How to create a comprehensive performance evaluation process

Follow these steps to create a performance evaluation process.

1. Once logged in, go to Career development > Performance. A list with all of the active processes will show up. This is the process monitoring tab. 
2. Click on the gear icon at the top right corner to access configurations. Then, click on the + Create a process button up top.
3. Complete all of the steps. To get a detailed view of each section, refer to the following articles : 
   ⚠️Warning: Mandatory fields are marked with a (*). The button to access the next step won't be clickable as long as mandatory fields are empty. You can always do back to a section by using the arrows at the bottom of the page or by clicking directly on the name of the section (left side of the page). 
   • Step 1: General information
   • Step 2: Assignment
   • Step 3: Creating evaluation forms
   • Step 4: Ratings by section
   • Step 5: Results management
   • Step 6: Evaluator's toolbox
4. Review your process in the Summary section.
5. Click on Finish creating the assessment or Save as a draft. 
    

👉 Very important: make sure that the users are properly linked with their employee profiles. Otherwise the evaluation process might not launch correctly.