This article is intended for administrators. If you want to understand more about access profiles, click here.
Once you have completed a performance evaluation, you can track the evaluation's scores, as well as export the PDF and have access to a fully graphical display.
We have divided this article into two sections, click on one of the options below to go straight to what you want to read:
How do I export the evaluated people PDF?
Step 01
Go to Career > Results and Calibration.
Step 02
Apply filters to improve your visualization and determine what information will be shown.
Step 03
In the results and calibration screen, drag the screen bar to the bottom to find the PDF icon.
Step 04
Click on the icon to access the PDF of the results.
Step 05
A new tab will open where you can download or save the PDF.
How to access and understand the evaluated people graphs?
There are two ways to access the report with the graphs of the evaluation results: the results and calibration screen, and the career screen.
Step 01
a) Access via the results and calibration screen:
Click on the graph icon, located next to the PDF icon.
b) Access via the career screen:
You can also access the results report in Career > Career:
In the Users list, click on ‘Report’ as you hover the mouse over the line:
Step 02
A new screen will open bringing the graphs of the selected user’s performance evaluation result.
a) First section
In the first section, you will find the following data:
User data: name, position, team, and time in the company.
The final concept of the performance evaluation.
The possibility of sending Youtime, to learn more about it, click here.
Un-release the report, if it has been released to the user, as will be explained in the next section.
Attention - The following graphs will show the final concepts for each stage, if so configured in the review cycle. If the concept view was not enabled, percentages will be shown in the graphs. To learn more about it, read here.
b) Second section
In the second section, you will find pie charts of each stage of the performance evaluation, with the final concepts, generated from the scores given by each evaluator (the user, manager, team, peers or clients), based on the cycle settings:
NOTE 1 - By hovering the mouse over the graph, you can see the final concept of the grades given by each evaluator.
NOTE 2 - You can remove the evaluators' scores from the graph by clicking over the evaluator's amplitude.
c) Third section
In the third section, you will find spider graphs that will help you organize concepts and generate good ideas that you can turn into actionable goals or solutions.
Spider charts are available for values and competencies.
Similar to pie charts, they will bring the final concepts for each score given by each evaluator, taking into account the following distribution:
Middle of the graph - no concept.
Borders of the graph - the best concept.
NOTE 1 - When you hover the mouse over the graph, you will see the final concept of the scores given by each evaluator.
NOTE 2 - You can remove the evaluators' scores from the graph by clicking over the evaluator's amplitude.
d) Fourth section
In the fourth section, you will find a horizontal bar graph displaying the averages for each question in the results stage, according to the configuration made.
Blue: evaluation by questionnaires.
Pink: evaluation by goals.
Green: evaluation by initiatives.
Legend: Blue (evaluation by questionnaires), pink (evaluation by goals), and green (evaluation by initiatives).
NOTE - You can remove one of the steps by deselecting the legend option.
Concept: When you hover the mouse over the bar, you will see the final concept of the question’s average.
Average: There are three types of graph views - general average (manager and self-evaluation), manager's average, and self-evaluation average.
e) Fifth section
In the fifth section, you will find the list of the competencies, values, results and potential stage and the final concept of the average score of each evaluator (self, manager, peers, clients and team), according to the cycle settings.
NOTE - You can also view the comments that were recorded at the time of evaluation.
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!