Configuring Assessments

Assessments allow companies to understand how well each individual employee is performing against company expectations and/or competencies.

Assessments are typically done once or twice a year, depending on the cadence of the company. Some companies complete assessments quarterly. Typically, assessments are used to drive compensation review once a year.

Creating an Assessment

To create an Assessment, select the program to which you want to add the Assessment on the Employee programs page, select the Assessments tab, and complete the following steps.

Click New Assessment Wave in the top right corner of the page.
In the details pane that opens, enter a unique name for the new Wave and, optionally, a description. Select a cycle from the Cycle dropdown. To create a new cycle, click Add to the right of the dropdown and complete the additional steps.
Enter a name for the new cycle, then select start and end dates for the cycle. Click Save.
Click Continue on the New Assessment Wave pane.
See Editing Assessment details for details on how to add a schedule, enrollment, as well as employee and manager assessments. The Assessment you just created appears on the Assessment list page for the program to which you added it.

Editing Assessment details

To view or edit the Assessments associated with a program, select the program on the Employee Programs screen. The Employee programs screen opens showing associated Waves. Select the Assessments tab at the top of the page.

See Configuring Cycles and Importing and exporting options for details about the available settings and the options menu located in the top right corner of the page.

Select an Assessment to view details for it in the details pane on the right side of the page.

Assessments list page.

To edit the name, description, and cycles for an existing Assessment, click the details pane menu in the top right corner of the details pane and select Edit Wave Details. You will also see a Deactivate option for review with Active statuses. When you are done editing the Assessment, click Continue.

To configure details for the Assessment, including schedule, enrollment, assessments, and attachment information, in the Assessment editor, click Manage in the bottom right corner of the details pane. See below for details about those sections.

Edit Assessment Details.

Schedule

Schedule one or more Waves for the Assessments. Enter a name for the Wave in the Wave Name field. Turn on the relevant phases for the Wave using the toggles. Then enter Start Date, Start Time, End Date, and End Time for each phase.

Assessment Schedule.

Phase descriptions are as follows:

Self Assessment Phase — When selected, admins can create self assessments. Employees will be shown the self assessments that they need to complete.
Manager Assessment Phase — When selected, admins can create manager assessments and will be shown the assessments they need to complete.
Performance Rating Phase — When selected, managers can only bulk rate their employees in the assessments.
Release Manager Assessment Phase — When selected, managers can release assessments to their direct reports.
Auto-Release Manager Assessment Phase — When selected, this phase contains the dates for when manager assessments are auto-released to employees.

Note:

Phases can overlap and employees and managers can perform the actions to which they have access at any given time.
Start dates can be in the past but must be within the date bounds of the cycle.
Assessments cannot be edited by employees or managers after they are submitted; however, HR admins can edit them on behalf of employees or managers.

In the Assessment Release Settings section, select thecheckboxes to allow employee acknowledgement of manager assessments or to allow manager acknowledgement of employee comments. The Allow manager acknowledgement of employee comment checkbox only appears if the Allow employee acknowledgement of manager assessment checkbox is selected.

Enrollment

Add or upload a list of employees who will participate in this Wave. The file must include a Unique identifier. If configuring a 360 Feedback review, it can also include an optional Wave name. Click Sample Participant File to download and view the accepted structure of a file. See Manual Imports for details on uploading files and viewing upload history.

Assessments use survey records that are created when you enroll someone via Upload Participants.

To view an uploaded file, click View Upload History. If an uploaded file is large and takes a while to process, you can leave the upload page and return to that page later by clicking View Upload History. Then click Resume for that file.

Assessment Enrollment.

Self Assessment

Create assessment forms for employees to provide performance feedback about themselves. Click the self assessment form to create a new one or edit an existing one.

Create the following types of questions in Assessments:

Open text.
Rating.
Dropdown.
Multiple choice.
Single choice.

See Case Forms for additional details on the available options in creating assessment forms.

In the Email Notifications section, compose the following types of emails:

Invitation emails to take assessments.
Notification emails to employees when manager assessments are complete.
Notification emails to employees when managers acknowledge responses to manager assessments.

Note: Assessment emails use notifier, not broadcaster.

See Survey emails for details on creating the emails.

Self Assessment

Manager Assessment

Create assessment forms for managers to provide performance feedback about themselves. Click the self assessment form to create a new one or edit an existing one.

Create the following types of questions in Assessments:

Open text.
Rating.
Dropdown.
Multiple choice.
Single choice.

See Case Forms for additional details on the available options in creating assessment forms.

In the Performance Rating section, select a rating field. This rating appears as dropdowns or rating scales for managers on the bulk edit list.

In the Rationale section, select a field that appears as a text entry for explaining employees' performance ratings.

Note: To associate a rationale with a rating, you must use a separate form. Creating a rating outside of the form assigns it the value of the main score. If you create a rating inside the form, that rating will not be assigned the main score value and will not appear on the bulk edit list.

You must select the Show employees their performance rating checkbox to enable the Show employees the rationale for their performance rating checkbox.

In the Email Notifications section, compose the following types of emails:

Invitation emails to take assessments.
Notification emails to employees when manager assessments are complete.
Notification emails to employees when managers acknowledge responses to manager assessments.

See Survey emails for details on creating the emails.

Manager Assessment.

PDF Attachments

Upload documents that employees can view when their manager assessments are available.

Assessment PDF Attachments.