The aim of this article is to guide users in setting up and managing the performance evaluation process, including the Feedback stage. It provides detailed instructions on how to configure the evaluation to include the Feedback stage, monitor participants' progress, advance participants to the next stages, and manage the notifications and actions associated with this stage.
Considerations:
The view from “Mis Evaluaciones” for delivering feedback is exclusively accessible to downward evaluators and to feedback owners (if additional collaborators have been configured for this task).
Required or Associated General Settings:
To add a Feedback stage to the performance evaluation process, select "Feedback" in the "General" section when configuring the evaluation.
Process on the platform:
Once the performance evaluation process has started, participants will begin in the first stage, "Evaluación". From here, you can monitor participants' progress. To move a participant to the next stage, go to the "Participantes" tab and use the "Avanzar etapa" button in the "Acciones" column. You can also make a bulk selection and use the "Acciones masivas" button to advance multiple participants to the next stage.
If you have only configured a "Feedback" stage, participants will be moved automatically to this stage when advancing from the "Evaluación" tab.
If, in addition to the Feedback stage, you have configured the evaluation with a calibration stage, upon completion of the latter the participants will automatically move to the "Feedback" stage.
When you advance participants to the "Feedback" stage, a notification email is sent to the downward evaluator, informing them that they can now deliver their feedback comments.
Participants who are in this stage can be found on the "Feedback" tab.
On the "Participantes" tab, you can publish each participant's results. By doing so, collaborators will access their score report in their profile, within the "Talento" section. In this report, they will be able to review the feedback comments and decide whether to accept the feedback, as well as leave their own comments. You can perform this action individually in the "Acciones" column by selecting "Publicar resultados". You also have the option to do it in bulk by selecting multiple participants and clicking "Acciones masivas", where you can choose "Publicar resultados".
In the list, you can monitor who has already received feedback from the "Estado de Feedback" column.
The "Conformidad de Feedback" column shows whether collaborators have accepted the feedback or not.
In "Acciones" you can publish results, view the report, delete participant, send back, and advance stage.
Advancing from the Feedback stage will finalize the process for those collaborators, which means you will find them directly in the "Resultados" tab.
On the "Evaluaciones" tab you can review the evaluations related to the participants who are in the Feedback stage. From here you can make a bulk selection to download the forms and send reminders to those responsible for delivering feedback.
If, in addition to the Feedback stage, you have configured the evaluation with an "Apelación" stage, collaborators who decide to appeal their evaluation will be automatically moved from the "Feedback" tab to the "Apelación" tab when selecting appeal while reviewing their feedback.
🤖 This article was translated using artificial intelligence. View original article.