Finish creating an evaluation process or save as a draft

The last step is to choose between finishing the process or saving it as a draft to save it later.

Finish creating the process

This action makes the process available to evaluators. It will automatically trigger on the dates configured.

Once completed, you will return to the Performance evaluation processes page, where you can see that the process is listed with the status Ready.

Warning! A completed process will be available to raters on the next scheduled occurrence, depending on when the process was created.

Save the process as a draft

This action allows you to save the process so that you can come back to it later, modify it if necessary and complete it. By saving as draft, the process will not be triggered and you will always have the option to edit the process to complete or delete it.