Employee Evaluations¶

Overview¶

The SR Evaluations module provides a structured performance evaluation system with role-specific criteria, multiple evaluation types, weighted ratings, and employee feedback. Managers create evaluations from templates, rate employees on defined criteria, and employees can review and comment on their completed evaluations.

Last Updated: February 2026 Target Audience: Managers, HR, All Employees

Evaluations
├── All Evaluations
├── My Evaluations
└── Configuration
    └── Templates

Evaluations list All Evaluations — view and manage performance evaluations across the organization

Evaluation Templates¶

Templates define the criteria used in an evaluation. Each template has a name, evaluation type, optional role link, and a list of criteria lines.

Template Fields¶

Field	Description
Name	Template title (e.g., "CSR 30-Day Review")
Evaluation Type	30-Day Review, 90-Day Review, Annual Review, or Custom
Role	Optional link to an onboarding role -- use to create role-specific templates
Criteria	List of criteria lines with names, descriptions, sequence, and weight
Active	Whether this template is available for use

Criteria Line Fields¶

Field	Description
Criterion	Name of the criterion (e.g., "Communication Skills")
Description	Guidance for the evaluator on how to assess this criterion
Sequence	Display order
Weight	Standard or Critical -- critical criteria are weighted 2x in the overall score

Evaluation Templates — define criteria, weights, and role-specific assessment standards

Use Critical weight sparingly

Mark a criterion as Critical only when it represents a core competency essential to the role. Critical criteria count double in the overall score calculation, so overusing them dilutes their impact.

Creating an Evaluation¶

Step-by-Step¶

Navigate to Evaluations > All Evaluations
Click New
Select the Employee -- the evaluator auto-fills from the employee's manager
Select the Evaluation Type (30-Day, 90-Day, Annual, or Custom)
Select a Template -- the criteria auto-populate from the template
Set the Period Start and Period End dates
Click Start to move the evaluation to In Progress
Rate each criterion on the 1-5 scale
Fill in the Strengths, Areas for Improvement, and Goals fields on the Summary tab
Set the Overall Rating
Click Complete to finalize the evaluation

Evaluation Fields¶

Field	Description
Employee	The employee being evaluated
Evaluator	The manager conducting the evaluation (auto-filled from employee's manager)
Department	Auto-populated from the employee record
Job Position	Auto-populated from the employee record
Evaluation Type	30-Day Review, 90-Day Review, Annual Review, or Custom
Template	Source template for criteria
Evaluation Date	Date of the evaluation (defaults to today)
Period Start / End	The time period being evaluated
Overall Rating	Required before completing -- 1 to 5 scale
Average Score	Computed weighted average of all criteria ratings

Status Workflow¶

Evaluations follow a four-stage workflow:

Status	Description
Draft	Evaluation created but not started. Criteria and settings can be changed freely.
In Progress	Active evaluation. The evaluator rates criteria and adds comments.
Completed	Finalized. Requires at least one criterion and an overall rating.
Cancelled	Evaluation was cancelled. Can be reset to Draft if needed.

Rating Scale¶

All criteria and the overall rating use the same 1-5 scale:

Rating	Meaning
1	Does Not Meet Expectations
2	Needs Improvement
3	Meets Expectations
4	Exceeds Expectations
5	Outstanding

Overall Score Calculation¶

The Average Score is a weighted average of all rated criteria:

Standard criteria have a weight of 1
Critical criteria have a weight of 2

Formula: Sum of (rating x weight) / Sum of weights

Example: An evaluation with three criteria:

Criterion	Weight	Rating
Communication	Standard (1x)	4
Safety Compliance	Critical (2x)	3
Teamwork	Standard (1x)	5

Average Score = (4x1 + 3x2 + 5x1) / (1 + 2 + 1) = 15 / 4 = 3.75

Rating Criteria¶

Each criterion on an active evaluation has:

Field	Description
Criterion	Name of what is being rated
Description	Guidance for the evaluator
Sequence	Display order
Weight	Standard or Critical
Rating	1-5 selection
Evaluator Comments	Free-text comments explaining the rating

Employee Feedback¶

After an evaluation is completed, the employee can view it and add comments.

Adding Employee Feedback¶

Navigate to Evaluations > My Evaluations
Open a completed evaluation
Go to the Employee Comments tab
Add your comments or feedback
Save

Read and respond to your evaluations

Evaluations are a two-way conversation. Take time to read the feedback carefully and add your own comments -- this shows engagement and helps your manager understand your perspective.

My Evaluations¶

The My Evaluations view shows all evaluations where you are the employee. You can see your evaluation history, ratings, and add comments to completed evaluations.

Employee Integration¶

The evaluation system adds these fields to the employee record:

Field	Description
Evaluation Count	Number of completed evaluations
Last Evaluation Date	Date of the most recent completed evaluation
View Evaluations	Button to see all evaluations for this employee

Onboarding Quiz Integration¶

Evaluations include computed fields for onboarding quiz status:

Field	Description
Onboarding Quiz Passed	Whether the employee passed their role's knowledge quiz
Onboarding Role	The employee's assigned onboarding role

These fields give the evaluator context about the employee's onboarding completion when conducting early reviews (30-day, 90-day).

Security¶

Group	Access
Employee (View Own)	View own evaluations. Add employee comments.
Evaluator (Create/Edit)	Everything Employee can do, plus create and edit evaluations for their reports.
Administrator	Full access -- manage templates, view all evaluations, create evaluations for any employee.

Common Tasks Summary¶

Task	Steps
Create a 30-day evaluation	Evaluations > All Evaluations > New > Select employee and 30-Day template
Rate criteria	Open In Progress evaluation > Rate each criterion 1-5 with comments
Add employee feedback	My Evaluations > Open completed evaluation > Employee Comments tab
Review evaluation history	Employee form > View Evaluations button
Create a template	Configuration > Templates > New

Questions? Contact your supervisor or HR administrator.