🌟 Overview: How to Configure Evaluations in flowit

flowit evaluation settings help you manage feedback cycles efficiently across your organization. Whether you're looking to streamline periodic reviews or gather deeper insights, these features ensure a smooth and flexible evaluation process. Let’s walk through what’s possible, when to use each feature, and why they’re helpful.

As an admin, you can define the core rules for all evaluation cycles in the Admin Area → Settings → "Evaluations" tab.

These rules control:

What it does:

Sets the rhythm for when competency cards are evaluated.

When to use it:

Ideal for maintaining consistent development cycles (e.g., every 8 weeks). The period renews automatically.

Why it’s useful:

Keeps evaluations regular and predictable.

👉 Tip: You can override this on the team level by clicking the settings gear icon in the desired team.

What it does:

Sends automated reminders for incomplete evaluations.

When to use it:

Always recommended to maintain momentum and ensure no feedback is missed.

Why it’s useful:

Improves completion rates and ensures timely responses.

What it does:

Allows for supplementary evaluations at custom intervals (e.g., every 3rd cycle).

When to use it:

Use when deeper insight or specialized feedback is needed.

Why it’s useful:

Provides flexibility and depth beyond the standard cycle.

What it does:

Defines the maximum number of feedback cards an employee can select.

When to use it:

Use based on how broad or focused you want development goals to be.

Why it’s useful:

Balances the feedback load and aligns with growth strategies (2–4 cards is typical).

What it does:

Enables anonymous team sentiment questions within evaluations.

When to use it:

When you want to track emotional trends or team morale.

Why it’s useful:

Provides honest feedback and identifies team-wide patterns.

🛠 Note: This can only be enabled by a flowit admin. Please contact your flowit representative.