Create and activate an evaluation cycle

Before you start

Check that participants have a contract and job position, job-position categories include competencies and target levels, and manager, team, and office relationships are current. Also decide who can view results.

Create an evaluation cycle

1. Open Performance evaluations.
2. Select New evaluation.
3. Enter a name that identifies the period and save.
4. Add the description, purpose, and reference dates.
5. Add extra questions or sections where needed.

Configure participants and evaluators

1. Select the audience of employees being evaluated.
2. Check the participant count.
3. Choose evaluator types: direct manager, team manager, office manager, self-evaluation, or a named employee.
4. Save and review the summary.

Talento creates a relationship only when it can resolve the evaluator. For example, a direct-manager evaluation requires that manager on the participant's employee record.

Configure competencies, timing, and results

1. Review competencies and rating scales under Competencies.
2. Set the start date and time and, where applicable, an end date and recurrence.
3. Decide whether Talento will notify participants and evaluators.
4. Configure whether employees and managers can view results.
5. Review the readiness panel.

!Warning

Check participants, evaluators, and visibility before activation. An activated evaluation is read-only and generates the cycle's relationships and questions.

Activate and monitor the cycle

1. Confirm that participants, active competencies, and valid evaluators exist.
2. Select Activate evaluation.
3. If the start is in the future, check that the cycle is scheduled.
4. Review pending, in-progress, and completed statuses on the dashboard.
5. Use the participants tab to identify relationships with no response.

Outcome

The cycle will be active or scheduled. Talento generates questions for each participant and sends the configured notifications when applicable.

Common issues

• Questions are missing: review the contract, job position, category, and competency levels.
• An evaluator is missing: complete the required organisational relationship or choose a named employee.
• The cycle cannot be activated: check which readiness item is incomplete.
• Visibility is wrong after activation: do not communicate results; review the correction procedure before creating another cycle.