How to take actions and close a staff evaluation?

1. Enter the “Staff Evaluations” module from the left sidebar.
2. Click on the “Take actions” button in the process flow.
3. You will see a list of all evaluations pending action. Click on “Actions” and “Details” for the evaluation you want to take action on.
4. Provide information about the corrective actions taken and attach any necessary annexes.
5. Once the information is complete, click on the “Close” button. The evaluation will be closed, and an email will be sent to the evaluated personnel an the evaluator to inform them.

You can access the task directly from the notification panel clicking on it.

Annexes can be files of any type.

If you click on the “Save and exit” button, only the information will be saved, but the evaluation will not be closed.

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