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๐Ÿ“ Evaluations Overview: Features, When to Use Them, and Why They Matter

Updated over 8 months ago

In this article, you'll find everything you need to know about using evaluations effectively โ€“ from navigating the interface to filling them out, and understanding the requirements.


๐Ÿ” What Are Evaluations?

Evaluations help you assess team and personal performance in a structured way. Whether you're self-evaluating or reviewing others, this tool ensures a transparent and development-oriented feedback process.


๐Ÿ“‹ Where to Find Evaluations

  1. Go to the Dashboard.
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  2. Click on Evaluations in the left-hand menu.
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  3. Youโ€™ll see two main tabs:
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    • Active: Ongoing evaluations that are ready to be completed.
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      • Team Evaluations: For leaders to evaluate their team members.
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      • Personal Evaluations: For self-evaluation or being evaluated.
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      • Expired evaluations are marked with a red bar but can still be completed.
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    • Past: Completed evaluations that are available for review โ€“ but only if both parties have finalized them.
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๐Ÿ’ก Tip: You can indicate absences by clicking the three-dot menu (โ‹ฎ) in the top right of each evaluation.

Options include:

  • I am on vacation
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  • I am absent
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  • I am sick
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  • Employee is unavailable
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โœ… How to Fill Out an Evaluation

  1. From the Dashboard, go to Evaluations.
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  2. Under Active, youโ€™ll see evaluations to complete.
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    • Team and Personal Evaluations are separated.
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    • Expired ones (red bar) can still be filled in.
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โœจ For Personal Evaluations:

  • Start by evaluating Development Cards. Click the โ„น๏ธ icon for more info.
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  • You can change the card via the Card Selection button under the individual card goal.
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  • Add comments after evaluating each card by clicking + Add Comment.
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  • Next, answer Pulse Questions about work atmosphere, leadership, and company recommendation.
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    • Anonymous comments can be added here.
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  • Add a general comment in your native language at the end.
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  • Finish the evaluation by choosing:
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    • โžก๏ธ Next Evaluation
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    • ๐Ÿ“… Create Meeting with your manager
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๐Ÿ‘ฅ For Team Evaluations (as a manager):

  • Start with the Development Cards.
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  • Assess your leadership behavior toward the team member.
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  • Leave a general comment if needed.
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  • End the evaluation by selecting:
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    • โžก๏ธ Next Evaluation
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    • ๐Ÿ“… Create Meeting
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    • ๐Ÿ”„ Request Third-Party Feedback
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๐ŸŽฅ Watch the explanation video [link]


๐Ÿ› ๏ธ Evaluation Requirements

To start evaluations:

  1. Development Cards must be assigned.
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  2. An Evaluation Period must be defined by the Admin under the Admin > Evaluations section.
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๐ŸŽฅ Watch the setup video [link]

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