitals: Time management Many facilities use cloud-based time management systems to register their employee’s project time. It’s, therefore, easier for leaders to monitor how each employee uses their time. An employee who always starts late creates a pattern of inefficiency across all schedules, which increases costs for the facility. Lateness may also dissatisfy patients. For facilities to compare time metrics, they should ensure that it measures the same thing for all physicians. Therefore, they should be clear as to when the timing begins for accurate results. Some facilities measure the start time as when the physician walks into the operation room or when the patient... --- ### Applying Employee Performance Metrics towards Retention of Key Employees > Track and retain key talent with employee performance metrics. When used effectively, they benefit both your employees and your business. - Published: 2018-05-28 - Modified: 2025-07-22 - URL: https://www.assessteam.com/applying-employee-performance-metrics-towards-retention-of-key-employees/ “The key to a company’s success begins and ends with retention of key employees,” Anonymous There is a lot to lose when a business experiences a high turnover rate. It will have to recruit new people and take them through training – and if it happens regularly, then the process becomes costly. The business also tends to fall behind on its targets because of the constant disruption. Employee replacement costs a company about one-fifth of what the employee earns, this is according to a recent CAP study. If the research is anything to go by, then it will cost a company much more to replace people in high positions. It is, therefore, in the company’s best interest to retain the key employees. That leads us to the question, who are the key employees? Key employees have the power to make major decisions in a company. They often are paid well and may get special benefits as an incentive to stay with the company. From an internal view, a key employee is an essential part of the company’s operations. For instance, they may hold a role that ties directly to the sales channel of the business. They also could be the face that represents the company. In the end, they are recognized as important persons in maintaining the investment as well as supporting relations. Most companies are in business for profits. Therefore, they need to put measures in place that will ensure their growth. One such measure is the employee performance... --- ### Top 4 Things to Look for in an Employee Performance Evaluation Software > Find the right software for performance evaluation for employees. Track goals, review progress, and support development with ease. - Published: 2018-05-03 - Modified: 2025-07-22 - URL: https://www.assessteam.com/top-4-things-to-look-for-in-an-employee-performance-evaluation-software/ "Employees engage with employers and brands when they’re treated as humans worthy of respect. ” - Meghan M. Biro Are you an SME (Small Medium Enterprise) owner? Or do you manage the human resources (HR) division of a large corporation? It is not essential what your official role in your company is; the pertinent point is that you work with and manage human resources (or employees). Consequently, you will also have a unique understanding of the challenges facing the HR management team of any company, from a small start-up to a global corporation. Some of these challenges include leadership development, performance management, skills and training management, recruitment of suitable staff, as well as employee retention management. The good news is that you are not the only person in the world that faces (and needs to find solutions to) the difficulties of looking after the modern-day employee. Furthermore, there is software on the market which makes aspects such as employee performance evaluation simple but successful. Why employee performance evaluation software? Before we discuss the pertinent features of a valuable performance evaluation software application, let’s consider why utilizing a software application to track and manage employee performance evaluation is a vital part of successful staff management. Furthermore, it should be noted that at this juncture that successful staff management will impact on staff retention figures. It stands to reason that after you have employed staff and invested in their training and skills development, you do not want them to resign. Resignations cost... --- ### Performance appraisal process: Focal point reviews vs. anniversary date appraisals > Our human resource experts at AssessTEAM posit that the performance appraisal process must be a vital element of the project management (or focal point) process. - Published: 2018-03-23 - Modified: 2025-01-27 - URL: https://www.assessteam.com/performance-appraisal-process-focal-point-reviews-vs-anniversary-date-appraisals/ “There are only three measurements that tell you nearly everything you need to know about your organization’s overall performance: employee engagement, customer satisfaction, and cash flow. It goes without saying that no company, small or large, can win over the long run without energized employees who believe in the mission and understand how to achieve it. ” - Jack Welch The quotation (albeit a long quotation) mentioned above by Jack Welch highlights the three primary measurements that all business owners (and senior management) need to pay attention to when determining whether their business is successful or not. At the risk of repeating myself, these three benchmarks are employee commitment, cash flow, and customer satisfaction. Without all three elements working both as individual aspects of the business, as well as together as a united whole, there is very little chance of a successful business venture. Furthermore, both cash flow and customer satisfaction are driven by employee engagement and commitment to the business. In other words, the employee has to be a chief cornerstone of the thriving business model. As a result, the question that should be asked is how should the business (or upper-level management) determine whether its employees are contributing to the elements of customer satisfaction and cash flow. The good news is that there is a simple answer to what might otherwise be thought of as a complex, possibly unanswerable question. In essence, the most straightforward explanation is that the Performance Appraisal Process (when set up correctly) will provide... --- ### Performance management software can help you employ the right talent > Performance management software ensures role clarity and tracks performance, helping you attract and retain the right talent. - Published: 2018-01-18 - Modified: 2025-07-22 - URL: https://www.assessteam.com/performance-management-software-can-help-employ-right-talent/ “The greatest leader is not necessarily the one who does the greatest things. He is the one that gets the people to do the greatest things. ”– Ronald Reagan One of the essential elements of a successful business is the employment of team members who love what they do and excel at their jobs. What asked about the success of a basketball team, Michael Jordan (one of the best basketball players in America) noted that “talent wins games, but teamwork and intelligence win championships”. The same principle applies to a company. Management can employ the most talented staff in the marketplace. If they do not work together as a team, however, the chances of success are very small. This fact leads to the point that employees (and employers) need to work together to ensure a profitable and successful business venture. After all, there is no point being in business (unless your business is a humanitarian organisation) unless it makes money. Consequently, our human resource management experts at Assess Team believe that the question that should be asked and answered is: “How do company managers and owners not only employ the right talent but also manage this talent to the benefit of both the individual and the company? ” Tips to employ and manage employee skills for the good of the company, the team, and the individual As mentioned in the above text, the key to a successful business is the strategic management of human resources as well as monitoring and... --- ### Tips to Build an Effective Performance Management System > Effective performance management is only possible through performance assessments and this requires the development of the right performance evaluation tools. - Published: 2017-12-25 - Modified: 2024-01-12 - URL: https://www.assessteam.com/top-tips-to-build-an-effective-performance-management-system/ Effective performance management requires a balanced approach to employee performance evaluations and assessments. With the help of the proper performance evaluation tools, employers have the opportunity to take a closer look at each team player’s contribution to the department and the organization as a whole, and how their potential can be maximized for the good of the company. Too many organizations don’t take performance evaluations as seriously as they should, putting the process way down their priority list when it should be one of the main driving forces of policy and system reforms. Performance Management KPIs Developing the appropriate performance evaluation tools – This can be in the form of a standard evaluation sheet that contains basic performance assessment areas tailored for each department’s and individual employee’s KPIs. This will help you gain more relevant and meaningful insights that you can use to improve your overall working system and in turn, organizational performance. Identifying performance measures – These are standard performance measures that help objectively evaluate each team member’s job performance and cut down the time wasted in filling out evaluation forms. The identification of performance measures is often the most time-consuming aspect of developing an effective performance management system, but it is also one of the most vital. An employee’s job description alone can be a good basis for this. Setting guidelines for feedback delivery – Good managers know how to deliver feedback well, be it negative or positive. When it comes to performance evaluations, balanced feedback is necessary... --- ### 9 Ways to Track and Measure Employee Performance > Every organization should use employee evaluation software and evaluate their employees; here are top nine ways to quickly measure employee performance. - Published: 2017-12-04 - Modified: 2024-10-08 - URL: https://www.assessteam.com/9-ways-track-measure-employee-performance/ Productive workers are the best assets any company has. They serve as the lifeblood of the business. Monitoring employee performance is a matter of setting the right performance indicators, based on the type of work they do as well as the responsibilities and tasks they perform to ensure the company’s continuous and successful operations. Some of the key questions managers need to answer as they formulate employee performance measurement tools and practices include the following: Whether or not employees are meeting assigned objectives. Whether employees understand the company's major goals and expectations. Every organization must make use of the right employee evaluation software or system so they can continuously and effectively monitor and assess productivity as well as the value of each of its employees. Below are some of the key performance indicators employers should measure as they review the workforce productivity: Absenteeism Is your employee coming to work regularly? This might appear to be very simple, but it is also considered one of the most objective measures you may use to track an employee for work where physical presence is essential. Excessive tardiness or absenteeism can impede other employees' abilities to function rightly and harm your team's trust and morale. Timely completion of work assigned Being effective does not merely mean being on time to work. It includes completing tasks efficiently and correctly. Employees show great dedication to their work by going above and beyond the call of duty to ensure deadlines are met. Employees who consistently deliver their... --- ### Simple Employee Performance Management System with Mobile apps > Mobile app based employee performance management system that’s easy to read and navigate on a smaller screen and keeps employees engaged in the performance review process. - Published: 2017-11-14 - Modified: 2024-02-08 - URL: https://www.assessteam.com/simple-employee-performance-management-mobile-apps/ The increasingly nomadic nature of the modern workforce means that significant numbers of workers do not have easy, sustained access to desktop computers. For modern employee performance management programs to be fully inclusive, workers must be able to access them via mobile apps. The good news is that there are plenty of employees performance management tools out there with extensive mobile functionality. It would be best if you chose wisely. When trialing employee performance management software, be sure to test the vendor's mobile app on your mobile device. You’ll be looking for mobile app-based features such as: Simple interface that’s easy to read and navigate on a smaller screen. The dashboard enables employees to get up-to-date reports on their overall performance score,as well as that of the team and company. Employees can see details of upcoming evaluations and receive automated notifications and reminders Evaluators can quickly and easily input large amounts of performance data for multiple people Ability to easily input timesheet data, which is crucial to understanding performance in a commercial/financial context. There are many employee performance management apps on the market to choose from which offer some or all of this functionality. AssessTEAM is worth considering because we pride ourselves on delivering employee performance management via mobile apps for Android and iPhone platforms. Having recognized the need to accommodate an increasingly nomadic mobile-device dependent work-force, AssessTEAM's mobile-functionality was included from the ground up, meaning it is central to the system and was not tacked on as an afterthought.... --- ### Employee performance management tool for the modern HR professional > Unlock workforce potential with our employee performance management. Streamline evaluations, boost productivity, and enhance engagement. - Published: 2017-11-03 - Modified: 2025-07-22 - URL: https://www.assessteam.com/employee-performance-management-tool-for-the-modern-hr-professional/ Research shows that HR professionals who practice data-driven decision-making are four times more likely to be respected by their colleagues. AssessTEAM is the next-generation data-driven employee evaluation tool that can support modern HR professionals looking to bring a data-based and commercial approach to employee performance management. Human Resources (HR) professionals often face various challenges in their roles. These challenges can vary depending on the organization, industry, and specific circumstances. Here are some challenges HR professionals may face when implementing or utilizing performance management systems, along with suggested solutions: User Adoption: Challenge: Encouraging employees and managers to engage with performance management software actively can be challenging, especially if they are resistant to change or unfamiliar with the software. Solution: Provide comprehensive training sessions and resources to educate users on the software's benefits and functionalities. Highlight how the platform can streamline performance management processes and improve productivity. AssessTEAM is simple to use and integrates easily with existing HR systems. We offer ongoing support and assistance to address any questions or concerns. Data Accuracy and Quality: Challenge: Ensuring the accuracy and reliability of performance data collected through performance management tool can be difficult, particularly if employees and managers do not consistently input data or provide honest feedback. Solution: Establish clear guidelines and expectations for data input and feedback within the performance management tool. Implement validation checks and periodic audits to verify data accuracy. Encourage open and honest communication among users to improve the quality of feedback and evaluations. AssessTEAM helps streamline data collection... --- ### Best practices for creating OKRs or Result areas > Creating OKRs (Objective key result areas) or Result Areas is a crucial part of using AssessTEAM to manage employee performance, yet a few of you have been seeking some more clarity on how to deploy our built-in, Result Areas, in your business. - Published: 2017-10-18 - Modified: 2023-03-01 - URL: https://www.assessteam.com/best-practices-for-creating-okrs-or-result-areas/ Creating OKRs (Objective key result areas) or Result Areas is a crucial part of using AssessTEAM to manage employee performance, yet a few of you have been seeking some more clarity on how to deploy our built-in, Result Areas, in your business. Getting started couldn’t be easier; look under the ‘management’ heading in the control bar and click ‘Result areas’. You’ll be presented with a library of 300+ potential result areas. This saves you the time of having to create Results Areas yourself. Just quickly search for the Result Areas that correspond to your job. In truth, once you have assigned your result areas they are good to go. But, many of you understandably want to tailor both the Result Areas and underlying performance indicators to suit your culture and framework. When modifying the performance indicators keep these three points in mind: precision, concision, and clarity, as this will help to ensure that your evaluators can assess efficiently. The last thing you want to do is confuse evaluators with wordy and inefficient performance indicators, as this could reduce their engagement levels and willingness to evaluate. Clarity can be achieved by ensuring that each indicator is concise and contained; don’t try to overload each indicator with too many illustrative behaviors, as this can confuse. Just include enough information to provide clarity and precision about what is being measured. However, to be effective you do need a comprehensive set of performance indicators. We recommend between 7 and 14 indicators per result area.... --- ### AssessTEAM: Basecamp Integrated Employee Evaluation System > Simple tool for evaluating employee performance by project, integrated closely with Basecamp. - Published: 2017-10-05 - Modified: 2023-03-03 - URL: https://www.assessteam.com/assessteam-basecamp-integrated-employee-evaluation-system/ Instant availability of software functionality is crucial in today’s business world. Having the right enabling or productivity-enhancing software at the right time can give your company the edge. Expansion capability is almost as important as existing functionality when choosing software – as it enables to the software to quickly adapt to a changing business environment – enhancing its value. As we have worked with AssessTEAM customers it’s become clear that in many of your business employee evaluation processes and project management are closely aligned, but software isn’t. By integrating BaseCamp with AssessTEAM we enabled employee evaluation software and project management software to work together in a uniquely harmonious way. This eradicates duplicated effort and expands the potential of each respective software tool in a productivity-enhancing way. For example, your staff in your BaseCamp account can be imported in just a few seconds to your AssessTEAM, by clicking on settings, then integration and then BaseCamp from within the AssessTEAM control panel. But, this is no normal integration with static importing because our system continues to maintain sync between Basecamp and AssessTEAM, which means that new employees automatically go into the system too. This makes data importing an almost effortless background task. As well as this, we have set up the right footprint in AssessTEAM so that your Basecamp projects are seamlessly imported into AssessTEAM – and ongoing synced so you can track project performance in real time. You’ll probably want to track profitability and this integration supports this process too by... --- ### Use Zoho People with AssessTEAM employee evaluation > Zoho allows you to integrate with one of the most sophisticated performance evaluations apps on the market, that being AssessTEAM. - Published: 2017-09-21 - Modified: 2025-01-27 - URL: https://www.assessteam.com/use-zoho-people-assessteam-employee-evaluation/ Zoho People is one of the leading cloud-based, generalist, HR software systems. As a user of Zoho People, you’ll know that what’s great about it is its ability to seamlessly integrate with its own proprietary apps like Zoho Recruit and Zoho Time, to expand its functionality. However, what Zoho doesn’t offer on a proprietary basis is a stand-alone app for performance evaluation, which is increasingly becoming a specialized area of HR. Fortunately, Zoho does allows you to expand its functionality by seamlessly integrating third-party performance management apps. The good news is that Zoho allows you to integrate with one of the most sophisticated performance evaluations apps on the market, that being AssessTEAM. Our best-of-breed performance evaluation apps streamline the evaluation process through intelligent workflow and smart automation. It also has a unique ability to report on team profitability: this functionality has led to its users improving their margins by 45% in the first year of using AssessTEAM. If you are currently a Zoho user, and you want to expand your performance evaluation capability, and start linking HR activity to profitability gain, sign-up to AssessTEAM. Once you have an account, it is easy to connect with Zoho. Simply, click on ‘settings’ and go to ‘Integrations’, and choose the Zoho option. You’ll then need to get your Zoho API token from inside your Zoho People account. The API is the key that will allow your Zoho account to connect with AssessTEAM. You then need to input this into your AssessTEAM account and... --- ### Why Employees Appraisal Systems Should Measure Profit Per Employee > Performance management systems are geared towards hiring and retaining profitable employees and improving or removing less profitable employees. - Published: 2017-09-07 - Modified: 2023-03-02 - URL: https://www.assessteam.com/why-employees-appraisal-systems-should-measure-profit-per-employee/ Bridge the gap between employee performance and profitability. Traditional performance management processes do exactly what they say on the tin: they evaluate and rate staff performance, usually using a symbolic rating system, e. g. 1-5. However, they tend to be dangerously disconnected from the commercial process of a business. Because, how do we know whether a 5 star-rated worker is actually more profitable and valuable to the business than a 3 star rated worker? We don’t. In the worst case scenario an appraisal system based on symbolic performance ratings could be over-compensating less profitable workers and under-valuing highly profitable workers. It would be damaging to a business. Appraisals systems and therefore HR staff can no longer afford to be so disconnected from the profitability imperative of the business. Mckinsey was one of the first to recognize this a decade ago in their landmark white paper, ‘The new metrics of corporate performance: Profit per employee’ Mckinsey showed that the main drivers of growth for the 30 largest companies in the world (between 1995 and 2005) was profit per employee. They argued that the best way to maximize market capitalization was to optimize profit per employee and to do this organization needs to start measuring profit-per-employee. They also need to ensure that their performance management systems are geared towards hiring and retaining profitable employees and improving or removing less profitable employees. This means that HR and talent management processes need to become more commercially driven, which starts with employee evaluation. HR teams... --- ### How to Get a Failing Employee Back on Track with a Performance Improvement Plan > Is your employee underperforming? Consider an employee performance improvement plan to get the staff member back on track. - Published: 2017-08-24 - Modified: 2023-03-03 - URL: https://www.assessteam.com/get-failing-employee-back-track-performance-improvement-plan/ When we read about performance management, we usually hear about employees going from good to great. At some point, every team has a team member who has fallen off track and is under-performing. Here, the immediate priority is not going from good to great, but simply getting the employee back to an acceptable level of performance. It’s not glamorous, but it’s necessary, ‘roll-your-sleeves-up’ management. You will probably be relieved to know that turning around an underperforming employee is pretty straightforward to do if you use a Performance Improvement Plan (PIP). A PIP is a management tool that can enable a manager to improve the performance of a failing employee. There is no set format for a PIP, but a good one should contain the following elements: Objective explanation of why the employee’s work is substandard Details of what improvement is expected, along with a timescale (Performance Improvement Goal) Details of when the performance will be reviewed Outline what further disciplinary action will happen if they don’t improve Specify whether any training or support will be provided. Once you have prepared your PIP, sit down with your employee and explain the PIP to them. They may be surprised or even angry, so be prepared to deal with negative emotions. However, if you have been using the industry recommended quarterly appraisal process, this really should not come as a surprise to them. It is recommended that you document the performance improvement goals, (ideally in an online appraisal system), so the employee knows... --- ### Assessing New Hire Competence with Goal-Driven Probationary Periods > Employee assessment objectives should be ‘SMART’ and assessed timely for probationers. By the end, they should have a clear idea, what they have been employed to do. - Published: 2017-08-03 - Modified: 2025-05-13 - URL: https://www.assessteam.com/assess-new-hire-competence-goal-driven-probationary-periods/ Most employers opt to hire new employees on a probation period, typically lasting 3 to 6 months after the new hire’s start date. During this probation period, the new hire is required to prove beyond doubt that they are competent in the role that they were hired. If they meet performance expectations during this probation period, they are hired; if not, they face dismissal. It is the last stage of the hiring process and the way that companies can ensure that only the best talent makes it into the organization. However, probationary periods are often not used correctly. Busy managers get to the end of the probationary period, often having failed to set goals. This means that they don’t really have a genuine case to pass or fail the new hire, but being time-pressurized, they are often blindly compelled to hire potentially unsuitable employees. Goal setting is simple and shouldn’t take more than an hour out of the busy manager’s day. Since employees can typically take up to 3 to 6 months to speed up, it also makes sense to set learning or intermediate goals, rather than out-right performance goals. Another option is to structure these goals in the form of a monthly ladder where the new employee is required to meet increasingly challenging goals as the probation time passes. There is no room for vagueness; learning goals, like any other goals, should be specific and should be about being able to demonstrate increasing levels of competence in specific areas... --- ### 3 Warning Signs Your Performance Appraisal Process is Broken > 3 warning signs that your employee performance appraisal system needs a touch-up. As businesses reinvent themselves with changing times one needs to have a well-functioning appraisal system in place. - Published: 2017-07-21 - Modified: 2025-01-28 - URL: https://www.assessteam.com/3-warning-signs-performance-appraisal-process-broken/ If you’ve been running with the same performance appraisal process for a few years now and have not made changes, chances are it might need fine tuning. As a result of changing practices and a changing business, what was right 5 years ago may not be right now. Here are 3 signs that your appraisal process is broken and may need fixing : 1. Employees are surprisedIf your staff is surprised at their performance review by the feedback they receive at the end of the year, it suggests that they are not being given enough timely feedback during the year. This means they could have spent 12 months under-performing, costing your business money. What’s the Fix? Today, continuous feedback is the norm. Train your managers to give instant feedback to staff and consider quarterly or monthly reviews, which have been shown to boost staff performance. 2. Top leaders don’t do appraisalsIf your top management isn't seen to be accountable for their performance by doing appraisals, your staff may be seeing this as an injustice and may become disengaged from the appraisal process. What’s the Fix? Have your top management set the example and lead the way by doing their appraisals, and being seen to be fully engaged in the appraisal process. This will instil a sense of value and strategic importance of the appraisal process and should increase staff engagement with it. 3. Managers are too busy to do evaluations and HR are constantly chasing themIf appraisals are late and... --- ### Sample employee evaluation templates > 900+ Employee evaluation templates to choose from at AssessTEAM, pick from our selection or create your own. Employee evaluation on the cloud. - Published: 2017-07-05 - Modified: 2024-01-18 - URL: https://www.assessteam.com/sample-employee-evaluation-templates/ AssessTEAM includes 1000s of performance indicators categorized in 900+ job goals. New KPIs are being added every day and companies across the world use the system to effectively evaluate their employees. Employee evaluation templates are the foundation of the AssessTEAM system. These templates help you get evaluations executed in days rather than months. You can schedule automatic reminders to go out weekly, monthly, quarterly or annually. Pick job goals from the AssessTEAM list of KPIs or create your own and describe key performance indicators to ensure your employees know their job responsibilities. 360-degree feedback Survey Accounts KPIs List Asset Management KPIs List Administration KPIs List Advertising KPIs List Business Analyst KPIs List Banking KPIs List Business Intelligence KPIs List Clinical Research KPIs List Call Center KPIs List Compliance KPIs List Construction KPIs List Content Marketing KPIs List Contract management KPIs List Core Values KPIs List Customer Service KPIs List Customer Satisfaction KPIs List Customer Success KPIs List Digital Marketing KPIs List Distribution KPIs List Ecommerce KPIs List Email Marketing KPIs List Employee Exit Checklist Questions Engineering KPIs List Energy KPIs List Finance KPIs List Front Desk KPIs List FMCG KPIs List General Manager KPIs List Google Analytics KPIs List Healthcare KPIs List Housekeeping KPIs List Hospital KPIs List Human Resources KPIs List Interior Designer KPIs List IT KPIs List Inventory KPIs List Legal KPIs List Logistics KPIs List Management KPIs List Manager 1:1 KPIs List Manufacturing and Production KPIs List Marketing KPIs List Master Data Management KPIs List Materials Management... --- ### 3 Harmful Performance Appraisal Myths Debunked > Here are 3 top myths about appraisals and the reality. These myths can hold you, and your team back, which is why it is vital that these myths are quickly debunked. - Published: 2017-07-05 - Modified: 2025-01-28 - URL: https://www.assessteam.com/3-harmful-performance-appraisal-myths-debunked/ As a small business leader or team manager, you should be aware that many myths about appraisals still persist. These myths can hold you and your team back, which is why it is vital that these myths are quickly debunked. Here are 3 top myths about appraisals and the reality. Myth 1: Performance appraisals should occur once a year. Reality: Annual appraisals are an outmoded way to manage employees. The staff doesn't like having to wait a year for feedback, particularly negative feedback. Research shows that quarterly or even monthly appraisals deliver the best return and as a result, increasing number of major companies are moving to quarterly appraisals/continuous feedback. Myth 2: Performance feedback should come only from the line manager. Reality: Line manager feedback is essential but in this modern age where collaboration is the key to success, it is also important that 360 feedback come from colleagues and internal clients in order that employees can develop into great social engineers too. GE, Google, Cargill, Eli Lilly Amazon, Adobe, and Accenture are just a few of the companies who have moved to 360-degree feedback. Myth 3: Performance appraisals must be linked to pay. While it can often make sense to link performance goal realization to bonus/pay, this does not mean that the whole appraisal process should be linked to pay. In fact, it can be damaging to personal development, because employees will be less willing to acknowledge weaknesses/learning opportunities if they think they will be financially penalized. That’s why... --- ### How Do You Ensure Performance Appraisals Are Taken Seriously? > Discover how AssessTEAM revolutionizes performance appraisals, ensuring they're taken seriously. Streamline evaluations, track progress, and optimize workforce productivity with our comprehensive platform. - Published: 2017-06-23 - Modified: 2024-07-05 - URL: https://www.assessteam.com/how-do-you-ensure-performance-appraisals-are-taken-seriously/ Is your company all in on building a robust performance management culture, yet struggling to get staff and managers engaged in the appraisal process? You're not alone if you find this situation a bit of a head-scratcher. The great news is, there's a straightforward path to energizing your team about appraisals and truly making them count. Leadership Sets the Tone It all starts at the top. If your leaders aren't walking the talk and participating in appraisals themselves, it might send the message to your staff that these assessments aren’t that important. When everyone from your CEO to your newest hire is involved, it underscores the value of the process across the board. Show Me the Money Let’s talk about incentives. If employees can't see a clear connection between their employee performance appraisal scores and their compensation, they might not take the process seriously. Making it known that these scores directly influence bonuses and salary increases can spark a whole new level of engagement with the appraisal process. Tech to the Rescue Gone are the days when appraisals could be managed with just paper and pen. The old-fashioned analogue appraisal system based on paper, word files, human memory and face-to-face meetings just won’t cut it anymore. Today’s workforce is dynamic, often remote, and needs flexibility. By adopting cloud-based appraisal management software, you're bringing the appraisal process right into the digital age. This not only makes it more convenient for everyone involved, it also helps keep track of progress and ensures... --- ### How To Convince Your Boss to Invest in Appraisal Software > Make a statement to your boss to acquire performance appraisal software with these 3 strategies. They all can be used regularly in the B2B sales process. - Published: 2017-06-02 - Modified: 2024-05-23 - URL: https://www.assessteam.com/convince-boss-invest-appraisal-software/ If you are reading this article, it suggests that you are thinking about acquiring performance appraisal software but are concerned that you are going to get some serious ‘push-back’ from your boss. So, how can you make a compelling business case for your new performance appraisal software? There are three very effective techniques: Show how the software can fix known pain pointsIdentify the pain points in your current performance appraisal process. Is paperwork always getting lost? Is there a sense of confusion around review dates? Does it take too long? Identify the remedial features in your performance appraisal software, e. g. time-phased goal-setting, automated reminders, cloud-based data archiving etc... , and explain how they can address the pain points. Demonstrate a concrete ROIAnother technique will be to show the financial returns you’ll get by adopting this software. For example, start by auditing and finding out exactly how much time the managers and staff spend coordinating and executing appraisals, and forecast admin time under the new system. Ideally, your new system should save time. You can then say quite clearly that moving to the new system will cost us 'X' in outlay, but will reduce admin time and increase productivity giving us a quantified positive percentage return on investment Show how the software can enhance performance Using these three strategies – all of which are used regularly in the B2B sales process – you should be able to make a winning business case to your boss to acquire performance appraisal software.... --- ### Why Do You Need A Standalone Employee Appraisal Software? > Learn how standalone employee appraisal software like AssessTEAM streamlines performance reviews, improves accuracy, and boosts employee development with powerful tools. - Published: 2017-05-18 - Modified: 2025-01-29 - URL: https://www.assessteam.com/need-stand-alone-employee-appraisal-software/ When choosing employee appraisal management software, you may wonder: should you opt for a specialized stand alone employee appraisal software system, or should you settle for the built-in appraisal feature within your general HR software? The answer is clear—don’t be tempted by the convenience of an all-in-one HR system. A dedicated employee appraisal software tool will likely deliver far superior results and long-term value. Why Not a Generalist HR System? General HR software often acts as a digital filing system for HR functions, which might have been adequate for the early stages of digitizing HR processes. However, with the rise of specialized HR functions like performance management, these general systems have struggled to keep up with modern appraisal demands. They still rely on outdated appraisal processes, like once-a-year reviews, which are not enough for today’s fast-paced business environment. In contrast, employee appraisal software is purpose-built to manage continuous, dynamic performance reviews that help employees grow and align with company goals. Generalist HR systems may offer basic appraisal functions, but they lack the sophistication, flexibility, and depth needed for effective performance management. The Need for Employee Appraisal Software So, why exactly do you need specialized employee appraisal software? Here’s why investing in a dedicated tool can transform your appraisal process: Continuous Feedback and Real-Time Performance Monitoring: In today’s agile work environment, annual reviews are no longer enough. Employees need continuous feedback and guidance to stay aligned with company objectives. Employee appraisal software enables managers to give real-time feedback and track employee... --- ### Why Businesses Should Be Moving From SMART to SMARTER Goal Setting > Smart goals is an effective way to motivate staff, while the smart goal-setting process is a smarter objective management process to deliver good results. - Published: 2017-05-08 - Modified: 2024-12-04 - URL: https://www.assessteam.com/businesses-moving-smart-smarter-goal-setting/ By now, most of you will have realized the importance of setting goals. Done correctly, goals act as powerful motivational tools that can drive and focus staff to achieve business objectives. Without goals, your teams will waste energy and effort in unimportant or non-strategic areas, while mission-critical projects start being neglected. Most firms that use goals follow the SMART format: SPECIFIC, MEASURABLE, ATTAINABLE, REALISTIC and TIME-BOUNDED. For example, ‘Increase new sales by 5% in 2016’ is a SMART goal, whereas, ‘sell more’ is not. While SMART goals are an effective way to motivate staff, they have been shown to have their limitations in that they are often not fully integrated into the organization’s evaluation and reward process. What we mean by this is that they are given out informally, not recorded or revisited, and often forgotten. They gather dust in some filing cabinet and lose their effectiveness entirely. That’s why a new SMARTER format of goal setting has been established, which stands for: specific, measurable, attainable, realistic, time-bounded and EVALUATED AND REVISED. Under this new SMARTER format, an inherent part of the goal setting process should be establishing a review and recognition process. This means that at the time the goal is set, a 3 month (or less) review/recognize/reward/revision date should also be set and recorded transparently, and ideally in a cloud based performance management system. Under the SMARTER format, at the review date, goals should be either recognized, rewarded or revised and then reset (if necessary) for the following... --- ### How To Turn An Underperforming Employee Into A Superstar > Turn an under-performing employee into a superstar. Simply communicate, clarify their goals and duties and optimize annual performance review regularly. - Published: 2017-04-20 - Modified: 2025-01-29 - URL: https://www.assessteam.com/turn-under-performing-employee-superstar/ Do you have an underperformer in your team? If so, did you know that under-performers fail to meet their own objectives, but according to research, they can also bring down the team's performance by 30 to 40%? While it is important to reward your superstars and high performers, it’s clear that one of the biggest productivity boosts you can give your team is to address underperformance. Of course, it’s not easy, but you can do several simple things to deal with an underperformer: 1. Tell them. Many people aren’t aware that they are under-performing; their manager simply has not communicated to them that there is a problem. It’s not until they know they are under-performing that it can be addressed. 2. Clarify their goals and duties. A leading reason why staff underperforms is due to mismatched expectations with the manager failing to make their performance expectations clear. Therefore, after letting the employee know there is a performance problem, clarify their goals and duties to make sure everyone is on the same page. 3. Review performance more regularly. You’ll most likely see some improvement after enacting just these first two steps, but to further optimize performance you’ll want to increase the frequency of performance reviews with your underperformer, beyond the team norm, to get them back on track. Research shows that quarterly performance reviews are about 31% more motivational than one annual review. And monthly goal setting/review yields even greater motivational returns than quarterly ones and you might need to adopt... --- ### 4 Reasons to Ditch Annual Appraisals And Replace Them With Real-Time Feedback > Ditch annual appraisals in favor of real-time feedback. Real-time feedback help employees to optimize their performance management process on monthly basis. - Published: 2017-04-06 - Modified: 2025-01-29 - URL: https://www.assessteam.com/4-reasons-ditch-annual-appraisals-replace-real-time-feedback/ Most employers use an annual appraisal process to motivate staff, but not many have asked whether this is the best way to assess staff. However, the annual appraisal process is no longer considered to be the best way to motivate, rather, real-time feedback on a quarterly/monthly basis is. Why? There are 4 main reasons to drop annual appraisals in favor of real-time feedback 1. With annual appraisals, staff and managers have often forgotten the details around performance – since it happened such a long time ago – meaning that the appraisal often contains inaccuracies. But with real-time feedback, the information is fresh and much more accurate. 2. With annual appraisals, you have to wait an entire year to formally praise your staff for good effort and performance, meaning that your staff can feel unappreciated. But with real-time feedback staff receive more instant recognition for good performance and are more engaged. 3. Also, with annual appraisals, you have to wait an entire year to formally address poor performance issues, by which point the issue has often reached crisis level, whereas real-time feedback would have enabled you to correct the issue while it was small and avert a crisis. 4. Research shows that companies who do appraisals on a quarterly basis receive 31% greater returns from their appraisals process than those don’t and firms who do monthly feedback have an even better ROI. The benefits of real-time feedback over annual appraisals are clear and it's no surprise then that up to a... --- ### 5 Ways To Ensure Higher Employee Retention Rate With Effective Training > Effective Training is of paramount importance to retaining employees. Check 5 Ways to Ensure Higher Employee Retention Rate with Effective Training. - Published: 2017-02-04 - Modified: 2023-09-23 - URL: https://www.assessteam.com/5-ways-ensure-higher-employee-retention-rate-effective-training/ Effective training is of paramount importance to retaining employees. In fact, contrary to a common misconception that training will serve as an impetus for employees to ditch their organizations and look elsewhere for a job, training is a critical retention tool. On joining an organization, employees expect to be provided with an opportunity to develop and enhance their skills. Without adequate training, they would feel stagnated and encouraged to switch jobs. Training is a key retention tool and companies must go all out to infuse a training culture so that employees do not look elsewhere for a job. The popular US motivational speaker Zig Ziglar has said, “The only thing worse than training employees and losing them is not to train them and keep them. ” Training and Development KPIs 5 Ways to Train Effectively Selective Training It is futile to train an employee on a subject that won’t help him to perform his core tasks better. Employees want the right training to feel engaged with an organization. So, the training must cover relevant critical skills, must be current and incorporate latest learning technologies and techniques. At the end of the sessions, an employee must feel he has grown personally apart from professionally. An employee engagement software can be used to motivate employees to train. Targeted Training Using a software tool you can use the technique of accelerated learning, where an employee is asked a certain number of questions on skills and topics that are important to the organization. Based... --- ### Now It's Your Turn To Gear Up Your Performance Appraisal Software > Recognition is a key driver of employee enthusiasm and consequent productivity. Speed up your performance appraisal software. - Published: 2017-02-03 - Modified: 2025-01-29 - URL: https://www.assessteam.com/gear-up-your-performance-appraisal-software/ Employees look forward to performance evaluations as recognition is a key driver of the enthusiasm and the resulting productivity. Interestingly it has been proven that humans prefer negative recognition to no recognition at all. The existence of an instituted recognition system would mean that the organization is stable, progressive, go-getting and seriously considers the worth that is being delivered to them on a day to day basis. Thus, the employee’s sense of worth, commitment, and belonging is cocooned in the shell of the organization. Appraisals also provide the perfect setting for an employer and employee to recognize and agree upon individual training requirements. Organizations also stand to benefit from having an effective performance appraisal system in place as it can monitor its recruitment and induction practices as well as have the satisfaction of overseeing the productivity of its staff. While most organizations have a performance appraisal system in place, often they lack the necessary muscle to drive profitability. You know you need to gear up your appraisal software or invest in one when: You are chasing expensive consultants. You are giving away support fees for employee evaluation. Your current assessment software is offering you stunted services. Invest in a world-class performance appraisal system. It offers multiple advantages Employee engagement, mentoring and profitability are possible in a single amalgamated suite. Compensation is linked to performance and involves data-driven reward decisions. Evaluation feedback can be provided on an ongoing basis. The software identifies projects at risk or employees who need help. Provides... --- ### Time to Relaunch Your Company’s Performance Appraisal System > Are you tired of chasing expensive consultants and giving away support fees for evaluating your employees? If so revive your company's performance appraisal system. - Published: 2017-02-02 - Modified: 2024-01-12 - URL: https://www.assessteam.com/time-to-relaunch-your-companys-performance-appraisal-system/ Are you sick of chasing expensive consultants and giving away support fees for evaluating your employees? Is the current evaluation software you are using of mediocre quality offering you stunted services? If so, then it’s high time you switch to a world-class performance appraisal software. With an advanced and synergistic system, you can expect employee evaluation, business intelligence, and time monitoring to combine with the ultimate goal of measuring and assessing employee productivity based on project profitability. If you go in for a world-class employee evaluation system, you won’t need to learn new software which can be tedious. An advanced employee evaluation system can be set up in seconds, and the first assessment sent out in minutes all by yourself. Assets of a high-performance appraisal software Runs on the Cloud using world-class big data technologies designed to safeguard the data both at rest and in transit; secure application-level firewalls protect the system. Backed by extensive research spanning years, field tests, and customer feedback. Incorporates knowledge of local regulations and processes, is multilingual, and supports major currencies. Lodges practically every employee evaluation process. Core features Embraces employee engagement, mentoring, and profitability in a single amalgamated suite. Links compensation with performance using data-driven reward decisions. Identifies projects at risk or employees who need help as the evaluation feedback is continuous. Provides clear employee deliverables, measures performance against these deliverables, and delivers great tracking reports. Accommodates custom processes. You can opt for high-tech continuous feedback 360-degrees evaluations to project-based assessment. Integrates timesheets into... --- ### 5 Reasons Why Performance Appraisals Are Essential > Human Resources makes a significant contribution to an organization in the act of implementing a performance appraisal. - Published: 2017-01-05 - Modified: 2024-02-06 - URL: https://www.assessteam.com/5-reasons-performance-appraisals-essential/ Human Resource management makes a significant contribution to the business organizational unit. HR's primary function is to manage everything to do with the employee, from the hiring, onboarding, and performance appraisal management. The successful HR department is one that motivates employees and eliminates employee behavioral challenges. The cornerstone of this HR department is an effective evaluation system or performance review system. For example, 360-degrees feedback appraises an employee through feedback received from different quarters, including peers and subordinates, as well as supervisors and managers. 5 reasons why a company shouldn’t ignore Performance Appraisals 1) Adjusting compensation for high performing employees Companies should monitor employee performance with the idea of compensating exemplary employees. Employees who go beyond the call of duty should be recognized with higher pay & awards. The net effect of this is, not only do high achieving employees continue to work hard, but other employees see that good performance is rewarded. And, they will up their game as it were. Tracking exceptional performance can only happen through an appraisal process. This should include elements such as regular one-on-one discussions between the employee and manager, 360-degree evaluations, and formal evaluations based on a role-specific list of KPIs. By tracking employee performance regularly, managers and administrators will gain access to data for establishing fair compensation guidelines based on sound performance deliverables. 2) Keep a tab on strengths and weaknesses When you hand out new assignments, you need to be on top of things like who is best or least suited... --- ### Project Profitability Calculation With AssessTEAM > Project profitability calculation is one of the cornerstones of the AssessTEAM employee evaluation system. Knowing more about project profitable gives you competitive business intelligence. - Published: 2016-12-14 - Modified: 2023-03-01 - URL: https://www.assessteam.com/project-profitability-calculation-assessteam/ Project profitability calculation is not a direct or simple computation. Calculating profitability at the end of the project is simply highlighting an opportunity that was lost. Profitability calculation should ideally be live, updated every day, so managers see how much of the budget has been used and if this comes close to targets, remedial action can be taken before targets are missed. Project costs include man hours invested by the team, fixed costs, travel, training and more. It's usually clear what would be the fixed cost and the only variable element is the man hour investment. Business Analysis KPIs Individuals are paid at variable rates, some like external consultants are paid by the hour; full-time employees can be paid by the month or year. AssesTEAM helps you quantify the cost of your team on a per man hour basis. This is used to compute real time project investments via timesheets. AssessTEAM invites individuals to have a flexible time tracking system which does not enforce, daily or weekly timesheets. For longer projects, monthly timesheets can be entered at the onset. For a business knowing what project types generate the best profitability ratios is crucial. AssessTEAM combines projects into project types and displays real time profit margins by project type. Organizations often use this data to invest in marketing avenues. Project profitability calculation is one of the cornerstones of the AssessTEAM employee evaluation system as knowing profitable teams, persons and projects give you unmatched business intelligence. Decisions about remuneration, investment and training... --- ### Effective Performance Review Software For Small Companies > AssessTEAM offers small businesses powerful employee timesheet software that simplifies performance reviews and boosts productivity with easy tracking tools. - Published: 2016-11-23 - Modified: 2025-01-29 - URL: https://www.assessteam.com/effective-performance-review-software-small-companies/ Tracking employee time and productivity is more than a luxury—it's a necessity. Companies need precise data on how time is spent managing resources and increasing efficiency. That’s where timesheet software comes in. It simplifies time tracking, optimizes resource use, and enhances overall business performance. Want to see how this software can transform your workflow? Let’s explore its potential together. Understanding Employee Timesheet Software What exactly is employee timesheet software? Think of it as your digital assistant for tracking work hours, managing attendance, and handling payroll. No more manually filling out timesheets or dealing with inevitable human errors. Timesheet software automates all of that, allowing businesses to see how long employees are working and how much time is devoted to specific tasks or projects. The natural beauty of this tool? It organizes attendance data into a clear, actionable format. Payroll becomes a breeze when everything you need is neatly tracked and ready for review. Imagine how efficiently your business can run with streamlined, error-free processes. Key Benefits of Using Employee Timesheet Software When managing a workforce, the right tools make all the difference. Employee timesheet software brings many benefits that go far beyond simple time tracking. By automating time logs and payroll, businesses reduce costly errors while gaining valuable insights into how time is used. Not only does it improve accountability, but it also provides a clearer view of project management, helping to optimize resources. Staying efficient isn’t just a goal—it’s a necessity, and AssessTEAM software enables you to get there.... --- ### Why Timesheet Software is Essential for Profitability Tracking > Discover how AssessTEAM's timesheet software helps track profitability by monitoring employee performance, project costs, and time management. Boost your business efficiency today! - Published: 2016-11-21 - Modified: 2025-06-09 - URL: https://www.assessteam.com/why-timesheet-software-is-essential-for-profitability-tracking Timesheet software - you’ve probably heard the buzz and even wondered if it’s worth the investment. Well, here’s the thing—timesheet software is more than just a fancy clock-in, clock-out tracker. It's a game-changer for businesses looking to stay on top of profitability. From monitoring employee time to digging into project costs, timesheet software is your go-to tool for gaining insights that drive financial growth. If you aim to understand profitability metrics better, this might just be the tool you're missing. Monitoring Profitability with Timesheet Software Profitability isn't just about the money coming in. It’s about understanding where every dollar goes. Think of Gross Profit Margin, Net Profit Margin, and Return on Investment (ROI). Each metric tells a different story, but they all share one thing: they rely on accurate data. Without that, you’re shooting in the dark. Timesheet software gives you that accuracy—tracking billable and non-billable hours, managing labor costs, and offering detailed breakdowns of time spent on tasks and projects. Calculating Gross Profit Margin Why Timesheet Software is a No-Brainer for Tracking ProfitabilityNow, let’s look closer at the Gross Profit Margin. This metric shows how efficiently your business produces goods or services. After covering the direct costs like labor and materials, how much of what you’re bringing in is profit? Timesheet software helps you nail this down by capturing the labor costs for each task or project. With everything in one place, you can easily calculate your Gross Profit Margin and spot hidden efficiencies or inefficiencies. Imagine you’re a... --- ### Employee Retention: How To Identify, Nurture and Retain Top Performers > Employee performance evaluation is vital to the growth of both the employee and the company. Do best to identify, nurture, and retain employees. - Published: 2016-11-15 - Modified: 2024-01-12 - URL: https://www.assessteam.com/employee-retention-identify-nurture-retain-top-performers/ Employee performance evaluation is vital to the growth of both the employee and the company. It should be done fairly and objectively so you can identify your best-performing employees. Creating a strong team does not end in the hiring process. Let us consider the costs of high employee turnover. First, advertising for a vacant position costs a significant amount of money. The interview process is neither free nor easy. Training and onboarding a new employee is not cheap either. Additionally, the team’s overall productivity is affected as it could take a while for the new employee to reach the same level of comfort and expertise as an old employee. It is best to nurture and retain top employees rather than hire new ones. Here’s how you can do that: Offer benefits that your employees actually need An essential benefits package including health insurance, retirement savings plan, and life insurance. The option of telecommuting also seems to have a positive impact. Telecommuters tend to be happier and show more commitment to the company, according to a study published in the Journal of Management Information Systems. Come up with small perks Why not provide free food or drinks? For example, Jive Software has Bacon Thursday and Hot Food Friday while HubSpot gives free Kindle books. These things cost a lot less than if you lose your employees because they feel unappreciated. Even the smallest gestures can make employees stick around. Promote from within Frustration can easily happen if your employees don’t see... --- ### Considering Project Profitability Analysis for Employee Evaluation > AssessTEAM delivers project profitability analysis with continuous feedback based employee performance evaluation. - Published: 2016-10-25 - Modified: 2025-01-29 - URL: https://www.assessteam.com/considering-project-profitability-analysis-employee-evaluation/ Employee evaluations are a unique process for every company. The effort to track, document, and measure performance is something of an art that HR departments across the world deal with in their own special way. Often data is not structured and personal opinions and prejudices dilute the results. Employee evaluation can be as simple or as complex as an organization needs. Linking employee performance to actual results devoid of prejudice is what HR professionals try to achieve. Performance can be defined as a number of lines of code written, design quality, products delivered or simply hours billed. However, true performance can often only be quantified with profitability analysis. Why do most companies keep profits separate from employee evaluations? They don't! They generalize employee evaluations to the overall business profitability and create a reward structure driven by supervisors' inputs. Managing data systems, investing time in analysis, and investing hundreds of hours in tracking profitability per team is only possible when the organization has a large HR department devoted to business intelligence. This leads to most companies making evaluations of an exercise that is generic and puts the onus of success or failure on all employees in the organization. Profitability by a person or by a team is unheard of in small and medium-sized enterprises (SMEs) and is seen in large businesses, the success of which depends on the accurate gathering of profitability data and business decisions that are taken based on the project profitability analysis. Tools are available now for SMEs... --- ### How Can An Effective Performance Management System Help Retain Top Talent > Employee performance management system can help you retain your top talent and provide you the right opportunities to keep employees motivated. - Published: 2016-10-24 - Modified: 2025-03-12 - URL: https://www.assessteam.com/effective-performance-management-system-can-retain-top-talent/ Organizations spend a large amount of time and effort trying to attract the top talent, recruit them and train them to perform as per the company requirements. Many times top performers leave stating a number of ‘reasons’. But to get to the core, it is essential that organizations evaluate these reasons so that they can put an employee retention plan into place. Let’s understand that top performers are the strongest contributors to the company’s goals and these are the employees that you must strive to retain. The competition is fierce and the demand for highly qualified, experienced employees is on the rise. It is hence a real challenge to retain the top talent in your organization and ensure the company’s sustainable growth. So, what’s the key to employee loyalty? The answer is to give your top talent enough room for growth, give timely feedbacks and align their goals with the goals of your organization. In short, an effective employee performance management system can help you analyse what your highest performers expect and ensure that they are provided with the right opportunities so that they stay motivated enough and refrain from leaving. Effective performance management can help you retain your top talent in the following ways: Helps you recognize and reward good performance The very first step towards retaining talented employees is to make them feel respected and appreciated. This generally goes way beyond a good compensation package. Recognizing your employees performance and rewarding them appropriately lays the foundation for loyalty.... --- ### 7 Essential Coaching Tips for Busy Leaders > Effective employee performance evaluation includes analyzing the current performance level and coaching to help the employee do better. - Published: 2016-10-10 - Modified: 2025-01-29 - URL: https://www.assessteam.com/7-essential-coaching-tips-for-busy-leaders/ Coaching has become an increasingly relevant and highly essential leadership skill in recent years. The command and control model has become obsolete and today's workforce requires a more collaborative approach. The best leadership involves great coaching and creating a shared success story that balances the needs of an individual as well as the organization. Today's leaders are, however, already time-crunched and overextended, and finding the time to mentor or guide is becoming increasingly difficult. You cannot ignore the fact that managers play a vital role in employee development and the overall success of the organization. With continuous feedback, employee evaluations, and performance appraisals a good manager can lead their teams to success. Here are seven essential coaching tips for today's busy leaders: Acknowledge the value in coaching Even with time-crunched schedules, you must understand that leaders are uniquely positioned to communicate business strategy and play a vital role in helping employees deliver as per company standards and requirements. In short, learning directly aligns with the business strategy and this is exactly why a manager needs to understand that coaching is an essential part of their jobs. When leaders act as teachers, they enable a highly personalized balanced development that leads to greater productivity at work. Understand the preferred style While you work through your busy schedules, you will be at an advantage if you understand your team member's preferred style of learning. Each team member has a unique way of interacting and processing information. So, take the time to cultivate... --- ### The Value of Formal Training in Your Organization > Formal training should be an integral part of a effective performance management system. Employee appraisals system should also include feedback about the recommended training for each employee. - Published: 2016-10-05 - Modified: 2023-09-29 - URL: https://www.assessteam.com/value-formal-training-organization/ Formal training is considered as a capital investment by many successful organizations these days. Ongoing learning has become very valuable to align organizations for growth and success with statistics showing that 89% of the employees believe that it's important for employers to support their career development efforts with formal training being an established way to learn new skills that are required for their jobs. Formal training programs help quickly ramp up skills and improve their performance. An effective performance appraisal for any employee must include their achievements, future goals and recommended training programs that could help them perform better. In fact, there is one school of thought that says that training and employee performance appraisals should never be kept separate. Training and Development KPIs Here's why formal training in your organization is valuable: Employees are better prepared for their jobs With formal training, your employees will be better prepared for their jobs and will be able to perform better due to their newly acquired skills. They will also require little or no supervision while they work because they already know the task at hand. Productivity Knowledge is the key to improving the productivity of your employees. If they know their jobs well, they will be able to deliver quality results – quickly. So, preparing a formal training program should be a part of every employee development program. Formal training and learning are easier to measure Formal training is beneficial for employers too. It is considered as one of the most... --- ### 7 Ways to Identify Leaders Among Your Employees > An employee appraisal is a key to understand their current performance levels and future goals. It helps you identify the future leaders of your organization. - Published: 2016-09-08 - Modified: 2025-01-29 - URL: https://www.assessteam.com/7-ways-identify-leaders-among-employees/ The root of every successful business is a highly efficient management team. This is exactly why recognizing tomorrow’s leaders today is key to your organization's long-term success. Leadership continuity is essential for achieving growth targets and to overcome market challenges. These employees are well-versed in the processes, systems, organization structure, and work culture. They have already spent a lot of time working with you to understand and make growth-oriented decisions quickly. It is hence important to identify and zero in on the potential leaders among your employees. Here are seven ways to identify true leaders: Focus on high potential Employee performance that is revealed by an accurate performance appraisal system is a great source to identify potential leaders. There are basic criteria. After that, you need to also check the employee’s aptitude and the desire to grow. Some high performing employees might not be cut out to be leaders. It’s hence important to check out the overall potential of an employee. Display higher levels of engagement A potential leader will proactively make suggestions for process improvements, shows interest in activities that go beyond day-to-day work, and help achieve tangible results for the organization. His/her level of engagement with the organizational goals will be greater. Takes proactive action or stand by and watch? In order to identify true leaders, you need to check whether the employee proactively takes action to make things happen or waits and watches until someone tells him what to do. Someone who acts as a catalyst definitely... --- ### Employee Development: Who, How & What You Need to Know > Employee performance reviews could be beneficial to identify what type of employee development programs your organization needs. - Published: 2016-08-26 - Modified: 2024-07-05 - URL: https://www.assessteam.com/employee-development-need-know/ Employee development results in individual improvement and leads to motivated employees who work more efficiently towards the organization’s goals. The key is to encourage growth and career development by improving skills and knowledge along with keeping them motivated. While it is a known fact that only 9% of the employees want challenging work, these nine percent could be your future leaders and you can help them get there with the right kind of employee development programs. Here’s all that you need to know about employee development and how it can benefit your organization: Who It’s the responsibility of an organization to keep its employees updated with the latest skills. Managers need to talk to the team members and understand their career goals as well as personal goals. The key is to ensure that the employee’s individual goals align with the organization’s goals. Employees will be better equipped to do their jobs more efficiently. Hence managers need to talk to their team members, understand their goals, and help them achieve them. Employee performance reviews are a good place to start. After assessing a team member for their current job responsibilities it is a good idea to include some training and development programs for them. How As mentioned earlier, employee performance management is the best way to analyze what kind of training and development programs are required for your organization. It would help if you worked together to determine their goals and help achieve them. As a manager, you are responsible for... --- ### 7 Things successful people do to get and stay motivated > Performance evaluation and profitability tracking are a great way to measure your milestones to achieve success. Here are 7 things successful people do to get and stay motivated. - Published: 2016-08-25 - Modified: 2025-01-30 - URL: https://www.assessteam.com/7-things-successful-people-get-stay-motivated/ Life is full of ups and downs and the path to success is not always smooth. Even when you feel like you have hit the rock bottom, there is always a way to bounce back. It all narrows down to motivation. What motivates you to get back on your feet and keep going? How do highly successful people manage to stay motivated in the most adverse situations? Here are seven things that highly successful people do to stay motivated: Understand the purpose Understanding the purpose of a task is important. If you have a clear purpose for what you are doing, it will automatically help you stay motivated. Having a purpose potentially changes your attitude towards the work at hand and helps you complete it by putting in your best! Stay focused on the big picture Always stay focused on the big picture. There will be days when everything seems overwhelming and you feel like giving up, but keeping your eye on the big picture will help you stay focused. Decide what matters to you the most and create a grand vision for yourself! It will definitely help you stay motivated. Set goals Goal setting is one of the most important tasks in order to accomplish anything. However, in order to stay focused and motivated, define some mini-goals that will lead you to your ultimate goal! For example, your ultimate goal is to own luxury home. You can start with a mini-goal of putting away $5000 as savings. Define all... --- ### 6 Tips for Building a Great Learning Culture at Work > How do you create a learning culture in your organization that effectively increases employee communication, engagement, and improves performance? Here are six tips. - Published: 2016-08-25 - Modified: 2024-07-05 - URL: https://www.assessteam.com/6-tips-building-great-learning-culture-work/ A learning culture is one in which an organization’s vision, mission, and values encourage employees to learn and develop their skills continuously in order to enhance their performance. In short, it is a work culture that promotes continuous improvement and celebrates goal achievements. It also fosters better employee engagement and the development of a great work environment. Developing such a work culture requires commitment on the part of the management. Here are six tips for building a great learning culture at work that can effectively increase employee communication, engagement, improve performance, and contribute to the success of your organization as a whole: Communicate the importance of learning Ensure that every level understands that learning is ingrained in the organization’s culture and is valued within the company. By learning and developing new skills, an employee increases his chance of growth in the organization. Communicating the importance of learning should be consistent and frequent so that the employee understands its purpose. Employees will stay motivated and you can create a great learning culture at work. Provide equal opportunities for all employees Ensure that your learning opportunities reach each employee. Include staff across all locations, levels, and departments. Make sure that you do not exclude some employees because of their geographic location. It’s important to understand that while you create learning opportunities, a one size fits all approach will not work. You have to customize your training programs as per employee skill levels and job requirements. Establish clear links between learning and performance... --- ### Managing people is an art: Top tips to do it right > It is essential for setting up employee performance metrics while leading a staff. Here, we've put together tips, advice, and recommendations for nurturing people around you. - Published: 2016-08-25 - Modified: 2024-07-05 - URL: https://www.assessteam.com/managing-people-art-top-tips-right/ Good companies are as good as their employees and employees work better when they are ‘managed’ better. Managing staff with diverse personalities, responsibilities, and ambitions could be a little overwhelming. After all, each one has its own roles, responsibilities, and pet –peeves to worry about. Management would be truly easy if everyone worked in collaboration, had a great attitude and exceptional talent. But then there would be no charm left in managing people! Any organization is made up of a diverse set of people. Some of them are hardworking, some aren’t. Some are collaborative and have a great attitude and some do not! Some have the expertise and ambition, yet some lack that kind of motivation. Honestly, managing people is art! Management KPIs Here are a few tips for managing a diverse set of people: Try to understand ‘why’ There’s always a reason why one person is difficult to manage and another is easy. Even though it’s hard to imagine, re-evaluate your managing style. Maybe you can change something there! Unnecessary micromanagement of people could be one of the contributing factors. If you want people to work at their fullest potential, you need to give them the freedom to work at their fullest potential and not micromanage every step they take. Never avoid conflict Deal with conflicts – always. Never avoid or bulldoze them. As long as you are in the same organization, you are going to be working with the same people. So, might as well resolve your conflicts... --- ### Employee Appraisal Software on Cloud > AssessTEAM is a simple employee appraisal software on the Cloud with no hardware, infrastructure or training required. - Published: 2016-08-25 - Modified: 2022-12-23 - URL: https://www.assessteam.com/employee-appraisal-software-cloud/ AssessTEAM is a simple Employee appraisal software on the Cloud with no hardware, infrastructure or training required! Traditional employee appraisal forms are not only cumbersome but also inaccurate and harder to analyse. AssessTEAM offers a better alternative that delivers job function clarity and powerful business intelligence based on effective employee appraisals. AssessTEAM enables setting up detailed job profiles per employee to ensure clarity in job function and accurate appraisal criteria. Employee appraisals are scheduled to happen every month, quarter or year depending on your business needs or appraisals can happen at the end of a project on using an ad-hoc schedule as well. Due appraisal alerts are sent over email and a simple interface allows for managerial, peer or self-appraisals on a per job function. The user-friendly AssessTEAM mobile app makes this process simple. Appraisal data is collated in real time to show scores on the reports for managers and employees via their self-metrics reporting console. Employees now have access to real time appraisal data from managers and peers too, and this encourages creativity and excellence. Employee appraisals are not only an essential part of organizational management but also a critical element that affects business growth. Getting the process right and analysing data effectively goes a long way in keeping your competitive! --- ### 6 Performance Management Trends And challenges To Watch For In 2020 > Some of the most common trends and challenges identified in performance management and why each can or cannot add value. - Published: 2016-05-23 - Modified: 2025-03-12 - URL: https://www.assessteam.com/6-performance-management-trends-and-challenges-to-watch-for-in-2020/ It is not surprising that many organizations are constantly updating and revising their performance management systems in an attempt to achieve a greater result and improve fairness and accuracy. However, many times these efforts do not result in the desired effect. We have some of the most common trends and challenges identified and why each can or cannot add value. Web-Based Systems Web systems help to facilitate the collection of information which in turn facilitates landing targets. It also provides a common framework for managers and staff as well as for instructions for participation in the various aspects of the performance management system, thus increasing consistency in the application. Management KPIs A well-developed web-based performance indicator system will help improve the consistency of the application within the organization, and it is likely to improve perceptions of fairness and accuracy. However, it's neither addresses the skills of technical manager or commitment to developing talent; nor it helps to clarify the link between pay and performance. Rating Scales One of the most common changes in the organization's performance management system revolves around the rating scale utilized to evaluate performance. Here are some pointers to consider: If you use the scale system as part of your evaluation process (whether numeric or descriptive), make sure that each digit point is clearly defined and managers have a common understanding of how to apply the scale to distinguish the level of performance. This is critical because it focuses on coherence and enables managers to distinguish the... --- ### Are you afraid of Performance Appraisals? > The objective of the employee appraisal is fair and equitable compensation based on performance to facilitate easier and the testing and validation of selection tests. - Published: 2016-05-10 - Modified: 2025-01-30 - URL: https://www.assessteam.com/are-you-afraid-of-performance-appraisals/ Performance appraisals cause anxiety for a large portion of employees, this simply goes back to the traditional approach where a performance review was all about a manager finding faults to avoid paying employees more, this meant employees were put under pressure to face their managers and prove their worth. Thankfully this is mostly in the past now! Most modern companies have removed the direct connection between performance reviews and monetary increments, performance reviews are no longer once in a year, they happen regularly, often informally, with clear communication from both sides. This article clearly shows the importance and necessity of using performance appraisal as a planning tool for achieving business goals for the coming year. It sheds light on the objectives and process of performance evaluation, together with an insight into some modern job evaluation methods used in the evaluation process. Performance appraisals of individuals, groups, and organizations are universal practices in all societies. An appraisal is a process of evaluating the behavior of employees at the workplace, typically including both qualitative and quantitative aspects of job performance are considered in a performance appraisal. A resulting performance report indicates how effectively the employee or team has fulfilled job requirements. Performance appraisals are focused on building and maintaining a satisfactory level of performance. They also aim to contribute to the growth of workers and improvement through training and management development programs. One of the most important elements of a performance appraisal is delivering clarity of expectations to both managers and employees.... --- ### Increasing Productivity- Top Tips > Employees being productive is very crucial for a company. It is the employee performance that determines the overall growth and success of a company. - Published: 2016-04-27 - Modified: 2023-03-01 - URL: https://www.assessteam.com/increasing-productivity-top-tips/ Productivity in the office is a difficult problem to solve. Not only employee productivity is critical in driving key company metrics and customer satisfaction, but an investment in employee productivity is an investment in the people that are at the core of a company’s success. But increasing that level of productivity is anything but a simple matter. It's impossible to force your employees to work harder, and imposing strict rules can actually hurt productivity and morale more than it helps. Just the way employee morale and motivation need to be high for the progress of a company, employee performance and productivity play a vital role too. Here are a few ways in which productivity can be improved: https://www. youtube. com/watch? v=EKOn-Lu2kKY --- ### Smart Goal Setting: 5 Tips For Motivating Employees > Motivate teams with SMART goals using AssessTEAM goal setting software. Proven tips to boost performance and drive business growth. - Published: 2016-04-22 - Modified: 2025-04-29 - URL: https://www.assessteam.com/smart-goal-setting-5-tips-for-motivating-employees/ Motivating employees is essential to making a business grow. This involves setting goals for them and providing them with an action plan that can guide and motivate them to work towards a common goal for the organization. SMART goal setting is one of the things that set successful companies apart from the rest. The acronym stands for Specific, Measurable, Achievable, Realistic, and Time-Bound, all of which can be a good basis when setting better goals to motivate employees. Setting clear objectives and goals can also: Improve their focus Make it easier for them to oversee and evaluate their own progress Encourage long-term achievement, especially if they are able to achieve goals, so they are likely to set more and more in the long run Prevent procrastination and wasting time Here are some of the most effective ways to use SMART goal setting to increase motivation in your team: 1. Put it in writing. Make your SMART goals official by putting them in writing and providing a copy to your team. Using the SMART acronym as your guide, be sure to set goals that are: Specific Keep goal setting clear, simple, and specific so that you don’t end up confusing employees with vaguely communicated goals. As a manager, ask yourself these questions before setting goals: What do I want every employee to accomplish? Why is it important for them to achieve that goal? Who should work on that goal? What resources will be needed to achieve that goal? Measurable Make sure... --- ### Drive organizational culture change with constructive feedback > To foster a supporting company environment wherein all employees are acknowledged for their work, offered advice on how to develop professionally, and under - Published: 2016-04-18 - Modified: 2024-07-05 - URL: https://www.assessteam.com/drive-organizational-culture-change-with-constructive-feedback/ To foster a supportive company environment where all employees are acknowledged for their work, offer advice on how to develop professionally, and give an ear their grievances and resentments. Organizations must understand the importance of employee feedback in their employee performance management process. Both employees and managers must be encouraged to create an organizational culture that supports receiving, soliciting, and giving employee feedback. What is feedback? Feedback is all about sharing information at the right time with the right people. Often stereotyped as negative information that flows only from the managers to their staff, feedback is actually about co-employees at all levels of an organization offering constructive suggestions for future improvement. It offers channels for reinforcing each other's work, create learning experiences for both, the staff and managers, and encourages continuous improvement. A company's workforce is undoubtedly its most valuable asset and investment. However, an ongoing commitment to the development of people responsible for taking your organization ahead is easily lost in the humdrum of daily business operations. There is an immediate need for strengthening employee performance management via positive employee feedback. Here are some of the practical steps businesses can take to yield the benefits of employee feedback and foster a happier and more productive workforce. Regularly give feedback instead of once in a year Take steps to provide regular feedback to your employees. Do not wait for annual or semi-annual performance appraisals to provide positive reinforcement and productive suggestions to your colleagues. Open communication lines help foster an... --- ### Five Common Project Management Challenges > Make issues of project management a thing of the past and start working smarter for the future. - Published: 2016-04-07 - Modified: 2025-02-07 - URL: https://www.assessteam.com/five-common-project-management-challenges/ Balancing crucial aspects of complex project management - scope, time, money, people - is one of the most strenuous tasks for any project manager. Any complication or obstacle results in sub-optimal performance and lowers productivity & returns for the organization. To help put critical elements in perspective, here is an outline of five common project management challenges that many businesses face in their due course. Undefined goals and shifts in scope When objectives and targets are not clearly defined, the entire project and team working with it suffer. It is essential to ask the right questions at the right time to establish and communicate clear goals right from the onset of the project. Also, when the project's scope extends beyond its original objectives, it takes a toll on the stipulated budget and deadlines of all stakeholders. It becomes necessary to evaluate each request and understand the consequences of implementing it. Management KPIs Inadequate team for the project A specialized project may require a special skill set for some of the team members. Employee performance evaluation can help a project leader understand the competencies of the team members and their ability to pull off the tasks and recommend additional training, hiring, or outsources of additional staff if needed. Geographically dispersed project teams In many cases, the entire project of an organization is worked on from different offices; either from the or from different countries. In today's global economy, information needs to be communicated as promptly as possible making a centralized approach... --- ### Can automation revitalize your performance appraisal process? > When a performance review system becomes an  integral part of your performance management, employee will flourish using an automated self assessment that is driven by ongoing communication and feedback. - Published: 2016-04-01 - Modified: 2025-02-07 - URL: https://www.assessteam.com/can-automation-revitalize-your-performance-appraisal-process/ In a competitive market, empowered employees expand the skill pool and experience, catalyse productivity, boost innovation, and provide the talent you need to succeed. When your employees are empowered they will direct their own career development towards achieving company goals. When a performance review system becomes an integral part of your performance management, employees will flourish using an automated self-assessment that is driven by ongoing communication and feedback. It is believed that only 40 percent of organizations have switched to a complete automated performance review system. More than one-third of organizations still continue to use a paper-based performance appraisal system or a combination of automated and paper-based systems. In a recent study, analysts concluded that organizations using the paper-based system feel that their performance review system is not as effective in boosting employees' morale and company productivity. So, how can your company benefit from an automated performance review system? Better process An automated performance review system provides a manager with all the tools required to document performances and conduct routine reviews. With the right tools in hand, it encourages them to better communicate with employees, be more inclined to document performance as it occurs, and provide complete and systematic reviews in a timely manner. Following the best practice With an automated system, your firm remains updated with all the changes and you have the assurance that you only follow the best practice as stated by the industry. Best practices include alignment of individual goals with the company's goals and validating... --- ### 5 strategies for helping your employees reach their career goals > Let AssessTEAM help you design a bespoke employee performance evaluation process to help your employees reach their career goals within your organization. - Published: 2016-03-19 - Modified: 2024-08-01 - URL: https://www.assessteam.com/5-strategies-for-helping-your-employees-reach-their-goals/ Participating in the development of your employees reveals confidence and concern for the future of your business. When you actively promote a positive culture that helps boost employees' career plans and learn about their thoughts, it helps boost morale, productivity, and engagement. Here are five strategies to empower your employees to reach their goals and take your business to the next level: 1) Understand your company’s vision Employees cannot be expected to succeed if they cannot fully comprehend where they fit into the big picture. Passionate people are driven by a belief, a purpose, and a cause. When your employees gain a better understanding of how their work will eventually help to achieve the company strategy and the overall vision, they will become more engaged and focused and better equipped to help the company meets its goals. The manager must be able to effectively communicate the company vision and strategy, and once the team understands the company vision, they will work actively to sync their goals with that of the company. 2) Seamless communication It is crucial to meet with employees on a regular basis to know their progress and learn if they are facing any issues. Holding a meeting every month can help keep everyone updated. Try to encourage active participation and ensure that the meetings are engaging, relevant, and focused. If goals change, communicate directly to employees, giving them time to adjust to the new process. If employees are not on target, find effective solutions to help them... --- ### Benefits, Values, and Guiding Principles of Self-Assessment > The self-assessment process in now truly the first step of the performance appraisal process and has helped management to drive up engagement and increase retention. Know more here. - Published: 2016-03-09 - Modified: 2025-02-07 - URL: https://www.assessteam.com/benefits-values-and-guiding-principles-of-self-assessment/ One of the most powerful key performance indicators for your employee is their self-evaluation. When correctly done, a self-evaluation can make the appraisal process more effective, open up constructive communication between managers and employees, and provide several key benefits to the company. While some may view employee self-evaluation as nothing more than a tedious step in the performance management process, it plays a crucial role that enriches the performance appraisal's effectiveness. And, when effectively incorporated with internal strategies, self-evaluations can be extremely beneficial to organizational growth. Benefits of Self-assessment Active role With the self-assessment, employees actively engage in the appraisal system, which turns them from being simply the 'recipients' of feedback to having their own voice, thereby; encouraging them to take a diligent part in shaping their performance appraisals as well as reviewing the process. Gain a broader perspective Self-assessment provides managers with a better insight into the employee's overall performance and the perception of their own performance. At times, even after working closely with their subordinates, managers cannot always see the full picture. They are also not always able to correctly interpret the finer nuances that affect employee performance. With the self-evaluation process, managers can gain a broader perspective of the "hows" and "whys" of the employee's performance. Help identify the gaps The information presented in the self-appraisals will guide managers during the employee performance evaluation process. This self-evaluation process helps identify gaps that otherwise might not have been found. Finally, it facilitates an open and constructive discussion between... --- ### Employee evaluation software: Why is it crucial to have a customizable software? > With AssessTEAM, our software flexes to fit your performance review process, no matter how distinct it is. - Published: 2016-02-25 - Modified: 2025-02-07 - URL: https://www.assessteam.com/employee-evaluation-software-why-is-it-crucial-to-have-a-customizable-software/ The purpose of an employee performance review is to measure job performance and provide insight into the management regarding the quality of an employee's work. It is also instrumental in determining whether an employee skill set is suitable for the job. With employee evaluation software, it becomes easy to transform the performance review cycle from a troublesome administrative task to an evolving, collaborative, and strategic process. One that promotes an inspiring culture where employees are focused and aligned to help deliver the company's goals and visions. It enables employees to receive continuous feedback and propel them in the direction they need to be in to be high-performing. Every employee of your organization is in a better position to understand their role and take charge of their career development. But for the performance review software to be successful, it is necessary that it is fully customizable and flexible, to allow you to make the changes to align it with your organization's unique processes. Why does your employee evaluation software need to be flexible? Customization It is believed that employee performance reviews are work best when they are fine-tuned to each employee's team, job responsibilities, and total experience with the company. The ability to change the criteria as per the company's guidelines help the manager to evaluate employees on relevant criteria. For example, a marketing manager who is given the responsibility of collecting client testimonials is likely to score high due to the nature of the job when asked to scale ‘positive... --- ### AssessTEAM announces Cloud based employee evaluation and profitability tracking solutions > A new toolset gives businesses a competitive edge by incorporating employee evaluation, engagement, and profitability analysis in a single powerful cloud based suite. - Published: 2016-01-09 - Modified: 2023-06-30 - URL: https://www.assessteam.com/assessteam-announces-cloud-based-employee-evaluation-and-profitability-tracking-solutions/ AssessTEAM today released its much-anticipated collaborative employee evaluation, engagement and profitability analysis suite for businesses of all sizes. A free trial is available for registration online at www. assessteam. com The solution debuts at Web Summit SURGE 2016 Alpha, an exclusive group within the conference, reserved for promising new web products. The launch follows months of real-world use and testing by partners from a variety of market segments. (more... ) --- ### Busting the Top 7 Myths About Employee Engagement in 2025 > Busting top employee engagement myths! Learn how employee engagement software empowers teams and drives real performance results. - Published: 2016-01-04 - Modified: 2025-05-27 - URL: https://www.assessteam.com/busting-the-top-7-myths-about-employee-engagement/ It is common practice for HR professionals to advocate for and promote employee engagement in the workplace, with the objective of keeping employees involved in key decisions while making sure that everyone receives timely and accurate input on their job performance. Employee engagement is, no doubt, a critical aspect of any organization’s growth. However, there is no one way to do it. It is a broad, constantly evolving, and abstract process that is hard to define—and that results in many misconceptions and myths about it. By knowing and busting those myths, you could develop a more precise and clear means to empower an engaged workforce. Here are the seven most common myths on employee engagement that you need to be aware of: Myth #1: Employee engagement is an HR responsibility. Employee engagement is not just the responsibility of an organization’s leaders and the HR department. It is a collective endeavor that requires genuine effort and active participation of everyone in the organization. The HR team may implement practices that can improve and encourage engagement. Still, everyone else must do their part to meet the goals by making suggestions, answering surveys, and supporting the newly implemented ideas. Myth #2: Employee engagement is expensive. Keeping your employees engaged does not have to be a costly endeavor. You can work on providing and implementing employee recognition, a stronger internal communication network, effective leadership, and a fair and transparent culture by starting with your company’s practices. There are also software products and tools that... --- ### How frequently should I evaluate employee performance? > Real world advise on how frequency you should evaluate your team performance, using AssessTEAM you can experiment until you get it right! - Published: 2016-01-04 - Modified: 2025-03-12 - URL: https://www.assessteam.com/frequently-evaluate-performance/ A simple method we would like to suggest is to evaluate at the end of every work cycle. This can be at the completion of every project or a time frame that concludes with the employee group receiving a paycheck. Pretty much every paycheck should be associated with feedback, formal or informal. Setting up accurate result areas is important to ensure employees are able to finish evaluations quickly without confusion. We recommend setting up evaluations on core result areas more frequently than tertiary result areas that pertain to general behavior and not on job performance. (more... ) --- ### Get started with performance management in 4 easy steps > AssessTEAM makes it simple for you to get started with performance management, most customers sent out their first evaluations same day. - Published: 2015-12-07 - Modified: 2024-01-12 - URL: https://www.assessteam.com/get-started-in-4-easy-steps/ AssessTEAM is built for busy professionals. We make it simple and quick to start employee evaluations. Performance management with AssessTEAM does not need training or any detailed preparation, many customers send out their first evaluations in minutes. Some customers set things up so that team managers can do evaluations at will, yet others enable continuous feedback to empower their teams to leave feedback at will. We support every evaluation methodology from traditional reviews, critical incidents, 360-feedback, and real-time feedback. 1. The first step in setting up AssessTEAM is to get your employees in the system. There are multiple ways of doing this, the fastest being integration with one of our connected systems like Google Apps, Office 365, Basecamp, Wrike, or one of the 1500+ systems that interface with us via Zapier; an easy form lets you add one person at a time too. Adding, editing, or deleting employees is fast and easy with APIs that help you constantly and consistently sync your data with your payroll system. Management KPIs 2. As you get all of your employees in the software the next step is to match their job titles with AssessTEAM pre-configured job titles. This step ensures you take advantage of the key performance indicator library that comes with the software. AssessTEAM performance software includes the ability to create and input your own job titles as well. You can import them while uploading the CVS sheet or through the available integration options. 3. Profitability tracking available in the Enterprise Plan... --- ### Setting up your team > Setting up your team performance evaluations takes seconds if you are importing from Basecamp or a CSV file. - Published: 2015-12-06 - Modified: 2024-01-12 - URL: https://www.assessteam.com/setting-up-your-team/ Setting up performance evaluation of your teams takes seconds if you are importing from Basecamp or a CSV file. Each person is sent an invitation to the software with links to useful information. Each person has the following optional elements that drive parts of the software: Job titles setup KPIs are inherited based on job titles assigned. Evaluators Person or persons who would evaluate the people being added. In a top-down evaluation method, this would be the supervisor(s) and in a 360-degree process, it would be self, supervisors, subordinates, and peers. Team Assign a team name or leave blank, as you want. Teams assist in reporting on specific groups in the organization. Team KPIs Man-hour rate This is the cost per hour of the person being added and is used to compute the investment per project, and display project profitability from timesheets. User role Assign this person’s access only to self-metrics, companywide metrics, human resource tools or as an administrator (Partner / Owner). You are now ready to go, get started on your first evaluation > --- ### Tracking project profitability > Project profitability tracking is essential for most companies, this is how you know how your business is doing and where are the profits coming from. - Published: 2015-12-05 - Modified: 2023-03-03 - URL: https://www.assessteam.com/tracking-project-profitability/ AssessTEAM tracks project profitability in real-time. We use a simple comparison matrix between time invested and project budget to display accurate business intelligence reports. The final profitability also considers fixed expenses and change orders, project managers can see this on their web consoles or on our mobile apps. The following are essential steps to ensure accurate profit tracking: 1) All persons on the software should have an accurate man-hour cost assigned as this is how the software computes project cost investment. 2) Projects in the system should have a defined budget. Recurring projects can be set up to run month after month with the same budget. 3) Timesheets either per day, per month, or per project to be completed by all persons in the organization. The AssessTEAM evaluation engine collates man-hours, multiples it with specific man-hour rates per person, and compares the total with the project budget to ascertain your gross profits per project, per project type and across the company. --- ### Using our KPI library > AssessTEAM comes with a 3000+ KPI database free for all customers, designed by HR professionals these KPIs can be customized in the program easily. - Published: 2015-12-04 - Modified: 2023-03-01 - URL: https://www.assessteam.com/using-kra-kpi-library/ AssessTEAM includes a 3000+ KPI Database, each KPI has been designed to meet a specific business need. These can be job requirements of a specific job title or overall competency of required behaviors. The KPIs in the database have been designed for many industries including manufacturing, services, IT, health care, travel, hospitality, and governance. HR professionals from all across the world helped us design our KPI library. The language complies with al labor laws and 100s of companies have already used most KPIs. Key performance indicators are grouped into key result areas. Key result areas are assigned to job titles that are associated with people or directly associated with individuals if your team is small in number. Custom KPIs can be created easily by either adding them afresh or modifying existing KPIs from our library. Performance is measured via evaluations that are sent out to evaluators, evaluations can be processed on computers, laptops, phones, or tablets. The KPI library is simple to customize to your needs. Simply edit the existing KPIs, add new ones, and create key result area groups so you can assign multiple KPIs to individuals or job titles together. KPIs can be defined on a per-person basis or per job title. Every person could have a unique set of KPIs or KPIs inherited via their job titles. Clear KPIs not only assist in effective evaluations but also helps to clarify job requirements and reinforce goals. --- ### Introducing your employees to their console > AssessTEAM gives clear job expectations visibility for your employees using self-metric access. Employees can easily see their evaluation metrics, KRA, and KPIs. - Published: 2015-12-02 - Modified: 2023-03-03 - URL: https://www.assessteam.com/introducing-person-console/ AssessTEAM has been designed to deliver clear job expectations for both the employees and their supervisors, this is even before performance management can take place. Each person can independently log in to see their evaluation metrics, key result areas / key performance indicator combinations, their project performance metrics, and their performance trends on the web or the mobile app. Every report is aligned towards achieving organizational goals, this ensures the team gets clear inputs on where they are doing great and where they need to improve. The availability of the employee evaluation metrics to your employee at all times is an essential part of the evaluation. They can see granular details on where they excel and lack trends showing how they have performed week on week, month on month, or year on year. This removes the element of surprise which is often the case with annual reviews. Employees have configurable high-level access to team performance metrics and company-wide metrics so they can see how their efforts fit into the larger organizational goals. This is part of our employee engagement offering where you empower your employees to see how their work makes a difference to the larger goals of the company. The request feedback tool if enabled for your organization opens the door for informal feedback within the organization, your employees can request feedback from others in their teams or the organization at large. All feedback is connected to the result areas assigned to the employee, this keeps focus on results... --- ### Basecamp Integration with AssessTEAM Performance management software > AssessTEAM seamlessly integrates with Basecamp and enables companies using Basecamp to quickly rollout a cloud based performance manageemnt software. - Published: 2015-12-01 - Modified: 2025-02-07 - URL: https://www.assessteam.com/integrate-with-basecamp/ AssessTEAM is very popular with Basecamp users, Basecamp is arguably the most popular project management system on the planet and this is where most of our foundation customers came from. Close Basecamp Integration is one of the cornerstones of how AssessTEAM performance management software seamlessly integrates into your organization. For Basecamp users it takes seconds to get started by importing users, projects, and timesheets directly from the Basecamp system. Using the Basecamp Classic, Basecamp 2, or Basecamp 3 APIs we import all Basecamp users into the system and create periodic sync that pulls new users into AssessTEAM automatically. User job titles are picked up and they are automatically associated with relevant key result areas. Projects are imported with names, descriptions, and associated persons too. Periodic sync continues to import projects as you create them in Basecamp automatically. Timesheets completed on the Basecamp classic system are auto imported daily to update the project budget and cost metrics. AssessTEAM collates the man-hour cost you input with timesheets either from the Basecamp system or the AssessTEAM mobile app to deliver a powerful project portfolio management solution to Basecamp users. Performance management with AssessTEAM offers a holistic picture of the performance of your teams by connecting competency evaluations with project productivity analysis. --- --- ## Knowledge Base ### How do I set someone up only as a manager, not an employee? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/how-do-i-set-someone-up-only-as-a-manager-not-an-employee/ It is not possible to set someone just as a manager and not add them as an employee. All persons must be added to the system before they are assigned as employees, managers, or evaluators. --- ### How to add or create our own questions/feedback forms into our account? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/how-to-add-or-create-our-own-questions-feedback-forms-into-our-account/ Here's how you can add your own evaluation questions/criteria or review forms into the system: Step 1: Visit Administrative Tools > Result areas. Step 2: Click "Add a new result area. " Step 3: Enter the name of the result area and click "Add a new performance indicator. " Step 4: Enter the first question, and use the description field to add additional details. Use a pre-defined rating scale or create a new scale, or use "selection without scores", or "free-text" option for each question. Step 5: Click "Save and add more", and add the remaining questions. When done, hit the "Save" button to save your data. To send out evaluations using these questions/criteria, visit the Evaluation templates section and select your desired evaluation template type to proceed. Fill in all the details, select the result area(s) you created earlier, and save the template to send out evaluations. --- ### How do we create the customer feedback/survey for a single or multiple customers at once? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/how-do-we-create-the-customer-feedback-survey-for-a-single-or-multiple-customers-at-once/ Please visit the Evaluation templates and select the "Customer satisfaction survey" template to get started. Enter the title, choose the send date, and the evaluation period, and select the persons or teams that need to be evaluated. Next, under the 'Customer details' field, start typing one or more characters to either select an existing customer or select the option to create a new customer. Upon selecting the 'New Customer' option, a dialog box will open, allowing you to add more details such as their full name, email address, and phone number. Click 'Save' to add the customer. Add more customer names, as required. Next, select the relevant result areas, enable the advanced options and signature settings, and click Save to launch the customer satisfaction surveys for one or more customers simultaneously. --- ### How do we use AI to generate person's goals? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/how-do-we-use-ai-to-generate-persons-goals/ Please visit the Person's goal-setting page and click on the "Use AI for goals" button. This will open a dialog box, where you can add custom suggestions for the AI engine to generate goals. Leave this blank to create goals from the person's result areas and past evaluations. Once confirmed, the AI will instantly generate five SMART goals for the person. You can always modify the AI-generated goals or even manually create new goals using the separate 'Add new' button. --- ### How do weights on result areas effect the overall evaluation score? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/how-do-weights-on-result-areas-effect-the-overall-evaluation-score/ When you allocate weights, you're essentially determining the importance of each result area in the overall evaluation score. To add weights to Result Areas, please visit Administrative Tools > Persons > Edit (person) and scroll down to the result area section to assign weights to different result areas. Remember, the total weight of all result areas here should equal 100% to save the weights configuration. Evaluations can be set up using all or some of the result areas assigned to the person's profile. Evaluations that include result areas having total weight equals 100% will be sent out as weighted evaluations. Evaluations where some result areas are excluded and the total weight of the selected result areas does not add up to 100% will be sent out as standard evaluations without weights. --- ### How do I view who's evaluations (such as 30day, 90day, or anniversary reviews, etc) that are coming up soon or scheduled for future? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/how-do-i-view-whos-evaluations-such-as-30day-90day-or-anniversary-reviews-etc-that-are-coming-up-soon-or-scheduled-for-future/ Evaluation logs are only generated once reviews are sent out on their scheduled dates, so it isn’t possible to view detailed logs for upcoming evaluations in advance. However, you can check your ongoing evaluation schedule by going to Evaluation Templates and editing any active template. The people or teams listed in these templates are the ones scheduled for upcoming reviews. --- ### How to generate a report of persons without timesheets? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/how-to-generate-a-report-of-persons-without-timesheets-2/ Please follow these steps to view the report of persons without timesheets Step 1: Please visit Administrative Tools > Reports > Time logged. Step 2: Choose the date range for which you need the report. Optionally, apply project filters to view the missing timesheet report only for members working on specific projects or project types. Step 3: Next, tick the check box "Only show persons with no time clocked", then click Generate report. Step 4: You can also use the "Export to CSV" option to download the report as a spreadsheet for easy sharing. --- ### How to change the wording or the scale options for the rating scale/scoring? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/how-to-change-the-wording-or-the-scale-options-for-the-rating-scale-scoring/ Please visit Settings > Evaluation configuration > Rating Scale. Here, you can modify an existing scale or create a new rating scale with your own custom and preferred wording. --- ### How do I assign all employees to be evaluators for an evaluation? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/how-do-i-assign-all-employees-to-be-evaluators-for-an-evaluation/ When setting up a new evaluation template, type the keyword "All" under the "Select evaluators" field to assign all persons as evaluators. Full steps are mentioned below: 1. Visit the Evaluation templates > click on Add a new evaluation and select the Ad-hoc template. 2. Enter a title and select the evaluation period and the send date. 3. Under persons to be evaluated, pick the persons or the team names to be evaluated 4. Now comes the critical part - under the Select Evaluators field, type the keyword "All" to assign all employees or persons as evaluators for this evaluation. 5. Include the desired result area(s) and click Save to dispatch the evaluations. --- ### How to complete a manager 1:1 (one-on-one) meeting with an employee? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/how-to-complete-a-manager-11-one-on-one-meeting-with-an-employee/ There are two ways to conduct the manager 1:1 meetings using our pre-designed set of questions, which are specifically configured for these meetings. These questions can also be modified by visiting Admin Tools > Result areas and by editing the result area named "Manager 1:1 questions". Approach 1: 1. Go to Evaluation Templates and click on "Add a new evaluation. " 2. Fill in the necessary details for your one-on-one, such as the title and the send date. 3. Select the person and the manager's name, and under the result area section, search for the result area "Manager 1:1 questions". 4. Once you're done, click the save button to trigger the evaluation notification to the manager. Approach 2: 1. The manager can log in and visit My Tools > My Direct reports. 2. Click on the Manager 1:1 option. 3. Click on start evaluation, and capture the meeting feedback. They can sign and also send it to the employee for signature. --- ### Do you offer a free-trial? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/do-you-offer-a-free-trial/ Absolutely, you can start your 10-day free trial using this link: http://assessteam1. wpengine. com/freetrial --- ### How do I assign a result area to an employee? - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://www.assessteam.com/knowledgebase/how-do-i-assign-a-result-area-to-an-employee/ To assign a result area to an employee, please visit Administrative tools > Persons > Edit (profile) and under the result area section on the person's profile, select/include the desired result areas. Another way is to visit the Administrative Tools > Result areas section. Select the result area you want to assign and edit it. Under the "Select Job Titles" option, add the employee's job title to assign this result area. If you want to assign a result area to the entire company, simply type "All" in the "Select Job Titles" field. --- ### How to generate a report of persons without timesheets? - Published: 2025-09-29 - Modified: 2025-09-29 - URL: https://www.assessteam.com/knowledgebase/how-to-generate-a-report-of-persons-without-timesheets/ Please follow these steps to view the report of persons without timesheets: Step 1: Please visit Administrative Tools > Reports > Time logged. Step 2: Choose the date range for which you need the report. Optionally, apply project filters to view the missing timesheet report only for members working on specific projects or project types. Step 3: Next, tick the check box "Only show persons with no time clocked", then click Generate report. Step 4: You can also use the "Export to CSV" option to download the report as a spreadsheet for easy sharing. --- ### Where to find the templates? - Published: 2025-09-08 - Modified: 2025-09-08 - URL: https://www.assessteam.com/knowledgebase/where-to-find-the-templates/ You can find the templates for surveys by visiting the "Evaluation templates" section in your AssessTEAM account. From there, you can select your desired evaluation template type to proceed. Enter the evaluation title, select persons and the evaluators, and use the search box to pick from our library of 3000+ KPIs grouped into various result areas, or choose your custom "result areas" to be included in the evaluation. Click the save button and confirm to send out the evaluations. --- ### What are the limitations for each plan? - Published: 2025-09-08 - Modified: 2025-09-08 - URL: https://www.assessteam.com/knowledgebase/what-are-the-limitations-for-each-plan/ 1. Evaluations Plan: Focuses on performance evaluations and feedback. It lacks features for tracking time, project performance evaluations, and monitoring the profitability of projects. 2. Time Tracking Plan: This plan offers all the features of the Evaluations plan, along with tools for tracking employee hours and productivity. It lacks tools for monitoring project profitability. 3. Profitability Plan: In addition to all the features from the Evaluations and Time Tracking plans, this plan also offers tools for monitoring the profitability of projects. --- ### How can we reorder the result areas for the evaluation? - Published: 2025-09-08 - Modified: 2025-09-08 - URL: https://www.assessteam.com/knowledgebase/how-can-we-reorder-the-result-areas-for-the-evaluation/ When setting up a new evaluation template, or while editing an existing evaluation template, scroll to the result areas section, and use the "drag and drop" feature to arrange the result areas in your desired order. --- ### How to use AI to generate Key results for Objectives (OKRs)? - Published: 2025-09-08 - Modified: 2025-09-08 - URL: https://www.assessteam.com/knowledgebase/how-to-use-ai-to-generate-key-results-for-objectives-okrs/ Please visit Goals & OKRs > Organizational goals, and click on Add a new organizational goal. Enter the Organizational objective title, add a description to your objective, and click on "Use AI to generate key results". Our AI will generate relevant key results based on the title and the description you provided. Additionally, you can edit the AI-suggested key results and use the "Add a new key result" button to add your custom key results for the objective. --- ### When a person declines to sign a completed evaluation, can we resend the signature request to them later? - Published: 2025-08-11 - Modified: 2025-08-11 - URL: https://www.assessteam.com/knowledgebase/when-a-person-declines-to-sign-a-completed-evaluation-can-we-resend-the-signature-request-to-them-later/ Absolutely, even after the person declines the signature request, you can resend the signature request. Visit Admin tools > Evaluation records > Click on View evaluation, and use the Send for signature option to send a fresh signature request to the person. --- ### Do you offer integration with Zoho People? - Published: 2025-08-11 - Modified: 2025-08-11 - URL: https://www.assessteam.com/knowledgebase/do-you-offer-integration-with-zoho-people/ Yes, we offer integration with Zoho People. This API integration can automatically add all your employees to your AssessTEAM environment. Please visit Administrative Tools > Settings > Integration and click on the "Application Programming Interface" link to get started. --- ### Do you support Conditional Logic Branching? - Published: 2025-08-11 - Modified: 2025-08-11 - URL: https://www.assessteam.com/knowledgebase/do-you-support-conditional-logic-branching/ We can assign "tags" to different groups (managers, peers, or subordinates) and accordingly set up our evaluation templates to include specific appraisal criteria for managers, peers, or subordinates, as needed. --- ### How to create a feedback form/ questions/ feedback criteria in the system? - Published: 2025-08-11 - Modified: 2025-08-11 - URL: https://www.assessteam.com/knowledgebase/how-to-create-a-feedback-form-questions-feedback-criteria-in-the-system/ To create any feedback questions, criteria, or forms, visit Administrative Tools > Result areas and click on ""Add a new result area"". Enter the result area title, and click on Add a new performance indicator to start adding your questions/evaluation criteria. You can use a pre-defined rating scale or create a new scale, use selection without scores, or free-text for each question. Click on ""Save and add more"" to add the remaining questions, and hit the ""Save"" button when you are done. To send out evaluations, visit the Evaluation templates section and select your desired evaluation template type to proceed. Fill in all the details, select the result area(s) you created earlier, and save the template to send out evaluations. --- ### How much discount is offered on the yearly/annual plans? - Published: 2025-08-11 - Modified: 2025-08-11 - URL: https://www.assessteam.com/knowledgebase/how-much-discount-is-offered-on-the-yearly-annual-plans/ With yearly or annual plans, you can save up to 33% on your total subscription cost. --- ### When will our demo period/ trial period end? - Published: 2025-08-11 - Modified: 2025-08-11 - URL: https://www.assessteam.com/knowledgebase/when-will-our-demo-period-trial-period-end/ Your demo or the trial period lasts for 10 days from the date you signed up. To check the days left in the trial, please log in to your account, visit Administrative Tools > Settings > Plans to view this information. --- ### How to send an email reminder for a pending evaluation? - Published: 2025-07-04 - Modified: 2025-07-04 - URL: https://www.assessteam.com/knowledgebase/how-to-send-an-email-reminder-for-a-pending-evaluation/ Please visit Administrative tools > Evaluation records and use the "Remind" icon next to the specific evaluation you want to remind someone about. If you want to send reminders in bulk, simply select up to 100 pending evaluations and click the "Remind" button located at the bottom of the page. --- ### Who all have access to the Billing & receipts section? - Published: 2025-07-04 - Modified: 2025-07-04 - URL: https://www.assessteam.com/knowledgebase/who-all-have-access-to-the-billing-receipts-section/ The Billing & Receipts section can only be accessed by persons who are at the "Owners" user permission in the system. --- ### How to unhide an evaluation? - Published: 2025-07-04 - Modified: 2025-07-04 - URL: https://www.assessteam.com/knowledgebase/how-to-unhide-an-evaluation/ To unhide an evaluation, visit Administrative tools > Evaluation records and click on the View evaluation icon for the evaluation you want to unhide. Look for the button "Unhide from evaluee" to make the evaluation visible again on the employee's dashboard. --- ### Can evaluees see the feedback provided using the "Leave Feedback" option by the evaluator? - Published: 2025-07-04 - Modified: 2025-07-04 - URL: https://www.assessteam.com/knowledgebase/can-evaluees-see-the-feedback-provided-using-the-leave-feedback-option-by-the-evaluator/ By default, the evaluees see the feedback provided by the evaluator using the Leave feedback or Continuous feedback option. However, after submitting the feedback, the evaluator can enable the option "Hide evaluation from the person's console" to hide it from the evaluee's dashboard. --- ### How to add file attachments on the evaluation or to various performance indicators/ questions on the evaluation? - Published: 2025-07-03 - Modified: 2025-07-03 - URL: https://www.assessteam.com/knowledgebase/how-to-add-file-attachments-on-the-evaluation-or-to-various-performance-indicators-questions-on-the-evaluation/ To attach external files to support your responses in an evaluation, click on the "Notes & attachment" button on the evaluation screen, and then click on the "Files" icon to upload your supporting documents. --- ### How do I discover who all have admin access in my account? - Published: 2025-07-03 - Modified: 2025-07-03 - URL: https://www.assessteam.com/knowledgebase/how-do-i-discover-who-all-have-admin-access-in-my-account/ Please visit Administrative tools > Persons and click on the "Export persons" button located under the Export menu to download a spreadsheet with the list of all employees with their user permissions. Persons with Roll out assistant, Human resources, and Owners are considered admins in the system. --- ### What permission level does someone need to be an admin and/or to add a new user? - Published: 2025-07-03 - Modified: 2025-07-03 - URL: https://www.assessteam.com/knowledgebase/what-permission-level-does-someone-need-to-be-an-admin-and-or-to-add-a-new-user/ Persons with the Roll out assistant, Human resources, or Owners user role are considered admins in the system and can add new users in the system. --- ### How to provide feedback for direct reports in real time? - Published: 2025-06-04 - Modified: 2025-06-04 - URL: https://www.assessteam.com/knowledgebase/how-to-provide-feedback-for-direct-reports-in-real-time/ Please visit Settings > Job titles > Edit(job title) and turn on the option "Enable access to leave feedback at will". Manager and supervisors can now login, visit My Tools > My Direct reports, and select the "Leave feedback" button to provide feedback for their direct reports. --- ### How can we enable email notifications, and who can be notified when a pending signature request is processed? - Published: 2025-06-04 - Modified: 2025-06-04 - URL: https://www.assessteam.com/knowledgebase/how-can-we-enable-email-notifications-and-who-can-be-notified-when-a-pending-signature-request-is-processed/ All the persons with Owners and Human Resources user roles, and the evaluator can be notified when a pending signature request is processed. You can enable these notifications under Admin Tools > Settings > Notifications and enable the toggle "Notify Owners, HR, and Evaluators when signature requests are processed. " A person can enable these notifications just for himself/herself by clicking on their picture on the top right corner of the screen, selecting Notifications option and enabling the option "Receive an email when signature requests are processed. " --- ### How to forward an evaluation to someone else to populate the feedback form? - Published: 2025-06-04 - Modified: 2025-06-04 - URL: https://www.assessteam.com/knowledgebase/how-to-forward-an-evaluation-to-someone-else-to-populate-the-feedback-form/ Please visit the evaluation link from your email or web dashboard, click on Start evaluation, enter your responses, and use the "Send for review" option on the evaluation summary screen to forward the evaluation to someone else to populate or to make changes. To redirect an evaluation to somebody that was sent to you accidentally, please visit the evaluation link from your email or web dashboard, and use the option "This evaluation should be sent to somebody else". --- ### How can I edit the questions on an evaluation template? - Published: 2025-06-04 - Modified: 2025-06-04 - URL: https://www.assessteam.com/knowledgebase/how-can-i-edit-the-questions-on-an-evaluation-template/ To edit the questions on an evaluation template, visit Administrative Tools > Result areas and search for the result area(s) that are used in the evaluation template. Next, click the View or Edit button on the result area to edit various performance indicators inside the result area. --- ### Is there a way to add a description to the rating scale beyond the title of each rating? - Published: 2025-06-04 - Modified: 2025-06-04 - URL: https://www.assessteam.com/knowledgebase/is-there-a-way-to-add-a-description-to-the-rating-scale-beyond-the-title-of-each-rating/ To add a description to your rating scale values, visit Settings > Evaluation configuration > Rating scale. Add or edit a scale, and use the same text field to add a description to the rating scale option. For example, you can modify the Exceeds expectations scale text to "Exceeds expectations - consistently performs above required standards and goals. " --- ### Which roles allow a user to see Evaluation Records under Administrative Tools? - Published: 2025-06-04 - Modified: 2025-06-04 - URL: https://www.assessteam.com/knowledgebase/which-roles-allow-a-user-to-see-evaluation-records-under-administrative-tools/ Only the Human Resources and Owners user roles allow a user to see Evaluation Records under Administrative Tools. These roles have the necessary permissions to access all company-wide evaluations and manage evaluation records effectively. --- ### What are the different categories I can use to group OKRs effectively? - Published: 2025-05-15 - Modified: 2025-05-15 - URL: https://www.assessteam.com/knowledgebase/what-are-the-different-categories-i-can-use-to-group-okrs-effectively/ When adding new Objectives in the system, you can categorize them as Committed, Aspirational, or Learning. Simply select the appropriate category during the objective creation process. --- ### How can the downward evaluators view self, peer, and upward feedback simultaneously while assessing an employee's performance? - Published: 2025-04-30 - Modified: 2025-04-30 - URL: https://www.assessteam.com/knowledgebase/how-can-the-downward-evaluators-view-self-peer-and-upward-feedback-simultaneously-while-assessing-an-employees-performance/ To enable downward evaluators to view all other evaluations on their evaluation screen, please follow these steps: Step1: Visit Evaluation templates, click on Add a new evaluation, and opt for the 360 degree evaluations template. Step2: Fill in the title, and the evaluation period. Step3: Select the send dates for downward, upward, peer and self evaluations. You can select separate send dates for each of these evaluations. Step4: Enter the person's name, and select the appropriate result areas for the evaluations. Step5: 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. By using the above configuration, supervisors/downward evaluators can view their evaluation, the employee self evaluation and other feedback on the same screen. --- ### How can we add our feedback or notes against each performance indicator on a completed evaluation? - Published: 2025-04-30 - Modified: 2025-04-30 - URL: https://www.assessteam.com/knowledgebase/how-can-we-add-our-feedback-or-notes-against-each-performance-indicator-on-a-completed-evaluation/ Downward evaluators, and program administrators can add notes on employee's feedback without the hassle of completing full evaluations. If you are a program administrator, please visit Administrative Tools > Evaluation records. Find the evaluation using the search filters and click on the View evaluation icon. Next, click on the "Add notes" button, and enter your notes/comments for each performance indicator. Don't forget to Save! If you are a downward evaluator, please visit My Tools > My Direct reports, and click on the Evaluations button on the upper right corner. Find the evaluation using the search filters and click on the View evaluation icon. Next, click on the "Add notes" button to add your notes/comments for each performance indicator. Don't forget to Save! --- ### Where do I provide permissions for people to setup or add their own goals? - Published: 2025-04-30 - Modified: 2025-04-30 - URL: https://www.assessteam.com/knowledgebase/where-do-i-provide-permissions-for-people-to-setup-or-add-their-own-goals/ To provide permissions for employees to add their own goals, please visit Settings > Job titles > Edit (job title) and under the Goals access menu, enable the option "Enable ability to set self goals". To allow employees to configure evaluations for their goals, you'll need to also enable the option "Enable ability to set up goal evaluation schedule". --- ### In case of two evaluators, do both have to complete the review or can one person complete the review? - Published: 2025-04-30 - Modified: 2025-04-30 - URL: https://www.assessteam.com/knowledgebase/in-case-of-two-evaluators-do-both-have-to-complete-the-review-or-can-one-person-complete-the-review/ You can either send independent evaluations to both evaluators separately or select only one of them as the evaluator. When that person completes the evaluation, he/she can use the "Send for review" option on the evaluation summary screen to share it with the other person to review and finish the evaluation. --- ### What happens if one doesn't complete the evaluation by the due date? - Published: 2025-04-30 - Modified: 2025-04-30 - URL: https://www.assessteam.com/knowledgebase/what-happens-if-one-doesnt-complete-the-evaluation-by-the-due-date/ The evaluations remain active and can be completed even after the due date unless the option "Cancel evaluations if not processed by due date" is enabled while setting up the evaluation template. To check whether the "Cancel evaluations if not processed by due date" option was enabled for a particular evaluation, please visit the Evaluation template that generated it and check this setting under the advanced options on the evaluation template. --- ### Can we extend the due date of an evaluation after sending out the evaluations? - Published: 2025-04-30 - Modified: 2025-04-30 - URL: https://www.assessteam.com/knowledgebase/can-we-extend-the-due-date-of-an-evaluation-after-sending-out-the-evaluations/ You cannot modify the due date once the evaluations have been sent out. However, you can always cancel these evaluations, modify the due date value in the evaluation template, and resend your evaluations. Keep in mind that the due date is for notification only, unless you have selected the option "Cancel evaluations if not processed by the due date" on your evaluation template. --- ### Can a person be a member of more than one team? - Published: 2025-04-30 - Modified: 2025-04-30 - URL: https://www.assessteam.com/knowledgebase/can-a-person-be-a-member-of-more-than-one-team/ No, a person can only be part of one team at a time. --- ### How to find the employees who have input their goals but did not assign/add weights to them? - Published: 2025-04-30 - Modified: 2025-04-30 - URL: https://www.assessteam.com/knowledgebase/how-to-find-the-employees-who-have-input-their-goals-but-did-not-assign-add-weights-to-them/ To check the weight status, please visit Administrative Tools > Persons and click on the Goals icon. Here, you can check whether the weights were assigned to the goals. You can repeat this for the rest of the employees. --- ### How I can cancel automated sending of the form/evaluations? - Published: 2025-04-30 - Modified: 2025-04-30 - URL: https://www.assessteam.com/knowledgebase/how-i-can-cancel-automated-sending-of-the-form-evaluations/ To stop the automated sending of evaluations, please visit Administrative Tools > Evaluation templates, and delete all your active evaluation templates, including any Ad-hoc, periodic or anniversary evaluation templates that are setup to send out evaluations in the future. --- ### How do I enter my own goals? - Published: 2025-04-30 - Modified: 2025-04-30 - URL: https://www.assessteam.com/knowledgebase/how-do-i-enter-my-own-goals/ To enter your own goals in AssessTEAM, login to your AssessTEAM dashboard and head over to My Tools > Goals section. Click on the"Setup my goals" option to get started. Choose the appropriate Evaluation levels and select from the master list to assign job goals. If you want to create your own goals, simply click on the "Add new" button. Lastly, set the Evaluation Frequency and the repeat interval, assign due dates to your goals, and save your configuration. --- ### How to check who has admin access? - Published: 2025-04-30 - Modified: 2025-04-30 - URL: https://www.assessteam.com/knowledgebase/how-to-check-who-has-admin-access/ To check who has admin access, log into your AssessTEAM account as an administrator and visit Administrative Tools > Persons. You can now click on the "View" profile button and check the user role of each person. Persons with Rollout assistant, Human Resources and Owners user-role are considers as administrators. Alternately, click on the "Export > Export persons" button to download a spreadsheet that includes the user-role information for all employees. --- ### How do I invite evaluators to log in and access their dashboard? - Published: 2025-03-29 - Modified: 2025-03-29 - URL: https://www.assessteam.com/knowledgebase/how-do-i-invite-evaluators-to-log-in-and-access-their-dashboard/ Navigate to Administrative Tools > Persons > Edit (person) and click the "Resend invite" button. Once they receive the invitation, they can easily access their dashboard, and access evaluations for themselves and their direct reports. Please contact your Account Manager to send out a batch invite to everyone. --- ### How can I delete performance indicators from a result area? - Published: 2025-03-29 - Modified: 2025-03-29 - URL: https://www.assessteam.com/knowledgebase/how-can-i-delete-performance-indicators-from-a-result-area/ To delete performance indicators, please visit Administrative Tools > Result areas > Edit (result area) and use the "Delete" icon to remove performance indicators from the result area. Alternately, you can click on the "View" result area button and use the "Delete" icon to remove performance indicators. --- ### If a person does not achieve a goal, how do I mark it as Not accomplished and close the goal? - Published: 2025-03-29 - Modified: 2025-03-29 - URL: https://www.assessteam.com/knowledgebase/if-a-person-does-not-achieve-a-goal-how-do-i-mark-it-as-not-accomplished-and-close-the-goal/ If a goal remains unachieved, you can evaluate the goal(s) and rate the performance as "Not accomplished" by selecting the appropriate scale option during evaluation. To close the goal, simply delete it from the active goals list. --- ### How do I add and view performance feedback notes for my direct reports? - Published: 2025-03-29 - Modified: 2025-03-29 - URL: https://www.assessteam.com/knowledgebase/how-do-i-add-and-view-performance-feedback-notes-for-my-direct-reports/ Please visit My Tools > My direct reports. Click on the "Performance" button and navigate to the Notes section, next to Evaluations tab, to start adding your notes with the option to add file attachments. You can view all previous notes on the same screen. --- ### How do I send a project evaluation to different evaluator groups on the person's assigned result areas? - Published: 2025-03-29 - Modified: 2025-03-29 - URL: https://www.assessteam.com/knowledgebase/how-do-i-send-a-project-evaluation-to-different-evaluator-groups-on-the-persons-assigned-result-areas/ Please follow these steps to send out new project evaluations: Step1: Visit Evaluation templates, click on Add a new evaluation and select the Project performance evaluation. Step 2: Enter the title, evaluation send date, select the project or project types, and choose the person(s) to be evaluated. Step 3: Select the evaluator group(s) using the toggle to include default evaluators, project managers, customers, persons working on the project, and self. Step 4: Under "Result Areas", click on "Choose from associated result areas" and select the result areas you wish to include in the evaluations. Step 5: Customize your evaluation using the advanced options and signature options, and click Save and then Confirm in the dialog box to send out evaluations. --- ### How do you add a question or a result area to an evaluation template? - Published: 2025-03-28 - Modified: 2025-03-28 - URL: https://www.assessteam.com/knowledgebase/how-do-you-add-a-question-or-a-result-area-to-an-evaluation-template/ To add new questions to evaluation templates, navigate to the Evaluation templates section, edit the template, and use the dropdown search box at the bottom right side on the page to include new result areas to your evaluation. --- ### How can an evaluator change their responses for a completed evaluation? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/how-can-an-evaluator-change-their-responses-for-a-completed-evaluation/ If an evaluator has already submitted their evaluation and wants to change answers, they won't be able to edit it directly. However, they can reach out to the AssessTEAM program administrators, who can purge the evaluation and send the evaluator a fresh link to start again. To purge an evaluation, please visit Administrative Tools > Evaluation Records > View evaluation and use the "Purge and resend" button. --- ### Where do I find the option to edit Job titles? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/where-do-i-find-the-option-to-edit-job-titles/ Please visit Administrative Tools > Settings > Job titles > Edit (job title). Here, you can edit the job title name and configure various user-level access permissions associated with it. --- ### The manager signed the wrong name on the evaluation. Can we resend it to the manager to fix? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/the-manager-signed-the-wrong-name-on-the-evaluation-can-we-resend-it-to-the-manager-to-fix/ Unfortunately, signatures cannot be edited or changed. However, the AssessTEAM program administrators can purge the evaluation and send the manager a fresh link to start again. After redoing the evalution, the managers can sign the evaluation with the correct name. To purge an evaluation, please visit Administrative Tools > Evaluation Records > View evaluation and use the "Purge and resend" button. Please save the original evaluation to copy and paste in the new evaluation before purging. --- ### Can we create a performance indicator where the evaluator can select more than one response? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/can-we-create-a-performance-indicator-where-the-evaluator-can-select-more-than-one-response/ Currently, we do not support multiple-choice responses - an evaluator can only select one option from the available scale values. --- ### How will the evaluations be generated if I select a team name, job title, or a tag under 'persons to be evaluated' on the evaluation template? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/how-will-the-evaluations-be-generated-if-i-select-a-team-name-job-title-or-a-tag-under-persons-to-be-evaluated-on-the-evaluation-template/ If you select a team name, job title, or tag under 'persons to be evaluated', evaluations for all the persons associated with that team, job title, or tag will be triggered to the selected evaluator groups picked under the evaluators section. --- ### What format does the hire date have to be in when importing a CSV sheet for adding persons? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/what-format-does-the-hire-date-have-to-be-in-when-importing-a-csv-sheet-for-adding-persons/ The format for the hire-date should be "MM-DD-YYYY" (for example, 11-23-2014). This ensures that the system recognizes the dates correctly during the import process. --- ### How do I delete a question/performance indicator from an evaluation template that is yet to go out? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/how-do-i-delete-a-question-performance-indicator-from-an-evaluation-template-that-is-yet-to-go-out/ You can delete the question or the performance indicator by visting Administrative Tools > Result Areas. Find the result area that contains the performance indicator, edit the result area using the green icon, and click the "Delete" icon next to the performance indicator to remove it. --- ### How can I perform a Manager 1:1 review? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/how-can-i-perform-a-manager-11-review/ Please follow these steps to perform a Manager 1:1 review: Step1: Login to your AssessTEAM dashboard and visit My Tools > My Direct reports Step2: Click on the Manager 1:1 button to get started. Step3: Next, click on start evaluation. You can add your responses in upto 5000 characters for each question. Click the Finish evalution button at the end to complete the manager 1:1 review. --- ### Can we select our own result area for conducting Manager 1:1? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/can-we-select-our-own-result-area-for-conducting-manager-11/ Absolutely, start by creating your own manager 1:1 questions by creating a new result area. Next, visit Administrative Tools > Settings > Evaluation configuration. Here, under the section For Manager 1:1, select the result area you wish you include in your Manager 1:1s. --- ### How can I control the visibility of result areas and performance indicators for managers? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/how-can-i-control-the-visibility-of-result-areas-and-performance-indicators-for-managers/ To make certain result areas and performance indicators hidden from the team managers, please visit Administrative Tools > Result areas > Edit (result area) and disable the option "Enabled for Team managers to assign - Ideal for competencies that team managers can assign to their teams". --- ### How can we change the system-wide Rating scale from 10 to 5? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/how-can-we-change-the-system-wide-rating-scale-from-10-to-5/ Please visit Administrative Tools > Settings > Evaluation Configuration. In the "Performance Baseline" section, you can adjust the maximum scale value to your desired number, which in this case would be 5. To proceed with this operation, you must first delete all existing evaluation records. Please note that performance baseline changes are irreversible. --- ### Can we customize the Performance baseline categories from 3 categories to 5 categories? - Published: 2025-03-01 - Modified: 2025-03-01 - URL: https://www.assessteam.com/knowledgebase/can-we-customize-the-performance-baseline-categories-from-3-categories-to-5-categories/ The number of Performance baseline categories is fixed and cannot be changed. However, you can change the rating scale values in each category by visiting Administrative Tools > Settings > Evaluation Configuration > Performance Baseline. --- ### Is there a way to see if an employee has logged in or seen their evaluation? - Published: 2025-01-30 - Modified: 2025-01-30 - URL: https://www.assessteam.com/knowledgebase/is-there-a-way-to-see-if-an-employee-has-logged-in-or-seen-their-evaluation/ To check the person's last login details, log into your admin account, visit Administrative Tools > Persons > View (profile), and look at the left panel for their last login information. We do not maintain a log of whether an employee has viewed their evaluation or not. --- ### Is it possible to cancel or skip a scheduled periodic performance review from going out on its next trigger date? - Published: 2025-01-25 - Modified: 2025-01-25 - URL: https://www.assessteam.com/knowledgebase/is-it-possible-to-cancel-or-skip-a-scheduled-periodic-performance-review-from-going-out-on-its-next-trigger-date/ Absolutely; please visit the Evaluation Templates section, edit the periodic evaluation template, and update the send date from it's existing trigger date to a future date when you want the reviews to go out. This way, the reviews will no longer be sent on the previously scheduled date and will instead be rescheduled for the new date you have chosen. --- ### How to export goals for some or all our employees? - Published: 2025-01-25 - Modified: 2025-01-25 - URL: https://www.assessteam.com/knowledgebase/how-to-export-goals-for-some-or-all-our-employees/ Navigate to Administrative Tools > Reports > Goals performance. From there, you can enter the desired time period, select the view (persons or teams), and include the names of the individuals or teams you want in the report, or leave it blank to include everyone. Use the filters for keyword and goal status if required, and click on "Generate report" to see the results. To export the data, use the "Export to CSV" option after generating the report. --- ### Can I make an evaluation that doesn't get sent yet? - Published: 2025-01-25 - Modified: 2025-01-25 - URL: https://www.assessteam.com/knowledgebase/can-i-make-an-evaluation-that-doesnt-get-sent-yet/ Absolutely, you can create an evaluation without sending it out right away. Visit the evaluation template section, and create a new Ad-hoc or periodic evaluation template, Enter the title and select a future send date. Enter other details and save your template. This way, you can also make any changes to your evaluation or result areas before it gets sent out on the selected send date. --- ### Where can I create our evaluation form and add the questions/criteria for evaluation? - Published: 2025-01-25 - Modified: 2025-01-25 - URL: https://www.assessteam.com/knowledgebase/where-can-i-create-our-evaluation-form-and-add-the-questions-criteria-for-evaluation/ Please visit Administrative Tools > Result areas and click on the blue button "Add a new result area" on the upper right side of the page. Enter a name for your review form, and click the "Add a new performance indicator" button to start adding your questions. You can set up questions with a customized rating scale using "Selections with scores" under Select type; or "Selection without scores"; or "Free-text input". Make sure you Save any changes! You can also customize any of the Result Areas within the library by clicking on the green Edit icon. You will then put it all together under the Evaluation templates to send out the evaluations. --- ### How to view my direct reports and their evaluations? - Published: 2025-01-25 - Modified: 2025-01-25 - URL: https://www.assessteam.com/knowledgebase/how-to-view-my-direct-reports-and-their-evaluations/ Please visit My Tools > My direct reports to view your direct reports' profiles and evaluations. Please remember that you need to be assigned as downward evaluators on your direct report's profiles, or they need to be added as upward evaluators on your profile to access their evaluation data. --- ### When a team is evaluated, is every member of the team evaluated separately or the whole team is evaluated together? - Published: 2025-01-25 - Modified: 2025-01-25 - URL: https://www.assessteam.com/knowledgebase/when-a-team-is-evaluated-is-every-member-of-the-team-evaluated-separately-or-the-whole-team-is-evaluated-together/ When a team is evaluated, every member of the team is evaluated separately. --- ### How to print a blank evaluation before sending it out to the employees? - Published: 2025-01-25 - Modified: 2025-01-25 - URL: https://www.assessteam.com/knowledgebase/how-to-print-a-blank-evaluation-before-sending-it-out-to-the-employees/ To print a blank evaluation, please add a test user and visit the Evaluation Templates section. Create a new Ad-hoc evaluation, select the test person and pick your name under evaluators. Select the appropriate result areas to be included in the evaluation and save the template. Next, visit the Evaluation records section and use the Print icon to print the blank evaluation. Alternately, you can visit the Result areas section, click on the ""View Result Area"" icon, and then use print command (Ctrl+P) to print the required result area. --- ### How do I add performance feedback notes? - Published: 2025-01-14 - Modified: 2025-01-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-add-performance-feedback-notes/ Performance notes can be added by the program administrators and the team managers. If you are an administrator, please visit Administrative Tools > Persons > View profile. Navigate to the Notes section, next to the "Evaluations" section, and start writing your notes with the option to add attachments. If you are a team manager, please visit My Tools > Team performance > Person list > View profile. Navigate to the Notes section, next to the "Evaluations" section, and start adding your notes. --- ### Who all has access to view performance feedback notes? - Published: 2025-01-14 - Modified: 2025-01-14 - URL: https://www.assessteam.com/knowledgebase/who-all-has-access-to-view-performance-feedback-notes/ Only the program administrators and the team managers have access to view performance notes for the employees. Any private note can only be accessed by the program administrators. --- ### How can we use AssessTEAM's AI to build result areas and performance indicators for a particular job position? - Published: 2025-01-14 - Modified: 2025-01-14 - URL: https://www.assessteam.com/knowledgebase/how-can-we-use-assessteams-ai-to-build-result-areas-and-performance-indicators-for-a-particular-job-position/ Please follow these steps to use AI to generate result areas for a job position: Step 1: Please visit Administrative Tools > Persons and use the "Edit" icon to edit an existing profile or click the "Add a new person" to create a new profile. Step 2: Assign a job title and click on the "Use AI for result areas" button at the bottom of the page. Step 3: Next, select your relevant result areas from the results, you can also describe any other responsibilities for the person in the "Job description" field. Step 4: Click on "Continue" to generate two performance indicators for each of the result areas you selected. --- ### Up to how many evaluations can be deleted in one go? - Published: 2025-01-14 - Modified: 2025-01-14 - URL: https://www.assessteam.com/knowledgebase/up-to-how-many-evaluations-can-be-deleted-in-one-go/ You can delete up to 100 evaluations in one go. Please visit Administrative Tools > Evaluation Records. Scroll to the bottom of the page and select "100" from the dropdown. Next, select all evaluations and click the "Delete" icon to delete all selected evaluations together. --- ### How can we endorse employees on specific performance indicators? - Published: 2025-01-14 - Modified: 2025-01-14 - URL: https://www.assessteam.com/knowledgebase/how-can-we-endorse-employees-on-specific-performance-indicators/ Please visit My Tools > Directory and click the "Endorse" link on a person's profile. Next, click the Endorse button next to any performance indicator to record your endorsement. You can record your endorsements on multiple KPIs in a single action. --- ### How can I see the access levels of all the persons in a single view? - Published: 2025-01-10 - Modified: 2025-01-10 - URL: https://www.assessteam.com/knowledgebase/how-can-i-see-the-access-levels-of-all-the-persons-in-a-single-view/ Please visit Adminstrative Tools > Persons. Click the "Export persons" option under the Export menu to download a CSV spreadsheet with the user permissions for all the employees. To check their advanced permissions by their job titles, visit Settings > Job titles and click the Export link to download a CSV spreadsheet with the access settings for all the job titles. --- ### What is the difference between anonymously completed vs hidden from evaluee? - Published: 2025-01-10 - Modified: 2025-01-10 - URL: https://www.assessteam.com/knowledgebase/what-is-the-difference-between-anonymously-completed-vs-hidden-from-evaluee/ The Anonymous option only hides the evaluators name from the person's dashboard, whereas the option "Hide from evaluee" hides the complete evaluation from the evaluated person's dashboard. --- ### Why do we see a due date and the evaluation cancellation message in our evaluation emails? - Published: 2025-01-10 - Modified: 2025-01-10 - URL: https://www.assessteam.com/knowledgebase/why-do-we-see-a-due-date-and-the-evaluation-cancellation-message-in-our-evaluation-emails/ When the option "Cancel evaluations if not processed by due date" is enabled on the evaluation template, the evaluators will see the due date and the cancellation message in the evaluation emails they receive. --- ### Can we send a downward and self-evaluation using the same evaluation template? - Published: 2025-01-10 - Modified: 2025-01-10 - URL: https://www.assessteam.com/knowledgebase/can-we-send-a-downward-and-self-evaluation-using-the-same-evaluation-template/ Absolutely; please create a new evaluation template or edit an existing template and enable both self and the downward evaluators toggle to send out the evaluations. --- ### How do we terminate or make a user inactive? - Published: 2025-01-10 - Modified: 2025-01-10 - URL: https://www.assessteam.com/knowledgebase/how-do-we-terminate-or-make-a-user-inactive/ Please visit Administrative Tools > Persons and click the "Delete" icon next to their names to deactivate their profile. To reactivate the user, select the filter "Deleted" under the "All active" persons and use the "Restore" icon to reactivate their profile. --- ### Do employees need to accept the invite before they appear on the dashboard? - Published: 2025-01-10 - Modified: 2025-01-10 - URL: https://www.assessteam.com/knowledgebase/do-employees-need-to-accept-the-invite-before-they-appear-on-the-dashboard/ No, you don't have to wait until the employees accept the invite. The moment you add them to your AssessTEAM account and assign teams, they will be visible to the administrators and the respective team manager(s). --- ### How to view a report that shows all peer evaluators in the system? - Published: 2024-12-28 - Modified: 2024-12-28 - URL: https://www.assessteam.com/knowledgebase/how-to-view-a-report-that-shows-all-peer-evaluators-in-the-system/ Please visit Administrative Tools > Persons. Click on the Export button and select "Export Persons" to download a CSV sheet that contains all the details about the employees, including their peer evaluators. --- ### Why some employees can only access My Tools? - Published: 2024-12-20 - Modified: 2024-12-20 - URL: https://www.assessteam.com/knowledgebase/why-some-employees-can-only-access-my-tools/ Employees with limited access will only have access to My Tools section. Only persons with Roll out assistants, Human Resources and Owners user role will have access to both Administrative tools and the My Tools sections. --- ### How to export evaluations? - Published: 2024-12-20 - Modified: 2024-12-20 - URL: https://www.assessteam.com/knowledgebase/how-to-export-evaluations/ Please visit Administrative Tools > Evaluation records. Select the evaluation entries you wish to export and click the "Export list" button to download the scores data, and use the "Export comparison" button to export the evaluation data with the notes. Alternately, you can visit Administrative tools > Reports > Evaluations. Select the time period of the report, choose the export option and select the summary view as required. Next, select persons, teams or tags groups, select the desired evaluation levels, and click on "Export to CSV" button to complete the export. --- ### How to hide some older evaluations we've completed from the employee dashboard? - Published: 2024-12-20 - Modified: 2024-12-20 - URL: https://www.assessteam.com/knowledgebase/how-to-hide-some-older-evaluations-weve-completed-from-the-employee-dashboard/ To hide the evaluations from the employee's dashboard, please visit Administrative tools > Evaluation records and click on the View evaluation icon. Next, click the "Hide from evaluee" button to hide this evaluation from the evaluated person's dashboard. --- ### How do we manage the completion or deletion of key results in an OKR? - Published: 2024-12-20 - Modified: 2024-12-20 - URL: https://www.assessteam.com/knowledgebase/how-do-we-manage-the-completion-or-deletion-of-key-results-in-an-okr/ Please login to your AssessTEAM portal and visit Administrative Tools > Goals & OKRs > Organizational goals. Use the 'Complete' icon to mark a key result as completed and use the 'Delete' icon to permanently delete a key result. All completed key results can be accessed using the "Achieved organizational goals" vault link available at the bottom of the same page. --- ### Can managers comment on each question on the employee self-review? - Published: 2024-12-14 - Modified: 2024-12-14 - URL: https://www.assessteam.com/knowledgebase/can-managers-comment-on-each-question-on-the-employee-self-review/ Managers cannot directly comment on the same evaluation, but they can be sent a separate evaluation using the same questions. They can add their comments and ratings for each question and send it back to the employee for signature. --- ### How to resume our AssessTEAM subscription? - Published: 2024-12-14 - Modified: 2024-12-14 - URL: https://www.assessteam.com/knowledgebase/how-to-resume-our-assessteam-subscription/ If your subscription has ended and has not been auto-renewed, please log in and visit Settings > Billing & Receipts, and under the Due Invoice section, click on "Make a payment" to pay your invoice and reactivate your subscription. --- ### Who can access the dashboard and what information or data can they view? - Published: 2024-12-07 - Modified: 2024-12-07 - URL: https://www.assessteam.com/knowledgebase/who-can-access-the-dashboard-and-what-information-or-data-can-they-view/ Persons with user roles Owners, Human resources, and Roll-out assistants can access the dashboard. The dashboard for the Evaluations plan offers live widgets to track the number of pending evaluations, result areas gaining and result areas dropping. It also offers information about the number of outstanding performers and persons who need improvement. Moreover, you can track the company-wide average scores, and all your recent evaluations and endorsements. The dashboard for the Time tracking plan also offers a widget to track projects not evaluated over 30 days. The Profitability plan dashboard additionally offers widgets to track your projects above targets and projects at risk and shows the budget vs cost figures on a bar graph. --- ### To create evaluations for my team, what kind of user permission level do I need? - Published: 2024-12-07 - Modified: 2024-12-07 - URL: https://www.assessteam.com/knowledgebase/to-create-evaluations-for-my-team-what-kind-of-user-permission-level-do-i-need/ To create team evaluations, you need to be at least a self-metrics user and above. Additionally, you need to be assigned as the manager to one or more teams to have access to create team evaluations. --- ### How do we add additional reviewers to evaluations we have already sent out? - Published: 2024-12-07 - Modified: 2024-12-07 - URL: https://www.assessteam.com/knowledgebase/how-do-we-add-additional-reviewers-to-evaluations-we-have-already-sent-out-2/ Simply visit Administrative Tools > Evaluation templates and edit the evaluation template you used to send out reviews. Update the evaluator's field with the new reviewer’s information, update the send date, and then click Save to send the review link to them. --- ### How can supervisors complete the evaluation for their employees? - Published: 2024-11-30 - Modified: 2024-11-30 - URL: https://www.assessteam.com/knowledgebase/how-can-supervisors-complete-the-evaluation-for-their-employees/ Supervisors can use the hyperlinks in the email they receive and start their evaluation. Alternately, they can login to their AssessTEAM web or mobile app, visit My Tools > Waiting evaluations and click on Start evaluation button. --- ### How do we add additional reviewers to evaluations we have already sent out? - Published: 2024-11-30 - Modified: 2024-11-30 - URL: https://www.assessteam.com/knowledgebase/how-do-we-add-additional-reviewers-to-evaluations-we-have-already-sent-out/ Simply visit Administrative Tools > Evaluation templates and edit the evaluation template you used to send out reviews. Update the evaluator's field with the new reviewer’s information, update the send date, and then click Save to send the review link to them. --- ### How to restore a completed goal? - Published: 2024-11-30 - Modified: 2024-11-30 - URL: https://www.assessteam.com/knowledgebase/how-to-restore-a-completed-goal/ Employees can visit My Tools > Goals > Setup my goals > Achieved goals and click the "Apply again" icon to restore their goal. Administrators can visit Persons > Goals > Achieved goals and click the "Apply again" icon to restore the goal. --- ### How to share the employee self appraisals with their managers? - Published: 2024-11-29 - Modified: 2024-11-30 - URL: https://www.assessteam.com/knowledgebase/how-to-share-the-employee-self-appraisals-with-their-managers/ Once employees complete their self-reviews, they can use the "Email evaluation" or "Send for signature" option to share a copy with their managers. Administrators can visit Administrative Tools > Evaluation records and click on View evaluation to Email and/or send the evaluation for signature to the supervisors. --- ### Where can I view upcoming birthdays and work anniversaries? - Published: 2024-11-22 - Modified: 2024-11-22 - URL: https://www.assessteam.com/knowledgebase/where-can-i-view-upcoming-birthdays-and-work-anniversaries/ Please visit My Tools > Company performance. Under the celebrations tab, you can view the birthdays and work anniversaries of all employees in the past seven days and the next thirty days. Program administrators can also access birthdays and anniversaries from the dashboard under the Celebrations tab. --- ### How to export a person's profile with their result areas? - Published: 2024-11-22 - Modified: 2024-11-22 - URL: https://www.assessteam.com/knowledgebase/how-to-export-a-persons-profile-with-their-result-areas/ Please visit Administrative Tools > Persons. Click on "Export > Export persons with result areas" to download a spreadsheet with the details of selected persons and all the result areas assigned to them. --- ### What information is included in the Monday motivator email? - Published: 2024-11-22 - Modified: 2024-11-22 - URL: https://www.assessteam.com/knowledgebase/what-information-is-included-in-the-monday-motivator-email/ The Monday Motivator email includes a summary of all pending evaluations and projects at risk for employees. It also includes all your recent endorsements, pending goals and performance report on your job result areas --- ### When we send out peer reviews, will the employee know the peer who reviewed them? - Published: 2024-11-22 - Modified: 2024-11-22 - URL: https://www.assessteam.com/knowledgebase/when-we-send-out-peer-reviews-will-the-employee-know-the-peer-who-reviewed-them/ When you set your evaluations to anonymous, the employee will not know who completed the evaluation. Employees can still access the evaluations and comments if they have access to view their evaluations --- ### Can we withdraw the evaluations we already sent out? - Published: 2024-11-22 - Modified: 2024-11-22 - URL: https://www.assessteam.com/knowledgebase/can-we-withdraw-the-evaluations-we-already-sent-out/ Please visit Evaluation Records tab and use either the "Cancel" button to purge and resend later, or use the "Delete" button to remove the evaluation from the system. --- ### How do I see who sent a specific survey or evaluation? - Published: 2024-11-22 - Modified: 2024-11-22 - URL: https://www.assessteam.com/knowledgebase/how-do-i-see-who-sent-a-specific-survey-or-evaluation/ Please look for the name of the evaluation title under the Evaluation Records tab. Next, visit Administrative Tools > Evaluation Templates and search for the same title. The result would show you the name of the evaluator creator along with the evaluation type, frequency and trigger date. --- ### How to change the email address associated with my account or with any other person? - Published: 2024-11-22 - Modified: 2024-11-22 - URL: https://www.assessteam.com/knowledgebase/how-to-change-the-email-address-associated-with-my-account-or-with-any-other-person/ Please visit Administrative tools > Persons > Edit (Person) and update the email address field with the new email. --- ### Where can we add job description for a person? - Published: 2024-11-22 - Modified: 2024-11-22 - URL: https://www.assessteam.com/knowledgebase/where-can-we-add-job-description-for-a-person/ Please visit Administrative tools > Result areas and click on 'Add a new result area' button. Enter the result area name, and click on add new performance indicator to add the job description items for the person. --- ### Is there a user permission/access role we can use for someone who needs to add users and teams but cannot access the evaluation records? - Published: 2024-11-22 - Modified: 2024-11-22 - URL: https://www.assessteam.com/knowledgebase/is-there-a-user-permission-access-role-we-can-use-for-someone-who-needs-to-add-users-and-teams-but-cannot-access-the-evaluation-records/ Currently we do not have a user permission that enables an employee to add new persons and teams without having access to company-wide evaluation records. --- ### How do we ensure that our employee's don't see anyone else's information when we invite them to login? > Key performance indicators (KPIs) refer to a set of quantifiable measurements used to gauge a company’s overall long-term performance. KPIs specifically help measure a company’s success versus a set of targets, objectives, or industry peers. - Published: 2024-11-15 - Modified: 2024-11-15 - URL: https://www.assessteam.com/knowledgebase/how-do-we-ensure-that-our-employees-dont-see-anyone-elses-information-when-we-invite-them-to-login When you add new persons, please add them at "Self metrics" user permission. This way, you can be absolutely confident that they will not be able to see anyone else's information. Our system is designed with robust data security measures. Each user's data is isolated at both the database and application levels, ensuring that no information is shared between customers. This means that your employees will only have access to their own data and any information you specifically grant them access to. --- ### How do I download the result areas templates of an evaluation? > Key performance indicators (KPIs) refer to a set of quantifiable measurements used to gauge a company’s overall long-term performance. KPIs specifically help measure a company’s success versus a set of targets, objectives, or industry peers. - Published: 2024-11-15 - Modified: 2024-11-15 - URL: https://www.assessteam.com/knowledgebase/how-do-i-download-the-result-areas-templates-of-an-evaluation To download your result areas templates relevant to an evaluation, visit the Evaluation templates section and use the Ad-hoc evaluation to create a test evaluation. Next, visit Evaluation records page, select that evaluation and click the 'Export comparison' button to download the selected result areas in a spreadsheet file. --- ### Can we delete some existing users and add new users by uploading a person's sheet? > Key performance indicators (KPIs) refer to a set of quantifiable measurements used to gauge a company’s overall long-term performance. KPIs specifically help measure a company’s success versus a set of targets, objectives, or industry peers. - Published: 2024-11-15 - Modified: 2024-11-15 - URL: https://www.assessteam.com/knowledgebase/can-we-delete-some-existing-users-and-add-new-users-by-uploading-a-persons-sheet You can only add new persons by uploading a person's worksheet. To delete existing users, please visit Administrative Tools > Persons and click the Delete icon next to each profile. --- ### What are the steps to add, edit, and delete an organization goal? > Advice from AssessTEAM HR professionals on 'How do I monitor the profitability of a team?' Email us at support@www.www.assessteam.com, if you do you find an answer to your question here. - Published: 2024-11-09 - Modified: 2024-11-09 - URL: https://www.assessteam.com/knowledgebase/what-are-the-steps-to-add-edit-and-delete-an-organization-goal/ Organizational goals are only available for the Time tracking and Profitability plan customers. Please follow these steps to add a new organizational goal: Step 1: Log in to your AssessTEAM account and visit Administrative Tools > Goals & OKRs > Organizational goal. Step 2: Click on "Add a new organizational goal" and enter the goal's title and other details, including type, evaluation send date, frequency of evaluation, and start and end date of the goal. Step 3: Enter the first key result. Assign members or teams who would be working on this key result, assign evaluators and the due date. Click on "Add a new key result" button to add more key results. Step 4: Click on Save button and click confirm to schedule the OKRs evaluations. To modify an organizational goal, please visit Administrative Tools > Goals & OKRs > Organizational goal and click the "Edit" button. To delete an organizational goal, please visit Administrative Tools > Goals & OKRs > Organizational goal and click the "Delete" button. To mark an organizational goal as completed, please visit Administrative Tools > Goals & OKRs > Organizational goal and click the "Complete" button. --- ### How can I export all my direct reports evaluations? > With a Premium or Enterprise plan, please visit Administrative tools > Projects. Select the start and end date from the filters to view the project’s profitability data, budget, and the total cost incurred on these projects in a tabular format. - Published: 2024-11-09 - Modified: 2024-11-09 - URL: https://www.assessteam.com/knowledgebase/how-can-i-export-all-my-direct-reports-evaluations/ To export your direct reports' evaluations, please follow these steps: Step 1: Login to your AssessTEAM account, visit My Tools > My direct reports and click the "Evaluations" button from the top right corner. Step 2: Select the required evaluation logs that you wish to export. Next, click on "Export list" button at the bottom of the page to download the selected evaluations with their avarege scores. Alternately, you can use the "Export comparison" button to export the results with all the details including the comments and feedback by each evaluator. You can also click the compare button to generate a PDF ready report. --- ### Are there any limits on the number of users/persons we can add to our account? > Real-life questions from customers and advice from our HR professionals. Email us at support@www.www.assessteam.com, if you don't find an answer to your question here. - Published: 2024-11-09 - Modified: 2024-11-09 - URL: https://www.assessteam.com/knowledgebase/are-there-any-limits-on-the-number-of-users-persons-we-can-add-to-our-account/ There is no limit to the number of users or persons you can add to your account, regardless of the plan you have selected. As your team grows, simply add new profiles to the system. --- ### How do I set up goals for our employees? > Advice from AssessTEAM HR professionals on 'How do I monitor the profitability of a team?' Email us at support@www.www.assessteam.com, if you do you find an answer to your question here. - Published: 2024-11-09 - Modified: 2024-11-09 - URL: https://www.assessteam.com/knowledgebase/how-do-i-set-up-goals-for-our-employees/ Please follow these simple steps to set up goals for your employees: Step 1: Log in to your AssessTEAM dashboard, navigate to Administrative Tools> Persons, and click on the "Goal" icon to get started. Step 2: Choose the appropriate Evaluator levels and select from the master list to assign job goals. If you want to create new goals, just click on the "Add new" button. Step 3: Next, assign due dates and weights (if required) to your goals. Step 4: Set the Evaluation Frequency and the repeat interval, and don’t forget to SAVE your configuration. You can find all the goal-based evaluations under the Evaluation Records tab. --- ### How to set up anniversary day evaluations? > With a Premium or Enterprise plan, please visit Administrative tools > Projects. Select the start and end date from the filters to view the project’s profitability data, budget, and the total cost incurred on these projects in a tabular format. - Published: 2024-11-09 - Modified: 2024-11-09 - URL: https://www.assessteam.com/knowledgebase/how-to-set-up-anniversary-day-evaluations/ As an Administrator, you can quickly set up Anniversary evaluations by following the instructions below: Step1: Visit Evaluation templates, click on Add a new evaluation, and opt for the Anniversary day evaluation template. Step2: Fill in the title, and pick the end period. Select 'Never ends' to setup reoccuring anniversary evaluations that never ends. Step3: Enter the person's name, select the appropriate evaluator levels, and then proceed to access your curated result areas. Step4: 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 schedule the anniversary evaluations. --- ### Can we see a log of what happened step by step with each evaluation? > Open the Job title tab > click the Edit job title icon to enable Continuous Feedback. - Published: 2024-10-09 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/can-we-see-a-log-of-what-happened-step-by-step-with-each-evaluation/ Absolutely; please visit the Evaluation records page and click the 'View evaluation' button to see all the details, such as the date the evaluation was sent, the date and time the evaluation was completed, the persons who have signed the evaluation, and the names of persons with pending signature requests on the evaluation. Team managers can access this by going to My Tools> Team performance > Evaluation records and clicking the 'View' button on the required evaluation. --- ### How to see a report that includes 'Date Sent' for all the evaluations? > Please visit Administrative tools > Teams and click the Export option on the screen. Add the missing team managers in the spreadsheet against their team names and use the Import option to import the updated sheet into the system. - Published: 2024-10-09 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/how-to-see-a-report-that-includes-date-sent-for-all-the-evaluations/ Please visit Administrative tools > Settings > Job titles and click the Export option on the screen. Change the visibility status flag for various fields such as goal setting, evaluation visibility, continuous feedback and endorsements in the spreadsheet, and import it into the system. --- ### Do you integrate with Microsoft Teams? > Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - Published: 2024-10-09 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/do-you-integrate-with-microsoft-teams-2/ To import users from your Teams account, visit Settings > Integrations and click the Microsoft 365 icon to get started. Click the ‘Connect Microsoft 365’ button and authorize your Microsoft account to import all your users to your AssessTEAM account. Teams integration, including evaluation alerts and reporting on the teams app is on our roadmap for 2025. --- ### How to use Zapier for integration? > With AssessTEAM, you can add a job goal for your employees in minutes. These are high-level job goals assigned to persons on the software. - Published: 2024-10-09 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/add-a-job-goal-for-employees-in-minutes/ Zapier is a tool that allows you to automate workflows by connecting different apps and services without needing to code. Here's how you can use Zapier: Step 1: Log in to your AssessTEAM account, visit Settings > Integration, and click on the Zapier icon to get started. Step 2: Select the app you wish to connect and select one of the workflows by clicking on the 'Use this workflow' button. Step 3: On the pop-up screen, log in to your Zapier account, and finish setting up the Zap. Step 4: The Zap will now run periodically and automatically import new persons from your connected app. --- ### How do I add people to teams? > Key performance indicators (KPIs) refer to a set of quantifiable measurements used to gauge a company’s overall long-term performance. KPIs specifically help measure a company’s success versus a set of targets, objectives, or industry peers. - Published: 2024-10-09 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/what-is-a-key-performance-indicator-and-how-do-i-add-one/ To add persons or people to the teams, please visit Administrative tools > Persons > Edit (person) and assign a team to the person, or create and assign a new team instantly. Additionally, you can upload the person's CSV sheet with team names in it to update the teams' data in bulk. --- ### How do I add 'Manager Performance Notes' to the Directory "Leave Feedback" list, and can we hide them from the employee? > AssessTEAM makes it simpler to evaluate the team in minutes. Monitor the quantitative and qualitative results, provide consistent. - Published: 2024-10-09 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/how-to-effectively-evaluate-the-team-in-minutes/ Start by creating a new result area named 'Manager Performance Notes' by visiting Administrative Tools > Result areas > Add a new result area. Next, assign the result area to the person(s) who would require the feedback and add appropriate evaluators. The managers can now visit the Directory, click Leave feedback, and select this result area to provide feedback. After clicking the Finish evaluation button, they can hide the feedback by enabling the toggle 'Hide evaluation from the person's dashboard". --- ### Do you integrate with Microsoft Teams? > Please visit Administrative tools > Persons > Edit profile and allocate weights to the assigned result areas on the person's profile. Please ensure that the sum of all weights should be 100%, however, you can skip one or more result areas from the weighted average scores. Evaluations, where result areas evaluated, make up 100% in weights would result in weighted scores being calculated for the evaluation. Evaluations, where result areas do not add up to a 100% weighted score, would not be computed. - Published: 2024-10-03 - Modified: 2024-10-03 - URL: https://www.assessteam.com/knowledgebase/do-you-integrate-with-microsoft-teams/ To import users from your Teams account, visit Settings > Integrations and click the Microsoft 365 icon to get started. Click the ‘Connect Microsoft 365’ button and authorize your Microsoft account to import all your users to your AssessTEAM account. Teams integration, including evaluation alerts and reporting on the teams app is on our roadmap for 2025. --- ### It appears that the evaluation template I just sent hasn't sent notifications or emails to anyone. How can I check this? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/it-appears-that-the-evaluation-template-i-just-sent-hasnt-sent-notifications-or-emails-to-anyone-how-can-i-check-this/ It’s possible that the evaluation template was not set up correctly. Please make sure that you have selected the appropriate result areas and evaluators when creating the template. You can also check the “Evaluation records” listing page to see if the template successfully sent out all the evaluations. Don’t forget to check the notification settings under “Settings > Notifications” to see if the necessary notifications are enabled. --- ### Why is my evaluation/survey weighted? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/why-is-my-evaluation-survey-weighted/ Evaluations are considered weighted when you assign weights to performance indicators in a result area and/or assign weights to result areas on the persons’ profiles before setting up the evaluation template. --- ### Is there an option to pause the billing on our account? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/is-there-an-option-to-pause-the-billing-on-our-account/ Unfortunately, there is no option to pause the billing on your account, however, we suggest contacting your account manager for an alternative solution. --- ### How do I export our evaluation data to a spreadsheet? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/how-do-i-export-our-evaluation-data-to-a-spreadsheet/ Please follow the steps below to export your data to a spreadsheet: Step 1 – Visit Administrative tools > Reports > Evaluations. Step 2 – Select the time period of the report, choose the Evaluations option under Exports and select the summary option as required. Step 3 – Select Persons, teams or tags groups and select the desired evaluation levels. Step4 – Click on Export to CSV button to complete the export. --- ### How to change the currency sign for the project budget? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-09-24 - URL: https://www.assessteam.com/knowledgebase/how-to-change-the-currency-sign-for-the-project-budget/ The currency symbol is based on the Country and the timezone of your account. Please visit Settings > Branding and change the country to update the currency symbol. --- ### Where do I look to find the details of my subscription? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/where-do-i-look-to-find-the-details-of-my-subscription/ To find the details of your subscription, please log in to your account and go to Settings > Billing & Receipts. Here, you will be able to see your current plan details and payment history, view and update the billing email address, and update the credit card details. --- ### I would like to take one of my assessments, how do I do that? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/i-would-like-to-take-one-of-my-assessments-how-do-i-do-that/ Please visit My tools > Waiting evaluations and click the “Start” button to begin the evaluation. --- ### Does the team member see the pay rate and project revenue details? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/does-the-team-member-see-the-pay-rate-and-project-revenue-details/ No, the employees cannot see their hourly rates and the project cost and revenue details. However, if you are a project manager to one or more projects, you can see the revenue data for those projects. --- ### Can I change a review cycle timeline once the evaluations are launched? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-07-08 - URL: https://www.assessteam.com/knowledgebase/can-i-change-a-review-cycle-timeline-once-the-evaluations-are-launched/ Unfortunately, you cannot modify the evaluation period or the due date defined on the evaluation template once the evaluations are launched. However, due dates are merely used to send reminders and employees can complete their reviews even after the due dates, provided that the option "Cancel reviews if not processed by the due date" is disabled when setting up the evaluation template. --- ### How can I extend my free-trial? > Please visit Administrative tools > Job titles and use the Edit button to access menu options. Use the toggle button to enable/disable Continuous feedback for employees at that role/title. - Published: 2024-07-08 - Modified: 2024-07-08 - URL: https://www.assessteam.com/knowledgebase/how-can-i-extend-my-free-trial/ Please contact your dedicated account manager by emailing support@www. www. assessteam. com; we will be happy to extend your trial and assist you in setting up your evaluations. --- ### How do I add a result area to an evaluation template? > If enabled by administrators, you can use this feature to evaluate your peers in real time on the assigned result areas. The option. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/how-do-i-add-a-result-area-to-an-evaluation-template/ While adding a new evaluation template, click the option “Choose from all available result areas” on the evaluation template and use the dropdown search box to search and include the relevant result area(s) to your evaluation. --- ### How do I create a 360 review/evaluation template for specific people? > Result areas are associated to the person and evaluator is assigned to the concerned person's result area for the continuous feedback. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/how-do-i-create-a-360-review-evaluation-template-for-specific-people/ Login to the AssessTEAM dashboard and follow these steps: Step1: Visit Evaluation Templates and click on Add a new evaluation. Step 2: Select the Ad-hoc evaluation template from the available options. Step 3: Fill in the details required, including the title, send date, and the evaluation period. Select the names of persons to be reviewed and enable the 360-degree evaluator levels from downward, upward, peer, and self-evaluations. Next, choose the result area(s) for your 360-degree evaluations using the dropdown search bar. Step 4: Choose the advanced options and enable the signature flow, as needed. Step 5: Click on the Save button at the bottom of the page to confirm and send out your evaluations. --- ### Is there any way to find out if the Evaluator has clicked on the AssessTeam link? > Open the Job title tab > click the Edit job title icon to enable Continuous Feedback. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/is-there-any-way-to-find-out-if-the-evaluator-has-clicked-on-the-assessteam-link/ Unfortunately, you cannot track whether the evaluation link has been clicked or not. However, once a review is finished, it will change it’s status from Pending to Completed. --- ### How can I remove the option of "not applicable" from our scale template? > Result areas, OKRs (objectives and key results), or Key Objectives are the same; these are high-level job functions or goals that are further split into performance indicators that define job requirements. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/what-is-the-difference-between-result-areas-and-okrs/ When it comes to setting your business goals, finding the right tools and indicators to track your success is crucial. Result Areas, OKRs (objectives and key results), or Key Objectives are the same; these are areas that you would like to measure or monitor that are further split into Performance Indicators. Result Areas are a way of quantifying the success of your growth plans and improvement goals and mapping out the path to achieving them. --- ### How can I add the option of "not applicable" to our scale template? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/how-can-i-add-the-option-of-not-applicable-to-our-scale-template/ The "Not applicable" option is enabled for all performance indicators by default; you do not need to manually add this to your scale. --- ### How to create our own job-related questions? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/how-to-create-our-own-job-related-questions/ Login to your AssessTEAM admin account and visit the Result areas tab. Click on the “Add a new result area” button to start adding your own job-related custom questions. --- ### How do I create a new template? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2024-07-08 - Modified: 2024-08-08 - URL: https://www.assessteam.com/knowledgebase/how-do-i-create-a-new-template/ To create a new evaluation template, please visit Administrative Tools> Evaluation templates and click the blue button “Add a new evaluation. ” Next, choose from a selection of template options to configure your evaluations. --- ### Why some of our employees are not able to see their feedback? > An Ad-hoc evaluation is simply a one-time evaluation. This is most commonly used when you need to quickly evaluate a single person. - Published: 2024-05-29 - Modified: 2024-05-29 - URL: https://www.assessteam.com/knowledgebase/how-to-set-up-a-ad-hoc-evaluation/ Please visit Administrative tools > Job titles > Edit (job title) and turn on the option "Enable visibility to evaluations completed for the person" under the Evaluation access menu to allow them to see their feedback. Also, please make sure that these evaluations are not hidden from the employee's dashboard. To unhide an evaluation, please visit Administrative tools > Evaluation records > View evaluation and click the "Unhide from evaluee" button. --- ### What is your pricing? > An Ad-hoc evaluation is simply a one-time evaluation. This is most commonly used when you need to quickly evaluate a single person. - Published: 2024-05-29 - Modified: 2024-11-15 - URL: https://www.assessteam.com/knowledgebase/what-is-your-pricing Our pricing is simple - $2 per person per month for our Evaluations plan, $3 per person per month for our Time tracking plan and $4 per person per month for Profitability plan, billed annually. --- ### If I cancel an evaluation, does the evaluator or the person being evaluated gets a message? > An Ad-hoc evaluation is simply a one-time evaluation. This is most commonly used when you need to quickly evaluate a single person. - Published: 2024-05-29 - Modified: 2024-05-29 - URL: https://www.assessteam.com/knowledgebase/how-to-set-up-a-ad-hoc-evaluation/ No notifications are sent to the evaluator or the person being evaluated. Only the persons with the Owners and the Human Resources user-permission will be notified over the mobile app and using the browser push notification when evaluations are cancelled. --- ### If I sign off on the evaluation, does it go to the employee for their signature? > An Ad-hoc evaluation is simply a one-time evaluation. This is most commonly used when you need to quickly evaluate a single person. - Published: 2024-05-29 - Modified: 2024-05-29 - URL: https://www.assessteam.com/knowledgebase/how-to-set-up-a-ad-hoc-evaluation/ If the employee signature is defined as part of the workflow when setting up the evaluation template by your program admins or the manager, a signature request will automatically be sent to the employee. Otherwise, please use the 'Send for signature' option, select the employees' name to manually send a request to the employee. --- ### Can the evaluation email notifications be combined into one email instead of multiple separate emails for each employee? > Find out how to combine multiple evaluation email notifications into one email in AssessTEAM for streamlined communication. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/can-the-evaluation-email-notifications-be-combined-into-one-email-instead-of-multiple-separate-emails-for-each-employee/ Unfortunately, we cannot combine the evaluation emails for different persons into one email when the first evaluation email notification goes out. However, all the reminder emails goes as one combined email for all the pending evaluations. --- ### Can we still access Admin functions, My Tools or My Evaluations after our subscription has expired? > Find out if you can still access admin functions, "My Tools," or "My Evaluations" after your AssessTEAM subscription has expired. Understand post-subscription access and management options. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/can-we-still-access-admin-functions-my-tools-or-my-evaluations-after-our-subscription-has-expired/ No, unfortunately, you cannot access any of the portal's functionality after your subscription has expired. However, your employees can continue to complete their pending evaluations using the evaluation links they received in the emails. --- ### How do I terminate or delete an employee from the system? > Discover how to terminate or delete an employee from the AssessTEAM system. Follow our guide for effective management of employee profiles. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-terminate-or-delete-an-employee-from-the-system/ Simply login from your admin account, visit Administrative tools > Persons and click the Delete icon next to the employee to delete or terminate their profile. All the evaluation records of this person will remain saved in the system; you can access them under Administrative tools > Evaluation records. To restore a deleted person's profile, visit Administrative tools > Persons, change the "All active" filter value to "Deleted", and click the Restore icon to retrieve a deleted user's profile. --- ### How do I recover a deleted evaluation? > Discover how to recover a deleted evaluation in AssessTEAM. Follow our guide to restore important data and maintain comprehensive performance records. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-recover-a-deleted-evaluation/ Unfortunately, you cannot recover or restore an evaluation you have deleted from the system. --- ### How can current evaluators can see evaluations made by other evaluators > Learn how current evaluators can view evaluations made by other evaluators in AssessTEAM. Enhance collaboration and feedback transparency. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-can-current-evaluators-can-see-evaluations-made-by-other-evaluators/ Assuming you want a downward evaluator be able to access all evaluated completed for all direct reports. Edit the job title of the downward evaluator and enable visibility to direct reports evaluations for downward evaluators. This toggle will enable a new tab on the evaluators console as My direct reports evaluations which will display present and past evaluations for all his / her direct reports. --- ### How do I enable visibility to direct reports evaluations for downward evaluators > Enable downward evaluators to access direct reports' evaluations on AssessTEAM with clear instructions for better performance management. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-do-i-enable-visibility-to-direct-reports-evaluations-for-downward-evaluators/ Click Job titles tab from administrative tools, find the job title assigned to the evaluator, click edit and enable the toggle enable visibility to direct reports evaluations. The evaluator will now be able to see all evaluations for his direct reports. --- ### How do I hide an evaluators name after completing an evaluation? > Discover how to hide an evaluator's name after completing an evaluation in AssessTEAM. Follow the steps for enhanced privacy & confidentiality. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-hide-an-evaluators-name-after-completing-an-evaluation/ Please visit Administrative tools > Evaluation records. Click on the View evaluation icon and click the "Hide from evaluee" button to hide the evaluators name from the evaluated person's dashboard after an evaluation has been completed. --- ### How do I email evaluations to the evaluee after it has been completed? > Learn to email evaluations to the evaluee after completion on AssessTEAM, ensuring efficient communication and feedback management. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-do-i-email-evaluations-to-the-evaluee-after-it-has-been-completed/ Please visit Administrative tools > Evaluation records. Click on the View evaluation icon and click the "Email evaluation" button to send a copy to the employee after it has been completed. --- ### How do I email an evaluation to an evaluee > Learn how to email evaluations to an evaluee on AssessTEAM. Follow steps instructions for effective communication and feedback management. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-do-i-email-an-evaluation-to-an-evaluee/ Use the email evaluation button at the end of the evaluation when you are evaluating or pick the evaluation from evaluation records administration tool and click the email evaluation option. --- ### Can I add an evaluator to an evaluation that has already been sent? > Discover if you can add an evaluator to an evaluation that has already been sent in AssessTEAM. Learn about managing evaluation processes effectively. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/can-i-add-an-evaluator-to-an-evaluation-that-has-already-been-sent/ Unfortunately, you cannot add an evaluator to an evaluation that has already be sent, however, you can simply create a new evaluation template, update all the fields including the persons and evaluators data and click Save to send the review link to the new evaluator(s). --- ### Can I delete all assessment data but keep templates? > Learn how to delete all assessment data while keeping templates intact in AssessTEAM. Follow our guide for easy data management and template preservation. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/can-i-delete-all-assessment-data-but-keep-templates/ Yes, you can delete all assessment data by going to the Evaluation records tab, select all evaluation records and click the Delete button at the bottom of the page. This will delete all evaluation records, but your templates will remain intact. --- ### What is an upward evaluator? > Learn about upward evaluators in AssessTEAM and their role in the performance evaluation process. Understand how they contribute to comprehensive feedback and development. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/what-is-an-upward-evaluator/ An upward evaluator is a direct report or subordinate who evaluates an employee who is in a higher position or level in the company hierarchy. To add an upward evaluator or direct report for an employee, please visit the Persons tab and click on edit profile to add or update the evaluator as their upward (direct report) evaluator and save. Multiple evaluators can be added. --- ### How do I send a evaluation if I missed the hire date? > Learn how to send an evaluation in AssessTEAM after missing the hire date. Follow our guide for effective performance management. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-send-a-evaluation-if-i-missed-the-hire-date/ You can still send out the new hire evaluation by creating an Ad-hoc evaluation template: 1. Visit Evaluation Templates and click on Add a new evaluation. 2. Select Ad-hoc evaluation template from the available options. 3. Fill in the details required, including title, send date, teams, evaluators and result areas to create an Ad-hoc evaluation. 4. Choose the advanced options and enable the signature flow, as needed. 5. Click on the Save button at the bottom of the page to confirm and send out your evaluations. --- ### How do I delete my owner or administrator account? > Learn how to delete your owner or administrator account in AssessTEAM. Follow our guide for secure and effective account management. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-delete-my-owner-or-administrator-account/ You will have to have a second administrator account to delete the owner account. Simply login from your other admin account, visit Persons and click the Delete icon next to the admin user to delete their profile. --- ### Can we still access the evaluations for the persons or evaluators we deleted from the system? > Learn if you can still access evaluations for persons or evaluators deleted from the AssessTEAM system. Explore data management insights for effective evaluation tracking. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/can-we-still-access-the-evaluations-for-the-persons-or-evaluators-we-deleted-from-the-system/ Yes, you can access the completed evaluations for the deleted persons. Similarly, you can access the completed evaluations by the evaluator you removed from the system. Please remember that all the pending evaluations will be removed from the system when you delete a person or the evaluator. --- ### What is the use of result area type in the result area? > Learn about the purpose and benefits of the Result Area Type in AssessTEAM. Improve your evaluation process with clear insights into this feature. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/what-is-the-use-of-result-area-type-in-the-result-area/ The result area type helps you to group certain result areas together so you can search for them easily by using the result area type search. --- ### How can I export the result areas? > Discover how to export result areas effectively on AssessTEAM. Learn step-by-step instructions for comprehensive data management and analysis. - Published: 2024-05-06 - Modified: 2024-07-29 - URL: https://www.assessteam.com/knowledgebase/how-can-i-export-the-result-areas/ We currently do not offer the option to export the result area library. However, you can select the desired result areas, create an evaluation and export the content of that evaluation by visiting Administrative tools > Evaluation records. You can also access the full library of result areas on our website here: https://assessteam1. wpengine. com/result-areas/ --- ### Can we make two different company profiles in same account? > Learn if you can create two different company profiles within the same AssessTEAM account. Explore organizational flexibility and management options effectively. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/can-we-make-two-different-company-profiles-in-same-account/ Unfortunately, you cannot create two different company profiles in the same account. However, you can create teams to group persons of each company together or use the tags feature to separate employees of each company. --- ### When can we use the Continuous feedback and how to initiate one? > Learn when to use continuous feedback in AssessTEAM and how to initiate it. Discover the benefits of ongoing performance evaluations & improve team communication. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/when-can-we-use-the-continuous-feedback-and-how-to-initiate-one/ You can use the Continuous feedback feature when you are trying to create an evaluation for an employee that did something awesome but do not have anything scheduled for months, and you do not want to forget this achievement. Simply visit the Directory tab under My tools to get started. Navigate to the person you wish to leave feedback for and click ‘Leave feedback. ’ Next, select one or more result areas and click Continue to initiate the feedback. --- ### How to compare and export the evaluations? > Discover how to compare & export evaluations efficiently with AssessTEAM. Learn step-by-step instructions for insightful performance analysis. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-to-compare-and-export-the-evaluations/ As the program administrator, please visit the Evaluation records section and select the multiple evaluation entries you wish to compare. You can click the "Compare" button to view them in the program and use the CTRL+P command to Print to PDF, or click the "Export comparison" option at the bottom of the page to export your data to a spreadsheet. If you are the downward evaluator, please visit My tools > My direct reports evaluations and follow the same above steps. If you are the team manager, please visit My tools > Team performance > Evaluation records, and follow the same above steps. If you are an employee and want to compare all your evaluations, please visit My tools > My evaluations, and follow the same above steps. --- ### How to remove weights from the evalulation? > Learn how to remove weights from evaluations in AssessTEAM. Streamline your performance assessment process effectively. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-to-remove-weights-from-the-evalulation/ To remove weights from the evaluation, please visit the Administrative tools > Result areas > Edit (result area) and remove the weights assigned to different performance indicators. Furthermore, please visit Administrative tools > Persons > Edit (person) and remove any weights assigned at the person level to any result areas or performance indicators. --- ### How to add weights to evaluations? > Learn how to add weights to evaluations in AssessTEAM to prioritize key performance indicators and improve assessment accuracy. Step-by-step guide included. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-to-add-weights-to-evaluations/ To add weights to the evaluation, please visit the Administrative tools > Result areas > Edit (result area) and assign different weights to different performance indicators. Additionally, you visit Administrative tools > Persons > Edit (person) and configure weights for the result areas or performance indicators. Now select only the result areas with weights when setting up the evaluation template to create a true weighted evaluation. --- ### Why my account doesn't have any function buttons? > Discover why your account doesn't have any function buttons in AssessTEAM. Find solutions to troubleshoot and restore functionality quickly. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/why-my-account-doesnt-have-any-function-buttons/ If you are on the trial, your trial account may have recently expired. Select a plan and start your subscription to enjoy uninterrupted services. If you are already a paid customer, your last invoice is likely overdue. To enjoy uninterrupted services, visit Settings > Billing & Receipts and click Make a payment to pay the invoice. Please reach out to your account manager for further assistance. --- ### How to pay an outstanding invoice? > Discover how to pay an outstanding invoice in AssessTEAM with our straightforward guide. Manage your payments efficiently for seamless operations. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-to-pay-an-outstanding-invoice/ To pay an outstanding invoice, please go to Settings > Billing & Receipts and click on the "Make a payment" button under the Due invoice section. Enter your card details, billing address and click "Complete purchase" to pay the invoice. --- ### How do I update my payment method or change the credit card on file? > Find out how to update your payment method or change the credit card on file in AssessTEAM with easy-to-follow steps. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-update-my-payment-method-or-change-the-credit-card-on-file/ To update your payment method, please go to Settings > Billing & Receipts and click on "Change credit card" option under the Billing overview section. Enter the details of the new card, update the billing details, if needed, and click on the "Update" button. --- ### Who has access to evaluation records? > Discover who has access to evaluation records in AssessTEAM. Understand how privacy and security are managed for evaluation data. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/who-has-access-to-evaluation-records/ Every person who has been invited into AssessTEAM with Self-metrics and above user role can access their evaluations. Additionally, all downward evaluators can access evaluation history for all their direct reports, and team managers can access evaluations for all the teams they are managing. Additional access can be customized under the Job title settings by visiting Administrative tools > Job titles > Edit (job title). --- ### How to send the evaluation result to employees? > Discover how to efficiently send evaluation results to employees on AssessTEAM with clear instructions for effective communication & feedback. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-to-send-the-evaluation-result-to-employees/ Evaluations are made available immediately to the employees when an evaluator clicks the "Finish evaluation" button. If the employee do not have access to view their evaluations, the evaluator can use the "Email evaluation" option on the evaluation screen to share the result with the employee. They can also use the "Send for signature" option to share the evaluation with the employee and request their signature on it. --- ### I need to increase the number of seats or add more users to the system? How will the system bill us for these extra users? > Learn how AssessTEAM bills for additional seats or users added to the system. Understand the costs and billing process for expanding your user base efficiently. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/i-need-to-increase-the-number-of-seats-or-add-more-users-to-the-system-how-will-the-system-bill-us-for-these-extra-users/ Simply visit Administrative tools > Persons and click on the "Add a new person" button on the top right corner of the screen. Enter the persons details and save the profile. If you are on the monthly subscription, the system will automatically start billing for the new users in the next billing cycle. If you are on the yearly plan, the system will generate a pro-rated invoice for the additional users for the rest of the year, which you can pay from the Billing & receipts section. --- ### How to add a disclaimer to evaluations before the employee signature? > Learn how to add a disclaimer to evaluations before the employee signature on AssessTEAM. Follow clear steps for performance evaluation. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-to-add-a-disclaimer-to-evaluations-before-the-employee-signature/ You can add a disclaimer for signature or any other evaluation instructions directly under the evaluation description field while setting up the evaluation template. These instructions will be visible to the employee in the evaluation email they receive, on the first screen of the evaluation wizard and on the last screen of the evaluation wizard. --- ### How can the leadership team or the managers of managers access evaluations for a team? > Discover how the leadership team or managers of managers can access evaluations for a team in AssessTEAM. Streamline performance management and decision-making processes effectively. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-can-the-leadership-team-or-the-managers-of-managers-access-evaluations-for-a-team/ Please visit Administrative tools > Teams > Edit(team) and add any person from the leadership roles or the manager of the managers as additional team managers to this team. --- ### How to view the completed evaluations? > Learn how to view completed evaluations in AssessTEAM. Access and analyze performance feedback efficiently for informed decision-making. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-to-view-the-completed-evaluations/ You can view your completed evaluations by visiting My tools > My evaluations. Team managers can access completed evaluations for their team by visiting My tools > Team performance > Evaluation records and clicking the 'View' button on the required evaluation. --- ### How to allow downward evaluators and team managers to see the peer evaluations? > Enable downward evaluators and team managers to access peer evaluations easily with step-by-step instructions and best practices from AssessTEAM. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-to-allow-downward-evaluators-and-team-managers-to-see-the-peer-evaluations/ To allow team managers to access team evaluations, including the peer and self evaluations, please visit Administrative tools > Teams > Edit(team) and add them as the team manager. To allow downward evaluators to access their direct reports evaluations, including the peer and self evaluations, please visit Administrative tools > Job title > Edit (job title) and enable the option "Enable visibility to direct reports evaluations for downward evaluators". --- ### Who can see peer, downward, upward and self evaluations by default? > Find out who can see peer, downward, upward, and self-evaluations by default in AssessTEAM. Understand default visibility settings to manage evaluation access effectively. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/who-can-see-peer-downward-upward-and-self-evaluations-by-default/ Every person with Self-metrics and above user role can access their peer and upward evaluations. Employees can access all their peer, downward, upward and self evaluations, whereas a team manager can also access all peer, downward, upward and self evaluations for the entire team they are managing. Evaluations that are marked hidden when setting up the evaluation template can only be accessed by the program administrators. --- ### Resident means person > Learn about the meaning of "resident" in AssessTEAM. Understand its implications and usage within the platform. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/resident-means-person/ If people speak about residents consider residents to be persons per the software --- ### Is there a way to remove a signature request, once sent? > Find out if you can remove a signature request after it's been sent in AssessTEAM. Learn about managing signature requests effectively - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/is-there-a-way-to-remove-a-signature-request-once-sent/ Unfortunately, you cannot remove, revoke or cancel a signature request once it is sent. --- ### Is there a way to assign a result area to the whole company? > Explore how to assign a result area to the entire company on AssessTEAM. Follow clear steps for streamlined performance management & analysis. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/is-there-a-way-to-assign-a-result-area-to-the-whole-company/ Absolutely, please visit Administrative tools > Result areas and Edit (result area). Use the "Select Job titles" field and type the word "All" to assign this result area to all the employees and save the configuration. --- ### How to view, combine and compare multiple evaluations side-by-side? > Learn how to view, combine, and compare multiple evaluations side-by-side in AssessTEAM. Enhance your evaluation analysis and decision-making process efficiently. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-to-view-combine-and-compare-multiple-evaluations-side-by-side/ You can combine or compare your evaluations with the employee self-review or any other evaluations by selecting all the reviews and clicking the "Compare" button. Administrators can compare evaluations under Administrative tools > Evaluation records, downward evaluators can access this under My tools > My direct reports evaluations, team managers can access it under My tools > Team performance > Evaluation records, and employees can access it under My tools > My evaluations. --- ### Can I write my evaluation next to the employee self review? > Discover if you can write your evaluation next to the employee self-review in AssessTEAM. Learn how to effectively collaborate and provide comprehensive feedback. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/can-i-write-my-evaluation-next-to-the-employee-self-review/ Unfortunately, you cannot write your evaluation on the same evaluation screen. However, you can open the employee self review in a different tab, complete your evaluation independently from the waiting evaluations tab, and later use the "Compare evaluation" option under My tools > My direct reports evaluations to view the two results side by side. --- ### Why did an employee only receive an evaluation for their goals and not the other result areas? Is there a way to tell who sent an evaluation and what template was used? > Discover why an employee received evaluations only for goals in AssessTEAM. Learn to identify evaluators and their templates for clear insights. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/why-did-an-employee-only-receive-an-evaluation-for-their-goals-and-not-the-other-result-areas-is-there-a-way-to-tell-who-sent-an-evaluation-and-what-template-was-used/ The evaluation may have been set up to only include goals as the result areas. To include other result areas, please make sure to add them from the result area selection when setting up the evaluation templates. To see who sent out the evaluation, you can check the name of the evaluation creator on the Evaluation templates listing page. --- ### How can we check if the user has accepted the joining invite? > Learn how to check if a user has accepted the joining invite in AssessTEAM. Get step-by-step instructions to verify user acceptance. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-can-we-check-if-the-user-has-accepted-the-joining-invite/ Please visit Administrative tools > Persons > View (person) and check the Last logged in status - if this field is unavailable, the user has not accepted the joining invite. --- ### How do you cancel an evaluation? > Learn how to cancel an evaluation in AssessTEAM with our step-by-step guide. Manage assessments effectively to ensure accurate performance feedback. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-do-you-cancel-an-evaluation/ To cancel an evaluation that has already been sent, please visit the Evaluation Records tab and click on the "Cancel evaluation" button for the evaluation you wish to cancel. --- ### Where to access the evaluation data results including old records, completed evaluations and pending evaluations? > Find old records, completed evaluations, and pending evaluations in AssessTEAM. Manage and analyze performance data efficiently for better decision-making. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/where-to-access-the-evaluation-data-results-including-old-records-completed-evaluations-and-pending-evaluations/ If you are an administrator, please visit Administrative Tools > Evaluation records to access all the company-wide evaluations. Use the search filters at the top to narrow down your results. If you are the Team manager, visit My Tools > My direct reports to access all your direct report's evaluations. You can also visit My Tools > Team performance > Evaluation records to access all evaluations for the team. Use the search filters on the top to narrow down your results. If you are an employee, visit My Tools> My Evaluations to access all evaluations completed for you and completed by you. Use the search filters on the top to narrow down your results. --- ### How to add a new project type? > New Project Type in AssessTEAM - Learn how to add a new project type in AssessTEAM with our step-by-step instructions for effective project management. - Published: 2024-05-06 - Modified: 2024-11-12 - URL: https://www.assessteam.com/knowledgebase/how-to-add-a-new-project-type/ To add a new project type, please visit Administrative tools > Settings > Projects configuration and under Project types, click on "Add a new project type". This option is only available for the Time tracking and Profitability plan customers. --- ### Can we set the expected completion date of a project? > Learn how to set the expected completion date for projects efficiently with AssessTEAM. Explore guidelines for effective project management. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/can-we-set-the-expected-completion-date-of-a-project/ Currently, you cannot set the expected completion date of the projects. The system will automatically capture the completion date when a project is manually marked as completed. This feature is currently on our roadmap for development. --- ### Endorsements > Learn about endorsements in AssessTEAM, including their purpose and how to manage them effectively. Explore insights into performance evaluation & team management. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/endorsements/ Indicate that endorsements are available on the persons dashboard and the company dashboard when questions about endorsements are asked --- ### Is there a way to modify an evaluation that has already been completed and signed? > Discover how to modify completed and signed evaluations in AssessTEAM. Find detailed instructions and best practices for making post-signature adjustments. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/is-there-a-way-to-modify-an-evaluation-that-has-already-been-completed-and-signed/ Unfortunately, once an evaluation has been completed and signed, it cannot be modified. You can, however, purge the old evaluation and send a new link to the evaluator by visiting the Administrative tools > Evaluation records and clicking the "Purge and resend" button on the evaluation View screen. --- ### Can we attach job descriptions to the employee's profile in a PDF or by adding a URL to their profile? - Published: 2024-05-06 - Modified: 2024-05-06 - URL: https://www.assessteam.com/knowledgebase/can-we-attach-job-descriptions-to-the-employees-profile-in-a-pdf-or-by-adding-a-url-to-their-profile/ Unfortunately, you cannot attach the job descriptions to the employee's profiles in any formats. This feature is currently on our roadmap for future development. --- ### How to change job title of an employee? > Learn how to change the job title of an employee on AssessTEAM. Follow step-by-step instructions for effective employee profile management. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-to-change-job-title-of-an-employee/ Only the administrators can change the job titles of the employees. Please visit Administrative tools > Person > Edit (person) and update the new job title of the person in the Job title field. Don't forget to save! --- ### How can employees, managers and administrators access all evaluations, including completed, self, peer, downward, and upward evaluations? > Discover how employees, managers, and administrators can access all evaluations in AssessTEAM, including completed self, peer, downward, and upward evaluations. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-can-employees-managers-and-administrators-access-all-evaluations-including-completed-self-peer-downward-and-upward-evaluations/ All administrators can access all the evaluations for the employees under Administrative tools > Evaluation records. All downward evaluators can access all the evaluations for their direct reports, under My tools > My direct reports evaluations. The team managers of respective teams can access all the evaluation for their team members, under My Tools> Team performance > Evaluation records. Employees can access all their evaluations under My tools > My evaluations. --- ### How to assign a different person as the administrator in the system? > Discover how to assign a different person as the administrator in AssessTEAM. Follow our guide for step-by-step instructions on updating system roles. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-to-assign-a-different-person-as-the-administrator-in-the-system/ To assign someone else as an admin, please follow these steps: 1. Log into your AssessTEAM account as an administrator and visit the Administrative tools > Persons tab. 2. Find the person you want to assign as an admin and click on Edit profile (green icon). 3. Scroll down to the User permission section, select Human Resources or Owners user role using the appropriate slider position, and save the changes. --- ### How to correct the timezone issue? > Learn how to resolve timezone issues in AssessTEAM with our troubleshooting guide. Ensure accurate time management and reporting. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-to-correct-the-timezone-issue/ Please visit Settings > Branding and select the timezone of your local machine to avoid any timezone issues. --- ### Connect with a person or agent > Discover how to connect with a person or agent for assistance in AssessTEAM. Get personalized support and solutions for your inquiries and issues. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/connect-with-a-person-or-agent/ If a user wants to speak to a live person or connect with an agent ask them to pick a time on this link https://calendly. com/assessteam-global-support --- ### Does removing evaluators from persons result areas excludes them from the evaluations? > Discover if removing evaluators from a person's result areas excludes them from evaluations in AssessTEAM. Understand the implications and management of evaluator roles effectively. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/does-removing-evaluators-from-persons-result-areas-excludes-them-from-the-evaluations/ This is subjective based the the result area selection you use on the evaluation templates. With the options "Evaluate associated result areas" and "Choose from associated result areas", these evaluators will be excluded, but if you select "Choose from all available result areas", then all the evaluators added in the fields of upward, downward and peers will be included, depending on the evaluator level selection. --- ### Where do I find a saved incomplete evaluation or a pending evaluation? > Learn where to locate saved incomplete or pending evaluations on AssessTEAM. Follow steps instructions for effective evaluation management. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/where-do-i-find-a-saved-incomplete-evaluation-or-a-pending-evaluation/ Saved incomplete evaluations or pending evaluations can be accessed under My tools > Waiting evaluations and by clicking the Start button on the required evaluation. A saved incomplete evaluation is very similar to a pending evaluation, except that some of the responses on a saved evaluation may already be selected. --- ### How to change evaluator or reassign an evaluation to a different person? - Published: 2024-05-06 - Modified: 2024-05-06 - URL: https://www.assessteam.com/knowledgebase/how-to-change-evaluator-or-reassign-an-evaluation-to-a-different-person/ Please use the evaluation link and click the option "This evaluation should be sent to someone else". Enter the name or the email of the new person and click the Send button. --- ### Can we copy an evaluation template? > Discover how to copy an evaluation template on AssessTEAM. Follow step-by-step instructions for efficient evaluation management. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/can-we-copy-an-evaluation-template/ Unfortunately, you cannot copy an evaluation template for now. This feature is on our roadmap. --- ### Is AssessTEAM trial account fully functional? > Find out if an AssessTEAM trial account is fully functional. Learn about the features and limitations of AssessTEAM's trial period. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/is-assessteam-trial-account-fully-functional/ Yes, trial accounts are fully functional where you get to test all the functionalities of the software for a limited period of 10 days. --- ### How can managers assign goals to individuals or specific persons in the team? > Learn how managers can assign goals to individuals or specific team members in AssessTEAM. Enhance goal-setting processes for improved performance management. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-can-managers-assign-goals-to-individuals-or-specific-persons-in-the-team/ To add goals for individual persons, please follow these steps: 1. Visit My tools > Team performance > Person list tab, select the person who needs a new job goal and click on the Goals icon. 2. Select a Performance Indicator from the library by using the search and click add. 3. You could also create your own by clicking Add a new performance indicator button on the top right corner of the screen. 4. Select the desired evaluator levels, Evaluation Frequency and the repeat interval, assign due dates to goals, and save the configuration. --- ### What user permission should I set on a manager's profile so they can set goals for their team? > Learn how to set user permissions on a manager's profile so they can effectively set goals in AssessTEAM. Follow the steps for streamlined goal management. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/what-user-permission-should-i-set-on-a-managers-profile-so-they-can-set-goals-for-their-team/ To enable a manager to set goals for their team, you can set their user permission to "Self metrics" while adding them as a new person. After that, visit the Administrative tools > Teams > Edit (teams), add the person as the manager to the team and enable the option "Enable goal setting for the team manager to assign team goals". --- ### How to send evaluations based on the start date or hire dates of the employees? > Learn how to send evaluations based on the start date or hire dates of employees on AssessTEAM. Follow step-by-step instructions for effective evaluation scheduling. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-to-send-evaluations-based-on-the-start-date-or-hire-dates-of-the-employees/ To send out evaluations that are based on the start date or joining dates of employees, visit the evaluation templates, click Add a new evaluation, and select the 30-60-90 day evaluation template. Fill in the days from the employee start/hire date you want to send your reviews, complete other selections, and save the template. --- ### Does performance summary show the scores of evaluations that are hidden from employee's profiles? > Evaluations of employee profiles - Find out if the performance summary in AssessTEAM displays scores from evaluations hidden from employee profiles. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/does-performance-summary-show-the-scores-of-evaluations-that-are-hidden-from-employees-profiles/ Yes, scores would still be visible under the Performance summary for evaluations that are hidden from the employee profiles. Evaluations can be hidden either when setting up the evaluation template or by the evaluator once they complete the evaluation. --- ### What data does a user see under their performance summary? > Discover what data users can view in their performance summary on AssessTEAM.Explore insights into performance metrics for effective self-assessment. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/what-data-does-a-user-see-under-their-performance-summary/ Under performance summary, you can see your month on month performance, scores on your result areas, successes & opportunities and all your endorsements that you have received from your colleague and supervisor. --- ### How do I assign persons to a result area? > Learn how to assign persons to a result area in AssessTEAM. Optimize your evaluation process by ensuring clear responsibilities and accountability. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-assign-persons-to-a-result-area/ To assign persons to goals in a result area, please visit Administrative tools > Result areas > Edit (result area) and use the Select job titles option to add one or more job titles to assign the goals/performance indicators of the result area to multiple persons. --- ### How to exclude scores of completed evaluations from employee's profile on their Performance summary and My job result areas pages? > Exclude scores from completed evaluations on employee profiles in AssessTEAM with effective performance data management tips. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-to-exclude-scores-of-completed-evaluations-from-employees-profile-on-their-performance-summary-and-my-job-result-areas-pages/ To exclude scores of completed evaluations from employee's profiles on the Performance summary and the My job result areas pages, you need to apply one of the below settings before launching your performance reviews. You will not be able to change the score configuration once the evaluations are released or completed. 1. Visit Administrative tools > Result areas > Edit (result area) and enable the option "Analytical result area where scores do not get assigned to the evaluated employee". 2. While setting up a new evaluation template, visit the Advanced options and enable "Exclude evaluations from score computation" option to exclude the evaluation scores from employees' profiles. --- ### Who can access the Performance Summary tab? > Discover who can access the performance summary tab in AssessTEAM. Understand access privileges and management for performance data. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/who-can-access-the-performance-summary-tab/ The performance summary tab is available for persons at all levels except for the users at No access and Customer roles. To control the visibility of the Performance summary, My job result areas and My evaluations tabs, please visit Administrative tools > Job titles > Edit (job title) and enable/disable the option "Enable visibility to evaluations completed for the person". --- ### How long does it take to populate the dashboard graphs? > Learn about the time it takes for dashboard graphs to populate on AssessTEAM. Explore insights into data visualization & performance analysis. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-long-does-it-take-to-populate-the-dashboard-graphs/ The dashboard graphs and reports refreshes every time a new evaluation is completed and processed. The results usually get reflected immediately and sometimes may take up to 30 minutes to process the data. --- ### How to control the access for team members to see their evaluations? - Published: 2024-05-06 - Modified: 2024-05-06 - URL: https://www.assessteam.com/knowledgebase/how-to-control-the-access-for-team-members-to-see-their-evaluations/ For team members to have access to their performance reviews, you must visit Administrative tools > Job titles > Edit (job title) and enable the option "Enable visibility to evaluations completed for the person. " Please note that the evaluation hidden from employee's profile are not available for employees to access. --- ### At what point employees get to see their performance evaluations? > Learn when employees can view their performance evaluations in AssessTEAM. Get insights into the timing and process of evaluation visibility. - Published: 2024-05-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/at-what-point-employees-get-to-see-their-performance-evaluations/ Evaluations are made available to the persons once the evaluator clicks the Finish evaluation button, and does not depend on the signature status. You can, however, hide the evaluation from the employees' profile once the review is completed and unhide at a later time using the same evaluation link. --- ### Where do I find settings for "Successes & opportunities" section? > Discover where to find settings for the Successes & Opportunities section in AssessTEAM. Customize and optimize your evaluation process effectively. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/where-do-i-find-settings-for-successes-opportunities-section/ Unfortunately, you cannot change the settings for the "Successes & opportunities" section. These reports are pre-configured and a user cannot make changes to this section of reports. --- ### What does Data being gathered mean? > Learn what "data being gathered" means in AssessTEAM. Explore its significance in performance evaluation and data analysis processes. - Published: 2024-05-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/what-does-data-being-gathered-mean/ If you see the message Data being gathered in the place of the average scores, it means either the person has not been evaluated in the last five months or perhaps the evaluation scores were excluded from the score computation when setting up the evaluation template. --- ### How to calculate the Net Customer Score (NCS)? > AssessTEAM seamlessly imports your users from your Office 365 account.Open Settings > Integrations to get started.Log in using Office 365 integrated authentication and import your team. - Published: 2024-05-03 - Modified: 2024-08-01 - URL: https://www.assessteam.com/knowledgebase/how-to-calculate-the-net-customer-score-ncs/ The Net Customer Score (NCS) is a metric used to measure customer satisfaction and loyalty. It's similar to the Net Promoter Score (NPS) but includes both promoters and detractors. The formula can be expressed mathematically as: NCS = % Promoters - % Detractors Where: Promoters = (Number of Promoters / Total Number of Responses) * 100 Detractors = (Number of Detractors / Total Number of Responses) * 100 For example, if you had 100 responses to your customer satisfaction survey, with 40 promoters (rated 9 or 10) and 20 detractors (rated 0 to 6), the calculation would be: Promoters = (40/100) * 100 = 40% Detractors = (20/100) * 100 = 20% NCS = 40% - 20% = 20% So, in this example, the Net Customer Score (NCS) would be 20%. A higher NCS indicates higher customer satisfaction and loyalty, while a lower NCS suggests room for improvement. --- ### Where should I use Continuous feedback? > Please go to Settings > Notifications. Scroll to the bottom and enable Text message notifications. Please note that the contact number must be entered in the Persons profile. This will enable text message based evaluations for your organization and users who do not have emails will also be able to process evaluations that come to their cell phones as a text message.Text message based evaluations are very popular for companies where not all employees have emails or most employees work out of the office. - Published: 2024-01-17 - Modified: 2024-01-17 - URL: https://www.assessteam.com/knowledgebase/where-should-i-use-continuous-feedback/ Continuous feedback can be used in capturing a critical incident, disciplinary feedback, summary of one-on-one meetings, and for writing notes about employee performance. Visit My Tools > Directory, navigate to the person you wish to leave feedback for and click 'Leave feedback. ' Next, select one or more result areas and click Continue to initiate the feedback. --- ### How can I effectively use the company directory? > Please go to Settings > Notifications. Scroll to the bottom and enable Text message notifications. Please note that the contact number must be entered in the Persons profile. This will enable text message based evaluations for your organization and users who do not have emails will also be able to process evaluations that come to their cell phones as a text message.Text message based evaluations are very popular for companies where not all employees have emails or most employees work out of the office. - Published: 2024-01-02 - Modified: 2024-01-12 - URL: https://www.assessteam.com/knowledgebase/how-can-i-effectively-use-the-company-directory/ An employee directory is not only a tool for encouraging better communication but can also become an invaluable engagement avenue. Let's explore different avenues for effectively leveraging the company directory. Viewing contact information: Visit the Directory page to view the basic contact information of any person, including their name, job title, email address, and joining date. Endorsing a team member: One of the most impactful ways to recognize exceptional contributions is through endorsements. Simply navigate to the person’s profile and select the "Endorse" option. You'll then be prompted to choose the specific competencies you wish to endorse the person for. You even have the option to endorse them across multiple competencies in a single action. Endorsements are sent to the recipient via a browser notification, the AssessTEAM mobile app, and they are also visible on their performance summary page. The entire team can see endorsements on the company performance page. Leaving feedback at will: Continuous feedback is the swiftest way for managers to deliver clear and timely inputs for their team. Navigate to the person’s profile under the Directory and click on the "Leave Feedback" option. Select one or more result areas to be included in the evaluation, then click "Continue" to proceed. Click on the Start Evaluation, thoughtfully choose your answers, leave notes to provide comprehensive feedback, and click the Finish Evaluation button to submit your feedback. You may opt to sign this evaluation to enhance the feedback’s credibility. Requesting feedback from your team: Requesting feedback not only enhances... --- ### How do I have evaluations sent to random peers? > Concierge team services come free for all paying and trial subscribers. We will assist you in importing your data, selecting result areas and scheduling evaluations. Simply send us job description documents that you use and we will convert them to result areas for you. Email us at support@www.www.assessteam.com. - Published: 2023-12-08 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-do-i-have-evaluations-sent-to-random-peers-instead-of-all-the-peers/ As the program administrator, you can quickly send out random peer evaluations by following the instructions below: Visit Persons > Edit (profile) and update the new peer's data in the Peer evaluators field. Visit Evaluation templates, click on Add a new evaluation, and opt for the Ad-hoc evaluation template. Fill in the title, the send date, and the evaluation period. Enter the person's name, select the peer evaluator level, and then proceed to access your result areas. 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. --- ### How can I set the reminder emails to evaluations? > Concierge team services come free for all paying and trial subscribers. We will assist you in importing your data, selecting result areas and scheduling evaluations. Simply send us job description documents that you use and we will convert them to result areas for you. Email us at support@www.www.assessteam.com. - Published: 2023-12-01 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-set-the-reminder-emails-to-evaluations/ While setting up the evaluation template, visit Advanced options and use the "Due in" field to enter the number of days you'd like to be reminded in. Evaluation reminder emails will be sent one day before and one day after the due date. Additionally, we send a Monday motivator email to all employees every Monday with links to their pending reviews. You can control the Monday email setting under Settings >Notifications. --- ### How can I delete the pre loaded result areas in the library? > Concierge team services come free for all paying and trial subscribers. We will assist you in importing your data, selecting result areas and scheduling evaluations. Simply send us job description documents that you use and we will convert them to result areas for you. Email us at support@www.www.assessteam.com. - Published: 2023-12-01 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-i-delete-the-pre-loaded-result-area-library-in-one-click/ Please visit Administrative tools > Result areas and click the button at the bottom "Remove result area library; I will create my own result areas". This process will still keep the result areas you added manually. Remember, you won't be able to restore the result areas library once you delete it from the system. --- ### How can I configure B2C login with our OKTA account? > Concierge team services come free for all paying and trial subscribers. We will assist you in importing your data, selecting result areas and scheduling evaluations. Simply send us job description documents that you use and we will convert them to result areas for you. Email us at support@www.www.assessteam.com. - Published: 2023-10-19 - Modified: 2024-06-26 - URL: https://www.assessteam.com/knowledgebase/how-can-i-configure-b2c-login-with-our-okta-account/ Configuring B2C Login with OKTA: Sign in to Okta Dashboard Begin by logging into your Okta Admin Console (Dashboard). Create or Import User Accounts Ensure that you have created or imported user accounts into Okta with the same emails as you have added them to your AssessTEAM account. Set Up an Okta Application In the Okta Dashboard, navigate to "Applications" and select "Create App Integration" Choose the sign-in method as OIDC (OpenID Connect) and set the application type as "Web Application" or "Mobile" for mobile apps. Use this link to update our logo https://download. pulsesolutions. com/images/AT_Logo_Final-05. png Follow the New app integration wizard to configure the application's settings with URI: https://login. assess. team/assessteamb2c. onmicrosoft. com/oauth2/authresp Integration with the B2C Application After configuring the AssessTEAM application in your Okta dashboard, visit the Applications tab and click on the AssessTEAM app to view the specific integration details, including client IDs, secrets, and issuer URL (By default, the Issuer is set to use the Okta URL (e. g. , https://oktaice. okta. com). If a Custom Domain URL has been configured for the Org, you will have the option to set the Issuer setting to Custom URL (e. g. , https://auth. oktaice. com). Please email these details to support@www. www. assessteam. com and we will complete our backend configuration in 2-3 business days. Assign Users to the App Following the Okta application configuration, visit the Applications tab and click "Assign users to app" to select the new app and the users to make it... --- ### How inclusive is your 360-degree evaluation? > Cloning a project is a one-step process, click the clone project button under the completed projects listing. Once, you are on the Clone project page, simply click save after adjusting any parameters as required. - Published: 2023-10-17 - Modified: 2024-05-31 - URL: https://www.assessteam.com/knowledgebase/how-inclusive-is-your-360-degree-evaluation/ AssessTEAM offers capability to perform true 360-degree evaluations. The platform allows for wider participation to collect feedback from managers, peers, subordinates, self, and external customers. --- ### What all is covered under your free concierge services? > Cloning a project is a one-step process, click the clone project button under the completed projects listing. Once, you are on the Clone project page, simply click save after adjusting any parameters as required. - Published: 2023-10-17 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-all-is-covered-under-your-free-concierge-services/ Our free concierge services include assistance in importing your persons and result areas, setting up your evaluations, on-demand support and providing training at all levels at no additional cost. --- ### What is the minimum number of employees needed to sign up for your program? > Cloning a project is a one-step process, click the clone project button under the completed projects listing. Once, you are on the Clone project page, simply click save after adjusting any parameters as required. - Published: 2023-10-17 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-is-the-minimum-number-of-employees/ We do not require any minimum users - you can start with any number and add more users as you grow. --- ### How can we request feedback from external clients or customers regarding the overall performance of the company? > Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - Published: 2023-10-06 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-can-i-collect-customer-satisfaction-feedback-in-assessteam-2/ You can create a customer feedback request for the company by following the instructions below: Visit Evaluation templates, click on Add a new evaluation, and opt for the Customer Satisfaction Survey template. Fill in the title, the send date, and the evaluation period. Enter the company's name under persons, fill in the customer’s details, including their name, email, and phone number, and then proceed to access your curated customer feedback result areas. 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 evaluation request. --- ### How can administrators see the cancellation notes when someone cancels their evaluation? > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2023-10-06 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-administrators-see-the-cancellation-notes-when-someone-cancels-their-evaluation/ Please visit Administrative tools > Evalution records and use the status filter to search for all cancelled evaluation records. Next, click on the 'View' icon against an evaluation to see the details, including the reason for their cancellation. --- ### Can we customize the templates for our evaluation emails? > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2023-10-06 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-we-customize-the-templates-for-our-evaluation-emails/ Absolutely, please visit Administrative tools > Settings > Branding, and under the Evaluation email section, select a particular evaluation type to fully customize the subject and the text of your evaluation email notifications and use the placeholder values to include the evaluation period, person name, and the title of the evaluation. --- ### How can admins upload the profile pictures for employees? > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2023-10-06 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-admins-upload-the-profile-pictures-for-employees/ Please visit Administrative tools > Persons > Edit (person), and under the Profile picture box, click 'Choose a photo' to select and upload a picture. The image file should be JPG format and less than 3 MB in size. The employees, on the other side, can login to their portal, select the 'My profile' option by clicking on their name from the top right corner of the screen, and update or upload a new picture. Team managers, however, do not have the ability to upload the profile pictures for their employees. --- ### How can I manage or control the ability of evaluators to sign off on the evaluations? > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2023-10-03 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-i-enable-disable-evaluators-for-signing-the-evaluations/ Please visit Administrative tools > Settings > Evaluation configuration, and under the 'Evaluation visibility' menu, use the toggle "Enable evaluators to sign and request others for signatures" to manage their access. --- ### How can I import result areas > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2023-10-03 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-import-result-areas/ Please visit Administrative tools > Result areas and click the Import button to get started. Select the option 'Result area' from the Import type dropdown, and upload your CSV sheet where you have added all the result areas. Next, click the Upload button, map the system and the CSV fields, and click Save to import your result areas. The imported result areas can now be accessed from the result area page. --- ### How can I see a list of employees associated with a particular result area? > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2023-10-03 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-see-which-employees-are-associated-with-the-specific-result-areas/ Please visit Administrative tools > Result areas and click the "Persons assigned" button to view the list of all persons who are assigned to that result area, along with their average scores on the result area. --- ### How can I view the company-wide endorsements? > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2023-10-03 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-see-endorsement-timeline/ Please visit My tools > Company performance to access the timeline of all the endorsements. By default, the system displays all the endorsements that were executed in the last 5 months, but you can use the calendar and adjust the dates to view the historic data. --- ### Can administrators manage the ability of team managers to create evaluations? > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2023-10-03 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-admin-control-the-evaluation-permission-for-managers/ Absolutely, please visit Administrative tools > Teams > Edit (team) and under Evaluation options, use the option "Enable evaluations for the team manager to create evaluations at will" to control the team manager's ability to create evaluations. Once given access, team managers can login and visit My tools > Team performance and click 'Evaluate team' to create new performance evaluations for their team. --- ### Where can I view the completion date and time stamp on evaluations? > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2023-08-25 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-i-view-evaluation-completion-date-and-time/ Please visit Administrative tools > Evaluation records and use the 'View' icon to see the detailed response, date on which the evaluation was sent and the date and time at which the evaluation was completed. Team managers can view this information by visiting My tools > Team performance > Evaluation records and clicking the 'View' button on the required evaluation. --- ### Can I change notification settings for our employees? > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2023-08-25 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-i-change-notification-settings-for-our-employees/ Absolutely, please visit Administrative tools > Settings and click the "Notifications" tab to access various notification options. Here you can control the notifications for evaluation emails, Monday motivator emails, push app notifications for evaluation requests, and text message notifications. A text appears below each notification option, displaying the number of persons the notification is enabled for. --- ### How long can I see the evaluation data in the Person's profile > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2023-08-25 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-long-can-i-see-the-evaluation-data-in-the-persons-profile/ Person's profiles displays the last 5 months evaluation data by default, however, you can view up to 10 years old records by using the available calendar and adjusting the calendar dates. --- ### Can I switch between the plans while I am in the trial? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2023-08-25 - Modified: 2024-11-11 - URL: https://www.assessteam.com/knowledgebase/can-i-switch-between-the-plans-when-i-am-in-the-trial/ Absolutely, please visit the Quick start guide section and choose from the available plan options to change your existing plan. You can choose from the Evaluations, Time tracking or our Profitability plan to discover your best fit. To learn more about the plans, visit this link: https://assessteam1. wpengine. com/pricing/ --- ### Can you make changes in the evaluation form which you received to review? > If enabled by administrators, you can use this feature to evaluate your peers in real time on the assigned result areas. The option. - Published: 2023-07-28 - Modified: 2024-07-05 - URL: https://www.assessteam.com/knowledgebase/can-you-make-changes-in-the-evaluation-form-which-you-received-to-review/ Absolutely, you can make multiple changes in the evaluation as long as you do not finish it. You can further send it for review to another person or click the 'Finish button' at the end to submit it as completed review. --- ### Can I see how many people reviewed me? > If enabled by administrators, you can use this feature to evaluate your peers in real time on the assigned result areas. The option. - Published: 2023-07-28 - Modified: 2024-07-05 - URL: https://www.assessteam.com/knowledgebase/can-i-see-how-many-people-reviewed-me/ Absolutely, please visit My tools > My evaluations and enter your own name in the 'Evaluee filter to search for all the evaluation entries completed for you. The total count of the evaluations will be displayed at the bottom of the page. --- ### How do I send evaluation for review > If enabled by administrators, you can use this feature to evaluate your peers in real time on the assigned result areas. The option. - Published: 2023-07-28 - Modified: 2024-07-05 - URL: https://www.assessteam.com/knowledgebase/how-do-i-send-evaluation-for-review/ Once you finish answering all the questions in a performance review, a summary screen will show up. Click on the "Send for review" option to send that evaluation to someone in your company for review, modify the selections and finish on your behalf. If you only want someone to sign off with notes without modification, click the Finish evaluation button and use the "Send for Signature" option. --- ### How can I control the visibility of the staff directory and the different options available under the directory? > Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - Published: 2023-06-30 - Modified: 2024-11-13 - URL: https://www.assessteam.com/knowledgebase/how-can-i-access-the-company-wide-staff-directory/ You can select a user permission while adding a new person. Choose from various access levels from "No access to Owners" to customize global permissions for specific users. Advanced permissions can be managed by going to Job titles and using the edit icon to modify access. Team managers can be defined under the Teams' tab. Team managers can evaluate their team members at will, and they can set up goals and modify settings too. With Time tracking and Profitability plans, project managers can be defined under the Projects tab. Project managers have complete visibility to project performance reports including time invested, budget, and change orders. --- ### How can I Endorse someone in my company ? > AssessTEAM standard per person fee is a flat amount, billed per person per month, making it simple to determine if AssessTEAM is the right fit for your needs. - Published: 2023-06-30 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-endorse-someone-in-my-company/ To endorse a collegue or a co-worker, please visit My tools > Directory. Once there, locate the person's profile and select the "Endorse" option. Choose the specific result areas you wish to endorse the person for. You can even endorse the person across multiple competencies in a single action. All endorsements can be viewed on the persons' profile, and a company wide timeline of endorsements can be accessed under My tools > Company performance. --- ### How frequently do you update your result area library? > Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - Published: 2023-04-27 - Modified: 2024-07-29 - URL: https://www.assessteam.com/knowledgebase/how-frequently-do-you-update-your-result-area-library/ We add new result areas to our library every month. They will not be available directly in the user accounts, but you can access the updated result areas using the link: https://assessteam1. wpengine. com/result-areas/ --- ### How much character limit do you support on signature notes? > Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - Published: 2023-04-27 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-much-character-limit-do-you-support-on-signature-notes/ As you sign an evaluation, you can add notes to describe your opinion. The signature notes field allows you to add upto 4000 characters and also supports special characters and emotions. --- ### How can I create a copy of an existing result area? > AssessTEAM standard per person fee is a flat amount, billed per person per month, making it simple to determine if AssessTEAM is the right fit for your needs. - Published: 2023-04-27 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-create-a-copy-of-an-existing-result-area/ Please visit Administrative tools > Result areas. Use the keyword search to look for a specific result area, and click on the 'Duplicate' icon. Enter a new unique name for this result area and click the Save button to create a new duplicate result area in the library. You can now edit or add new performance indicators to this result area by using the 'Edit' button. --- ### How do I enable a team manager to set up goals for his team? > Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - Published: 2023-04-03 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-enable-a-team-manager-to-set-up-goals-for-his-team/ Please visit Administrative tools > Teams > Edit (team). Add the team manager(s) and under Evaluation options, enable the option "Enable goal setting for the team manager to assign team goals". Team managers can now login and visit My tools > Team performance > team goal setting to assign team objectives to the entire team. --- ### How do I filter all the anonymous evaluations in the system? > Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - Published: 2023-04-03 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-does-slack-integraton-work-copy/ Please visit Administrative tools > Evaluation records and use the 'Visibility' filter to select 'Annonymous' option to display all the evaluations that were completed annonymously. --- ### Where can I find the comparison of different plans and pricing? > Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - Published: 2023-04-03 - Modified: 2024-07-25 - URL: https://www.assessteam.com/knowledgebase/where-can-i-find-the-comparison-of-different-plans-and-pricing/ Please visit this link to access full comparison of our plans and pricing: https://assessteam1. wpengine. com/pricing/ --- ### How can I assign different weights to performance indicators in a result area? > Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - Published: 2023-04-03 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-assign-different-weights-to-performance-indicators-in-a-result-area/ Please visit Administrative tools > Result areas > Edit (result area) and use the weights column to populate diffferent weights to the performance indicators. The sum total of all the weights assigned should be 100%. Morover, you can visit Administrative tools > Persons > Edit (person) and click on a result area to overwrite the default weights to a new schema. --- ### How does Slack integraton work? > Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - Published: 2023-03-13 - Modified: 2024-05-31 - URL: https://www.assessteam.com/knowledgebase/how-does-slack-integraton-work/ Slack is a cloud-based team communication platform developed by Slack Technologies - the Slack integration is used to import persons and teams from your Slack account and to push evaluation notifications directly to a user's Slack console. --- ### How can I integrate my Slack account with AssessTEAM? > Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - Published: 2023-03-13 - Modified: 2024-05-31 - URL: https://www.assessteam.com/knowledgebase/how-can-i-integrate-my-slack-account-with-assessteam/ Please visit Settings > Integrations and click on the Slack icon to get started. Click on Connect Slack and grant the required permissions to AssessTEAM app to access your Slack workplace. You are now ready to import some or all of your team members into AssessTEAM. Click on Import to finish the setup process. The integration will be completed in less than 15 minutes. Visit the persons tab to view the newly added team members from your Slack account. --- ### How can I see the waiting evaluations count for my team? > Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - Published: 2023-03-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-see-the-waiting-evaluations-count-for-my-team/ Please visit My tools > Team performance tab to see the count of waiting evaluations for each team right on the main screen. Click on the hyperlink to view a full log of all the pending evaluations for that team. --- ### Will a text notification still go out even if the person doesn't have an email address? > AssessTEAM intelligently updates only changed information creating an easy way for you to keep your legacy HRMS in sync. - Published: 2023-03-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/will-a-text-notification-still-go-out-even-if-the-person-doesnt-have-an-email-address/ Yes, as long as the person has a valid contact number on their profile, they will continue to receive the text message notifications even if the don't have an email address configured in the system. To add or update the contact number for an employee, please visit Administrative tools > Persons > Edit (person) and use the Contact number field to enter the 10 digit phone number without the country code or special characters. --- ### How do I send our evaluation requests over text messages to our employees? > Please go to Settings > Notifications. Scroll to the bottom and enable Text message notifications. Please note that the contact number must be entered in the Persons profile. This will enable text message based evaluations for your organization and users who do not have emails will also be able to process evaluations that come to their cell phones as a text message.Text message based evaluations are very popular for companies where not all employees have emails or most employees work out of the office. - Published: 2023-03-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-enable-the-text-message-notifications-for-our-employees/ Please visit Settings > Notifications and under the Text message notifications category, enable the option 'Notify evaluators for evaluation and signature requests'. Please note that the contact numbers must be entered in the persons profiles. This will enable text message based evaluations for your organization, and users who do not have emails will also be able to process evaluations that come to their cell phones as a text message. Text message based evaluations are very popular for companies where not all employees have emails or most employees work out of the office. --- ### How do I set up result areas and performance indicators for my company? > Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - Published: 2023-02-09 - Modified: 2024-04-15 - URL: https://www.assessteam.com/knowledgebase/how-do-i-set-up-result-areas/ Please visit Administrative tools > Result areas and click 'Add a new result area'. Enter a name for this result area and add at least one performance indicator using the search button or by clicking the 'Add a new performance indicator' button. Enter the title of the performance indicator, add a description and use the dropdown to make it selection with scores, selection without scores, or a free-text indicator. Next, apply a Likert scale or create a new scale, if you have opted for selection with/without scores option, and save the indicator. You can also search for relevant keywords to find a result area that matches to what you would like to measure, and either use it as it is, edit it's indicators, or create a duplicate copy. --- ### Where can I find the Privacy Policy? > Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - Published: 2023-02-09 - Modified: 2024-07-26 - URL: https://www.assessteam.com/knowledgebase/where-can-i-find-the-privacy-policy/ Please use this link to view our Privacy policy document: https://assessteam1. wpengine. com/privacy-policy/ --- ### Where can I find the Terms of Use? > Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - Published: 2023-02-09 - Modified: 2024-07-26 - URL: https://www.assessteam.com/knowledgebase/where-can-i-find-the-terms-of-use/ Please use this link to view our Terms of use document: https://assessteam1. wpengine. com/terms-of-use/ --- ### Where can I find the Data Protection Policy? > AssessTEAM offers No setup fees, our subscription plans are monthly or yearly with no contract. - Published: 2023-02-09 - Modified: 2024-07-26 - URL: https://www.assessteam.com/knowledgebase/where-can-i-find-the-data-protection-policy/ Please use this link to view our Data protection policy document: https://assessteam1. wpengine. com/data-protection-policy/ --- ### How do I assign weights to goals? > AssessTEAM offers No setup fees, our subscription plans are monthly or yearly with no contract. - Published: 2023-01-20 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-assign-weights-to-goals/ If you are an employee and trying to assign weights to your own goals, visit My tools > Goals > Goal setting and use the weights column to populate diffferent weights against the goals. Please remember that the sum total of all the weights assigned should be 100%. If you are a team manager and trying to assign weights to one of your team members' goals, visit My tools > Team performance > Persons > Goals(icon) and use the weights column to populate diffferent weights against the goals. If you are a program administrator, visit Administrative tools > Persons > Goals (icon) and use the weights column to populate diffferent weights against the goals. --- ### How to exclude scores of a particular evaluation from persons' profiles? > "Please visit Administrative tools > Settings > Evaluation configuration > 360-degree feedback configuration. - Published: 2022-11-18 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-exclude-scores-of-a-particular-evaluation-from-persons-profiles-2/ While setting up a new evaluation template, please use the Advanced evaluation options and enable "Exclude evaluations from score computation" to exclude these evaluation results from affecting the person's scores. --- ### Where do I see performance indicator's descriptions? > Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - Published: 2022-11-02 - Modified: 2024-04-15 - URL: https://www.assessteam.com/knowledgebase/where-do-i-see-performance-indicators-descriptions/ Visit Administrative tools > Result Areas > View (result area) to view all the indicators of the result area with their description text. It is used to better describe the Indicator. You can add upto 1000 characters to describe a performance indicator. These descriptions are also available to evaluators while evaluating the employee's performance. --- ### How can we use the analytical result areas to exclude scores of some evaluations from user profiles? > Please use the toggle button 'Send the new user an email about their account' while adding new users to control the joining invite emails. - Published: 2022-10-21 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-we-use-the-analytical-result-areas-to-exclude-scores-of-some-evaluations-from-user-profiles/ Please visit Administrative tools > Result areas > Edit (result area) and enable the option "Analytical result area where scores do not get assigned to the evaluated employee". This option would be Ideal for generic questionnaires, workplace satisfaction analysis and Manager 1:1s. Such result areas, when used in creating the evaluations, will exclude the evaluation scores from user profiles. --- ### How do I search for teams assigned to a specific manager in my company? > Please use the toggle button 'Send the new user an email about their account' while adding new users to control the joining invite emails. - Published: 2022-10-21 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-search-for-teams-assigned-to-a-specific-manager-in-my-company/ Please visit Administrative tools > Teams and use the "Team manager search" filter to search for the teams assigned to that manager. You may see more than one result, as a person could be assigned to manager to multiple teams. --- ### How can I collect customer satisfaction feedback in AssessTEAM? > Peer review systems evaluate employees from the perspective of their peers or colleagues in terms of their performances, strengths, weaknesses, and other essential work-related goals. - Published: 2022-10-21 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-can-i-collect-customer-satisfaction-feedback-in-assessteam/ You can quickly send out a customer satisfaction feedback request by following the instructions below: Visit Evaluation templates, click on Add a new evaluation, and opt for the Customer Satisfaction Survey template. Fill in the title, the send date, and the evaluation period. Enter the person's name, fill in the customer’s details, including their name, email, and phone number, and then proceed to access your result areas. 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. --- ### How do I hide or unhide the evaluator names for anonymous evaluations for the Owners and Human Resources user roles? > Peer review systems evaluate employees from the perspective of their peers or colleagues in terms of their performances, strengths, weaknesses, and other essential work-related goals. - Published: 2022-10-21 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-hide-or-unhide-the-evaluator-names-for-anonymous-evaluations-for-the-owners-and-human-resources-user-roles/ Please visit Administrative tools > Settings > Evaluation configuration > Evaluation visibility and disable the option "Display evaluator names for anonymous evaluations to all human resources and owners" to hide the evaluator's names from all program administrators. --- ### How do I access company wide performance indicators report? > Please visit Administrative tools > Reports > Result area performance. By clicking on a result area, you can check the average company-wide score on each performance indicator under that result area. - Published: 2021-12-20 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-access-company-wide-performance-indicators-report/ Please visit Administrative tools > Reports > Result area performance. By clicking on a result area, you can check the average company-wide score on each performance indicator under that result area. --- ### How do I auto hide certain evaluations from our employee's profiles? > Please use the Advanced options on the evaluation template and enable the selection 'Hide this evaluation from the evaluated person's dashboard' to automatically hide all evaluations from employees' profiles sent using this template. - Published: 2021-12-20 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-hide-certain-evaluations-from-employees-profile-while-setting-up-the-template/ While setting up a new evaluation template, please use the Advanced evaluation options and enable "Hide this evaluation from the evaluated person's dashboard" to automatically hide these evaluations from the employees' profiles. --- ### How can I hide the evaluation I just completed for an employee? > After finishing your evaluation, please use the toggle Hide this evaluation from the person's console to hide your evaluation from the person you just evaluated. You can revisit the evaluation link and change your selection anytime. - Published: 2021-12-20 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-hide-the-evaluation-i-completed-for-an-employee/ After finishing your evaluation, please use the toggle "Hide this evaluation from the person's console" to hide your evaluation from the person you just evaluated. You can always unhide this evaluation later by revisiting the same evaluation link. --- ### How can I navigate between questions on the evaluation screen? > Please use the hyperlinks on the questions under the Show summary section on the evaluation screen to easily navigate between questions and modify, erase or edit your responses. - Published: 2021-12-20 - Modified: 2024-07-05 - URL: https://www.assessteam.com/knowledgebase/how-can-i-navigate-between-questions-on-the-evaluation-screen/ While doing a performance evaluation, enable the 'Show summary' option and use the hyperlinks on the questions to easily navigate between them and to modify or erase your responses. --- ### How can I generate a 360 degree report for my persons and teams? > Please visit Reports > 360 Feedback report. Customize the view by selecting the appropriate evaluation period, persons, or team names and click Generate report. - Published: 2021-12-20 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-generate-a-360-degree-report-for-my-persons-and-teams/ Please visit Reports > 360 Feedback report. Choose your appropriate evaluation period, select the users by entering persons, teams, or their tag groups, and include the relevant result areas. Next, click on 'Generate report' to prepare a comprehensive 360-degree report for the selected individuals that shows their average result area and performance indicators' scores grouped by the evaluator levels in both tabular, and graphical format. --- ### How can employees see the reviews they have completed for others? > Please visit My tools > My evaluations to view all the evaluations completed by you. You will also find all the evaluations completed for you under this section. - Published: 2021-12-20 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-employees-see-the-reviews-they-have-completed-for-others/ Please visit 'My tools > My evaluations' page and enter your own name in the 'Evaluator' filter to search for all the evaluations completed by you. Here, you can also find all the evaluations completed for you by entering your own name in the 'Evaluee' field and clicking the Search button. --- ### How do I initiate a request for feedback from my colleagues or supervisor? > Please visit My tools > Request feedback, select the team members or search the names and click Continue. On the next screen, select the result area(s) you wish to request feedback on and complete the process by clicking the Send button. To control the visibility of ''Request feedback'', please visit Administrative tools > Job titles > Edit Job title. - Published: 2021-09-24 - Modified: 2024-09-24 - URL: https://www.assessteam.com/knowledgebase/how-do-i-initiate-a-request-for-feedback-from-my-colleagues-or-supervisor/ Please visit My tools > Directory and select ""Request feedback"" option on a person's profile to get started. On the next screen, select one or more result areas you wish to request feedback on and complete the process by clicking the Send button. Administrators can control the visibility of Request feedback for different job titles by visiting Administrative tools > Settings > Job titles > Edit (Job title) and enabling/disabling the option ""Enable ability to request feedback from others"" under the Directory access menu. --- ### How do I express disapproval to an evaluation? > On the evaluation signature screen, please click the Disapprove option to express your disapproval of the evaluation and use the notes field to mention the reason for the same. - Published: 2021-09-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-express-disapproval-to-an-evaluation/ Please visit My tools > Waiting evaluations tab to view your pending signature requests. Click the 'Disapprove' option to express your disapproval for the evaluation and use the 'Notes' field to mention the reason for your disapproval. Alternately, you can access the 'Sign evaluation' link from the email you received for this signature request, and use the 'Disapprove' button on the signature screen to express your disapproval. --- ### How do I see weights assigned to result areas while completing an evaluation? > When on the evaluation wizard, please enable the Show summary option to view the weights assigned to different result areas in the evaluation. No mention of weights signifies that weights were not used in the evaluation. - Published: 2021-09-07 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-see-weights-assigned-to-result-areas-while-completing-an-evaluation/ While doing a performance evaluation, please enable the "Show summary" option to view the weights assigned to different result areas and performance indicators in the evaluation. No mention of weights signifies that weights were not used in the evaluation. --- ### How do I automate the signature workflow upon evaluation completion? > Please enable the option 'Signature options at evaluation completion under Advanced options on evaluation templates to automate signature requests to persons, line managers, and other stakeholders upon evaluation completion. - Published: 2021-09-07 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-automate-the-signature-workflow-upon-evaluation-completion/ While setting up a new evaluation template, visit the section for Signature options and enable one more below options to automate the signature workflow: 1. Make signatures mandatory for the evaluator. 2. Send a signature request to the person being evaluated. 3. Send a signature request to all team managers. 4. Send a signature request to all downward evaluators. 5. Send a signature request to specific person(s). --- ### How can I compare only the common result areas between two or more persons? > Please visit Persons > Add persons to compare and enable the toggle 'Only show comon result areas' to limit the comparison view to common result areas. - Published: 2021-08-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-compare-only-the-common-result-areas-between-two-or-more-persons/ Please visit Administrative tools > Persons and use the 'Compare' icon against persons names to add two or more persons to the comparison table. Now use the toggle 'Only show common result areas' to limit the comparison view to common result areas. --- ### How do I view scores on my completed and active goals? > Please visit My tools > Goal setting and click on Completed goals. You can now see all completed goals along with respective score on each goal here. - Published: 2021-08-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-i-view-scores-on-my-completed-goals/ Please visit My tools > Goals to view the scores on all your completed as well as active goals. The completed goals will display the status 'Achieved' along with the date of completion under the Due date column. All your team goals will also appear here with a special 'team goal' icon so you can easily distinguish them from the personal goals. --- ### How do I view all pending signatures requests for my account? > Please visit My tools > Waiting evaluations to view the list of evaluations requiring your signature. You will also see all pending evaluations in the same view. - Published: 2021-08-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-view-all-pending-signatures-requests-for-my-account/ Please visit My tools > Waiting evaluations to view the list of evaluations requiring your signature. You can choose to sign the evaluation or use the disapprove button to reject the evaluation. Along with the signature requests, the Waiting evaluations page also displays all the pending evaluations that you need to complete. --- ### How to view average scores of two or more evaluations for a person? > Please visit Persons > View profile and select the appropriate evaluations to compare. You can now see a column for cumulative average score and the responses from selected evaluations in a side-by-side comparison view. - Published: 2021-08-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-view-average-scores-of-two-or-more-evaluations-for-a-person/ Please visit Administrative tools > Persons and click the 'View' icon to open the employee's profile. Next, select the appropriate evaluations to compare, and click the 'Compare/View' button. You can now view the cumulative average scores and the responses from selected evaluations in a side-by-side comparison view. You can compare upto 25 evaluations at one time. --- ### How do I add, modify and delete my Tag records? > Please visit Settings > Evaluation configuration > Tags to create, update or delete your tag records. - Published: 2021-08-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-add-modify-and-delete-my-tag-records/ Please visit Administrative tools > Settings > Evaluation configuration > Tags. You can create new tags data, and update or delete existing tag records. Tags can be used to identify employees' locations, seniority levels, departments, or employment type. --- ### How do I run the guided set up wizard to configure and launch my evaluations? > You will get the wizard prompt or a pop-up when you log in for the first time in the system. You can start the guided wizard, or discard the message and later access it from the top right corner of your account screen. - Published: 2021-08-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-run-the-guided-set-up-wizard-to-configure-and-launch-my-evaluations/ You will get the wizard prompt or a pop-up at the time of setting up a new trial account. Click on the 'Get started' button, enter the person's details, choose your result areas, update the evaluators and click the Send button to trigger your evaluations. The wizard helps you in adding pilot users, assigning 360-degree evaluators, and in launching your evaluations using our popular result areas in just a few clicks, without going through all the account set-up processes. You can discard the wizard by clicking on the "I'm a pro, take me to my dashboard" message at any stage. You can always access the wizard later by logging into your account and clicking the "Wizard" button available at top right corner of your account screen. --- ### How do I auto assign the peer, upward and downward evaluators? > "Please visit Administrative tools > Settings > Evaluation configuration > 360-degree feedback configuration. - Published: 2021-08-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-auto-assign-the-peer-upward-and-downward-evaluators/ To Auto-assign evaluators, please visit Administrative tools > Settings > Evaluation configuration > 360-degree feedback configuration and use the below options: 1. To auto-assign persons' team managers as downward evaluators, please enable the option "Auto-assign downward evaluators based on the person's team manager". 2. To auto-assign all those persons as upward evaluators where the employee is added as a downward evaluator, please enable the option "Auto-assign upward evaluators based on downward evaluator selection". 3. To auto-assign all team members of the same team as peer evaluators to each other, please enable the option "Auto-assign peer evaluators from the same team". 4. To auto-assign all those persons as peer evaluators where the employee is added as a peer evaluator, please enable the option "Auto-assign peer evaluators based on peer evaluator selections". 5. To auto-assign the person as the downward evaluator for all his/her direct reports assigned as upward evaluators, please enable the option "Auto-assign downward evaluators based on upward evaluator selection". Moreover, you can manually update evaluators by visiting the person's profile and adding evaluators in different evaluator fields. To update evaluators in bulk, use a CSV sheet to populate the evaluators for all employees and import the sheet using the import wizard under Settings > Integrations > Import from CSV. --- ### How do I see a consolidated report on my employee goals? > Please visit Administrative tools > Reports > Goals performance. Select the appropriate view from persons and teams. Apply appropriate filters and click the Generate report option to view the goal performance report. You can also export the data to a CSV file using the Export to CSV option. - Published: 2021-08-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-see-a-consolidated-reports-on-my-employee-goals/ Please visit Administrative tools > Reports > Goals performance. Enter the time period, pick the appropriate view between persons and teams, and select the name of persons or teams you wish to include in the report. Next, enter keywords based on the title of the goal(s), select the various status options from open, overdue and achieved goals, and click on "Generate report". You can also export the data to a CSV file using the "Export to CSV" option. --- ### How do I send or hold the joining invitations emails while adding new persons? > Please use the toggle button 'Send the new user an email about their account' while adding new users to control the joining invite emails. - Published: 2021-08-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-send-hold-joining-invitations-emails-while-adding-new-persons/ While adding new users, please use the toggle button "Send the new user an email about their account" on the person's profiles to control the joining invite emails. If you are importing your contacts using a CSV sheet, use the checkbox "Send automatic invites to users imported. " to control the joining invite emails. --- ### How do I change my trial plan? > Please visit the Quick start guide section and choose from available plan options to upgrade/downgrade your current trial plan. - Published: 2021-08-13 - Modified: 2024-11-12 - URL: https://www.assessteam.com/knowledgebase/how-do-i-change-my-trial-plan/ Please visit the Quick start guide section and choose from the available plan options to change your existing plan. You can choose from the Evaluations, Time tracking or our Profitability plan to discover your best fit. To learn more about the plans, visit this link: https://assessteam1. wpengine. com/pricing/ --- ### How to exclude scores of a particular evaluation from persons' profiles? > Please enable the option 'Exclude evaluations from score computation' under Advanced options on evaluation templates to exclude certain evaluation results from affecting the person's scores. - Published: 2021-08-13 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-exclude-scores-of-a-particular-evaluation-from-persons-profiles/ When setting up a new evaluation template, visit the Advanced options and enable "Exclude evaluations from score computation" to exclude certain evaluation results from affecting the person's average scores. --- ### How do I change user settings available at the job-titles level in bulk? > Please visit Administrative tools > Teams and click the Export option on the screen. Add the missing team managers in the spreadsheet against their team names and use the Import option to import the updated sheet into the system. - Published: 2021-08-11 - Modified: 2024-09-24 - URL: https://www.assessteam.com/knowledgebase/how-do-i-change-user-settings-available-at-the-job-titles-level-in-bulk/ Please visit Administrative tools > Settings > Job titles and click the Export option on the screen. Change the visibility status flag for various fields such as goal setting, evaluation visibility, continuous feedback and endorsements in the spreadsheet, and import it into the system. --- ### How do I have a customer review project performance? > Create a new person under Persons at the Customer user role. Next, visit Evaluation templates and select Project evaluation. Select project(s) and person(s) to be evaluated and enter the customer names to send project performance evaluations. - Published: 2021-08-11 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-do-i-have-a-customer-review-project-performance/ You can quickly send a project performance review to a customer by following the instructions below: Visit Administrative tools > Persons and click "Add a new person" on the screen. Enter the customer name, email address and select the 'Customer' user role under the user permissions before saving the profile. Visit Projects tab, click on Edit project and add the customer name under the Customer contacts field. Visit Evaluation templates, click on Add a new evaluation, and opt for the Project performance evaluation template. Fill in the title, the send date, and the evaluation period. Select the project or a project type, enter the persons for evaluation, select "Customers" as the evaluator group, and proceed to access your curated customer feedback result area. 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. --- ### Do large customers get a dedicated account manager? > Learn how your company can get the services of a dedicated account manager. Email us at support@www.www.assessteam.com, if you do you find an answer to your question here. - Published: 2021-08-10 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/do-large-customers-get-a-dedicated-account-manager/ Yes, we assign dedicated account managers to companies with more than 200 employees. You can reach out to your account managers via email, phone call, or book a meeting directly on their online calendars at your convenience. --- ### How do I assign team managers to multiple teams in bulk? > Learn how to efficiently assign team managers to multiple teams in bulk on AssessTEAM. Follow steps instructions for streamlined team management. - Published: 2021-08-06 - Modified: 2024-07-12 - URL: https://www.assessteam.com/knowledgebase/how-do-i-assign-team-managers-to-multiple-teams-in-bulk/ Please visit Administrative tools > Teams and click the "Export" option on the screen. Add or update the team managers against their respective team names in the spreadsheet and use the "Import" option to load the updated sheet back into the system. --- ### How do I access team member's evaluation reports? > Learn how to access a team member's evaluation history in AssessTEAM. Review past evaluations to track progress and make informed decisions. - Published: 2021-08-06 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-access-a-team-members-evaluation-history/ Please visit My tools > Team performance and click on the "Evaluation records" button to access all completed and pending evaluations for the team members. Additionally, you can visit My tools > My subordinates evaluations to access all completed evaluations for your immediate direct reports. --- ### I need to do a recurring one on one for a team member by his manager. How do I schedule it? > Advice from our HR professionals on real life questions. Speak with our support team for assistance. - Published: 2021-08-06 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/i-need-to-do-a-recurring-one-on-one-for-a-team-member-by-his-manager-how-do-i-schedule-it/ You can quickly create reoccuring one on one meetings by following the instructions below: Visit Evaluation templates, click on Add a new evaluation, and opt for the Periodic evaluation template. Fill in the title, the send date, and set the repeat interval of your choice. Enter the person's name, select the downward evaluator level, and then proceed to access your result areas. 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. --- ### How do I assign a team manager? Can more than one manager be assigned to a team? > Get Employee evaluation software Advice from AssessTEAM HR professionals for questions like 'How do I assign a team manager?' Can more than one manager be assigned to a team? - Published: 2021-08-06 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-assign-a-team-manager-can-more-than-one-manager-be-assigned-to-a-team/ Please visit Administrative tools > Teams and use the Edit button to access menu options. You can now add one or more persons as team managers - this way, multiple managers can be assigned to a team. Moreever, a person can be assigned as manager to multiple teams. --- ### How do I assign tags to persons? > Please visit Administrative tools > Persons and use the Edit button to access the user profile. Add relevant tags in the Tags sections. Tags may be used to identify their locations, seniority levels, departments, employment (hourly or permanent), etc. You can also download the CSV file, update the Tags and then upload the spreadsheet. - Published: 2021-08-05 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-assign-tags-to-persons/ Please visit Administrative tools > Persons and use the Edit button to access the user profile. Add relevant tags in the Tags sections. Tags may be used to identify their locations, seniority levels, departments, employment (hourly or permanent), etc. Alternately, use the Export button on the Persons page to download the CSV sheet, update the tags data in the spreadsheet and import it into the system. --- ### How do I add a customer profile? > Learn how to add a customer profile in AssessTEAM with our easy-to-follow instructions. Streamline your customer management process effectively. - Published: 2021-08-05 - Modified: 2024-07-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-add-a-customer-profile/ Please visit Administrative tools > Persons and click "Add a new person" on the screen. Enter the customer name, email address and select the 'Customer' user role under the user permissions before saving the profile. Since customers can complete evaluations using the links they receive over emails, no joining invites will be sent to them. --- ### How do I see the profitability of projects in a date range? > With a Premium or Enterprise plan, please visit Administrative tools > Projects. Select the start and end date from the filters to view the project’s profitability data, budget, and the total cost incurred on these projects in a tabular format. - Published: 2021-07-30 - Modified: 2024-11-07 - URL: https://www.assessteam.com/knowledgebase/how-do-i-see-the-profitability-of-projects-in-a-date-range/ Under the Profitability plan, visit Administrative tools > Projects and use the start and end date filters to view the profitability data for a specific time range, along with figures for budget, total cost and the hours invested in the project. --- ### How do I monitor the profitability of a team? > Advice from AssessTEAM HR professionals on 'How do I monitor the profitability of a team?' Email us at support@www.www.assessteam.com, if you do you find an answer to your question here. - Published: 2021-07-30 - Modified: 2024-11-07 - URL: https://www.assessteam.com/knowledgebase/how-do-i-monitor-the-profitability-of-a-team/ Under the Profitability plan, visit Administrative tools > Reports > Team performance and click on the "Revenue vs cost analysis" widget to monitor the projected profitability numbers by each team along with figures like average result area score and projected profit per person. --- ### How do I see the overall profitability of a project type? > Real-life questions from customers and advice from our HR professionals. Email us at support@www.www.assessteam.com, if you don't find an answer to your question here. - Published: 2021-07-30 - Modified: 2024-11-07 - URL: https://www.assessteam.com/knowledgebase/how-do-i-see-the-overall-profitability-of-a-project-type/ Under the Profitability Plan, visit Administrative tools > Reports > Project performance. The tabular listing of project categories displays average profitability for each project type, along with the total cost, budget, hours invested, and project performance scores for each category. --- ### How do I measure the productivity of an employee working from home? > Advice from AssessTEAM HR professionals for real-life questions like 'How do I measure the productivity of an employee working from home?' - Published: 2021-07-30 - Modified: 2024-09-24 - URL: https://www.assessteam.com/knowledgebase/how-do-i-measure-the-productivity-of-an-employee-working-from-home/ The productivity of employees working from home is determined by their total hours invested into projects, contribution to budget, and their performance evaluation scores. Visit Administrative tools > Persons and click on View profile. Click the "Productivity report" button at the bottom of the page to view a detailed report including the person's contribution to budget and projected profit figures from the person's efforts. --- ### How do I see an employee productivity report? > Advice from AssessTEAM HR professionals to help you view an employee performance monitoring and productivity report. Email us at support@www.www.assessteam.com for more details. - Published: 2021-07-30 - Modified: 2024-11-07 - URL: https://www.assessteam.com/knowledgebase/how-do-i-see-an-employee-productivity-report/ Under the Profitability plan, visit Administrative tools > Persons and click on View profile. Click the "Productivity report" button at the bottom of the page to view a detailed report including the person's contribution to budget and projected profit figures from the person's efforts. --- ### Can I get an yearly employee productivity report from AssessTEAM? > Yes, absolutely - With a Premium or Enterprise plan, please visit Administrative tools > Persons and click View profile. Click the 'Productivity report' option from the bottom right corner to view the employee productivity report page. Set the calendar period to last year - Published: 2021-07-30 - Modified: 2024-11-12 - URL: https://www.assessteam.com/knowledgebase/can-i-get-an-yearly-employee-productivity-report-from-assessteam/ Yes, absolutely! Under the Profitability plan, visit Administrative tools > Persons and click on View profile. Click the "Productivity Report" button at the bottom of the page to view a detailed report, including the person's contribution to revenues and projected profit figures from the person's efforts. A yearly report can now be generated by selecting custom dates using the calendar button underneath the person's name. --- ### How does AssessTEAM use man-hours invested to compute the profitability of a project? > AssessTEAM measures man-hours invested and compare them to the project budget showing you project profitability analysis reports in real-time. - Published: 2021-07-23 - Modified: 2024-11-07 - URL: https://www.assessteam.com/knowledgebase/how-does-assessteam-use-man-hours-invested-to-compute-the-profitability-of-a-project/ Under the Profitability plan, one of the cost components to projects is variable cost that come from employee timesheets. The timesheet hours entered by employees are converted to man-hour costs by using their hourly rates. The profit amount is calculated by subtracting the total cost of the project from the budget identified for that project. Moreover, the project profitability is determined by calculating the ratio of the profit earned to total budget. --- ### How do I add fixed costs to a project? > Learn how to add fixed costs to your projects effectively on AssessTEAM. Explore step-by-step instructions for accurate project management. - Published: 2021-07-22 - Modified: 2024-11-07 - URL: https://www.assessteam.com/knowledgebase/how-do-i-add-fixed-costs-to-a-project/ Under the Profitability plan, visit the Projects tab, and click on "Fixed expenses" icon to add multiple fixed expense entries to a project. --- ### How do I add budget adjustments to a project? > With a Premium or Enterprise plan, you can add budget adjustments or change orders by visiting Administrative tools > Projects and clicking the Change orders option. Use the 'Add a new change order' button to add multiple budget adjustments. - Published: 2021-07-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-add-budget-adjustments-to-a-project/ Under the Enterprise plan, visit the Projects tab, and click on "Change orders" icon to add additional budget amount to a project. Change orders are alterations in the scope of the project that result into increase in project budget. --- ### How do I have my employees use timesheets using the AssessTEAM mobile app? > With a Premium or Enterprise plan, Persons need to be assigned as members of the projects before they can enter timesheet hours. - Published: 2021-07-09 - Modified: 2024-11-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-have-my-employees-track-time-investment-using-the-assessteam-mobile-app/ Timesheet feature is available with our Time tracking and Profitability plans. Persons need to be assigned as members of the projects before they can enter timesheet hours. Please advise employees to log in to the smartphone app, swipe to menu options, and visit Timesheets. They can pick a project and enter hours invested by day or by month on the go using our Android and iOS apps. --- ### How do I compare the performance of multiple teams to see gaps? > Please visit Administrative tools > Teams and use the 'Compare' button next to team names to add multiple teams to the comparison list. You can compare their average scores, scores by competencies, count of rockstars, and poor performers. - Published: 2021-07-08 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-compare-team-performance-reports/ Please visit Administrative tools > Teams and use the "Compare" icon next to team names to add multiple teams to the comparison list. You can now compare their average scores, scores by competencies, count of rockstars, and poor performers, side by side. --- ### How many competencies/surveys do you have in your library? > Our master result area library offers about 3000+ performance indicators for various job competencies, behavioral analysis, 360 feedback. - Published: 2021-07-06 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-many-competencies-surveys-do-you-have-in-your-library/ Our master result area library offers about 3000+ performance indicators for various job objectives, behavioral competencies, core value framework, 360-degree feedback questions, customer feedback, and employee engagement surveys. --- ### How do I filter my result areas and goals in the library? > Please visit Administrative tools > Result areas and use the filter 'Search result area types' to narrow down the list results to specific. - Published: 2021-07-06 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-filter-my-result-areas-and-goals-in-the-library/ Please visit Administrative tools > Result areas and enter the desired keywords using the search field or result area type, and hit the Search button to narrow down the list results to specific departmental competencies, goals, or other surveys. --- ### How do I enable goal-setting for our employees? > Please visit Administrative tools > Job titles and use the Edit button to access menu options. Use the toggle buttons to enable/disable. - Published: 2021-07-06 - Modified: 2024-09-24 - URL: https://www.assessteam.com/knowledgebase/how-do-i-enable-goal-setting-for-our-employees/ Please visit Administrative tools > Settings > Job titles and use the Edit button to access menu options. Enabling the toggle button ""Enable ability to set self goals"" empowers employees to set their own goals. Moreover, the option ""Enable visibility to self goals"" lets employees view their goals and the option ""Enable ability to set up goal evaluation schedule"" empowers employees to create goal-based evaluations. --- ### How do I assign due dates to goals? > Please visit Administrative tools > Persons > Goals and use the Due date column field to add due dates to active goals. - Published: 2021-06-30 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-assign-due-dates-to-goals/ Please visit Administrative tools > Persons and click the "Goals" icon to access menu options. Now use the date picker on goals to add Due dates to your active goals and save the configuration. --- ### Who should our employees reach out to when they have questions about the performance review process? > Your employees email our support desk at support@www.www.assessteam.com for technical questions about the program. We routinely run webinars for managers to use AssessTEAM effectively for their teams. - Published: 2021-06-29 - Modified: 2024-06-26 - URL: https://www.assessteam.com/knowledgebase/who-should-employees-call-with-questions-about-the-performance-review-process/ Your employees can reach out to our support desk using one of the communication channels mentioned below: 1. They can create a ticket request by clicking on the "Help" button available at the bottom right corner of their portal screens. 2. They can email us with their query/question directly at support@www. www. assessteam. com 3. They can call us at 970-579-0900 during our business hours on Mon-Fri between 06 am and 06 pm EST. 4. They can schedule a quick online meeting with our agents by using this link: https://calendly. com/assessteam-global-support/general-performance-management-consultation --- ### Can I download timesheets in a spreadsheet to see project costs? > Yes, absolutely. With a Premium or Enterprise plan, please visit Reports > Time logged. Select the time period, appropriate report view, select projects, team, or persons, and click the Export to CSV button at the bottom of the screen. - Published: 2021-06-29 - Modified: 2024-11-07 - URL: https://www.assessteam.com/knowledgebase/can-i-download-timesheets-in-a-spreadsheet-to-see-project-costs/ Yes, absolutely. Under the Profitability plan, visit Reports > Time logged. Select the time period, appropriate report view, select projects, team, or persons, and click the "Export to CSV" button at the bottom of the screen to generate the desired report. --- ### How do project managers track project profitability? > With a Premium or Enterprise plan, Managers can log in to their self-service portals and visit My tools > Project performance. The tabular listing of projects displays projected profitability along with the total cost, budget, hours invested, and project performance scores for each project. - Published: 2021-06-29 - Modified: 2024-11-07 - URL: https://www.assessteam.com/knowledgebase/how-do-project-managers-track-project-profitability/ Under the Profitability plan, project managers can log in to their portal and visit My tools > Project performance to access a tabular listing of projects displaying projected profitability along with other numbers such as the total cost, budget, hours invested, and project performance scores for each project. --- ### How do I track project profitability? > With a Premium or Enterprise plan, project profitability is the ratio of the profit earned to total revenues. With each new entry. - Published: 2021-06-29 - Modified: 2024-11-07 - URL: https://www.assessteam.com/knowledgebase/how-do-i-track-project-profitability/ Project profitability is the ratio of the total profit earned to total budget. With each new entry of fixed and variable costs, the profitability of projects goes down. Profitability can be tracked in real time with our Profitability plan by visiting Administrative tools > Projects. --- ### How do I update peer, downward and upward evaluators for employees? > Advice from AssessTEAM HR professionals for real-life questions like 'How do I update peer, downward and upward evaluations for employees?' - Published: 2021-06-29 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-update-peer-downward-and-upward-evaluations-for-employees/ Please visit Administrative tools > Persons and use the Edit button to access the user profile. Scroll to the bottom of the page to add evaluators into the appropriate vaults of downward, peer, and upward evaluators. Alternately, use the Export button on the Persons page to download the CSV sheet, update the downward, peer, and upward evaluators in the spreadsheet and import it into the system. --- ### How do I enable continuous feedback only for some individuals in the company? > Please visit Administrative tools > Job titles and use the Edit button to access menu options. Use the toggle button to enable/disable Continuous feedback for employees at that role/title. - Published: 2021-06-29 - Modified: 2024-09-24 - URL: https://www.assessteam.com/knowledgebase/how-do-i-enable-continuous-feedback-only-for-some-individuals-in-the-company/ Please visit Administrative tools > Settings > Job titles, click the Edit job title icon and enable the option 'Enable access to leave feedback at will' to turn on Continuous feedback for employees at that role/title. --- ### How to enable team goal setting for team managers? > Advice from AssessTEAM HR professional on How to enable team goal setting software for team managers. Email us at support@www.www.assessteam.com, if you do you find an answer to your question here. - Published: 2021-06-29 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-enable-team-goal-setting-for-team-managers/ Please visit Administrative tools > Teams and use the Edit button to access menu options. Enabling the toggle option "Enable goal setting for the team manager to assign team goals" will empower team managers to set goals both at the team lavel and individual level for the employees. --- ### How do I control our company-wide notifications for all staff? > Please login to your AssessTEAM admin portal and visit Administrative tools > Settings > Notifications to enable/disable different. - Published: 2021-06-28 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-control-our-company-wide-notifications-for-all-staff/ Please visit Administrative tools > Settings and click the "Notifications" tab to access various notification options. Here you can control the notifications for evaluation emails, Monday motivator emails, push app notifications for evaluation requests, and text message notifications. --- ### How do we update the system performance scale from 10 points to a different value? > Please login to your AssessTEAM admin portal and visit Administrative tools > Settings > Set up and change the performance baseline. - Published: 2021-06-28 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-we-update-the-system-performance-scale-from-10-points-to-a-different-value/ Please visit Administrative tools > Settings > Evaluation configuration. Under the Performance Baseline section, you can now change the maximum scale value to any desired value between 2 and 10. --- ### How do I integrate with Google Workspace? > Please login to your AssessTEAM admin portal and visit Administrative tools > Settings > Integration and select G-Suite to proceed. - Published: 2021-06-28 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-integrate-with-google-workspace/ Please visit Administrative tools > Settings > Integration and select Google Workspace icon to proceed. Click "Connect Google Workspace", and authorize your Google account to connect with AssessTEAM. You can now select some or all of your Google contacts to import into AssessTEAM, with an option to send out the joining invitation emails to the imported users. --- ### Does AssessTEAM support mobile apps? > Absolutely, we offer apps for both Android and iOS platforms for easy on-the-fly evaluations and team reporting. - Published: 2021-06-28 - Modified: 2024-07-26 - URL: https://www.assessteam.com/knowledgebase/does-assessteam-support-mobile-apps/ Absolutely, we offer apps for both Android and iOS platforms for easy on-the-fly evaluations and team reporting. Please visit your app store to download the AssessTEAM mobile app. To download the app for Android devise, use this link: https://play. google. com/store/apps/details? id=com. assessteam To download the app for iOS devise, use this link: https://itunes. apple. com/us/app/assessteam-employee-performance/id1168635945? ls=1&mt=8 You can learn more at https://assessteam1. wpengine. com/mobile-apps/ --- ### How do I create my own rating scale templates for the performance appraisal process? > You can create new scales on the fly while adding new performance indicators. Alternatively, you can visit Settings > Set up and modify. - Published: 2021-06-28 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-create-my-own-rating-scale-for-the-performance-appraisal-process/ Please visit Settings > Evaluation configuration > Rating scale and click the "Add" button to create a new rating scale. You can make the new scale or an existing scale as your preferred Likert scale by enabling the option "Make this my default rating scale". Alternately, you can create new scale templates on the fly while adding new performance indicators to your library. --- ### How do you determine the profitability of a project? > With a Premium or Enterprise plan, Project profitability is determined by calculating the ratio of the profit earned to total revenues. - Published: 2021-06-26 - Modified: 2024-09-24 - URL: https://www.assessteam.com/knowledgebase/how-do-you-determine-the-profitability-of-a-project/ Project profitability is determined by calculating the ratio of the profit earned to total budget. The cost includes two components - fixed costs, which come as operating expenses, and variable costs, which come through employee timesheets by converting timesheet hours into their man-hour cost. The profit is calculated by subtracting the total cost of the project from the budget identified for that project. --- ### How do I evaluate employee productivity? > With a Premium or Enterprise plan, Employee productivity evaluations can be configured under Administrative tools > evaluation templates >. - Published: 2021-06-26 - Modified: 2024-11-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-evaluate-employee-productivity/ With the Time tracking or the Profitability plan, employee productivity evaluations can be configured and review requests can be sent to project managers, peer groups, and external customers separately on different projects. Here are the steps to quickly send the employee productivity evaluations: Step 1: Visit Evaluation templates, click on Add a new evaluation, and opt for the Project performance evaluation template. Step 2: Fill in the title, the send date, and the evaluation period. Step 3: Select the project or a project type, enter the persons for evaluation, select the appropriate evaluator levels, and proceed to access your curated employee productivity result area. Step 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. --- ### How do I share my completed evaluations with other members? > Please select the option "Email evaluation" once you Finish the Evaluation. Then start typing a person's name and select to whom the. - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-share-my-completed-evaluations-with-other-members/ After finishing the evaluation,, please click the "Email evaluation" option, select the required person by entering the first few characters of their name or email, and click the "Send" button. --- ### How do I remove Not applicable from our scale options? > In the Evaluation Template, Please enable "Advanced options" and enable the toggle button "All key performance indicators require a. - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-remove-not-applicable-from-our-scale-options/ While setting up the evaluation template, visit Advanced options and enable the toggle button “All key performance indicators require an answer selection" to remove the Not Applicable option on all performance indicators. To remove the Not applicable option for specific performance indicators, visit Result areas > Edit (result area) > Edit Performance Indicator and enable the option "Mandatory question without the option of Not applicable" --- ### How do I force all evaluations to be anonymous? > In the Evaluation Template, Please enable "Advanced options" and enable the toggle button "Process all evaluations anonymously". - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-force-all-evaluations-to-be-anonymous/ While setting up the evaluation template, visit Advanced options and enable the toggle button "Process all evaluations anonymously" to collect all evaluation results as anonymous reviews. --- ### How do I assign the due dates to evaluations? > In the Evaluation Template, Please enable "Advanced options" and enter the respective due dates under the "Due in" field. Evaluation. - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-assign-the-due-dates-to-evaluations/ While setting up the evaluation template, visit Advanced options and use the "Due in" field to enter the number of days you'd like to be reminded in. Evaluation reminder emails will be sent one day before and one day after the due date. --- ### How do I make signatures mandatory? > In the Evaluation Template, Please enable "Advanced options" and enable the toggle button "Evaluators must sign to complete the Evaluation". - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-make-signatures-mandatory/ While setting up the evaluation template, visit Signature options at evaluation completion and enable the toggle button “Make signatures mandatory for the evaluator" to make the electronic signatures mandatory for all evaluators. --- ### How do I sign off on evaluations? > After finishing the Evaluation, use the option 'Sign evaluation' to sign off on the review. Signatures can be made mandatory. - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-sign-off-on-evaluations/ After finishing the evaluation, use the option "Sign evaluation" to sign off on the review. You can type, draw or import a signature image. If the signatures were made mandatory, you will directly see an option to "Finish & Sign evaluation" after you complete your review. --- ### How do I set up an employee exit evaluation? > Create a Result area as "Exit interview questions" under Result Areas". In the Evaluation template, select "All available result areas". - Published: 2021-06-24 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-do-i-set-up-an-employee-exit-evaluation/ You can quickly set an employee exit evaluation by following the instructions below: Visit Evaluation templates, click on Add a new evaluation, and opt for the Ad-hoc evaluation template. Fill in the title, the send date, and the evaluation period, the start and end date of which could be employee's joining date and termination date respectively. Enter the person's name, select the self evaluation level, and then proceed to access your curated Exit interview questions. 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 Exit evaluation. --- ### How do I use the pre-built happiness survey? > Simply select the 'Workplace Happiness survey' result area from the search list while creating the new happiness survey evaluation template. - Published: 2021-06-24 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-do-i-use-the-pre-built-happiness-survey/ Visit "Result Areas" and type in the keyword "Happiness" and hit search - you will find our result areas for the Workplace Happiness Survey. You can customize them using the Edit button, or create a copy by clicking on the Duplicate option. You can now use the steps below to send the happiness survey to all your employees: Visit Evaluation templates, click on Add a new evaluation, and opt for the Ad-hoc evaluation template. Fill in the title, the send date, and the evaluation period. Enter the company's name under Persons, type the keyword "All" under select evaluators, and then proceed to access your curated happiness survey questions. 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. --- ### What's the easiest way to do an employee engagement survey? > Please create a person in your account same as the company name. Create a new evaluation template and let everyone in the company evaluate. - Published: 2021-06-24 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/whats-the-easiest-way-to-do-an-employee-engagement-survey/ Please use the steps below to send the employee engagement survey to all your employees: Visit Evaluation templates, click on Add a new evaluation, and opt for the Ad-hoc evaluation template. Fill in the title, the send date, and the evaluation period. Enter the company's name under Persons, type the keyword "All" under select evaluators, and then proceed to access your curated engagement survey questions. 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. --- ### How do I create an yearly performance review for all employees together? > Please visit Evaluation templates > Add a new evaluation > Select Periodic evaluation. Set up the repeat frequency to yearly, type 'All'. - Published: 2021-06-24 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-do-i-create-an-yearly-performance-review-for-all-employees-together/ You can quickly create yearly performance reviews by following the instructions below: Visit Evaluation templates, click on Add a new evaluation, and opt for the Periodic evaluation template. Fill in the title, the send date, and set the repeat parameter to every 1 year. Type the keyword "All" under select persons, select the appropriate evaluator levels, and then proceed to access your result areas. 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. --- ### How long should someone be an employee to require a performance evaluation? > Most organizations start right away with Job Title Role competencies, such as Happiness survey Result Areas, and assign a 30-60-90 day. - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-long-should-someone-be-an-employee-to-require-a-performance-evaluation/ Most organizations immediately focus on defining job title role competencies and implement a 30-60-90 day evaluation plan to foster effective employee engagement fom the outset. --- ### Who all can participate in the performance appraisal process? > Everyone who has been entered into the system and has proper permission can participate. The AssessTEAM 360-degree feature allows for wider. - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/who-all-can-participate-in-the-performance-appraisal-process/ Everyone who has been entered into the AssessTEAM system under Persons can participate in the appraisal process. Keep in mind that both Evaluators and Evaluees need to be in the system. Our 360-degree feedback feature allows for wider participation in performance appraisals from Managers, Peers, Subordinates, Self, and Customers. --- ### What are the risks associated with the 360-degree feedback evaluation method? > Lack of confidentiality, absence of follow-up plans, vague questions, and underestimating the program's success by managers/employers. - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-are-the-risks-associated-with-the-360-degree-feedback-evaluation-method/ Lack of confidentiality, absence of follow-up plans, vague questions, and underestimating the program's success by managers/employers are some of the risks associated with the 360-degree feedback process. --- ### What is the best method of employee assessment and evaluation for me? > We recommend using a combination of scheduled evaluations and continuous feedback for the best results. Inviting wider participation through - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-is-the-best-method-of-employee-assessment-and-evaluation-for-me/ We recommend using a combination of scheduled evaluations and continuous feedback for the best results. Inviting a wider participation through a 360-degree evaluation process on both soft skills and technical competencies gives a holistic view of your employee's growth trajectory. --- ### How do I find key performance indicators for my organization from the KPI library? > Please Visit Result areas - using the search field or result area type, enter the desired Keywords, and hit Search. - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-find-key-performance-indicators-for-my-organization-from-the-kpi-library/ Please visit Result areas page, enter the desired keywords using the search field or result area type, and hit Search. You can customize each Result Area or Performance Indicator as needed. Use the Edit button to modify an existing result area, or click on the "Duplicate" icon to create a new copy. Use the "Add a new result area" button to build something from grounds up. You can also find the complete llibrary of Result Areas with Indicators at https://assessteam1. wpengine. com/result-areas --- ### How do I evaluate persons using their profile tags? > In the Evaluation Template, Please use the "select person tag(s) to be evaluated" field to enter the profile tags defined at the person. - Published: 2021-06-24 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-do-i-evaluate-persons-using-their-profile-tags/ You can quickly evaluate persons using their tags by following the instructions below: Visit Persons > Edit profile and assign/update one or more tags to the person's profile. Visit Evaluation templates, click on Add a new evaluation, and opt for the Ad-hoc evaluation template. Fill in the title, the send date, and the evaluation period. Add one or more tags under Select Person Tags, select the appropriate evaluator levels, and then proceed to access your result areas. 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. --- ### How do I view the signature status of our evaluations? > Please visit Evaluation records and use the column "Sign" to view the signature status on evaluations. You can use the Sign filter to narrow - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-view-the-signature-status-of-our-evaluations/ Please visit Evaluation records and use the dropdown filter 'Sign' to specify your search. You can choose Not signed, Signed, or Sign requested and hit the Search button to view the results. --- ### How do supervisors view evaluations for their direct reports? > Please visit "My Tools" and select "My Subordinates Evaluations" to view the direct reports evaluations. - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-supervisors-view-evaluations-for-their-direct-reports/ Please visit My Tools and select "My direct reports evaluations" to view all completed evaluations for your direct reports. Administrators can control the visibility of this option by visiting Job titles > Edit (job title) and enabling/disabling the option "Enable visibility to direct reports evaluations for downward evaluators" under the Evaluation access group. --- ### How do I use emoticons during employee reviews? > In the Evaluation wizard, Please select the "Leave a note" option and click the emoticons icon to use different emoticons to better express. - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-use-emoticons-during-employee-reviews/ While completing an evaluation, please select the "Leave a note" option and open the emoticons tray to use our 30 plus unique emoticons to better express yourself. --- ### While doing an evaluation, how do I view all the questions together on a single page? > Please click the link in the evaluation email or visit the Waiting evaluation section from your portal to start an evaluation. - Published: 2021-06-24 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-view-all-questions-of-an-evaluation-together/ While completing an evaluation, enable the "Show summary" option to view all the previous and upcoming questions on the same screen. Use the hyperlinks to quickly navigate from one question to another. --- ### How do I set up employee anniversary day reviews? > Please visit Evaluation templates > Add a new evaluation and select Anniversary day evaluation. Add person(s) and select evaluators, search. - Published: 2021-06-24 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-do-i-set-up-employee-anniversary-day-reviews/ You can quickly set up anniversary evaluations by following the instructions below: Visit Evaluation templates, click on Add a new evaluation, and opt for the Anniversary day evaluation template. Fill in the title, and the number of occurrence. Select person(s), select the appropriate evaluator levels, and then proceed to access your result areas. 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. --- ### How to create an effective peer review system? > Peer review systems evaluate employees from the perspective of their peers or colleagues in terms of their performances, strengths, weaknesses, and other essential work-related goals. - Published: 2020-08-18 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-to-create-an-effective-peer-review-system/ What is a peer review system? As the name suggests, the peer review system evaluates employees from the perspective of their peers or colleagues in terms of their performance, strength, weakness, and other essential work-related goals. Team leaders or managers can create a peer review system to solicit inputs from peers teammates and colleagues about the performance of a specific employee using AssessTEAM. If you wish to create a peer review system, use steps below. Please visit Persons tab to find the person who will be associated with his / her peers. Edit the person profile. Add the peer evaluator(s) for the person and save it. Go to Evaluation templates and Select an evaluation. Select the person to be evaluated and enable peer evaluation. Select the result area and save and confirm the template. Evaluations to all the peers will go out as scheduled and you can see results on the persons dashboard --- ### How does AssessTEAM calculate scores? > AssessTEAM enables both real-time feedback or scheduled feedback requests that can be sent out automatically weekly, monthly, quarterly. - Published: 2020-02-22 - Modified: 2024-07-05 - URL: https://www.assessteam.com/knowledgebase/how-does-assessteam-calculate-scores/ Scores are based on the rating scale as configured under settings. By default, this is 0 to 10. This can be customized to any rating scale as needed under settings. Scores get computed for 360-feedback levels enabled under settings, you may want only to consider downward reviews for scores; in that case, simply uncheck peer, upward, along with customer feedback options, and these will not be used to compute overall scores. AssessTEAM computes scores for each week and then averages them into scores for months. This is to accommodate continuous feedback that is able to be posted at will. Let's take an example. Robert was rated 5 of 10 for the entire quarter between January 2021 and March 2021. Robert also received a positive feedback score of 10 in the first week of January. The scores for February and March will remain at 5. January gets split into 4 weeks with 7. 5 (10 + 5 / 2) in the first week and 5 each for the subsequent 3 weeks. Averaging these gets us 5. 6 for the month of January. --- ### How do I add evaluators for different peer groups? > AssessTEAM support 360-degree evaluation for all users in the organization under the concept of peer groups. - Published: 2020-02-22 - Modified: 2024-08-02 - URL: https://www.assessteam.com/knowledgebase/how-do-i-add-evaluators-for-different-peer-groups/ We support 360-degree evaluation for all users in the organization. To add evaluators for different user/peer groups, simply go to the Persons tab, edit the person's profile, scroll to the evaluators section and add evaluators to one of these three groups: 1. Downward evaluators - Managers or supervisors 2. Peer evaluators - Peers at the same level 3. Upward evaluators - Direct reports or subordinates Multiple evaluators can be assigned to each of these groups. Evaluators can also be added by Exporting the Persons list, updating the spreadsheet with the appropriate evaluators data, and then importing the sheet into the system. --- ### How do I set up employee hire date based evaluations? > 30-60-90 days evaluations are designed to send out evaluations to users based on their hire dates. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-set-up-employee-hire-date-based-evaluations/ To set up an employee hire date-based evaluation, go to the Evaluation templates tab and click on the Add a new evaluation button in the top right corner. Here you can select the 30-60-90 days evaluation option for new hires OR the Anniversary day evaluation option, depending on when you would like to have these evaluations sent out. 30-60-90 days evaluations are designed to send out evaluations to new users based on their hire dates. Anniversary day evaluations are designed to send out evaluations every year according to their anniversaries. These templates can be set for specific teams or all users, and will be triggered when a new user is hired, and a set duration has passed since the person was hired, as specified on the template. On the evaluation template, set dates for 1st, 2nd, 3rd and 4th evaluation that you wish to send out from the hire date, set your result areas, evaluees and evaluators as you need, and hit the Save button. Once this template is saved, the evaluation will automatically be sent out once the set duration has passed from the hiring date of the employee, making it simple to evaluate new and current employees on competencies that are generally posed during their probation period. --- ### How do I skip completed goals from future evaluations? > With AssessTEAM can set goals for your employees, or have them set their own goals through the Goal setting feature present for both persons and teams. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-skip-completed-goals-from-future-evaluations/ You can set goals for your employees, or have them set their own goals through the Goal setting feature available for both persons and teams. Once you have evaluated these goals and want to have them shown as completed rather than deleted for future reference, you can hit the "Complete" goal icon on the Goal setting page. This will clear the goal from this page and it will now show up on the Completed goals page. You can restore the goal from here in the future if you wish to. You can also set due dates on goals so that employees can achieve their targets in a timely fashion. Once completed, a goal will not count towards future evaluations unless restored back. --- ### How can we restrict our employees from accessing their completed evaluations and scores? > The employees would not be able to see the copies of completed evaluations, just the average scores. - Published: 2020-02-22 - Modified: 2024-08-09 - URL: https://www.assessteam.com/knowledgebase/can-i-hide-the-completed-reviews-from-my-employees-profiles/ Please visit Administrative tools > Settings > Job titles > Edit (Job title) and disable the option "Enable visibility to evaluations completed for the person" under Evaluation access to hide completed evaluations and scores from employees' profiles. --- ### How do I arrange the order of my questions? > Please use the indexing option (alphabetical or numerical) before the performance indicators to put them in a particular order. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-arrange-the-order-of-my-questions/ Please visit Result areas > Edit (result area) and use the drag and drop feature to arrange performance indicators in a specific order. Alternately, you use the alphabetical or numerical indexing before the performance indicators to put them in a particular order. Keep in mind that Result Areas are presented alphabetically, so you can use A. ) and then B. ), etc. , at the beginning of each Result Area to create the correct order for multiple Result Areas. --- ### How do managers add qualitative questions without scores? > Please select one of the three available options on the performance indicators page. You can choose from - Selections with scores, selections without scores, and free-text input questions. - Published: 2020-02-22 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-can-managers-add-qualitative-questions-without-scores/ The purpose and rationale behind employee evaluation methodologies at AssessTEAM are to gauge the effectiveness of your employees and to track your company's Return on Investment (ROI). Quantitative feedback goes a long way towards providing the figures that are used to measure employee efficiencies. However, there are aspects of employee performance that numeric statistics cannot gauge. This is where qualitative or descriptive feedback plays a significant role in successful employee management. It is important to note that qualitative feedback supports quantitative metrics as it provides the answers to the “Why" question. In other words, qualitative feedback provides an answer to why has a particular staff member received a specific figure? As a team manager, follow the steps below to add qualitative questions without scores in AssessTEAM: Login to the AssessTEAM dashboard and visit Team performance > Team goal setting. Add a goal by either searching from the master list or by clicking on Add a new performance indicator. Enter a title, description and use the "Free-text" option from the dropdown to add the qualitative indicator. Click the Save button at the bottom to save the configuration. --- ### How do we export comparison data? > Visit Evaluation log > select evaluations you wish to compare > click the 'Export comparison' button to export data to CSV/spreadsheets. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-we-export-comparison-data/ Please visit Evaluation records and select multiple evaluation entries you wish to compare. Click the 'Export comparison' option at the bottom of the page to export your data to a spreadsheet. --- ### Where can I see the last login activities of my employees? > Absolutely, please visit your employees' profiles from the Persons section. You can view their last login details at the bottom of the page. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-i-see-the-last-login-activities-of-my-employees/ Please visit the Persons section and click on the View icon to open a person's profile. You can view their last login details under their Profile information. Additionally, you can also download this data using the export option available under Persons > Export persons. --- ### How do I view all the key result areas associated with my team? > Visit Persons > 'Export persons with result areas' to export all associated KRA's with their evaluators. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-view-all-the-kras-associated-with-my-team/ Go to My Tools > Team Performance > Performance Report and click on Result Areas to view all associated result areas with your team. --- ### What is the validity of my free trial account? > AssessTEAM offer a 15-day free trial account to all new users. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-is-the-validity-of-my-free-trial-account/ We offer a 10-day free trial account to all new users. No commitments, no credit cards required - simply sign up for an account at https://account. www. www. assessteam. com/signup --- ### How do I resend the canceled evaluations? > Absolutely. please visit 'Evaluations > Evaluation log'. Open 'Canceled Evaluation' and use the 'Purge and Resend' button to resend. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-i-resend-canceled-evaluations/ Please visit Evaluation Records and click the view button on the Canceled Evaluation. Now, use the 'Purge and Resend' button to resend the evaluation. --- ### How to sign evaluations? > AssessTEAM allows you to use the 'Sign Evaluation' button available at the end of the evaluation to sign your evaluations electronically. A maximum of four members can sign the evaluation form. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-sign-documents/ Please use the 'Sign Evaluation' button at the end of the evaluation to sign your evaluations electronically. You can type, draw or import a signature image. A maximum of four members can sign the evaluation form. --- ### How do we evaluate all employees without entering their names individually? > Absolutely, simply type ‘ALL’ in the select person tag(s) to be evaluated in the field to add all persons for the evaluation. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-we-evaluate-all-employees-without-entering-their-names-individually/ While setting up a new evaluation template, simply type the keyword 'ALL' under the select Persons field to include all the persons for the evaluation. --- ### How do I view the number of evaluations that will be sent out before saving the template? > Yes, the preview box will show the list of evaluations for different peer-groups that will go out before you hit the send button. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-i-view-the-number-of-evaluations-that-will-be-sent-out-before-saving-the-template/ After setting up the evaluation template and clicking on the Save button, the preview box will show the number of evaluations that will go out for each evaluation level. Please make sure it corresponds to the number you think it should be, before you hit the Confirm button. If not, please go back and check the configuration of the evaluation template. --- ### How do you calculate average result area scores? > The AssessTEAM score processing engine computes scores by the week to ascertain the average. Calculated as a monthly average, then averaged as a total. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-you-calculate-average-result-area-scores/ AssessTEAM uses aggregate scoring to calculate the average result area scores. The score for each performance indicator is averaged out to calculate the average result area score. --- ### How do I use Continuous feedback? > If enabled by administrators, you can use this feature to evaluate your peers in real time on the assigned result areas. The option. - Published: 2020-02-22 - Modified: 2024-07-05 - URL: https://www.assessteam.com/knowledgebase/how-do-i-use-continuous-feedback/ Continuous feedback enables you to provide real-time feedback to the persons where you have been assigned as one of their evaluators on the assigned result areas. Please visit My tools > Directory and click 'Leave feedback' on the person's profile to get started. On the next screen, select the appropriate result area(s) and start your evaluation. To control the visibility of Continuous feedback, please visit Job titles > Edit Job title and enable the option 'Enable access to leave feedback at will' under Directory acess to turn on Continuous feedback for this position. --- ### How do I write notes on my evaluations? > Please use the 'Leave a note' button available at the bottom of evaluation questions to write comments. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-write-notes-on-my-evaluations/ Please click on the 'Leave a note' button available at the bottom right corner on the evaluation pages to write notes, comments and add emoticons. This space can accommodate up to 5000 characters to allow descriptive comments. --- ### How do I save a copy of the evaluation I have just finished? > The last screen of the evaluation will provide you with an option to print or email the evaluation copy. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-save-a-copy-of-the-evaluation-i-have-just-finished/ On the Evaluation summary page, please use the Print evaluation option to save a copy of the evaluation. You can save to PDF or you can use the Email evaluation option to send a copy to your mailbox. --- ### Where do I see my completed and pending evaluations? > Visiting the My evaluations tab under the My tools section. It will give you access to your completed evaluations, while 'Waiting evaluations' will list down the evaluations you need to finish. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/where-do-i-see-my-completed-and-pending-evaluations/ Visit My tools > My evaluations to access all the evaluations completed by you and for you. Similarly, visit My tools > Waiting evaluations to access all the evaluations that you need to complete. --- ### How do I set up and evaluate personal goals? > Use the Goal setting function to add or modify your goals. - Published: 2020-02-22 - Modified: 2024-08-09 - URL: https://www.assessteam.com/knowledgebase/how-to-set-up-and-evaluate-personal-goals/ The steps below will enable a program administrator to create and evaluate employee goals: Login to the AssessTEAM dashboard, visit the Persons menu and click the Goals icon. Select the appropriate Evaluation levels, and select indicators from the master list to assign job goals. You can also create new goals by clicking the Add a new performance indicator button. Select the Evaluation Frequency and the repeat interval, assign the due dates to goals, and SAVE the configuration. You can find the goal-based evaluations under the Waiting evaluations tab. --- ### How do managers create team evaluations? > All the evaluation template fields are self-explanatory. - Published: 2020-02-22 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/how-do-managers-create-team-evaluations/ Team performance evaluation is a cornerstone of assuring team productivity. Without performance evaluation, management cannot reward productivity or find the ghost worker. It helps identify each team member's strengths and weaknesses. The steps below will enable team managers to create new team evaluations: Log in to your AssessTEAM dashboard and visit My tools > Team Performance > Evaluate team. An Ad-hoc Evaluation Template will be generated. Notice that most of the fields have been filled in for you. Check for accuracy. The send date will be for today; please change it if need be. Choose the Evaluation Period for this assessment. As you scroll down, you will see the Associated Result Areas that will be on this evaluation - choose the required result areas. There are Advanced options and Signature options available to customize your evaluation. Click on Save. A reminder box will appear to show you exactly how many evaluations will be sent out and at what level. If it matches what you think it should be, click Confirm to send out the evaluations. --- ### How to access team members evaluation reports in minutes? > Team members’ evaluation reports are designed to focus on evaluating the performance of each team member. This detailed examination and description processes aim to highlight the strengths and weaknesses of each team member - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-access-team-members-evaluation-reports-in-minutes/ Team members' evaluation reports are designed to focus on evaluating the performance of each team member. This detailed examination and description highlight the strengths and weaknesses of each team member. The end goal with the team evaluation reports is to assess individual team members on their core competencies both to remediate weaknesses and amplify strengths. The instructions below will enable team managers to access team members' evaluation reports: Login to the AssessTEAM dashboard and visit the Team performance' menu item. There are a few options from here; for instance, you can quickly see how everyone in the Team is doing by selecting the "Performance report" and are able to drill into the team results. You can quickly go back, choose the "Person list" and click on the View profile button to open an individual's profile. View the month-on-month progress report and use the View/Compare button to compare multiple evaluation results together. --- ### How do managers create team goals? > Team managers could visit the Team performance tab > Team goal setting section to set-up common objectives for all team members. - Published: 2020-02-22 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/how-do-managers-create-team-goals/ Team goals apply to all the team members - they can be created by the team managers or the program administrators from the team management page. These are the objectives that the team must collectively accomplish. The steps below will enable team managers to create their team goals: Login to the AssessTEAM dashboard and visit the Team performance menu. Next, select the 'Team goal-setting' option for a particular team. Select the appropriate Evaluation levels, and select from the master list to assign job goals. You can also create new goals by clicking the Add a new performance indicator button. Select the Evaluation Frequency and the repeat interval, assign the due dates to goals, and SAVE the configuration. You can find the goal-based evaluations under the Waiting evaluations tab. --- ### How do managers view and compare multiple team evaluations in AssessTEAM? > By visiting team performance tab managers can compare multiple evaluations, view, print and send reminders to pending evaluations. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-managers-view-and-compare-multiple-team-evaluations/ Team evaluation reports are designed to help team managers identify areas for improvement when working together as a team. These reports aim to ultimately help team members realize their goals more efficiently. These reports also assist team managers in identifying the individual strengths and weaknesses of each team member by filtering at the top. Please login to your account and visit Team performance > Evaluation Records. Select multiple evaluation entries to be compared and click the Compare option at the bottom of the page to generate a side-by-side comparison report. Team managers can also view individual evaluation records and send reminders to team members for their pending evaluations. --- ### What is the difference between result areas, job goals and performance indicators? > Performance indicators are a measurable value that demonstrates how effectively a company is achieving key business objectives. Job goals determine what performance indicators should be used. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-is-the-difference-between-result-areas-job-goals-and-performance-indicators/ Result Areas refer to associated areas of outcomes or outputs for which a role is responsible. These are the areas within the organization where an individual or group is logically accountable for the results. A Result Area includes the indicators, or questions, relevant to the desired behavior measurement. Job goals are short-term objectives for specific duties or tasks in your current job position. These goals are usually related to overall company goals or specific department goals. It helps to know what is expected from an employee from their position. Performance indicators are a measurable value that demonstrates how effectively a company is achieving key business objectives. In other words, they are the KPIs or questions being asked in the evaluation. --- ### How do I send a reminder for pending evaluations in bulk? > Visit the Evaluation records tab, then set the status filter as ‘Pending’ evaluations. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-i-send-reminder-for-pending-evaluations-in-bulk/ Please visit Evaluation records, use filters to search for all pending evalautions and use the 'Remind' icon to send reminder for each pending evaluation. You can send bulk reminders by selecting upto 25 pending evaluations and clicking the 'Remind' button available at the bottom of the page. --- ### How can I change the billing address in the receipt? > Visit Settings > Billing and Receipts and click on ‘customizing the "Bill To" Field’ under the Receipt section. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-change-the-billing-address-in-the-receipt/ Please visit Settings > Billing & Receipts, and click on 'customizing the Bill To Field' under Receipts. Update the billing address fields such as address line 1&2, city, state, postal code, etc and click on Save. Anything inserted here will be added to your invoice copies. --- ### How do I set up permissions so that a person only has access to his/her own results? > Permissions are set at self-metrics by default. This will limit a user’s access to their own performance data. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-set-up-permissions-so-that-a-person-can-access-only-his-her-own-results/ While creating a new profile under the Persons > Add a new person, user permissions are set at self-metrics by default. This will limit a user's access to their own performance results. For an existing user, you can restrict thier access by changing their user permission to Self metrics. --- ### How do I change the billing email address to send the receipt to someone else in our organization? > Please visit Settings > Billing & Receipts and click on ‘send them to someone else’ and put the email address of the person you’d like to send the receipts to and click on Save Changes. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-i-change-the-billing-receipt-email-address-to-send-the-receipt-to-someone-else-in-our-organization/ Please visit Settings > Billing & Receipts, click on 'Send them to someone else' link, update the email address of the person you would like to send the receipts to, and click on Save Changes. --- ### How do I print completed evaluations? > Visit Evaluation records > click the View icon for the evaluation you wish to print > click the Print evaluation button. - Published: 2020-02-22 - Modified: 2024-08-09 - URL: https://www.assessteam.com/knowledgebase/how-do-i-print-completed-evaluations/ Please visit Evaluation records, use filters to search for completed evaluations and use the 'Print' button to print this evaluation. To print multiple evaluations together, use the Compare button to add them to comparison table and click on the 'Print' button to print the combined report. A print option is also available to all evaluators when they finish evaluations. They can either print the evaluation or email it to others within the organization. --- ### How do I delete pending evaluations? > Please visit Evaluation records > Use the Delete icon to delete the pending evaluations. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-i-delete-pending-evaluations/ Please visit Evaluation records, use filters to search for all pending evalautions and use the Delete icon to delete each pending evaluation. You can batch delete them by selecting upto 25 evaluations and clicking the 'Delete' button available at the bottom of the page. --- ### Why some evaluations appear to be pending even when evaluator has submitted the reviews? > Evaluator need to revisit the evaluation and click on the Finish evaluation button. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/evaluations-appear-to-be-pending-even-when-evaluator-has-submitted-the-reviews/ It may happen that the evaluator has completed all the selections in the evaluation, but at the end of the evaluation, he/she forgot to click on the Finish evaluation button. In this case, ask the evaluator to revisit the evaluation and click on the Finish evaluation button. --- ### How do I delete someone's evaluation that is no longer required? > Visit the Evaluation records tab > click the Delete icon available on the last action column to remove the evaluation from the record. - Published: 2020-02-22 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/how-do-i-delete-someones-evaluation-that-is-no-longer-required/ Visit the Evaluation records tab, search for the required evaluation record using the filters available and click the 'Delete' icon to remove it permamently. For Example, Hailey Brown is the person whose evaluation is no longer required; you can visit Evaluation records, search for Hailey Brown using filters and then delete her evaluation by clicking the Delete icon in the Action column on the right. --- ### How do I delete a project? > Please visit Projects tab and then click the Delete icon. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-delete-a-project/ Please visit the Projects tab and click the Delete icon to remove a project from the active projects listing. --- ### How does an evaluator add the description for the evaluation? > Simply use the Evaluation description tab to add a descriptive note to the evaluation while creating a new evaluation. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-an-evaluator-add-the-description-for-the-evaluation/ Evaluators can use the notes section on performance indicators to add their comments, external links and emoticons to describe their opinion. --- ### How do team managers compare their team members' evaluations? > Visit the Team performance tab > Evaluation records section to compare the scores between team members. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-team-managers-compare-their-team-members-evaluations/ Please visit the Team performance tab > Evaluation records. Select two or more evaluations you wish to compare and click the Compare button at the bottom of the page. Please note that you can compare upto 25 evaluations at a time. Mangaers can also visit My direct reports evaluations, use the filers and select two or more evaluations for comparison. --- ### How do I evaluate a person monthly? > Please create a periodic evaluation from Evaluation templates > Add a new evaluation > Periodic evaluation > Select the frequency of evaluation and select the person(s) to be evaluated. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-evaluate-a-person-monthly/ As an Administrator, you can quickly set up a monthly evaluation for a person by following the instructions below: Step1: Visit Evaluation templates, click on Add a new evaluation, and opt for the Periodic evaluation template. Step2: Fill in the title, the send date, and the evaluation period; set the repeat parameter to every 1 month. Step3: Enter the person's name, select the appropriate evaluator levels, and then proceed to access your result areas. Step4: 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. --- ### How do I give visibility to project managers for their own projects? > Please visit Projects > Edit Project > Select project managers. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-give-visibility-to-project-managers-for-their-own-projects/ Please visit Projects > Edit project and add appropriate persons as project managers to give them visibility to access the project results. --- ### How do I give visibility to managers for their own teams? > To give team visibility for managers, please visit Teams > Edit Team > Select managers under team managers. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-give-visibility-to-managers-for-their-own-teams/ Please visit Teams > Edit Team and add appropriate persons as team managers to give them visibility to access the team results. --- ### How do I collect customer feedback for a team instead of a person? > To collect customer feedback for a team, please create a new team as a person in your account then create evaluations for this team. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-collect-customer-feedback-for-a-team-instead-of-a-person/ Please create a new team as a person in your account. For example, you can have a user named HR-department and create it as a person. This team can now be evaluated as one entity by your customers. You can use this exact procedure for any group entity that needs to be evaluated as a whole. --- ### How do I effectively evaluate my team? > AssessTEAM makes it simpler to evaluate the team in minutes. Monitor the quantitative and qualitative results, provide consistent. - Published: 2020-02-22 - Modified: 2024-10-08 - URL: https://www.assessteam.com/knowledgebase/how-to-effectively-evaluate-the-team-in-minutes/ Whether the staff performs well or poorly, employee appraisals present an ideal opportunity for HR to identify the next stage in their development. For underperforming staff, team evaluations can be used to identify skills gaps and training needs. A capable team can help an organization to achieve incredible results, and a team that is not working well can cause strategic failure to your organization. When you evaluate the team, it can help you empower your team by letting them know you believe they can achieve their goals, do their best work, take on a new project, or land a new client. When you evaluate the team, you can also monitor the quantitative and qualitative results, provide consistent feedback, and maintain a good rapport with all team players. AssessTEAM makes it simpler to evaluate the team in minutes. If you are a team Leader or a Manager and wish to evaluate the team, these steps will guide you. Step 1: Click My tools > Team Performance > Evaluate team. Step 2: An Ad-hoc Evaluation Template will be generated. Notice that most of the fields have been filled in for you. Check for accuracy. The send date will be for today; please change it if need be. Choose the Evaluation Period for this assessment. As you scroll down, you will see the Associated Result Areas that will be on this evaluation - choose the required result areas. There are Advanced options and Signature options available to customize your evaluation. Step 3: Click... --- ### How do I have employees review company policies or overall management? > You can simply create company management as a new person and let every employee evaluate that - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-have-employees-review-company-policies-or-overall-management/ You can create company management as a new person and let every employee evaluate that entity (as a person). Create a result area with company policies pointers as performance indicators and have employees respond to that evaluation, acknowledging that they have read the policies. --- ### I am not able to see the person I want to evaluate in Continuous feedback. > Result areas are associated to the person and evaluator is assigned to the concerned person's result area for the continuous feedback. - Published: 2020-02-22 - Modified: 2024-07-05 - URL: https://www.assessteam.com/knowledgebase/i-am-not-able-to-see-the-person-i-want-to-evaluate-in-continuous-feedback/ Please make sure the result areas are associated with the person and the evaluator is assigned to the concerned person's result area for continuous feedback. If not please follow these steps to assign evaluators on person's result areas. Step 1: Please Persons > Edit person. Step 2: Scroll down to the bottom and add the correct Result areas for that person. Step 3: Add the evaluator(s) to the Result areas and click Save. Also, ensure that Continuous feedback is enabled for the evaluators under Job titles. Visit Job titles > Edit (job tilte) and enable the option 'Enable access to leave feedback at will' under Directroy acess to turn on Continuous feedback for this position. --- ### How do I set up free response questions? > Result areas tab > Add a new result area > Add a new performance indicator > Enter title and click on the select type as free-text input to set-up free-response questions. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-set-up-free-response-questions/ Visit Result areas tab and click on Add a new result area. Enter a title, and click Add a new performance indicator. Enter a Title for the Indicator, click on the and pick 'Free-text input' to set up free-response questions. Click Save to save the Indicator, and then Save the Result area. --- ### How can I delete the prebuilt job titles in AssessTEAM? > Visit Job titles tab from the left navigation > Scroll down the page to cheatsheet > Click on Remove prebuilt job titles. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-delete-the-prebuilt-job-titles-in-assessteam/ Visit the Job titles tab from the left navigation panel, scroll down to the bottom of the page and click "Remove prebuilt job titles. I will create my own job titles. " to permanently delete all pre built job titles. --- ### How do I delete a performance indicator? > Visit the Result areas tab from the left navigation > Scroll down the page to cheatsheet > Click on Remove result area library. I will create my own result areas. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-i-delete-the-prebuilt-result-area-library-of-assessteam/ Visit Result area > Edit (Result area). Scroll down to the Indicator that you wish to delete and use the 'Delete' icon to delete it permanently. --- ### How do we import persons from a spreadsheet? > Go to Settings > Integration > Select the ‘Import from CSV’ option > Select import type ‘Person’ > Click on ‘Download sample file Guide’ > Update the downloaded sample file > Click on "Choose file" > Select the updated file > Select appropriate headers to be imported > Click "Upload". - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-we-import-persons-from-a-spreadsheet/ Visit Settings > Integration > Import from CSV and select import type as Person. You can now download the sample file, update the data, and click upload, or simply upload your existing persons' sheet using the Upload option. Map the appropriate columns with the system fields, use the checkbox to send joining invites to imported persons and click Import to complete the process. --- ### Our trial has ended. How do we purchase a subscription? > Please visit Settings > Billing & Receipts and set up a subscription here. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/our-trial-has-ended-how-do-we-purchase-a-subscription/ Login to your account and visit Settings > Plans. Select the appropriate plan, choose from monthly or annual payment options and click on Complete purchase. Enter your card details to complete the payment and activate your plan instantly. --- ### How do I resend joining invitation to a person? > Visit the Persons tab, click the Edit or View icons on a person, scroll down the page and click on ‘Resend invite’ button. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/i-need-to-resend-an-invitation/ Visit the Persons tab, click on the Edit/View icon on the person's profile, scroll down the page and click on 'Resend invite' button. --- ### What is a pending evaluation, and how do I know if evaluations are completed or still pending? > AssessTEAM provides a simple and easy employee evaluation system. Thus, any pending evaluation will belie this cause. AssessTEAM makes. - Published: 2020-02-22 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/what-is-pending-evaluation-and-how-do-i-know-if-evaluations-are-completed-or-remain-pending/ A pending evaluation is one that has been sent out but not completed by the evaluator. It will remain in the 'Pending Evaluations' status until the processing is complete. We automatically send out a reminder every Monday to remind Evaluators of all pending evaluations. As an Administrator, you can view all of the Pending evaluations by visiting Evaluation records and searching for evaluations with Pending status. To complete your pending evaluation(s), login to your AssessTEAM portal, visit My tools > Waiting evaluations and click on the Start button. --- ### What are the benefits of using a 360 degree review? > A 360-degree review is a system or tool that provides each employee the opportunity to receive performance feedback from the people who work. - Published: 2020-02-22 - Modified: 2024-08-02 - URL: https://www.assessteam.com/knowledgebase/what-are-the-benefits-of-using-a-360-degree-review/ A 360-degree review is a system or tool that provides each employee the opportunity to receive performance feedback from the people who work around them. This typically includes the employee' manager (Downward), peers (Peer), customers, and/or subordinate and direct report staff members (Upward). Benefits of the 360-degree review: 1. Provides feedback to employees from various sources to help employees understand their strengths, weaknesses, goals, etc. from a different perspective. 2. Develops and strengthens teamwork and accountability. 3. Fosters Continuous Improvement. 4. Offers constructive feedback to improve employee outputs. 5. Improves communication because the employee understands how others perceive them, which in turn assists with teamwork. 6. Improves motivation of employees knowing that multiple individuals gave the same positive feedback. --- ### How do I enable browser based notifications for my employees? > Employees need to simply click accept on the browser-based notifications dialog. They will then receive notifications for evaluation invites, result area changes and performance score updates too. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/enable-browser-based-notifications-employees/ Visit Settings > Notifications and enable various notification options under the Browser & app notifications category. Employees will need to click accept on the browser-based notifications dialog box. They will then receive notifications for evaluation invites, result area changes, and performance score updates. --- ### Why did I stop getting the Monday Motivator? > Monday motivator goes out to all persons evaluated in the past 4 weeks or those who have waiting evaluations or projects at risk. - Published: 2020-02-22 - Modified: 2024-11-13 - URL: https://www.assessteam.com/knowledgebase/stop-getting-monday-motivator/ The Monday motivator goes out to all the persons evaluated in the past 4 weeks or those who have some waiting evaluations and projects (for Time tracking and Profitability plans) at risk. If you have not been evaluated in a while, encourage your manager to leave you feedback soon. You can also check your notification settings to ensure you have not stopped them. Click on your profile name from the top right corner and select notifications. Enable the Monday motivator email notifications if they have been turned off accidentally. --- ### What's a faster alternative to sending out evaluation invites? > Click on the Evaluate icon next to a person, team, project or a job title. Simply hit save on the next screen to send out evaluation invites. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/whats-faster-alternative-send-evaluation-invites/ Click on the Evaluate icon next to a person, team, project or a job title. Fill in the required fields and click the 'Save' at the bottom of the page to send out evaluation invites. --- ### How do employees leave a response when they are evaluated? > We suggest doing a 360 evaluation where the employees can review the managers too. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/employees-leave-response-evaluated/ Once managers complete evaluations for their employees, they can send it for signature to the employees. Employees can now sign off and write detailed notes on the evaluation. They can also disapprove this evaluation and leave appropriate comments. --- ### Do my employees get alerts when their result areas change? > With AssessTEAM you will receive a notification if there is a change in your job title or result areas, change in individual or team goals, or if an evaluator leaves feedback for you. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/employees-get-alerts-result-areas-change/ Yes, employees will receive a push mobile notification on their smart devises when their result areas are updated or changed. --- ### How do I post real-time/continuous feedback from my smartphone or tablet? > AssessTEAM scales seamlessly across all devices, giving you the opportunity to complete your evaluations on the go. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/post-real-time-continuous-feedback-smartphone-tablet/ AssessTEAM supports continuous feedback from managers, direct Reports, and peers. Download the AssessTEAM app from the App store or the Google Play store. Visit the Company directory menu, select a person, and click 'Leave a feedback' to initiate continuous feedback for this person. --- ### How do I add an existing performance indicator to a result area? > Open the Result areas tab > Edit the result area > Performance indicators > Search for the performance indicator and click on the Include button. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-add-existing-performance-indicator-result-area/ Visit Result areas > Edit the result area. Use the search box to search for an existing performance indicator and click on the Include button to add it to the result area. --- ### How do I view a graphical layout of time spent on the project by month? > The time by month bar chart shows time by month, this can be exported as an image or to a spreadsheet. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/view-graphical-layout-time-spent-project-month/ Visit the Projects tab from the menu bar and click on the blue View icon on a project to view the project details. The Efforts by month graph shows the time invested each month on this project. This can be exported as an image or to a spreadsheet for further analysis. --- ### How can I export evaluator notes along with performance scores? > Open the Reports tab > Evaluations option. Select the “Scores by evaluation” option under the Performance indicator scores selection > Click on Export to CSV to download the report. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-export-evaluator-notes-along-performance-scores/ Visit Reports > Evaluations. Select the evaluation period, choose Performance Indicators scores report, select Scores by evaluation option, and select the appropriate Teams, Persons or Tags. Click on Export to CSV to download the data. All notes and scores will be included in the report. --- ### How can administrators enable the goal setting function for employees? > Goal setting can be enabled from the Job titles tab. You can enable it for those job titles that need goal setting. - Published: 2020-02-22 - Modified: 2024-09-24 - URL: https://www.assessteam.com/knowledgebase/how-do-managers-enable-the-goal-setting-function/ Goal setting is an essential part of the successful employee lifecycle. Goals provide motivation and job clarity for staff. Employees perform better when they have concrete goals to work towards, especially if they feel these goals are important, rewarding, or they align with their personal values. Therefore, it is vital to let employees have a say in their goal-setting process. To allow employees to set their own goals, visit Administrative tools > Settings > Job titles > Edit job title and enable the various Goal settings options under the Goals access group. --- ### How do I make bulk changes to all persons? > Export all the person records from Persons tab > Export option, make modifications and click on the Settings tab > Integration option > Import from CSV option, click person and import the updated sheet. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/make-bulk-changes-persons/ Export all the person records from Persons tab > Export option (upper right green button) and select "Persons export" You can then make modifications to this spreadsheet, and save as a csv file. To import, click on the Import button to upload the updated worksheet in the upper right-hand corner of the "Persons" page. Choose the updated CSV file and click Import. You will need to understand and map the values. When you click on import again any errors will be available and a report will be generated. Once cleared you can try the process again. Make sure to overwrite current values, otherwise duplicates will occur. All changes will take effect immediately. --- ### How do I stop evaluations from automatically moving forward after my selection? > Auto proceed is automatically selected when you start evaluations. It lets you automatically move to the next performance indicator once you finish the current one. Disable it by moving the slider to the off position. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-stop-evaluations-moving-forward-selection/ The "Auto proceed" option is automatically selected when you start evaluations. It lets you automatically move to the next performance indicator once you finish the current one. Disable it by moving the slider to the off position. --- ### How do I change a project's status? > Open Projects > Edit Project to change the status of a project. You can select the new status using the following options: - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/change-projects-status/ Visit the Projects menu and use the green Edit icon for each Project to choose a project status value from active, completed and deleted. --- ### Can a project manager edit the project details? > Yes, a project manager can edit all the project details. Configure project managers by editing the project and selecting the relevant persons can project managers. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-project-manager-edit-project-details/ Yes, a project manager can edit all the project details. Configure project managers by editing the project and selecting the relevant persons as project managers. --- ### How do I tag a person with information that might be relevant in the future? > Open Edit Persons > Notes and Tag(s) to tag a person. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/tag-person-information-might-relevant-future/ Please visit Administrative tools > Persons > Edit profile and scroll down to the the Tag(s) section to assign existing or new tags to the person. --- ### How can team managers change an evaluation to anonymous mode once it has been submitted? > Open Evaluation records > View option for your selected evaluation and choose the option, ‘Make anonymous’ on the Evaluation page to turn. - Published: 2020-02-22 - Modified: 2024-08-02 - URL: https://www.assessteam.com/knowledgebase/how-can-managers-change-an-evaluation-to-anonymous-mode-once-it-has-been-submitted/ Anonymous evaluations have tremendous benefits for the organization because the promise of anonymity opens the door for participants to express an honest opinion on topics that make them uncomfortable. Under normal circumstances, they would ordinarily not make their feelings known if their names were attached to the review. With AssessTEAM, managers and team leaders can make the relevant team members' evaluations anonymous before the results are discussed with the team or department by following the steps below: Visit My tools > Team performance > Evaluation records. Click the View icon on the evaluation you wish to make anonymous. Click on the 'Make Anonymous' button to change the evaluation status to anonymous. --- ### Some projects I add are internal cost centers that do not need profitability tracking; how do I ensure they do not show as at risk? > Open the Settings tab > Project types option. You can enable or disable profitability tracking by using the Edit option. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/projects-add-internal-cost-centers-not-need-profitability-tracking-ensure-not-show-risk/ Visit Settings > Projects configuration. Click the Edit icon next to a project type to enable or disable profitability tracking for these category of projects. --- ### What is the best way for me to review project productivity for an individual? > AssessTEAM gives report lists all the projects the person has worked on and a summary of their performance scores. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/whats-best-way-review-project-productivity-individual/ You can access this section from the Persons tab. Click the View icon on a person and further click on the Productivity report button. This report lists all the projects the person has worked on and a summary of their performance scores. --- ### How can the program administrators change an evaluation to anonymous mode once it has been submitted? > You can edit a completed evaluation. However, your evaluation can be deleted and scores can be reassigned. - Published: 2020-02-22 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/can-edit-completed-evaluation/ Anonymous evaluations have tremendous benefits for the organization because the promise of anonymity opens the door for participants to express an honest opinion on topics that make them uncomfortable. Under normal circumstances, they would ordinarily not make their feelings known if their names were attached to the review. The program admins and the HR team can make any evaluation anonymous before the results are discussed with the team or department by following the steps below: Visit My Administrative tools > Evaluation records. Click the View icon on the evalution you wish to make anonymous Click on the 'Make Anonymous' button to change the evaluation status to annonymous. --- ### How do I integrate our timesheet software with AssessTEAM? > Please contact our support team for API access. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-integrate-timesheet-software-assessteam/ You can use our APIs to connect your timesheet software with AssessTEAM. Visit Settings > integrations to get started. API documentation is available at https://restapi. www. www. assessteam. com/swagger/index. html --- ### How do team managers compare team members' evaluation scores to determine trends and patterns? > Please visit the Team Performance tab > Person list and click on the 'Compare' button next to the person's name to compare one or more team members. - Published: 2020-02-22 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/compare-team-members-evaluation-scores-to-determine-trends-and-patterns/ Tracking and comparing the performance of individual team members against each other is a crucial aspect of successful employee management. Studying these comparisons will assist team managers to get a handle on the team performance as well as the team dynamics. Moreover, if the team is not functioning optimally, the manager can intervene before potential challenges amongst the team members cost the company time and money. To compare two or more members of your team, please follow these steps below: Login to your account and visit Team performance > Person list. Click on the Compare icon (purple icon) to add a person for comparison. Similarly, add the other team member's names whose performance metrics you would like to compare, and click on the Compare button at the top to generate a comparison report. Individual evaluation records can be compared by visiting Team performance > Evaluation Records. Select multiple evaluation entries to be compared and click the Compare option at the bottom of the page to generate a side-by-side comparison report. --- ### How do I integrate AssessTEAM with Microsoft 365? > AssessTEAM seamlessly imports your users from your Office 365 account.Open Settings > Integrations to get started.Log in using Office 365 integrated authentication and import your team. - Published: 2020-02-22 - Modified: 2024-08-01 - URL: https://www.assessteam.com/knowledgebase/integrate-assessteam-office-365/ AssessTEAM can seamlessly import all your users from your Microsoft 365 account. Visit Settings > Integrations, and click Microsoft 365 to get started. Click the 'Connect Microsoft 365' button and authorize your Microsoft account to import all your users to AssessTEAM. --- ### How do I create an evaluation of the company itself and solicit input from my employees or customers? > Evaluate the company as a person and send the evaluation out to the relevant evaluators; data gathered would be reported on the data points requested. - Published: 2020-02-22 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/can-create-evaluation-company-solicit-input-employees/ Please follow these steps to quickly send an Ad-hoc evaluation to all employees about the company: Add the company as one of your Persons. Visit the Result areas tab to create the Result Areas with Indicators that you would like to measure about the company. Visit Evaluation templates, click on Add a new evaluation, and opt for the Ad-hoc evaluation template or use the Customer Survey type for your customers. Fill in the title, the send date, and the evaluation period. Enter the company's name under persons to be evaluated, select the appropriate names (or type ALL) under evaluators, and then proceed to access your result areas and choose from all available result areas. OR add your customer's information in the Customer Survey type. 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. --- ### How do I enable Continuous Feedback? > Open the Job title tab > click the Edit job title icon to enable Continuous Feedback. - Published: 2020-02-22 - Modified: 2024-09-24 - URL: https://www.assessteam.com/knowledgebase/enable-continuous-feedback/ Please visit Administrative tools > Settings > Job titles, click the Edit job title icon and enable the option 'Enable access to leave feedback at will' to turn on Continuous feedback for employees at that role/title. --- ### How do I view the top-performing individuals of the company? > The Reports tab > Company performance option enables you to view the top 20 performers of the company. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-view-top-performing-individuals-company/ Visit Reports > Company performance and select Top performers option. The page will display the scores of your top 20 performers with their names in the form of bar graphs. All graphs can be exported for further analysis as a CSV, JPG or PDF by clicking the three dots on the upper right corner of the graph. --- ### How do I use AssessTEAM in a language other than English? > AssessTEAM supports over 100 languages using the automated Google translate option. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-use-assessteam-language-english/ AssessTEAM supports over 100 languages using the automated browser translate option. Users who have their browsers set on languages other than English automatically see a translation option. Please note that Result Areas with Performance Indicators can be written in your native language. --- ### How do I compare evaluations so I can see patterns in ratings? > Compare evaluations on the person dashboard or under the Evaluation records tab. Select evaluations to compare and click the compare button. - Published: 2020-02-22 - Modified: 2024-08-09 - URL: https://www.assessteam.com/knowledgebase/compare-evaluations-can-see-patterns-ratings/ You can compare evaluations on the person dashboard as well as under the Evaluation records tab. Select two or more evaluations to compare and click the "Compare" button. --- ### How do I export our evaluation data to a spreadsheet? > Reports tab > Evaluations option enables you to export evaluations. Export average scores, result area scores, all result areas scores or all performance indicator scores. - Published: 2020-02-22 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/export-evaluation-spreadsheet/ Please follow the steps below to export your data to a spreadsheet: Visit Administrative tools > Reports > Evaluations. Select the time period of the report, choose the Evaluations option under Exports and select the summary option as required. Select Persons, teams or tags groups and select the desired evaluation levels. Click on Export to CSV button to complete the export. --- ### How do I send a link to the evaluator who is unable to receive evaluation emails? > Open the Evaluation records tab, find the appropriate evaluation using search filters. Click on the copy evaluation link icon next to the evaluation. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-send-link-evaluator-unable-receive-evaluation-emails/ Open the 'Evaluation records' tab, and find the appropriate evaluation using search filters. Click on the purple copy evaluation link icon next to the evaluation. Send the evaluation link through the appropriate channels to the evaluator. Alternatively, if your employees do not have emails, you can add their phone numbers on their profiles to enable the text notifications. --- ### How do I insist on evaluators leaving a descriptive note with their selections? > Performance indicators can be configured to require notes. Simple check the box that says “Evaluators must leave a descriptive reason for selection while saving the performance indicator. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/insist-evaluators-leaving-descriptive-note-selections/ Performance indicators can be configured to require notes. Simply check the "Notes mandatory" box next to each of the scale option selections that indicate the evaluators must leave a mandatory note. You can also require notes for any selection by checking the box at the bottom that says, 'Evaluators must leave a descriptive note for any selection. ' --- ### How do I evaluate sales targets? > The company’s sales strategy is the ultimate game plan to achieve sales targets, growth, and objectives. It is also essential to assess the effectiveness of these strategies. In other words, you need to decide what works, what doesn’t work. - Published: 2020-02-22 - Modified: 2024-07-05 - URL: https://www.assessteam.com/knowledgebase/evaluate-sales-targets/ The company's sales strategy is the ultimate game plan to achieve sales targets, growth, and objectives. It is also essential to assess the effectiveness of these strategies. In other words, you need to decide what works, what doesn't work, and what elements of the strategy can be improved. The AssessTEAM employee evaluation software is an ideal vehicle to evaluate how well the business has taken advantage of current market opportunities and created new business possibilities to meet sales targets, drive new sales growth, and capture a greater slice of the market. Each salesperson or sales team can be assigned daily, weekly, monthly, quarterly, and yearly targets in AssessTEAM. As these milestones are met, management evaluates them on these targets using continuous feedback or scheduled periodic evaluations, allocating scores depending on the following: Has the individual or team met the targets? Has the salesperson or team underperformed; consequently, not meeting predefined targets and goals? Has the employee exceeded the stated targets? The steps below will help sales managers set up and evaluate sales targets: Visit the Teams tab and click on the Goals icon. Click on Add a new performance indicator button, give the indicator a Title, add more description if necessary, and select a scale of your choice. You can design your rating scale to measure sales accomplishments by creating a percentage scale to measure the percentage of the target reached as the portion of the measurable goals set. Or, you can create a different measurement scale that defines your... --- ### How do I set up teams for managers? Do managers see evaluations for all members in their teams? > Please create a team from the Teams tab, select managers for the team during creation. Add persons to the team by editing the persons and selecting the appropriate team. - Published: 2020-02-22 - Modified: 2024-08-09 - URL: https://www.assessteam.com/knowledgebase/can-set-teams-managers-can-managers-see-evaluations-members-teams/ Please visit Administrative tools > Teams. You will see all of the Teams and the number of persons for each Team. Click on the green edit icon and assign the Manager for each team. You can also create a new team from the Teams tab and select the persons to be assigned as team managers. From the Persons tab, identify the team members and assign the appropriate team to these persons by visiting their profiles. Persons who are managers to one or more teams will now see the Team performance tab when they log in. They can review all evaluation records for the team members, access overall team performance reports, and create team evaluations. --- ### I need to evaluate some job goals frequently; how do I do this? > AssessTEAM supports multiple evaluation methodologies within the same person account, some job goals (result areas) can be evaluated at a higher frequency than others, some can be evaluated by subordinates, some by peers, some by supervisors and some via customer feedback evaluations. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/need-evaluate-job-goals-frequently-can/ Please visit Persons > Goals. Add the job goals you wish to evaluate and create a custom evaluation schedule by selecting a repeat interval of your choice. --- ### How do I configure self-evaluations? > Self-evaluations can be configured using given steps. - Published: 2020-02-22 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/send-evaluations-employees-self-evaluation/ You can quickly send out self evaluations by following the instructions below: Visit Evaluation templates, click on Add a new evaluation, and opt for the Ad-hoc evaluation template. Fill in the title, the send date, and the evaluation period. Enter the person's name, select the self evaluation under evaluator levels, and then proceed to access your result areas. 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. --- ### How do I use AssessTEAM with external software like Basecamp or Zoho? > AssessTEAM happily integrates with many applications. This ensures your rollout is quick and your users can use a single sign-on with a system of your choice without setting up a new account. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-use-assessteam-without-basecamp-zoho-integration/ AssessTEAM easily integrates with many applications including Basecamp and Zoho projects. This ensures your rollout is quick, and your users can use the single sign-on feature to login to our program without setting up new credentials. Login to your account and visit Settings > Integrations to connect a third-party application like Basecamp and Zoho projects. We also offer Zapier and our own APIs for integration. You can learn more about integrations at https://assessteam1. wpengine. com/integration/ --- ### How can I delete a person? > Visit the Persons tab from the left navigation > Edit the person to be deleted > Click ‘Delete’ on the bottom right. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-delete-person/ Please visit Administrative tools > Persons and use the Delete icon from the action column to delete a person from the system. Please note that deleted persons do not count against your subscription. Deleted users can be restored at a later date. Scores of deleted individuals will remain on the software. To remove scores, use the Evaluation records tab and delete all evaluations for the deleted individuals. --- ### How do I edit my profile or change the password? > Profile page allows you to change your password, upload your profile picture and to edit your full name and contact number. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-edit-profile/ Click on your profile name from the top right corner and select My profile. This section allows you to update your full name and contact number, upload or change your profile picture, and provide the option to change your profile password. --- ### How do I sign up for a trial? > Use AssessTEAM sign up Link https://account.www.www.assessteam.com/signup - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-sign-trial/ Please use the link below to sign up for a freel-trial: https://account. www. www. assessteam. com/signup --- ### Does an evaluation expire? > No, evaluations do not expire. You can view your pending evaluations by clicking on 'Waiting Evaluation' from the menu. - Published: 2020-02-22 - Modified: 2024-08-09 - URL: https://www.assessteam.com/knowledgebase/can-evaluation-expire/ No, evaluations do not expire automatically; they remain in either Pending or Completed Status. They only expire if the option "Cancel evaluations if not processed by the due date" is enabled under Advanced options while creating an Evaluation template. The program administrators are able to cancel or delete evaluations under the Evaluation records menu. --- ### Are there any limits to the number or nature of evaluations? > Schedule project evaluations by sending them out on project completion, these evaluations go out automatically when a project is marked completed. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/limits-send-evaluations/ There are no limits to the number or nature of evaluations you can generate. Please make sure your Result Area(s) with Performance Indicators are correctly formatted under Result Areas page before you start sending out evaluations. --- ### How do I customize my access link? > Follow the steps from setting, this will modify your URL to display your company name as required. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/edit-access-link-name-system/ Visit Settings > Branding and scroll down to the Access link section to set up a customer URL for your account. You can add your company name or any other text in the URL field. --- ### Can I submit an open-ended answer for an evaluation? > AssessTEAM supports free text evaluations. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-submit-open-ended-answer-evaluation/ Absolutely, you can submit a detailed open-ended answer to an evaluation. Qualitative Performance Indicators require the evaluator to enter their feedback as notes which can be made mandatory, while quantitative Performance Indicators have an option for the evaluator to 'Leave a note' in addition to the score selection. --- ### How do I recover my password? > Open the web console at https://account.www.www.assessteam.com/login, Click the ‘Forgot Password’ option and enter your email address, you will receive an email with password reset steps. - Published: 2020-02-22 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/can-recover-password-assessteam-account/ Please use the steps below to reset your password: Visit https://account. www. www. assessteam. com/login and click the Forgot password option. Enter your email address and click Send verification code. Paste the verification code you received in your mailbox. Set up a new strong password. --- ### How do I see people who are missing timesheets? > Choosing 'Only show persons with no time clocked' option will generate a report of individuals who have not updated their timesheet in the date range selected. - Published: 2020-02-22 - Modified: 2024-11-13 - URL: https://www.assessteam.com/knowledgebase/show-persons-no-time-clocked-option-time-report-tab/ For Time tracking and Profitability plan customers, visit Reports > Time logged. Select the reporting period, select the Project(s), or Team(s) or Peson(s), and check the option at the bottom "Only show persons with no time clocked". This report will display a list of all persons who haven't entered any timesheet data in the selected period. --- ### How do I check time report of an employee, team or project? > View online or export time logs to be imported to any other system. - Published: 2020-02-22 - Modified: 2024-11-13 - URL: https://www.assessteam.com/knowledgebase/check-time-report-employee-team-project/ For Time tracking and Profitability plan customers, visit Reports > Time logged. Select the reporting period and choose from the available formats to generate your desired time investment reports. You can group timesheet reports by projects and teams or fetch a report with individual entries and notes. Timesheet reports can be viewed online or exported to spreadsheets for further analysis. --- ### How do I export project lists from AssessTEAM? > Use the Export option on the project list to directly export all projects to a spreadsheet. You can use the search filter to narrow down your results as needed before the export. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/export-project-list-assessteam/ Visit the Projects tab from the menu bar, and use the 'Export' option on the upper right corner to export all projects to a spreadsheet. You can use the search filter to narrow down your results as needed before the export. --- ### How do I send a reminder to the evaluator? > Reminders go out automatically every Monday as part of the Monday motivator email. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/send-reminder-evaluator-evaluating-assess-team-software/ Reminders go out automatically every Monday as part of the Monday motivator email. To remind a user for a specific evaluation, visit the Evaluation records tab and click the remind option next to the evaluation. To send reminders in bulk, select a batch of all those pending evalutaions and use the Remind icon located at the bottom of the Evaluation records page. --- ### I sent wrong evaluation to a person, how do I delete it? > Select the delete option from the Evaluation records tab. - Published: 2020-02-22 - Modified: 2024-08-09 - URL: https://www.assessteam.com/knowledgebase/sent-wrong-evaluation-person-delete/ Find the evaluation that you wish to delete under the 'Evaluation records' tab and click the red trash can icon. A confirmation of deletion will pop up; confirm to delete the evaluation. --- ### How do I export evaluations from the software? > Reports > Evaluations enables direct export for evaluation information. Evaluation records also offers a granular export of evaluation data. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/export-report-software/ Go to Persons, find the person you wish to export and click on their information. You can select the evaluations you wish to export and then click on the Compare/View button. As an Administrator, please go to 'Reports' tab in the menu bar. There are numerous reports that can be generated at different levels and can be exported directly into a spreadsheet. You can also generate comparisons in 'Persons' and 'Evaluation records' tab and export from there. Keep in mind that if you use your PRINT cue (Ctrl + P), you can print and save the data to a PDF file. --- ### Is it possible to import our job descriptions into AssessTEAM? > AssessTEAM have an option to import and export persons along with their job titles through a CSV file. Use the Settings > Integrations tab to start the import process. - Published: 2020-02-22 - Modified: 2024-06-26 - URL: https://www.assessteam.com/knowledgebase/possible-import-export-job-descriptions-assessteam/ The option to import CSV files of your job descriptions can be found under Settings > integrations > Import from CSV. Our team can help you load your job descriptions in the system. Simply send us your word or pdf files at support@www. www. assessteam. com --- ### How can I manage weight allotment across key result areas? > Please visit Administrative tools > Persons > Edit profile and allocate weights to the assigned result areas on the person's profile. Please ensure that the sum of all weights should be 100%, however, you can skip one or more result areas from the weighted average scores. Evaluations, where result areas evaluated, make up 100% in weights would result in weighted scores being calculated for the evaluation. Evaluations, where result areas do not add up to a 100% weighted score, would not be computed. - Published: 2020-02-22 - Modified: 2024-09-24 - URL: https://www.assessteam.com/knowledgebase/can-manage-weight-allotment-across-kras/ Please visit Administrative tools > Persons > Edit profile and allocate weights to the assigned Result Areas on the person's profile. Please ensure that the sum of all weights equals 100%, however, you can skip one or more result areas from the weighted average scores. Clicking the blue view eye icon lets you assign weights to different performance indicators inside a result area. Performance indicator weights can also be assigned by visiting Administrative tools > Result area > Edit result area page. You can also assign weights directly to Result Areas that are associated with job titles under Administrative tools > Settings > Job titles > Edit job title page. Evaluations, where Result Areas are evaluated and add up 100% in weights, would result in weighted scores being calculated for the evaluation. Evaluations, where Result Areas do not add up to a 100% weighted score, would be computed with standard calculations. --- ### Are there any upfront costs involved? > AssessTEAM will bill monthly or yearly for the number of people using the software in your organization. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/upfront-costs-involved/ There are no upfront or setup costs; we bill monthly or yearly based on the number of persons using the software in your organization. . All accounts come with unlimited rollout assistance. --- ### How do I update the reporting structure when people switch teams? > Simply modify the evaluator and the team in the person record.Click on the Persons tab, find the person to be modified using the search, click edit and make the required changes. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/update-reporting-structure-people-switch-teams/ When persons switch teams, simply update their evaluator(s) and the team by visiting Persons > Edit profile, and making the required changes there. --- ### Can we edit a performance evaluation that is already finished and submitted? > Once finished evaluations cannot be edited by the evaluators. However HR and Owners can reset the evaluation and submit again. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/cant-edit-contents-specific-performance-evaluation-finished/ Completed evaluations cannot be edited again. However, HR and Owners can reset/clear the evaluation and send a fresh one out again by using the "Purge and resend" option located on the evaluation view page under the 'Evaluation records' menu. Find the evaluation you wish to purge under 'Evaluation records' by searching for the specific criteria. Once located, it might be a good idea to first use the Print option and save the original as a PDF file to use as a reference. You can now use the view icon and click the 'Purge and resend' button. The system will purge the original assessment and send out a new evaluation. --- ### How do I evaluate employee performance automatically every quarter? > Open the Evaluation templates tab, Click “Add a new evaluation” and select Periodic evaluation, select the interval as monthly with a three. - Published: 2020-02-22 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/can-performance-report-6-months/ As an Administrator, you can quickly create quarterly evaluations by following the instructions below: Visit Evaluation templates, click on Add a new evaluation, and opt for the Periodic evaluation template. Fill in the title, the send date, and set the repeat parameter to every 3 months. Enter the person's name, select the appropriate evaluator levels, and then proceed to access your result areas. 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. --- ### Where do I see pending evaluations in my account? > The Waiting evaluations tab on both the mobile app and the web application takes you to the list of waiting evaluations that you have been requested to complete. These are also accessible from the Monday motivator email that goes out every Monday. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-view-pending-evaluations-account/ The 'Waiting evaluations' tab on both the mobile app and the web application takes you to the list of waiting evaluations that you have been requested to complete. The unique links for each pending evaluation are also accessible from the Monday motivator email that goes out every Monday. As an Administrator, you can check for all pending evaluations directly using the dashboard widget for Waiting evaluations. --- ### Who can view or access the performance records of all persons? > Persons designated as project managers in projects can access project performance metrics for all project members. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/allowed-see-performance-record-employees/ The program administrators with the user role as Owners, Human Resources, or Roll-out assistant can access the data for all persons. Persons designated as team managers can access performance summary and evaluation records for all their team members under the Team performance tab. Persons designated as downward evaluators can view evaluations for all their direct reports under My direct reports evaluations tab. Persons designated as project managers to one or more projects can access project performance summary and project performance evaluations for all project members under Project performance tab. --- ### How do users view their performance scores? > Clicking the My job result areas tab shows scores for each result area and performance indicators. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-can-users-view-performance-scores/ Users can login and visit My tools > Performance summary to view an overall summary of their performance on their dashboards. They can pick a specific month and view scores for that period. Clicking on the My job result areas tab will display scores for each result area and performance indicators. My evaluations tab gives users access to view the copies of completed evaluations along with the signatures processed on the evaluations. --- ### How do I contact support? > Simply click on the Help button on every screen on the software or email us at support@www.www.assessteam.com. Our support team endeavors to respond to every ticket within 6 business hours. - Published: 2020-02-22 - Modified: 2024-06-26 - URL: https://www.assessteam.com/knowledgebase/can-get-support-help-anything-system/ Simply click on the "Chat with the AssessTEAM Fairy" on every screen from the lower right corner in the software or email us at support@www. www. assessteam. com. Our support team endeavors to respond to every ticket within 2-4 business hours Monday to Friday. --- ### Do multi location companies use AssessTEAM? > AssessTEAM was designed to work across the world. Multi-location companies find AssessTEAM liberating as employees can access their evaluations from anywhere on the planet via the web interface or the mobile app. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-employees-placed-offices-use-assess-team-system/ AssessTEAM is designed to work across the world. Multi-location companies find AssessTEAM liberating as employees can access their evaluations from anywhere in the world via any web browser or the AssessTEAM mobile app. We also work with all popular languages and currencies. Multi-location companies often create teams by location so they can easily get location metrics and compare locations as needed for reporting. Often tags are used for groups that can be independently evaluated. --- ### What do I need on my computer to use AssessTEAM? > AssessTEAM works on any computer that has a recent web browser; from high capacity Apple computers to windows laptops and Chromebooks, we support every type of device that can run a web browser. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-do-i-need-computer-asessteam/ AssessTEAM is designed to work across the globe. All you need is a simple web browser or the AssessTEAM mobile app to get started. --- ### What are the differences between periodic and ad-hoc evaluation? > Periodic evaluation is an assessment method to periodically evaluate people on selected result areas. - Published: 2020-02-22 - Modified: 2024-05-02 - URL: https://www.assessteam.com/knowledgebase/difference-periodic-ad-hoc-evaluation/ An ad-hoc evaluation is a one-off or as-needed quick assessment method used to evaluate your employees. It can be designated for an individual employee, multiple employees, team(s), job title(s), or tag(s) by choosing the correct evaluator(s). This type of 'Evaluation template' can also be used again by changing the parameters, such as the Send date and the evaluation period within the template. A Periodic Evaluation, on the other side, is an assessment method that is designed to regularly evaluate employees on pre-selected result areas and cadence. The frequency of a Periodic Evaluation can be daily, weekly, monthly, quarterly, semi-annually, yearly or can be custom defined as needed. --- ### How do I configure rating scales for job performance? > Rating scales are used across AssessTEAM for skill-based evaluations, job performance and project performance too. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-configure-rating-scales-rating-employees-performance/ Rating scales are used across AssessTEAM for skill-based evaluations, job performance, and project performance evaluations. You can go to Settings > Evaluation configuration > Rating scale to customize a rating scale and make it your default selection or add a new scale. You can configure rating scales for each Performance Indicator by visting Result areas page and then either by editing or adding a Result Area with Performance Indicators. You will find the scale templates under the 'Select a scale template' drop-down. Please choose one that suites your needs or create one on-the-fly. Keep in mind you can edit each selection with your own description and make notes mandatory for each selection. The Not Applicable selection is added by default and can be removed by checking the 'The answer to this question should be mandatory for evaluators'. --- ### How do I customize user roles and permissions for our employees? > User access levels are include No access, Self-metrics, Team-metrics, Company-wide metrics, Rollout assistant, Human resources, Owners etc. - Published: 2020-02-22 - Modified: 2024-11-13 - URL: https://www.assessteam.com/knowledgebase/how-can-i-customise-rights-permissions-users/ Go to each Person's profile and change the User Permission. You can also update them in a CSV file and have us Upload the updates. User access levels include the following: No access Persons can be evaluated and can evaluate others so long as they click on the evaluation invite over emails. Customers Persons with a customer role can evaluate employees through email links but cannot login to the system. Self-metrics Access to assigned goals and result areas, self-performance metrics, individual evaluation reports, and an easy way to access waiting evaluations. Peer-metrics Including all features from Self-metrics, and these persons can access evaluation scores of everyone in their own teams as well as overall team performance. Company-wide metrics Including all features from Self-metrics, and these persons can access company wide average result area scores and all the endorsemnts. Rollout assistant Including all features from Company-wide access, and these persons can add users, teams, job titles, (and projects- with a Time tracking and Profitability plan). No access to edit or delete. Human resources Including all features from Rollout assistant, and these persons can manage all features except for billing and receipts. Owners Access to all features including billing and the ability to change plans. Users selected within a team as team managers can see evaluation data for their team (and audit timesheets too on the Time tracking and Profitability plans). With a Time tracking and Profitability plan, users selected within a project as project managers can manage project information, expenses, budgets,... --- ### How do I add a job goal for my employees? > With AssessTEAM, you can add a job goal for your employees in minutes. These are high-level job goals assigned to persons on the software. - Published: 2020-02-22 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/add-a-job-goal-for-employees-in-minutes/ From the Person tab, select the person who needs a new job goal and click on the Goals icon. Select a Performance Indicator from the library by using the search and click add. You could also create your own by clicking Add a new performance indicator button on the top right corner of the screen. Click save to add appropriate Performance Indicators or Goals to the person's profile. These indicators will now be available for evaluations and will also be visible on the person's profile under the Goals section. --- ### What is the difference between result areas and OKRs? > Result areas, OKRs (objectives and key results), or Key Objectives are the same; these are high-level job functions or goals that are further split into performance indicators that define job requirements. - Published: 2020-02-22 - Modified: 2025-05-15 - URL: https://www.assessteam.com/knowledgebase/what-is-the-difference-between-result-areas-and-okrs/ When it comes to setting your business goals, finding the right tools and indicators to track your success is crucial. Result areas are groups of performance indicators you want to measure and monitor. These performance indicators can include job objectives, competencies, core values, or open-ended questions. OKRs (Objectives and Key Results) are a strategic goal-setting framework used to define clear objectives and track measurable outcomes. The Objective defines what you want to achieve, and the Key Results outline how you’ll measure progress toward that goal. Both Result Areas and OKRs help quantify the success of your growth plans and improvement goals, while mapping out a clear path to achieving them. --- ### How do you classify persons into Rock stars and Needs help? > The software by default assigns “Rock stars” to high-performance scores, “Adequate” to adequate performance scores and “Needs help” to low-performance scores. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-rock-star-criteria/ AssessTEAM enables you to select titles for high performance, adequate performance, and low performance employees. These titles helps you quickly identify the performance group of persons, job result areas, projects, and teams. The associated colors are Green for high performance, Yellow for adequate performance, and Red for low performance. The software by default assigns Rock stars to high-performance scores, Adequate to adequate performance scores, and Needs help to low-performance scores. The default values for the performance baseline scores are below, which can be updated under Settings > Evaluation configuration > Performance baseline. 1. Needs help - Scores from 1. 0 through 3. 0 2. Adequate - Scores from 3. 1 through 7. 0 3. Rock star - Scores from 7. 1 through 10. 0 --- ### What are projects at risk? > Projects that do not meet projected hours and profitability targets (only for the Enterprise plan) are classified as projects at risk. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-are-projects-at-risk/ Projects that do not meet projected hours and profitability targets (only for the Enterprise plan) are classified as projects at risk. --- ### What are the projects above targets? > Projects that meet projected hours and profitability targets are classified as projects above targets. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-are-projects-above-targets/ Projects that meet projected hours and profitability targets will be classified as projects above the targets. --- ### What does result areas dropping mean? > Result area reports show which job functions are doing well, which ones are adequate and which ones are not doing well. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/means-result-areas-dropping/ Result area reports show which job functions are doing well, which ones are adequate, and which ones are not doing well. Across the software, this terminology helps you find problems quickly and make data-driven decisions to help teams do better. The dashboard widget for dropping result areas gives you easy access to a list of indicators that are not doing well. These are job goals that have dropped their average scores between the previous and current evaluation period. --- ### What does it mean by result areas gaining? > The result areas gaining report can be further narrowed down to job titles and persons to see which individuals are doing better. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/means-result-areas-gaining/ If users show improvement on certain Result Areas between evaluation periods, they are gaining improvement and shown with a green upward chevron symbol on the Dashboard. A red downward chevron symbol indicates that the result area has dropped. You can access these top aggregate Result Areas scores by clicking on the Result Areas Gaining tile from the dashboard. --- ### How do I create result areas and performance indicators? > AssessTEAM's concierge team will be happy to convert your job descriptions to result areas. Simply email word or pdf documents. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/charging-creating-kra-kpi-company/ Result Areas with Performance Indicators can be created by visiting Result Areas and then clicking on the Add a new result area button in the upper right corner. Give it a Title and add at least one indicator. A Result Area is any metric that you would like to measure or monitor. --- ### When will I be charged? > AssessTEAM will bill monthly or yearly (as selected by you) from the date you signed on and started using . - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/when-will-i-be-charged/ We bill monthly or yearly (as selected by you) from the date you signed on and started using AssessTEAM. At the end of every billing cycle, the total number of persons will be counted and you will be charged accordingly. Deleted persons do not count towards your subscription. Annual payments can save you 20% over the monthly charges. --- ### I'm a consultant. How do I use AssessTEAM for my customers? > AssessTEAM is ideal for consultants working with multiple customers. Become a partner and take advantage of our attractive revenue share policies, email us at support@www.www.assessteam.com. - Published: 2020-02-22 - Modified: 2024-06-26 - URL: https://www.assessteam.com/knowledgebase/im-consultant-can-use-assessteam-customers/ AssessTEAM is ideal for consultants working with multiple customers. Become a partner and take advantage of our attractive revenue share policies, email us at support@www. www. assessteam. com for more information. --- ### What are the popular industry types using AssessTEAM? > AssessTEAM are popular in 79 countries and over 2 million evaluations have been processed in 50+ languages on the software. - Published: 2020-02-22 - Modified: 2024-06-26 - URL: https://www.assessteam.com/knowledgebase/industries-can-use-software/ Our customers come from all industry verticals and types. Company sizes range from large multinationals to small county fire departments. We cater to every size and every evaluation methodology. We are popular in 79 countries, and over 3 million evaluations have been processed in 50+ languages on the software. --- ### How is my data isolated from other customers? > Customer data security is built into the system architecture. Your data is only accessible to you and the users you give access to using your secure console. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/will-customers-able-access-data/ Customer data security is built into the system architecture. Your data is only accessible to you and the users you give access to using your secure console. Each user's data is separated both at the database and the application level with no connection points. No aspect of the software is shared between customers. Each user's application runs on a subdomain that is isolated. --- ### How long will it take to implement the software for our organization? > Team managers can set up goals & profiles for their team mates, this often simplifies rollouts. - Published: 2020-02-22 - Modified: 2024-11-13 - URL: https://www.assessteam.com/knowledgebase/long-will-take-implement-software-organization/ Depending on your organization's size and evaluation strategy, it can take as little as a few hours to 2-3 business days. Our team is here to support you every step of the way, ensuring everything is customized to fit your needs! --- ### How do we control the visibility of data & customize the rights and permissions of software users? > Project managers have complete visibility to project performance reports including time invested, budget and change orders - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-control-visibility-data-customise-rights-permissions-users/ You can select a user permission while adding a new person. Choose from various access levels from "No access to Owners" to customize global permissions for specific users. Advanced permissions can be managed by going to Job titles and using the edit icon to modify acceess. Team managers can be defined under the Teams' tab. Team managers can evaluate their team members at will, and they can set up goals and modify settings too. With Premium and Enterprise plans, project managers can be defined under the Projects tab. Project managers have complete visibility to project performance reports including time invested, budget, and change orders. --- ### Why should I pay every month if I only do yearly appraisals? > Performance management reporting and project profitability reporting are available to all employees based on their access levels, with a single click. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/since-annual-performance-reviews-think-will-using-year-pay-every-month/ Annual performance reviews can be somewhat stressful. We advise you to consider performing continuous feedback evaluations every month, every quarter, or bi-annually to ease the anxiety and get an enhanced real-time view of performance. Continuous feedback, Request for feedback, Goals and Goal setting should also be an ongoing process throughout the year. Employees should be able to see their job goals and performance scores live on their consoles throughout the year. For Enterprise Level accounts, services like timesheets, performance management reporting, and project profitability reporting are available to all employees based on their access levels throughout the year. --- ### We are using Excel / paper-based forms for doing our performance reviews. How does AssessTEAM help? > The same parameters that you evaluate on spreadsheets can be easily imported into AssessTEAM as result areas and performance indicators. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/using-excel-paper-based-forms-performance-reviews-can-software-help/ The same parameters that you evaluate on spreadsheets can be easily imported into AssessTEAM as result areas and measurable performance indicators. --- ### How does being on the Cloud help my business? > The data is stored on physical servers maintained and controlled by a cloud computing provider. You can access it from any location and download it to any device of your choice, including laptops, tablets, or smartphones. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/cloud-systems-work-help-run-business-better/ Cloud Computing refers to sharing resources, software, and information via a network, in this case, the internet. The data is stored on physical servers maintained and controlled by a cloud computing provider. As a user, you access your stored information on the cloud via the internet. By using cloud storage, you don't have to store the information on your hard drive. Instead, you can access it from any location and download it to any device of your choice, including laptops, tablets, or smartphones. Moreover, you do not need to worry about backups or scalability as the Cloud infrastructure we use is geo-replicated and auto scales as required. AssessTEAM uses the Microsoft Azure Cloud, your data remains within the United States or Europe based on your primary country selection, the data is geo replicated and backed up to ensure 99. 9% availability. --- ### How do I upgrade between the plans? > You can change your plan at any time. Log in to your account, click on billing and receipts, pick your new plan and hit save. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-upgrade-packages/ You can easily switch between plans anytime. Log in to your account, click on Settings > Plans and pick your new plan as required. --- ### Do I get my data back from the software if I decide to leave? > Yes, you can export your data from the software. Simply use the export options available throughout the application to extract information in raw CSV format which can be imported into any other software. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-get-data-software-decide-leave/ Yes, you can export all your data from the software. Simply use the export options available throughout the application to extract information in raw CSV format. --- ### If my free trial account is suspended, do I reactivate it by paying? > Pick a plan and activate your account anytime. We accept payment through Visa, Mastercard, and American Express through our online payment system. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/free-trial-account-suspended-can-reactivate-paying/ Simply login, pick a plan and activate your account anytime. We accept payment through Visa, Mastercard, and American Express through our online payment system. Please contact your AssessTEAM representative if you want to pay by bank transfer, check, or ACH. --- ### What type of payment methods do you accept? > AssessTEAM accept Visa, Mastercard, and American Express through our online payment system. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/type-payments-accept/ We accept Visa, Mastercard, and American Express through our online payment system. Visit Settings > Plans and select the plan that meets your needs. You can select your payment option as month-to-month or save 20% on a yearly subscription. Next, update the total number of persons, and click 'Complete Purchase". If you need to pay via ACH or a check, and need an invoice and a W9 form for your accounting department, please contact your AssessTEAM representative for details. --- ### How does my team get invites to access the software? > Integrating with a software that you already use for your team ensures that as you create new members of your team they are automatically imported into AssessTEAM. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/staff-will-get-mails-access-software/ Please visit Persons, click on Add a new person and add a team member to send them a joining invite. To resend an invite to an existing user, visit their profile and click the Resend invite button available at the bottom of their profiles. You can also visit Settings > integrations to invite your team using a spreadsheet import, connect with Google Worksplace, Basecamp, Wrike, Zoho, Microsoft 365, Zapier, or our APIs for integration. Integrating with a software that you already use for your team ensures that as you create new members of your team, they are automatically imported into AssessTEAM. --- ### How do we pay? > AssessTEAM accept Visa, Mastercard, and American Express through our online payment system. You are also welcome to pay by bank transfer, check or ACH. Select your payment preference during checkout. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-we-pay/ For online credit card payments, please go to Settings > Plans and select the plan that meets your needs. You can select your payment option as month-to-month or save 20% on a yearly subscription. Next, update the total number of persons, and click 'Complete Purchase". If you need to pay via ACH or a check, and need an invoice for your accounting department, please contact your AssessTEAM representative for details. If your organization has 500+ users, please contact us for custom pricing. --- ### How are managers notified when reviews are due? > Managers receive a notification via the AssessTEAM mobile app as well as an email alert.They also receive a weekly email that reminds them of all the waiting evaluations. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/managers-notified-reviews-due/ Managers receive a push notification via the AssessTEAM mobile app, an email alert and a text message when reviews are due. They also receive a weekly alert email in the form of Monday motivator that reminds them of all the pending evaluations. --- ### Do you charge a setup fee from new customers? > AssessTEAM offers No setup fees, our subscription plans are monthly or yearly with no contract. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/is-there-a-setup-fee/ There is no setup fees and no contracts are required. All customers have access to the AssessTEAM Free Concierge Services that will assist you in implementation, importing your team, setting up highly customized Result Areas with Performance Indicators, training and support! We can also advise on best practices and evaluation methodologies for you and your organization! --- ### Do you provide training for using the Assess TEAM software? > We will be happy to work with you to define result areas, set up your evaluation strategy and advise on assessment processes. - Published: 2020-02-22 - Modified: 2024-07-25 - URL: https://www.assessteam.com/knowledgebase/provide-training-using-assess-team-software/ We will be happy to work with you to define result areas, set up your evaluation strategy, and advise on assessment processes. We will also provide live virtual training. The 'Knowledgebase' on the menu bar is a good resource for questions. Additionally, you can access our YouTube channel at https://www. youtube. com/@assessteam --- ### I am ready to sign up; how do I select a plan? > Click on the upgrade option at the top of the screen or select Settings > Plans. Select a plan that meets your needs. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/transit-trial-account-paid-account/ For online credit card payments, please go to Settings > Plans and select the plan that meets your needs. You can select your payment option as month-to-month or save 20% on a yearly subscription. Next, update the total number of persons, and click 'Complete Purchase". If you need to pay via ACH or a check, and need an invoice for your accounting department, please contact your AssessTEAM representative for details. --- ### I need to do a quick review for a team member by his manager. How do I do it? > Real-time feedback is simple and the fastest approach is to enable continuous feedback for the manager from the Job titles tab. The manager can then immediately leave feedback from the Continuous feedback tab. - Published: 2020-02-22 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/new-team-member-whose-review-needs-done-previous-manager-best-way/ As an Administrator, you can quickly send an Ad-hoc evaluation by following the instructions below: Visit Evaluation templates, click on Add a new evaluation, and opt for the Periodic evaluation template. Fill in the title, the send date, and the evaluation period. Enter the person's name, select the appropriate evaluator levels, and then proceed to access your result areas. 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. --- ### Why should I use result area and performance indicator descriptions in the software? > Descriptions for result areas and performance indicators help employees to understand their jobs better and help evaluators evaluate performance better too. The description can include standing policies, detailed compliance guidelines, and target descriptions as well. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/compulsory-put-kra-description-kpi-description-software/ Descriptions for Result Areas and Performance Indicators help employees to understand their jobs better and help evaluators evaluate performance better. The description can include standing policies, detailed compliance guidelines, and target descriptions as well as behavioral characteristics. --- ### Do we invite external reviewers, e.g., customers, without giving them complete access to the software? > Customers can be added into the software at the no access level; they would not be able to login to see reports but they can complete customer satisfaction evaluations. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-invite-external-reviewerse-g-clients-without-giving-much-access-software/ Customers can be added to the software at the Customer level; they would not be able to log in to see reports, but they can complete customer satisfaction evaluations through links they receive via email. --- ### How do I view employee evaluation scores? > AssessTEAM makes it simple to view employee evaluation scores in minutes, to help you align employees, resources, and systems to meet your strategic objectives. - Published: 2020-02-22 - Modified: 2024-08-02 - URL: https://www.assessteam.com/knowledgebase/how-to-effectively-view-employee-evaluation-scores-in-minutes/ Evaluation scores offer structured feedback to employees and management about what they are doing right and what could be improved. AssessTEAM makes it simple to view employee evaluation scores in seconds, to help you align employees, resources, and systems to meet your strategic objectives. AssessTEAM can provide an early warning analysis of potential problems and allowing Managers to know when they must make swift adjustments to keep their teams on track. Keep in mind that any Result Area can be created to measure just about anything with the AssessTEAM platform. If you are a manager and want to understand how your team performs across the different result areas, visit My tools > Team performance > Person list and click View button to see person's scores. To view the team-level reports, visit My tools > Team performance > Performance report. --- ### We have many different roles in our organization. Do we have different performance review types for different groups? > Evaluation methodology can be customized by person, team, job title or tags that you define at the person profile. Create evaluation templates for specific groups to evaluate them in a completely different way. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/many-different-roles-organization-can-different-performance-review-types-different-groups/ Evaluation methodology can be customized by person, team, job title, or tags that you define at the person profile. Create evaluation templates for specific groups to evaluate them in a completely different way. --- ### What happens when a manager leaves the company or if a person gets a new manager? > The evaluator can be defined for one or more result areas too. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/happens-manager-leaves-company-person-gets-new-manager/ Simply assign the new manager as the downward evaluator for all the appropriate persons. The evaluator can be updated for one or more result areas as well. Past evaluations processed by the previous manager(s) would remain available in the reports for the new manager. --- ### Is there a user guide for employees? > The first time an employee logs into the software, they see a guided tour explaining all the major features with a quick brief on each one. - Published: 2020-02-22 - Modified: 2024-07-25 - URL: https://www.assessteam.com/knowledgebase/user-guide-employees/ We want everyone to feel comfortable using AssessTEAM, and the evaluations are intuitive. When an employee is invited into the AssessTEAM platform and logs into the software for the first time, they see a guided tour explaining all the major features with a quick brief on each one. You can watch video tutorials on our YouTube channel here: https://www. youtube. com/c/AssessTEAMPerformanceManagementSoftware/videos You can also click on the Help button from the bottom right section of the screen and request live virtual training. --- ### How do I perform performance based bonus and salary increase calculations using AssessTEAM? > Evaluations in the software aid in monitoring the performance and growth of employees. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-performance-based-bonus-salary-increase-calculations-using-software/ Evaluations in the software aid in monitoring the performance and growth of employees. It provides an accurate, measurable score showing performance increase or decrease, which enables you to make a decision about bonuses or modify remuneration. Often companies add a variable component to their remuneration directly linked to AssessTEAM scores. Scores are categorised into three levels of Rockstar, Adequate and Needs help for easy grouping. It is often seen that companies use scores for bonuses, for example a consistently high performing employee will have an average score of 8-10 which could be linked to his bonuses, comparatively a low performing employee could have their scores in the lower digits. --- ### How do I set a specific evaluation date for a person? > 30-60-90 evaluation type is ideal for sending new evaluations for new hires. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-set-specific-appraisal-date-appraisee/ You can set a specific send date of evaluations for Periodic, Ad-hoc and Project performance evaluations in the software. Simply select a preferred send date when you create a new evaluation template. For Anniversary templates and 30-60-90 day evaluation templates, evaluations will be sent out based on the hire dates of the employees. --- ### How do users reset their passwords? > To reset a user password, simply click on the resend invite option from the persons Edit or the persons View icons.Users can reset their own password using the Forgot password option as well. - Published: 2020-02-22 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/can-administrator-reset-password-users/ Please use the steps below to reset your password: Visit https://account. www. www. assessteam. com/login and click the Forgot password option. Enter your email and click Send verification code. Paste the verification code you received in your mailbox. Set up a new strong password. --- ### How do I send persons their login credentials? > Each person gets an email invite and upon accepting the invite they can either create an AssessTEAM account or simply login with one of our integrated services like GSuite, Office 365, Basecamp and more. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/provide-employees-login-credentials/ Please visit Persons and click on Add a new person to invite a team member. If the person is already in the system, you can use the Edit option to resend the invite. Alternately, you can visit Settings > Integrations to invite your team in bulk. Each person gets an email invite and upon accepting the invite they can either create an AssessTEAM account or simply login with one of our integrated services like Google Workspace, Microsoft 365, Basecamp, and others. --- ### Can I delete or deactivate the user files of employees who have left the organization? > Evaluation scores for Deleted employees do not get deleted. To delete scores, delete evaluation records from the Evaluation records tab. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-delete-deactivate-user-files-employees-left-organisation/ Yes, you can delete persons from the Persons tab. Simply click on the Delete icon to remove a profile from the system. Deleted employees can be restored anytime. Simply select deleted employees in the person list using the search filter and restore them as needed. Evaluation scores for deleted employees do not get deleted. To delete scores, delete evaluation records from the Evaluation records tab. --- ### What does the integration functionality do? > Project management and app platforms like GSuite, Basecamp, Wrike, Zoho, Office 365 and over 1500 other systems via Zapier. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/csvbasecamp-import-functionality/ The integration function enables you to import user's and team's data from the software you already use. We support many popular HRMS, project management and active directories, including Google Workspace, Paylocity, Slack, Basecamp, Wrike, Zoho, Microsoft 365, and over 1500+ other systems using Zapier. In the absence of the above platforms, a simple CSV import works as great as any integration option. --- ### What is the fastest way to set up AssessTEAM? > The fastest way is to integrate AssessTEAM with one of the softwares you already use. An easy export from your HRMS is the most common first step. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/fastest-way-set-assessteam/ The fastest way to set up AssessTEAM is by integrating the program with one of the software apps you already use. Visit Settings > Integrations to get started. An easy export of your person's data from your HRMS to our CSV template is often the preferred way for companies to get started. Please go to Settings > Integrations and choose the 'Import from CSV' option. Alternative options include importing your employees and projects from Google Workspace, Paylocity, Slack, Basecamp, Wrike, Zoho, Microsoft 365, and over 1500+ other systems using Zapier. --- ### I have recurring projects; do you support them? > When you create the project and the completed project with the team and budget will be recreated when you mark the project as complete. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/mean-recreate-project-budget-upon-completion-project-page/ Absolutely, simply select the "Recreate this project with the same budget upon completion" option when you create a new project - a new project instance will be automatically created with the same budget when you mark this project as completed. This is very useful for companies that have monthly/yearly contracts that are recurring at completion. --- ### How can we set up teams in the software? > Define the team name during the person import or when adding a person directly through the Persons tab. Teams can be dynamically created during the add person process. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-set-teams-software/ New teams can be created by visiting Teams > Add a new team. New teams can also be created in bulk by importing the person's spreadsheet with a team name column in the imported sheet. You can also create a new team on the fly while adding a new person through the Person's tab. --- ### How do you assign more than one evaluator to an employee? > Evaluators have three types; Downward, Peer and Upward. Depending on your needs, you can assign multiple evaluators in all three. This will affect how the score is reflected based on who performs the evaluation. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-assign-one-managerappraisor-employee/ Please visit Persons tab and click on edit profile to add or update multiple evaluators as their downward evaluators, peer evaluators and upward evaluators. The same can be set up by exporting the perons data, updating evaluators for various employees and importing the file using the Import option available on the upper right corner of the page. You may also choose specific evaluators per result area. This way specific areas of the job are evaluated by specific people. --- ### What happens when team names or job titles change? > Evaluation records do not move when teams or job titles change. You can review historical reports for years to detect trends in performance. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/will-system-automatically-update-user-files-appraisal-surveys-names-team-job-titles-change/ Team names and job title changes are applied immediately and updated within the AssessTEAM database. Evaluation records do not move when teams or job titles change. You can review historical reports for that person even if their job title or team has changed. --- ### How do you classify people into Rock stars and Needs help? > By AssessTEAM You can see how each job goal is doing by clicking on the job goal to learn more and see trends. - Published: 2020-02-22 - Modified: 2024-08-07 - URL: https://www.assessteam.com/knowledgebase/can-find-needs-help/ You can visit Settings > Evaluation configuration to configure the baseline scoring for Rock stars and Needs help categories. There are several indicators and data points you can use to derive this data from the software: The dashboard widgets for Needs Help and Rock Stars give you quick access to people who are not doing well, and people who are doing good. The person list shows average scores to review company-wide performance quickly. Use the Teams page to see how individual teams are doing. You can click on the team name to see the performance of each team member. The Result area performance report shows a list of all result areas and employee scores on them. You can view employee profiles and access their progress and average result area scores. --- ### Where do I access the job goals KPIs library? > The Result areas tab lists 900+ job goals from our library. You can use these or customize them for your needs. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/where-do-i-access-the-job-goals-library/ The Result Areas page lists 3000+ Performance Indicators in our library. You can use them as it is or customize them for your needs. Use the Keyword search or Result Area Type to narrow your search. You will also find our list at https://assessteam1. wpengine. com/result-areas/ You can also create new Result Areas under the Result Areas tab by clicking on Add a new Result Area button from the upper right corner of the screen. --- ### How do I measure the performance of a project? > Project performance provides the project manager with visibility to ensure that the project runs within the approved time and cost constraints. - Published: 2020-02-22 - Modified: 2024-11-07 - URL: https://www.assessteam.com/knowledgebase/how-do-i-measure-the-performance-of-a-project/ With our Time tracking and Profitability Plans, project performance provides project managers with visibility to ensure that the project runs within the approved time. Understanding project performance at the right time alerts management to take corrective actions. Project performance can be tracked using the steps below: Visit Projects & click Add a new project. Enter the project title, type, start date, project members, project managers in the appropriate fields, and save the project. Visit Evaluation templates, click on Add a new evaluation and select Project performance evaluation template. Enter the evaluation title, send date, projects, or project types to be evaluated. Select the persons to be evaluated from the available options. Select the appropriate evaluators and result areas. Click on save to send out the project performance evaluations. Project managers can now login to their accounts and visit the Project Performance section. They can view the average evaluation scores of projects along with time investment and budget reports. --- ### How do I send out employee evaluations? > 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. - Published: 2020-02-22 - Modified: 2024-11-13 - URL: https://www.assessteam.com/knowledgebase/how-do-i-send-evaluations/ Visit the Evaluation templates page and click on the Add a new evaluation button. Next, choose the type of evaluation you want to create using the available options: A) Ad-hoc evaluation template: Evaluate persons at 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 template: Evaluate persons on result areas periodically. Select evaluees, evaluators, repeat interval, and result areas. Multiple individuals, teams, or job titles can be selected as needed. C) Anniversary evaluation template: Select this template to evaluate persons on their anniversary date of hire. Select evaluees and evaluators, add the appropriate result areas and select any additional Advanced options as needed. Click save when you are ready to send the evaluation. A popup box will appear, click confirm to trigger the evaluations. D) 30-60-90 days evaluation template: These are designed to send out evaluations for new hires. Once set, this can be triggered only when a new employee joins the organization and completes a predefined duration of time from their hire date. E) Project evaluation template (Time tracking and Profitability version): Select this option to evaluate persons on their project performance. You can schedule this to go out at the project completion, repeat them at a certain interval, or send it out anytime. --- ### How do different evaluations work? > Evaluations can be done either in real time in the form of continuous feedback or via invitations sent over email. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-evaluations-work/ Evaluations can be done either in real-time in the form of continuous feedback or via invitations sent over email and push notifications on our mobile apps. Continuous feedback can be enabled from the job titles tab, this empowers evaluators to leave feedback at will. Invitations for scheduled evaluations can be sent on ad-hoc basis or scheduled periodically (weekly, monthly, quarterly, yearly). Project evaluations can be one time or scheduled at the completion of the project. 30-60-90 days evaluations are designed to evaluate new hires at up to 4 configured intervals, and the anniversary evaluations go out on the persons joining anniversary, every year. --- ### What are result area scores? > Evaluators score result areas by rating employee performance on performance indicators. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-are-kra-scores/ Result areas are groups of performance indicators that you would like to measure and monitor. A result area average score is the cumulative average of all indicators scored by the evaluators in one or more evaluations. --- ### How do I resend an invitation? > Simply click on the Resend invite button available in the person View or Edit sections accessed from the Persons tab. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-resend-invites/ Please visit Persons tab, click the Edit profile icon and click on the Resend invite button to send/resend the joining invitation email to your employee. Please note that persons will the No-access user role cannot be invited to the system, you will need to upgrade their role to Self metrics and above to send them joining invitations. --- ### How do I send invites? > Add a person under the person's tab or use the Settings > Integration option to invite your team in bulk.Invites are completely optional and at all stages a user can opt out of sending them. Imports have options specified to prevent users from getting invites unless required. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-send-invites/ Please visit Persons and click on Add a new person to invite a team member. If the person is already in the system, you can use the Edit option to resend the invite. Alternately, you can visit Settings > Integrations to invite your team in bulk. Invites are completely optional and at all stages, a user can opt-out of sending them. Imports have options specified to prevent users from getting invites unless required. --- ### How do I clone a project? > Cloning a project is a one-step process, click the clone project button under the completed projects listing. Once, you are on the Clone project page, simply click save after adjusting any parameters as required. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/make-clone-project/ Visit the Projects tab and search for Completed projects by selecting 'Completed' in the "Status" field dropdown box and search. Find the completed Project you wish to clone and click on the blue view icon. Scroll down and you will see the blue button option to 'Clone project'. Your project will now be cloned. --- ### How do I complete a project? > Scheduled project completion evaluations would go out automatically. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-complete-a-project/ Visit the Projects tab and use the green edit icon to edit the project. Scroll down to the 'Project status' dropdown and click the 'Completed' option, then save. Alternatively, you can do the same from the project View page. --- ### How do I create a project? > Open the projects tab and use the add option to create a project. If you are integrating with a project management software, your projects will be created for you automatically. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-create-a-project/ Visit the Projects tab and use the blue 'Add a new project' button on the upper right corner to create a new project. If you are integrating with a project management software, your projects will be imported for you automatically. --- ### How do I enter daily timesheets? > Timesheets can be entered from the web interface or the AssessTEAM mobile app. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/enter-daily-invoices/ Timesheets can be entered from the web interface or the AssessTEAM mobile app. Click the Timesheets tab from the menu. A list of projects assigned to you will appear on the screen. Enter the duration of time invested in a particular project and click on the Save button to complete the process. Time can be entered by day or month. Time can also be adjusted by the person as well as the team manager. Team managers can review hours invested by their teams under the Team performance tab. Project managers can review time invested in their project from the project dashboard. --- ### How do I add change orders or project budget adjustments? > Fixed expenses are fixed costs related to the project, these can be marked recurring as well for recurring projects. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/add-change-orders/ Visit Projects tab and use the search function to find the project. Click on the yellow Change orders icon to manage change orders. Click on the red Fixed expenses icon to manage fixed expenses on the project. Change orders are akin to increases in budgets. Fixed expenses are fixed costs related to the project. These can be marked recurring as well for recurring projects. --- ### How do I setup a project start date? > During the project add process, please enter the start date. If you need to modify it, simply edit the project. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/enter-start-date/ Visit Projects tab and use the search function to find the project. Click on the green Edit icon to add or edit the start date. --- ### Where do I see performance indicator's descriptions? > Performance indicator descriptions are used on the user side where users can see these descriptions to learn more about their job goals.These descriptions are also available to evaluators while evaluating performance. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/see-kpi-description/ Visit Result areas and click the View icon to see the description text of the performance indicators. These descriptions are also available to evaluators while evaluating performance of their employees. --- ### What is a key performance indicator and how do I add one? > Key performance indicators (KPIs) refer to a set of quantifiable measurements used to gauge a company’s overall long-term performance. KPIs specifically help measure a company’s success versus a set of targets, objectives, or industry peers. - Published: 2020-02-22 - Modified: 2024-10-09 - URL: https://www.assessteam.com/knowledgebase/what-is-a-key-performance-indicator-and-how-do-i-add-one/ Key Performance Indicators (KPIs), or Performance Indicators (Indicators) refer to a set of quantifiable measurements used to gauge a company's overall long-term performance. We define a KPI (Indicator) as a goal. Most organizations will use SMART goals- Specific, Measureable, Attainable, Relevant, and Time-specific The administrator, team leaders or managers, and even the employee themself can be set up to create goals to measure how effectively each individual and the team is achieving key business objectives. --- ### How do I add a new result area? > Result areas can also be associated with job titles or selected during evaluation template creation. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-add-a-new-result-area/ Visit Result areas and click on "Add a new result area" button from the top right corner of the screen to creat new result areas in your account. --- ### How do I integrate with project management software? > Open Settings > Integration, select the project management software in use, provide the integration information and AssessTEAM will import your team, projects and timesheets from your software. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-to-integrate-with-project-management-software/ Visit Settings > Integration and select your project management software from the list. Enter the integration information as required, and AssessTEAM will import all your teams, projects, and timesheets from your system. --- ### Why is our company profitability report showing no data? > Company profitability takes data from project budget and employee timesheets. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/company-profitability-reports-show-no-data/ Company profitability takes data from the project budget, fixed costs and employee timesheets. Please ensure the following steps have been completed before the reports can start showing data: At least one project has been created with a budget. At least one person with the hourly rate has been associated with this project. At least one day of the timesheet has been filled in by the person on this project. --- ### Why do you need a man-hour rate per person since I pay my employees monthly? > AssessTEAM Enterprise offers productivity analysis of your people and teams. - Published: 2020-02-22 - Modified: 2024-11-07 - URL: https://www.assessteam.com/knowledgebase/need-man-hour-rate-per-person-pay-employees-monthly/ AssessTEAM Profitability Plan offers productivity analysis of your people and teams. The profitability of projects is computed by multiplying the number of hours invested with an hourly wage which is then compared against the project budget to calculate profitability data. To calculate the hourly pay rate, please click on the hourly cost calculator option while adding persons. --- ### How do I add a new person to the software? > Use the Settings > Integration tab to import your team in bulk by integrating with systems like Google apps, Basecamp, Wrike, Office 365 that you already use. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/add-new-person-software/ Visit the Persons tab and click "Add a new person" from the top right corner to create a new person. You may also use the Settings > Integration tab to import your team in bulk using a CSV import, or by integrating with systems like Google Workspace, Basecamp, Wrike, Office 365, Zoho and 100 other apps using Zapier. --- ### How do I setup profitability tracking? > Profitability tracking is simply comparing project costs with budget allocation. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/setup-profitability-tracking/ Profitability tracking comes as part of our Enterprise plan and is simply comparing project costs with budget allocation. The project cost is computed by adding employee hours in employee timesheets and expenses incurred. Employee hours are calculated by multiplying their timesheet hours against their hourly pay rates. These are taken as project costs and help in computing the profit percentage. The project budget is the budget plus change orders (if any). During project creation, an expected profit margin should be entered. This percentage is used to decide if the project is meeting profitability targets or failing. Failing projects are indicated in red and project managers get them as alerts on the Monday motivator. --- ### How do I set up a 360 degree employee evaluations? > AssessTEAM's 360-degree evaluations offer a safe, confidential, and reliable way for colleagues to provide feedback. It helps organizations. - Published: 2020-02-22 - Modified: 2025-10-22 - URL: https://www.assessteam.com/knowledgebase/setting-360-degree-employee-evaluation/ 360-degree evaluations offer a safe, confidential, and reliable way for colleagues to provide feedback. It helps organizations gain valuable insight into current leadership, teams, and the overall health of the organization while delivering management with powerful data and input into what is working and what's not. When using this feedback data correctly, management can quickly take action by helping employees improve and become better leaders and contributors in the organizations. The reason 360-degree evaluation is so popular because it is easy to implement, affordable, and is widely used across many industries. The below steps will guide you through creating 360-degree employee evaluations in minutes: Step 1: Visit Evaluation Templates, click on Add a new evaluation, and select the "360-degree evaluations" template to get started. Step 2: Fill in the required details, including the title and evaluation period. Select persons, teams, job titles, or tags of persons to be reviewed, and select your preferred send dates for downward, upward, peer, and self evaluations. Step 3: Next, select the result area(s) for your 360-degree evaluations under the Result areas section. Step 4: Choose the advanced options and enable the signature flow, as needed, and click on the "Save" button to confirm and send out your 360-degree evaluations. This way, the downward evaluators(s) will be able to view all completed self, peer, and upward evaluations on the same screen when they open their evaluation link. --- ### What is the best time sheet methodology for my company? > Daily timesheets are most popular where each person enters the time invested on each project every day. The handy comments option can be used to request more information from your employees too. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/whats-best-time-sheet-methodology/ Daily timesheets are most prevalent where each person enters the time invested on each project every day. You can use the handy comments section to request more information from your employees too. Often the methodology is based on the employee type. Senior staff who lead teams and are not performing individual tasks can put in time by month instead of the daily timesheet. Timesheet submissions by month take the least amount of time, but they also give you the least amount of information on how the time was invested. Daily timesheets give you more details on how the time was invested. Collecting time metrics from all employees will ensure accurate reporting on both effort invested and productivity analysis. --- ### How do I integrate with my HRMS or a payroll software? > AssessTEAM intelligently updates only changed information creating an easy way for you to keep your legacy HRMS in sync. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/integrating-hrms-payroll-software/ Visit Settings > Integrations to get started. You can select your HRMS system from the list. If your HRMS is not listed on the page, we can use Zapier or our own APIs to buiild this integration for you. --- ### How do you calculate trends? > Trend comparison is done by counting all the evaluations completed in the period being reported. The first half of the evaluation scores are then compared with the latter half and if the latter half is higher, scores are shown as trending up but if lower, scores are shown to be trending down. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-you-calculate-trend/ Trend computation arrows show whether your performance has improved or gone down as compared to the previous cycle. You can set the trend computation value to weekly, monthly, or yearly under Settings > Evaluation configuration. --- ### Is my subscription automatically renewed at the end of the term? > Yes, subscriptions are auto-renewed monthly or annually as selected. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/subscription-automatically-renewed-end-term-2/ Yes, subscriptions are auto-renewed monthly or annually as selected. --- ### What if I do not wish to continue using AssessTEAM? > Our subscriptions are pay-as-you-go with no contracts. If you find that AssessTEAM is not for you, cancellation is simple and immediate. You can also export your data out as needed. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/not-wish-continue-using-assessteam/ Our subscriptions are pay-as-you-go with no contracts. If you find that AssessTEAM is not for you, cancellation is immediate and straightforward. You can also export your data out as needed. --- ### How long does it take to set up our review forms and evaluations? > Concierge team services come free for all paying and trial subscribers. We will assist you in importing your data, selecting result areas and scheduling evaluations. Simply send us job description documents that you use and we will convert them to result areas for you. Email us at support@www.www.assessteam.com. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-long-does-it-take-to-set-up-our-review-forms-and-evaluations/ Our concierge services come free for all paid and trial customers. We will assist you in importing your data, adding result areas, and scheduling evaluations. This generally takes just 1-2 business days. --- ### Is my data secure? > AssessTEAM runs on the Microsoft Azure platform using world-class big data technologies that are designed to protect your information both at rest and in transit. All information to and from the software is 256-bit encrypted. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/is-my-data-secure/ AssessTEAM runs on the Microsoft Azure platform using world-class big data technologies that are designed to protect your information both at rest and in transit. All information to and from the software is 256-bit encrypted. We use strong application level firewalls to protect our infrastructure. We meet and pass stringent PCI compliance scans at regular intervals. AssessTEAM data protection policy. --- ### I need help importing my data. Do you offer consulting services to assist? > AssesTEAM offers free concierge service to help you import your data and get the most out of your investment. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/need-help-importing-data-offer-consulting-services-assist/ AssesTEAM offers free concierge services to help you import your data and get the most out of your investment. --- ### How do you use the hourly pay rate? > Productivity tracking is part of our enterprise plan where project profitability, team profitability and project type profitability reports deliver actionable intelligence on how the enterprise is performing as a whole. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/man-hour-rate-per-person/ Hourly pay rate can be entered on the person's profile under Administrative tools > Persons. It is used for converting time investment to monetary numbers. It is also used to build real-time profitability dashboards for project managers. Project performance on the menu bar is part of our Enterprise plan. Projected profitability, team profitability, and project-type profitability reports deliver actionable intelligence on how the enterprise is performing as a whole. --- ### My dashboard is empty! What's wrong? > Evaluation scores are used to populate reports. As soon as you send out evaluations and collect performance metrics, dashboard graphs and charts will light up! - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/dashboard-empty-whats-wrong/ Evaluation scores are used to populate dashboards. As employees and managers finish their reviews, the dashboard widgets and graphs start lighting up. Try sending out some evaluations under Evaluation templates to populate your dashboard. --- ### How to set up a periodic evaluation? > AssessTEAM supports multiple evaluation methodologies within the same person account. Some job responsibilities can be evaluated. - Published: 2020-02-22 - Modified: 2024-03-28 - URL: https://www.assessteam.com/knowledgebase/how-to-set-up-a-periodic-evaluation/ Implementing a formal employee review system is an essential part of human resource management. It is a formal communication mechanism between employees and management. The successfully implemented employee review system allows staff to ascertain their team leaders' opinions. It also provides management with information about the unique employee potential that is employed by the company to drive business growth and success. Employee potential is determined by competency evaluations. And, target evaluation determines whether stated goals and targets have been reached or not. For an employee evaluation methodology to be successful, regular evaluations must take place. Thus, periodic evaluation is an evaluation that is scheduled to recur on a regular basis. Time intervals between each evaluation can be weekly, monthly, quarterly or yearly. AssessTEAM supports multiple evaluation types within the same person account. Some job responsibilities might need to be evaluated at a greater frequency than others. Additionally, other job responsibilities might need to be evaluated by subordinates, peers, and supervisors. Therefore, as a team leader or manager, you can create a periodic evaluation in AssessTEAM by following these steps. Login to the AssessTEAM dashboard. Visit Evaluation Templates and click on Add a new evaluation. Select Periodic evaluation template from the available options. Fill in the details required, including title, frequency, teams, evaluators and result areas to create a periodic evaluation. Choose the advanced options and enable the signature flow, as needed. Click on the Save button at the bottom of the page to confirm and send out your evaluations. --- ### How to set up an ad-hoc evaluation? > An Ad-hoc evaluation is simply a one-time evaluation. This is most commonly used when you need to quickly evaluate a single person. - Published: 2020-02-22 - Modified: 2024-05-23 - URL: https://www.assessteam.com/knowledgebase/how-to-set-up-a-ad-hoc-evaluation/ Implementing a formal employee review system is an essential part of human resource management. It is a formal communication mechanism between employees and management. The successfully implemented employee review system allows staff to ascertain their team leader's opinions. It also provides management with information about the unique employee potential that is employed by the company to drive business growth and success. Employee potential is determined by competency evaluations. And, target evaluation determines whether stated goals and targets have been reached or not. An Ad-hoc evaluation is set for a one off review. You can create an Ad-hoc evaluation in AssessTEAM by following these simple steps: Login to the AssessTEAM dashboard. Visit Evaluation Templates and click on Add a new evaluation. Select Ad-hoc evaluation template from the available options. Fill in the details required, including title, send date, teams, evaluators and result areas to create an Ad-hoc evaluation. Choose the advanced options and enable the signature flow, as needed. Click on the Save button at the bottom of the page to confirm and send out your evaluations. --- ### What if my job responsibilities are not defined? > Continuous feedback ensures employees do not wait until the end of the year to get inputs on their performance, evaluations could take place daily, weekly or monthly too. - Published: 2020-02-22 - Modified: 2024-04-26 - URL: https://www.assessteam.com/knowledgebase/job-responsibilities-not-defined/ If your job responsibilites are not defiend, you can still create your own evaluation criteria based on generic questions by searching for appropriate keywords under result areas. For better results and clearer job expectations, define job responsibilities as Result Areas and Performance Indicators. Use simple language to explain your expectations in clear selections that employees can understand. It will ensure that they know exactly what you expect them to achieve. --- ### How can I use preset result areas with my job titles? > Result areas can be selected at the job title level, person level or during an evaluation template creation. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-use-pre-set-result-areas-job-titles/ Result Areas can be associated at the job title level, person level, or during an evaluation template creation. You have an option of 500+ job responsibilities that you can use for your team. If you do not find a result area that matches your needs, create a new result area from the result area tab. --- ### How do I import my employees? > Employees can be imported from your HRMS system, entered one at a time from the persons tab or integrated with systems like Google apps and Office 365. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/how-do-i-import-my-employees/ Visit Settings > Integrations to get started. Employees can be imported using a spreadsheet, from your HRMS system and apps like Google workspace and Microsoft 365, or can be entered one at a time from the Persons tab. We also offer third-party integration services through Zapier, which is our integration partner and can help you import from a selection of 1500+ apps. We also have our own APIs that can be used for integration. --- ### What are the terms of use? > Please check our terms and conditions of AssessTEAM. - Published: 2020-02-22 - Modified: 2024-07-25 - URL: https://www.assessteam.com/knowledgebase/what-are-the-terms-of-use/ Please use this link to view our terms of use: https://assessteam1. wpengine. com/terms-of-use/ --- ### How do I pay for a more extended period of time in advance? > Pick monthly or annual billing options from the Settings tab > Billing & Receipts option. Annual billing saves 20%. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-pay-longer-time-period-advance/ You can pick monthly or yearly billing options under Settings > Billing & Receipts. Annual billing saves 20%. Please contact your AssessTEAM representative for extended terms of service and pricing lock. --- ### How do I pay for my performance management software subscription? > AssessTEAM accept Visa, Mastercard, and American Express through our online payment system. You are also welcome to pay by bank transfer, check or ACH. Simply select your payment preference during checkout. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/payment-options-can-pay-invoice/ For online credit card payments, please go to Settings > Plans and select the plan that meets your needs. You can select your payment option as month-to-month or save 20% on a yearly subscription. Next, update the total number of persons, and click 'Complete Purchase". If you need to pay via ACH or a check, and need an invoice for your accounting department, please contact your AssessTEAM representative for details. --- ### How do I mix plans to evaluate different teams? > Your selected plan will apply to the entire company, plans cannot be mixed. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/can-mix-editions/ Plans cannot be mixed, your selected plan will apply to the entire company. However, separate instances of AssessTEAM can be created for different teams who need different features. --- ### Do I need a credit card to sign up for a trial? > No. The free trial is 100% risk-free and requires no credit card information. Just sign up and gain immediate access to AssessTEAM. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/need-credit-card-sign/ No, the free trial is 100% risk-free and requires no credit card information. Just sign up at https://account. www. www. assessteam. com/signup and gain immediate access to a free trial account. --- ### How does the free trial work? > Free trial includes the use of the AssessTEAM platform with up to 500 people. This includes unlimited evaluations, result areas, projects, timesheets and hundreds of other program features. - Published: 2020-02-22 - Modified: 2024-06-26 - URL: https://www.assessteam.com/knowledgebase/how-does-free-trial-work/ The free trial includes the use of the fully functional AssessTEAM platform for 10 days. This includes unlimited evaluations, access to our highly customizable result areas, and all the team reports. No credit card needed - simply verify your email and get started. Try using the platform with your team to see how your organization can get the most out of AssessTEAM. Have our concierge services team convert your job descriptions or current reviews to result areas and performance indicators and do a complete end-to-end test to ensure the platform works for you. Simply email your existing performance management templates to support@www. www. assessteam. com. At the end of your trial, you can select a plan and continue using the AssessTEAM platform. Please remember we do not charge you automatically. If you need more time to finish your testing phase, feel free to email us at support@www. www. assessteam. com, and we will be happy to extend your trial! --- ### What are your pricing/implementation fees? > AssessTEAM standard per person fee is a flat amount, billed per person per month, making it simple to determine if AssessTEAM is the right fit for your needs. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-does-assessteam-cost/ Our standard fee is a flat amount, billed per person per month, making it simple to determine if AssessTEAM is the right fit for your needs. Click here for our pricing. We bill monthly or yearly. There are no contracts necessary. You can cancel your subscription anytime and export all of your data into PDF and CSV files. Implementation and roll out assistance is offered at no extra cost. If you are having any challenges, please contact us through email at support@www. www. assessteam. com or by requesting a demo at https://assessteam1. wpengine. com/request-a-demo/. Our free Concierge Services can lead data imports, unlimited virtual training and assist you in setting up the proper evaluation methodology for you. --- ### How frequently will I be billed? > Customers with a monthly billing cycle get charged on the same day every month on the payment date. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/frequently-will-billed/ You will be billed either monthy or yearly, depending on your plan. Customers with a yearly billing cycle get 20% off on the cost and they get charged on the same day every year. Customers with a monthly billing cycle get charged on the same day every month on the payment date. At the end of your payment cycle, the number of people in your account are added and multiplied by the package cost to compute your bill. This is automatically charged to the card on file. --- ### What is a person? > AssessTEAM Permission levels define which software features are available to individual persons you create. - Published: 2020-02-22 - Modified: 2024-02-14 - URL: https://www.assessteam.com/knowledgebase/what-is-a-person/ Every software user is a person; this can be a full-time employee, executive board members, consultants, directors, human resource professionals, customers or administrators in the software. Practically any type of a user who either needs to be evaluated or is an evaluator is considered to be a person. You can also include an entity, such as the organization name itself as a person. Permission levels define which software features are available to individual persons you create. Read more about user permissions here. --- ---