How to perform a staff evaluation?
- Enter the “Staff Evaluations” module from the left sidebar
- Click on the “Perfomr evaluation” button in the process flow.
- Select the user who will be evaluated, as well as the HR manager who will review the evaluation.
- Enter general comments about the evaluation, and if necessary, you can add add attachments using the "+Add" button.
- Choose the evaluation form you will use fot this person and indicate a score from 10 to 100 for each question.
- Click on the “Send to review” button, an email will be sent to the HR manager to continue with the process flow.

You can access the task directly from the notification panel by clicking on it.
The evaluation questions will change depending on the one you choose.
You can modify or create evaluations from the dropdown lists.
Related Articles
How to motify or create different evaluations in the staff evaluation module?
Enter the “System Settings”, identified by a gear icon at the top right corner. Click on the “Drop-down lists” button and scroll to the “Staff Evaluations” module. Click on “Evaluation”, where you will see a list of all evaluations currently set up. ...
How to review a staff evaluation?
Enter the “Staff Evaluations” module from the left sidebar. Click on the “Review evaluation” button inthe process flow. You will see a list of all evaluations pending your review. Click on “Actions” and “Details” for the evaluation you want to ...
How to take actions and close a staff evaluation?
Enter the “Staff Evaluations” module from the left sidebar. Click on the “Take actions” button in the process flow. You will see a list of all evaluations pending action. Click on “Actions” and “Details” for the evaluation you want to take action on. ...
How to perform a supplier evaluation?
Enter the “Supplier Evaluations” module from the left sidebar. Click on the “Perform evaluation” button in the process flow. Select the supplier to be evaluated and the purchasing manager who will review the evaluation. Add general comments about the ...
How to perform an evaluation of customer satisfaction?
Enter the “Customer Satisfaction” module from the left sidebar. Click on the “Perform evaluation” button in the process flow. Select the client that will evaluate their satisfaction, as well as the quality manager who will review the evaluation. ...