You can add and remove an employee in a ongoing performance evaluation process. To access the performance evaluation module, you must have at least a manager/supervisor role.
Add an Employee in an Ongoing Process
- In Folks, navigate to the performance evaluation module Career Development > Performance.
- In the process monitoring, click on the ellipse
to the right of the desired process, then select Add Employee to Evaluation.
- In the window that opens, start typing the name of the employee you wish to add.
⚠️Adding an employee to the process will include them only in the supervisor evaluation as well as the self-evaluation, if applicable. - Click Save Changes. A confirmation message will appear informing you that this occurrence will be the only one affected by this change, unless organizational structures have been modified in the system. In that case, the information will be automatically taken into account during the next occurrence.
- To confirm the addition, click Save Changes.
Remove an Employee from an Ongoing Process
- In the process monitoring tab, click on the chevron icon located to the left of the name of the desired process. The list of employees assigned to the process will appear below.
- Click on the ellipse
on the line of the employee you want to remove, then select Delete the evaluation. A confirmation message will appear informing you that this action will delete all evaluations for which this employee is being evaluated.
- To confirm the deletion, click Delete Evaluation.