The purpose of this article is to provide clear instructions for bulk uploading participants into a performance evaluation, particularly when the "Múltiples evaluaciones" option has been configured. It explains how to access the Desempeño module, select the appropriate evaluation, and upload participants using an Excel template.
Scope / Limitations:
This article is aimed at administrators or users with custom profiles who have edit permissions on Evaluaciones. It focuses on uploading participants to a performance evaluation after it has been configured, especially when the "Múltiples evaluaciones" option is used.
Definitions:
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Múltiples evaluaciones:
This option allows you to configure differentiated weights for the different types of evaluation by building a custom weighting for calculating the final performance score. In this way, you can include participants who do not have evaluators for all evaluation types and redistribute the weights configured in this section.
For example, you can assign a leader both the downward and the upward evaluations, while a contributor may be assigned only the downward evaluation. This gives you flexibility to adapt the evaluation process to the specific needs of each individual in your organization.
Process on the Platform:
Once you have saved the performance evaluation configuration, you will be able to upload participants.
- To do so, go to the Desempeño module and select "Evaluaciones". Then click the title of the evaluation to which you need to add participants.
- On the actions button, you will find the option "Añadir participantes masivamente".
The "Editar evaluaciones Manualmente" option will be disabled when you have configured the evaluation with "Habilitar múltiples evaluaciones".
This will take you to the bulk participant importer view, where you can see all the uploads that have been performed and their status (it is for all evaluations, not only the one you are reviewing).
- To add participants you must select "Iniciar Proceso".
- This will open a modal in which you can download the template you must complete.
- Clicking "Descargar plantilla" will download an Excel file 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. The format provided by the platform must be strictly respected and you should only fill in the information requested in the corresponding cells.
Unique templates per process:If you handle different processes,you must download a new template for each one. Do not reuse files from previous processes, since the configuration (forms, weights, variables) may vary and the system will reject the document if the format does not match the current process exactly.
It is recommended to download the template each time you want to perform a new upload.
- The downloaded Excel template contains three sheets. Fields marked with an asterisk * are mandatory.
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Instructions (Sheet 1):It includes detailed explanations on how to complete each sheet. It is organized by color:
- Light bluefor the "Cargar participantes" sheet.
- Grayfor the "Cargar grupos" 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“Formulario Evaluación Descendente”you can only enter“Formulario descendente 1”or“Formulario descendente 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.
- Cargar participantes (Sheet 2):In this sheet, enter the participants' data following the instructions above.
Remember there can be more than one evaluator per evaluation type depending on how you configured the evaluation.
- Cargar grupos (Sheet 3):In this sheet, enter the data for the different groups you want to create for the evaluation, following the previous instructions.
- The "Nombre del grupo de pesos" field is used to identify the group and assign the corresponding participants.
- If a group will not participate in a certain evaluation type, leave the corresponding cell empty. In that case, validations for that evaluation will not be applied during the participant upload; it's as if those columns do not exist for members of that group. If, on the other hand, you want it to participate in that evaluation but without weighting, assign it a zero.
- Once you have completed the file, return to the platform and select "Subir plantilla" to upload the file.
- Click theVolver(bottom left) to view the participants uploaded into the system.
🤖 This article was translated using artificial intelligence. View original article.