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Evaluate employees

Gear icon with a blue background, which leads to the initial step, where evaluation configuration is performed.
Clipboard icon with a blue background, which leads to the planning step, where evaluation planning is performed.
Calendar icon with a blue background, which leads to the evaluation plan step, where the evaluation plan is executed.
Right arrow icon with a blue background, which leads to the execution step, where the evaluation is executed.
Conversation icon with a white background, which leads to the feedback step, where feedback is provided.
Execution icon with a white background, which leads to the IDP step, where the individual development plan is performed.
 
List and magnifying glass icon with a white background, which leads to the final step, where the result is viewed.
 

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Prerequisites

  • Execution of the evaluation plan cycle has begun.
  • Evaluation pending completion.
  • Access the menus Execution > Evaluation Execution (CO011) or My Tasks > Execution > Evaluation Execution.

 

Presentation

Employee evaluation is an essential step in monitoring professional development and ensuring alignment with the skills required by the organization. 

The performance evaluation process allows the evaluator to record the employee's proficiency levels (and, where applicable, career and succession items) throughout the evaluation plan cycle.

Through this process, managers and evaluators have the opportunity to analyze performance, identify strengths, and map opportunities for improvement, contributing to the team's development.

Here's how to evaluate just one employee or more than one:
 

How to evaluate only one employee

1. Access the menu Execution > Assessment Execution (CO011) or My Tasks > Execution > Assessment Execution .

2. In the list of records, select the evaluation plan and the type of evaluator.

3. Select a collaborator to open the evaluation data screen and click the button Edit icon..

4. On the screen that opens, in the Assessment Item column , select the desired competency or objective.

5. In the Proficiency Level column , select the desired proficiency level.

6. In the Details side panel , the evaluator can enter justifications and add files using the Justification and Attachment tabs .

7. When finished, click the Save and Next Step button , available in the top bar, to complete the assessment.

Evaluation data screen, showing the evaluation execution for only one employee.

 

How to evaluate multiple employees

1. Access the menu Execution > Assessment Execution (CO011) or My Tasks > Execution > Assessment Execution .

2. In the list of records, select the evaluation plan and the type of evaluator.

3. Select more than one employee and click the button Edit icon. to open the evaluation data screen.

4. In the Assessment Item column , select the desired competency or objective.

5. In the Proficiency Level column , select the desired proficiency level.

6. In the Details side panel , the evaluator can enter justifications and add files using the Justification and Attachment tabs .

7. After completing the registration, click the Save and Next Step button , available in the top bar, to finish the evaluations. 

Evaluation data screen, showing the evaluation execution for more than one employee.

 

Conclusion

By correctly following the steps in conducting the evaluation, it is possible to obtain a clear and structured diagnosis of the employees' competencies. Following this, the evaluators should finalize the employee assessments.


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