Perform consensus assessment
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Prerequisites
- Evaluation plan cycle in progress.
- Access the Execution menu > Evaluation Execution (CO011).
Presentation
Consensus evaluation is the stage where the leader consolidates the information recorded by the various evaluators in the cycle, defining the employee's result in the assessed competencies. This process only occurs manually when automatic consensus is not enabled in the cycle settings.
In this stage, the evaluator and the person being evaluated jointly analyze the recorded proficiency levels and define the final level for each competency, with the support of the analysis tools available on the evaluation screen.
Perform consensus assessment.
1. Access Execution > Evaluation Execution (CO011).
2. In the list of pending records, locate and select the assessment plan grouping and Consensus evaluator type.
3. Next, select the employee(s) you want and click the button 
.
4. On the screen that will open, the person being evaluated (employee) and the evaluator should discuss and reach a consensus on the proficiency levels in each competency and select the agreed level in the corresponding column.
5. After reaching a consensus, click the Save button and then the next step to finalize.
Send evaluation to next stage
After reaching a consensus, click the Save button and proceed to the next step . The system will ask if you wish to send the evaluation to the next step.
Pending development plan: if the "Allow development plan creation" option is enabled and no plan is defined for the employee:
- Save only: returns to the assessment screen for plan creation.
- Yes : it generates the "Development of a development plan" task and sends the evaluation to the next stage.
Pending feedback: If the "Allow employee feedback" option is enabled and the feedback has not been recorded:
- Save only : returns to the evaluation screen for recording feedback.
- Yes : it generates the "Employee Feedback" task and sends the evaluation to the next stage.
No issues: the system will request confirmation to complete the evaluation.
- Save only : keeps the evaluation open.
- Confirm : closes the consensus evaluation and updates the employee's profile.
- If enabled , the task "Knowledge of assessment result" will be generated .
- If the "Release results only after feedback" option is enabled, the task will only be generated after the feedback has been completed.
- If a release date is set, the profile update and task generation will only occur on the scheduled date.
Conclusion
When performing the consensus assessment manually, the leader and the employee define the final competency level and record the result in the system. The process validates any pending issues, applies the cycle rules, and ensures the correct closure of the assessment, updating the employee's profile as configured.