This guide explains how to select evaluation elements (competency, performance, custom) that members will be assessed on, and how to set evaluation stages — such as whether to conduct only self-evaluation or include downward evaluation as well.
In [Select Evaluation Elements], choose which elements to evaluate in this evaluation.
Competency: Evaluate competencies added in Competency Management, such as common, leadership, and job-specific competencies.
Performance: Evaluate a member's work performance beyond competencies.
For performance evaluations, members can link their [Goals] to select which goals to be assessed on. They can also enter performance content directly and request evaluation based on that.
Custom: Evaluate elements your company considers important beyond competency and performance.
For example, if your company considers [Attitude] an important evaluation element in addition to competency and performance, you can use a custom evaluation element to assess attitude.
Click the pencil icon on the right to rename an evaluation element.
Once you've selected evaluation elements, choose the evaluation stages.
If you enable the Self-Evaluation only toggle, only self-evaluation will be conducted.
If you enable both Self-Evaluation and Downward Evaluation toggles, downward evaluation will follow self-evaluation.
For peer evaluations, you can set the [Peer Designation Method].
Designator: Choose whether peer evaluators are designated by 1. the evaluatee, 2. the team lead, or 3. the evaluation administrator.
Number of evaluators: Set the minimum and maximum number of peers (up to 10) to conduct peer evaluation.
Approval: When the peer designation method is set to [Designateed by evaluatee], you can require "approval" to confirm the evaluators designated by the evaluatee.
When there are 2 or more evaluation stages, or when downward evaluation is set to 2nd level or higher, the [Evaluate Each Competency Type in a Different Stage] feature becomes available. Enabling this lets you apply different evaluation stages to different competency types.
For example, after selecting Common and Leadership competency types, you could have Common competency evaluated only in peer evaluation, and Leadership competency evaluated only in upward evaluation.
When the [Downward Evaluation] stage is enabled, you can set the number of downward evaluation rounds.
You can set from 1 to up to 10 rounds. For example, if you only need evaluation from the 1st-level team lead, set it to 1; if you need both the 1st and 2nd-level team leads, set it to 2.
If at least one of self, peer, upward, or downward evaluation is enabled in the evaluation stage selection, you can configure [Calibration] usage in [Evaluation Detailed Settings].
Calibration can only be conducted in the evaluation operations stage after all evaluation writing is closed.
For details on calibration, refer to the guide on the right! Running an Evaluation — Conducting Calibration
FAQ
I'd like to see the screen for when the peer designation method is "designated by evaluatee."
I'd like to see the screen for when the peer designation method is "designated by evaluatee."
When set to [Designated by evaluatee], notifications are sent to the evaluatee via in-product alerts, email, and to-dos when the administrator-configured peer designation period arrives.
The notified evaluatee clicks [To-Do] to select the peers who will evaluate them.
Members in the same organization as the evaluatee's primary org are shown. If the evaluatee wants to be evaluated by a member not in the suggested list, they can search for that member directly and select them as an evaluator.
When evaluator designation approval is enabled, the designated evaluators are confirmed only after the approver's approval.
An approval request is sent to the approver along with the peer evaluators designated by the evaluatee and the reason entered. The approver can reject or approve to confirm the evaluators.
Once rejected or cancelled, the rejection/approval record cannot be undone.
If the peer evaluator designation is rejected, a rejection notification is sent to the evaluatee, who can re-designate evaluators before the designation deadline.
Once approved, the designated peer evaluators cannot be changed even before the designation deadline.
I'd like to see the screen for when the peer designation method is "designated by team lead."
I'd like to see the screen for when the peer designation method is "designated by team lead."
In the evaluation operations screen, click [Evaluators] → [Peer Evaluation], then click [Auto-Assign Designators] in the top right.
The peer evaluator designator condition is set by default to the team lead of the evaluatee's primary organization. After reviewing this, click [Designate].
When peer evaluator designation starts in evaluation operations, the designators receive to-dos, notifications, and emails.
The designator clicks notifications or to-dos to view which members they need to designate evaluators for, then designates evaluators.
Members in the evaluatee's primary organization can be selected from the list, or the designator can search member names directly to designate evaluators.
The administrator can check the evaluator designation status per evaluatee in the evaluation operations screen under [Evaluators] → [Peer Evaluation]. They can also check [Evaluatees per Evaluator] to ensure no evaluator has too many evaluatees, and can manually adjust peer evaluators.
I'd like to see the screen for when the peer designation method is "designated by evaluation administrator."
I'd like to see the screen for when the peer designation method is "designated by evaluation administrator."
In the evaluation operations screen, under Evaluation Preparation → Evaluators → Peer Evaluation, you can designate evaluators per evaluatee.
By default, members in the same organization as the evaluatee's primary org are shown. Select evaluators from the list or search member names directly to designate evaluators.
You can also bulk-designate evaluators by selecting checkboxes in the member list.
Where can I set up peer evaluator designation approval?
Where can I set up peer evaluator designation approval?
In the left menu, click [Settings] → [Approval Policy Management] → [Evaluation] → [Evaluator Designation Approval].