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Initiate execution of the evaluation plan cycle

 
 

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Prerequisites

  • Assessment plan previously registered.
  • Employee profile previously configured.
  • Access the Execution menu > Evaluation plan execution (CO009)
     

Presentation

The process of implementing an evaluation plan ensures that employees are evaluated in a structured and transparent manner, according to criteria previously defined in the evaluation plan. 

This procedure allows for the monitoring of individual performance, the formal recording of evaluations, and the generation of information that supports strategic decisions regarding development and people management. 

Below, see the step-by-step instructions to begin implementing an evaluation plan in the system.

 

Initiate implementation of the evaluation plan.

1. To start the execution, access the menu Execution > Evaluation plan execution (CO009) .

2. In the list of records, select the registered assessment plan. 

3. In the third quadrant, click the button in the side toolbar.

4. At this point, the cycle data screen will be displayed. In the General Data section , enter the cycle execution start date in the Execution section . 

5. It will also be possible to edit the team responsible for execution .

6. Once this is done, save the record. At this point, the cycle status will change to "Executing".

7. Click Save and Exit .

If evaluations were not generated during the cycle planning, the system will now ask if you wish to generate them. Click Confirm to generate the evaluations. See more details about this operation in the article Generate evaluations .

 

Conclusion

The system is now ready for the application of performance evaluations, allowing for the monitoring of employees according to the criteria defined in the evaluation plan.


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