- Module of this feature
- What is this feature for?
- Setting cycle to allow notes for questions
- Adding notes to assessment questions
Module of this feature
What is this feature for?
It allows adding justifications or notes for each question in the Performance Evaluation form. Thus, it is possible to describe the reasons that led to the responses attributed to each item assessed.
Setting cycle to allow notes for questions
To add or edit an Evaluation Cycle, it is necessary to have the Administrator or Super-user profile.
Access the Settings> Management Plans screen. Locate the desired Management Plan, click on it to display the details, click on the Performance Evaluation Cycles tab and add or edit an Evaluation Cycle.
The option that allows to create notes for all questions will be available in the cycle register and, when selected, will enable the option Make annotations mandatory.
Thus, it is possible to make the annotation fields available for each evaluation question and also define whether filling in these annotations will be mandatory when carrying out the Performance Evaluation.
Configure the rest of the cycle information, save it and send it to the In Review phase. To learn more about registering a cycle, click here.
Adding notes to assessment questions
To evaluate a user or perform a self-assessment, inserting notes in each question, it is necessary that the Allow to create notes for all questions option is enabled for the cycle and is in the In Review phase.
Access the Individual Performance menu> Manage evaluation and choose the desired cycle. Then, access the assessment you want to perform.
For each question of the Performance Evaluation, a field will be displayed that allows free text. Then, it is possible to add comments, notes or justifications about the answer attributed to each of the evaluated criteria.
If filling out is not mandatory and if there is no need to include any notes, the field may be empty.
When filling in annotations is mandatory, the fields will show a mandatory marker * (red asterisk). In this case, the fields cannot be empty and it will not be possible to complete the assessment until the notes for all questions have been entered.
- If there is a cycle registered before the release of this functionality, the Performance Evaluation will display the Annotations fields for each question and also the Facts and Data field for the question group. From the newly created cycles, only the Annotations fields will be displayed.