It explains how to modify performance evaluations once initiated, without deleting them or creating new ones, indicating which sections can be modified and which are restricted. It also details the allowed changes and the update timings.
Process on the platform:
In the Performance Management module, evaluations can be performed by accessing the "Talent" section and then "Evaluations". In this section you will find the list of all evaluations, each with an associated status: "In configuration", "Started" or "Finished". Evaluations with status "In configuration" or "Started" can be edited by clicking the gear icon located in the right-hand column.
Evaluations with status "In configuration" allow full editing of all fields, including the process stages, the form, and the results. In contrast, evaluations with status "Started", some modifications are restricted. By clicking the gear icon, you can identify which fields are editable.
1. General:
In the "General" section, there are four types of possible modifications:
- Evaluation nameand thestart and end dates.
- Adjust the weights assigned among the selected evaluation types; evaluation types cannot be added.
- Enable or disable theevaluation start notificationand edit the associated message.
- Increase themaximum number of evaluatorsper evaluation type, although it is not possible to reduce it.
All these modifications apply per evaluation type, only if they were previously activated.
2. Form:
In the "Form" section, changes can be made to its different subsections.
In thecompetenciessection, it is possible to modify:
- The overall weight
- The weighting of transversal and specific competencies.
- The weightings within each transversal competencies category.
In theobjectivessection, you can adjust:
- The overall weight.
- The weightings of each objectives category.
It is important to note that only weights and weightings can be modified; competencies or objectives cannot be added or removed. If an objective was not included initially, it cannot be added later or have its weight modified. Finally, it is possible to edit the form's welcome text.
It is essential to remember that weights must always total 100% overall, following these rules:
- Competencies + Objectives = 100%
- Competencies = Transversal Competencies + Specific Competencies = 100%
- Transversal competencies (CT) = CT1 + CT2 + … + CTn = 100%
- Specific competencies (CE) = CE1 + CE2 + … + CEn = 100%
3. Results:
In the "Results" section, adjustments can be made to:
- Thefinal calculation methodology. This includes modifying the maximum score, the names, the ranges and the colors of each parameter.
4. Report:
Finally, in the"Report"section, you can make changes to:
- Settings for who can publish reports
- Customize the report visibility for the employee
To save changes, you must click "Guardar y salir" at the bottom of the page. This will open a window that will request entering the word "guardar" as confirmation before applying the modifications.
Some changes will be reflected immediately, while others require additional processing. Modifications to texts, dates and the maximum number of evaluators are applied immediately. In contrast, adjustments to stage weights, section weights, weightings and the results scale are processed overnight and will be visible starting the next day at 9:00 a.m. Chile time.
Considerations:
Changesaffect onlywhat theemployeesees on their record when reviewing their evaluation. If you are a supervisor or administrator, you will continue to see all the evaluation information on the employee's record.
If you edit the evaluation settings once started, thechangeswill be appliedretroactively. This means that, if evaluations have already been published, visibility changes will also be reflected in them.
🤖 This article was translated using artificial intelligence. View original article.