The purpose of this article is to explain how to upload participants to a performance evaluation that is in the state“In configuration”. Two methods are described to do this: individually and in bulk, with step-by-step instructions for each process.
Individual Platform Process:
Ideal for small groups or individual adjustments.
Once you have finished setting up your performance evaluation, you can find it in the "Evaluations" section within "Performance", in the "Talent" module.
- Click the title of the evaluation in which you want to upload participants.
- When you enter, click on“Actions”(the three dots) and select“Manage participants”.
[IMPORTANT]This option will not be available if in the evaluation settings you selected “Enable multiple evaluations”. In that case, you must use the bulk option “Add participants in bulk”.
- At the top, you will find the "Select participants" button.
- On the "Select participants" tab, you will see the list of all the organization's employees. You can use the filters to view a certain group of employees. Select the employees who will be evaluated and click "Add participants".
- The selected employees will appear on the "Selected participants" tab. If you want to remove any, select them in the list and click "Remove Selected". To finish uploading participants, click "Save".
- Next, you must select the evaluators for the added participants according to the type of evaluation. If you configured the evaluation with multiple forms, assign each form to the corresponding evaluation type for each participant.
- To finish, click "Save".
You can review the list of evaluated participants with their respective evaluators in the table. In the last column, you can review the forms that the participants' evaluators will have to complete. You can also verify whether participants have the competency and objective weights assigned correctly (that is, that they total 100%). Otherwise, you will not be able to start the evaluation.
Bulk Platform Process:
You can also upload participants in bulk.
- To do this, go to the evaluation of interest, click "Actions" and select "Add participants in bulk".
This will take you to the participant bulk importer view, where you can see all the uploads that have been performed and their status (corresponding to all evaluations, not just the one you are viewing). You can also check the upload log in Reporting > Importers > Upload history.
To add participants, you must select“Start process”.
- This will open a modal in which you can download the template you must complete.
- An Excel file will be downloaded that you must complete with the participants' information.
[IMPORTANT]Recommendations for a successful upload:
Do not edit the format:The downloaded templatemust not be modified. Do not delete, hide, or add new columns. You must strictly respect the format provided by the platform and only fill in the information requested in the corresponding cells.
Unique templates per process:If you manage different processes,you must download a new template for each one. Do not reuse files from previous processes, as the configuration (forms, weights, variables) may vary and the system will reject the document if the format does not exactly match the current process.
It is recommended to download the template each time you want to perform a new upload.
- The downloaded Excel template contains two sheets:
- Instructions (Sheet 1):Includes detailed explanations on how to complete the other sheet.
Fields marked with an asterisk * are mandatory.
Keep in mind that some fields have default options, which are listed below the explanation of each field. For example, in the field“Downward Evaluation Form”it is only possible to enter“Downward form 1”or“Downward form 2”.
The columns will depend on your specific configuration (Document number, record code, forms or weight groups). Make sure to complete all the information in the enabled columns.
- Upload participants (Sheet 2):In this sheet, enter the participants' data following the instructions above.
- Once you have completed the file, return to the platform and select "Upload template" to upload the file.
- Click theBack(bottom left) to view the participants uploaded into the system.
Share performance evaluation:
If during the process you want to share the performance evaluation with a user, either so they can view it or edit it, you can do so from the same "Actions" button by selecting the "Share" option. A box will then appear allowing you to select the user who will have access to the evaluation. You can also define whether this user will have permission only to view the evaluation or also to edit it.
🤖 This article was translated using artificial intelligence. View original article.