Reviewing an evaluation

Introduction

Evaluations submitted for review do not appear in any reports, but they do appear in the completed evaluations table with a Pending status.

Here, the selected Reviewer can access and process the review. Alternatively, anyone else who has the permission to Review (perhaps if the selected Reviewer is on holiday for example) can take ownership and process the review.

It's worth noting that the Original Evaluator cannot review his own evaluation and anyone who doesn't have permissions to review can only View the pending evaluation.

Reviewing a pending evaluation

The Reviewer is directed to the pending evaluation where they have the ability to either: (a) Approve & publish; (b) Edit & publish; or, (c) Delete.

Following Option (a) or (b), a number of system actions are triggered:

  • The evaluation is published to reports
  • The Agent receives a notification that they have an evaluation, with an embedded link to the evaluation.
  • Any feedback that was previously quarantined will also be notified to the agent and any managers that were copied into the feedback
  • The original evaluator is notified of the outcome of the review, with an embedded link to the evaluation

Following Option (c) the evaluation is simply deleted and doesn't appear in any reports.

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