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.
Understanding Roles
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.
Educators can complete and submit forms to an evaluator for review. These forms include SGO/SLO forms, a goal form, a pre-observation form, etc. Educators can also review/acknowledge forms submitted by an evaluator such as an observation form.
Evaluators differ from educators in that they are granted Evaluation Rights. These rights remain flexible enough to allow Organization Admins to manage appropriate access and to provide evaluators with the permission to view educator forms.
Evaluators may review forms submitted by an educator. These forms include SGO/SLO forms, a goal form, a pre-observation form, etc. Evaluators are also responsible for the finalization of forms once they those forms are complete.
Organization Administrators are responsible for managing all or part of the system. Their options and visibility are ultimately determined by their system permissions.
Responsibilities can include:
- Managing users: add/edit/remove, understanding roles and rights
- Managing evaluation rights: permissions to view
- Maintaining evaluation types: evaluation process
- Managing evaluation process: back to school, mid-year, end-of-year tasks
- Orienting and Supporting Users: training/support, setting clear expectations
- Reporting: formulating questions, making connections to system data
Super Admins have full rights in the system, but other options may also be available if some administrators (i.e. those managing users) are only responsible for a specific aspect of the system.