Complete Self-Assessment / Peer Assessment / Team Member Assessment / Leader Assessment
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Prerequisites:
- Execution of the evaluation plan cycle has begun.
- Pre-configured evaluation plan.
- Access the Execution menu > Evaluation Execution (CO011).
Presentation
After completing the evaluation under their responsibility, the evaluator must close it, sending it to the next configured step.
The closing process can be carried out for the following types of evaluation: Self-evaluation, Peers, Team Members, and Leader .
The system may prevent closure if there are any pending issues or cycle rules that have not been met, displaying a message with the necessary guidance.
Here's how to complete an evaluation:
Complete evaluation
1. Access the Execution menu > Evaluation Execution (CO011) .
2. In the list of records, locate and select the assessment plan grouping and the desired evaluator type.
3. Select the employees whose evaluations should be completed. You can include all employees in the group, only some of them, or a single record, as needed.
4. In the toolbar, click More and then the button 
to end the evaluation. When you click this option, the system will display a confirmation request.
- When you receive the message, choose between Cancel , if you wish to keep the evaluation pending, or OK , to complete the closing.
- If you choose to keep the assessment pending, it can be closed later directly on the Assessment Data screen , using the Save and Next Step button, the Finish button in the side panel, or the Assessment Execution task .
Consensus assessment
After all plan evaluators have completed their assessments for a given employee, a consensus evaluation will be generated. It could be:
Automatic:
- If the "Automatically generate consensus" option is enabled in the Settings > Consensus section of the evaluation plan execution cycle data, the system will generate consensus and release the evaluation result. This will update the employee's profile, and if the "Generate evaluation result acknowledgment task" option is enabled, the " Evaluation result acknowledgment task" will be generated for the evaluated employees and their supervisor.
- If the "Release result only after feedback" option is enabled, the system will generate the consensus, but the task will only be generated and the employee's profile updated after the employee's feedback process is complete.
If a date has been set for the release of the evaluation results, the system will generate the consensus; however, the task will only be created and the employee's profile updated on the defined date.
See the article Calculating Results for a detailed description of how automatic consensus is calculated.
Manual
- If automatic consensus is not enabled on the assessment plan data screen, the system will generate a consensus assessment for the leader to perform this operation. For a detailed description of how to perform this assessment, see the article Perform consensus assessment.
Conclusion:
The completion of evaluations is a crucial step in ensuring the proper continuity of the performance cycle.