The objective of this article is to provide a detailed guide on how to configure and manage the validation process in performance evaluations. This includes selecting the "Validation" option in the evaluation settings, assigning validators, and detailing the workflow that validators and evaluators must follow for downward evaluations to be approved and finalized.
Definitions:
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Validation Phase:
In Buk you can add a validation phase to downward evaluations; you can assign validators to approve completed evaluations. Once evaluators have completed the corresponding downward evaluations, validators must approve them for them to be finalized. If a validator rejects them, the downward evaluator must adjust their ratings so the validator can review them again.
Platform process:
When configuring a performance evaluation, you can select the "Validation" option to assign validators who must approve the downward evaluations for them to be finalized.
To enable this option, go to the evaluation settings and, in the process stages, select"Downward evaluation". Then, in itsadvanced options, click on"Validation".
Additionally, you can enable the option"Notify the validator and evaluator", which sends a notification to the validator when they must validate an evaluation, and to the evaluator when their evaluations are validated or rejected.
After configuring the entire evaluation, you must upload participants into the evaluation, either manually or in bulk, and you must assign validators for the downward evaluations. It is important to note that the validator cannot be either the evaluatee or the evaluator of that evaluation.
You can also add them from bulk actions: when uploading participants, you assign them a validator and an evaluator for each type of evaluation.
When the performance evaluation begins and the downward evaluators submit their forms, validators can log into the platform and review pending evaluations in "My evaluations" in the side menu. To validate an evaluation, they simply need to click "Validate".
Validators will be able to review the responses in the downward evaluation form and will have the option to "Reject" or "Approve" the evaluation.
If the Validator rejects an evaluation, they can leave a comment justifying the reason.
When a validator rejects an evaluation, the downward evaluator can review the validator's comment and modify the ratings as appropriate. When submitting the updated evaluation, the validator will again have the option to "Approve" or "Reject" the evaluation.
Evaluations will be considered "Finalized" once they are "Approved" by the validator.
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