Modify a performance evaluation process

marjolaine
marjolaine
  • Updated

It is possible to edit a process regardless of its status.

  1. In Folks, navigate to the performance evaluation process module (Admin > Human Resources > Performance Evaluation Process). A list of all the performance evaluation processes in the organization will appear.
  2. In the evaluation process board, click on the ellipsis ellipse.png of the desired process and select Edit.
  3. If applicable, in the window that opens, select one of the following two options to choose when your changes will take effect.
    • From the next evaluation - The changes will only be applied from the next upcoming evaluation, without impacting current or past evaluations.
    • New feature: From now on and for future evaluation - You will only be able to modify the content of sections and questions. These changes will affect all evaluations, including past evaluations.
  4. Make the desired changes and save. You can check the box to send an email to all employees taking part in the evaluation.