Generate reviews
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This content was generated by artificial intelligence. To request a review, please email documentacao_se@softexpert.com
Prerequisites
- Evaluation plan previously configured in the cycle planning phase.
- Employee profile previously configured.
- Access the Management > Evaluation Planning (CO008) menu.
Presentation
During cycle planning, the "Generate evaluations" action creates the cycle's evaluation records based on the plan settings. Upon confirming the generation, the system informs the user that it will no longer be possible to change the plan settings.
Furthermore, the evaluations are generated, but they are not sent to the employees, and the cycle is not automatically sent to the next stage.
If the system identifies any inconsistencies during generation, an alert will be displayed, and it will be possible to adjust what is necessary.
Generate reviews
1. To generate the execution of the evaluation plan, access the menu Management > Evaluation Planning (CO008).
2. In the list of records, select the registered evaluation plan.
3. Next, select the cycle that is being planned and click the button 
.
4. On the screen that opens, click the Generate ratings button in the toolbar.
5. Confirm the generation of ratings.
6. Next, click the Save button . Then, the Evaluators section will be available to view and assign evaluators to your employees.
- The leader evaluation is only generated for employees who have an associated leader. Otherwise, it will be necessary to include the user responsible for conducting this evaluation in the Evaluators section.
- If the consensus assessment is not automatic, this assessment will be generated for the same evaluator as the leader assessment.
Include reviewer
Follow these steps when you need to assign a Leader evaluator to a collaborator without an associated leader (or to supplement Peer/Led Team evaluators).
1. In the assessment plan data during the planning stage, access the Assessors tab .
2. Click the button 
to add a reviewer.
3. On the screen that opens, select the user to be evaluated in the Collaborator field and, in the Evaluator Type field , select the type of evaluation (Leader, Peers, or Led).
4. Use the filters in the Evaluator section to locate the user who will be the evaluator.
5. Select the reviewer(s) and click Save .
For peers and subordinates, it is possible to select more than one evaluator; for leaders, only one.
Conclusion
By following these steps, the evaluation will be generated correctly in the system, allowing the employee evaluation process to continue. Now, all that remains is to finalize the evaluation plan.