SIMPLICITY IS OUR CORE VALUE
The tutorials here are meant to help you get the most out of your AssessTEAM investment. Please email support@assessteam.com for questions.
Get started in 4 easy steps
AssessTEAM performance evaluation tools are built for busy professionals; we deliver simple and quick to start employee evaluations.
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 Basecamp or a CSV upload, an easy form lets you add one person at a time too.
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 ensure you take advantage of the massive key performance indicator library that comes with the software.
Setting up your team
Setting up your team performance evaluations takes seconds. Simply import from CSV or integrate with Basecamp. Invitations to your team are immediately sent out via email.
Job titles to be setup by person– 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 evaluator(s) in a 360 degree process it would be self, evaluators, subordinates and peers.
Using our KRA / KPI library
AssessTEAM includes over 3000 key performance indicators out of the box. Industry types preconfigured are Information technology, Manufacturing and Services. Practically any company irrespective of size and number of employees can benefit from the powerful business intelligence reports.
Key performance indicators are grouped into key result areas. Key result areas are assigned to job titles that are associated with people. Custom KRAs can be used for specific individuals who take on multiple responsibilities.
Sending out your first evaluation
There are 3 types of job performance evaluations at AssessTEAM. Periodic, Project close and Ad hoc evaluations.
Periodic evaluations are automatically triggered weekly, monthly, quarterly or yearly as configured. These are scheduled per key result area (KRA), all the people that have the selected KRAs within their job profiles will be evaluated at the evaluation frequency. Specific evaluators can be setup to receive the evaluation requests per KRA, multiple evaluators can be setup as needs be.
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. Each person can independently login to see their evaluation metrics, key result areas / key performance indicator combinations, their project performance metrics, and their performance trends.
This is a very important part of employee evaluation where evaluation metrics are available to your employees at all times, they can see granular details on where they excel and where they lack with trends that show how they have performed week on week, month on month or year on year.
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.
Essential steps to ensure accurate profit tracking:
All persons on the software should have an accurate man hour cost assigned, this is how the software computes project cost investment.
Projects in the system to have a budget defined, recurring projects can be setup to run month after month with the same budget.
Integrate with Basecamp
Close Basecamp integration is one of the cornerstones of how AssessTEAM 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 or the Basecamp 2 APIs we import all Basecamp users into the system and create a periodic sync that pulls new users into AssessTEAM automatically. User designations are picked up and they are automatically associated with relevant KRAs (key result areas).