This article provides the "big picture" of an Organization Admin's Employee Evaluation Management (EEM) solution. These high-level topics include evaluation types, user roles, and user visibility.
Understanding the Evaluation Process
The evaluation process can be "broken down" into forms and components which make up evaluation types.
- Forms: Simplify the evaluation process and provide a consistent and reliable structure.
- Components: Serve as form folders and provide clear organization of your forms.
- Types: Represent the evaluation process. You can have as many evaluation types as you have processes, but each person being evaluated can only be assigned one evaluation type. (Think of these as the collection of the forms that were combined into components.)
Understanding an Evaluation Cycle
Once evaluation types are set up in the system, they will go through an Evaluation Cycle.
To complete a cycle, an evaluation start date must first be set. Educators and evaluators will then complete the forms in question, and the evaluators will finalize these forms as they are completed.
Organization Admins will complete the rollover process at the end of the evaluation cycle. This rollover archives the forms from that cycle and generates fresh forms for the new cycle.
The roles and permissions in EEM remain flexible enough to align with your organization’s needs, yet they can still be grouped into the following roles:
- Educators: Those being evaluated
- Evaluators: Those responsible for the completion of all or part of an educator's evaluation
- Organization Administrators: Those responsible for the management of all or part of the system
Actions & Visibility
Your system configuration determines the visibility and actions for each user type, and it also determines how you can use the system to track and manage learning in your organization.