How to conduct an evaluation

Note! If you have some Evaluations or Tokens/Shurikens to give, you need to add these two widgets to your global dashboard otherwise you cannot provide an evaluation. 

Note! In order to be able to provide an evaluation, some of your ratees need to be assigned to you in a rating plan. Click the link to find out how to add a new rating plan. 

Note! To be able to conduct an evaluation or to give Tokens/Shurikens to your colleagues, you need to have an active contract and must have been with the company for more than 3 months. Click the link to find out more about Agreements.  

To conduct an evaluation, go to the global dashboard and click the logo of the organization in the top left corner.  

If there are no widgets, click Add a widget. 

An Add Widget modal window pops up. Click the Evaluations or Tokens/Shurikens widget.  

Click Apply to add the new widget.  

Click on the silver line of the Evaluations widget. 

A Fill Employee Rating Plan For modal window pops up. 

Provide an evaluation and click Save. The  icon means that the provided feedback will be not visible to the ratee. The  icon means that the provided feedback will be visible to the ratee. The  icon means that you can make evaluation notes without sending it to the system. To save notes for your own purposes, click  and Close. By clicking Save, the note will be sent to the system. 

After you finish the evaluation, the widget will not disappear but will look empty like when it was created.