You can update evaluation forms that have already been started from the Talent module, without needing to restart the process. This way, changes in competencies and objectives will be reflected in the forms of the selected participants.
Step by step
- Go to Talent > Evaluations.
- Select the evaluation you want to update.
- Go to the Evaluation > Participants tab.
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If you want to update the form for a single participant:
- Find the participant in the list.
- In the actions column, click on “Update form.”
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If you want to update forms for multiple participants at the same time:
- Check the participants you want to update.
- Click on “Bulk actions.”
- Select “Update form” to apply the update to all selected participants.
- A modal will open where you can choose whether you want to delete all current responses from the form. If you do not want to delete the responses, do not select the checkbox.
- Click Accept.
- Verify that the forms of the selected participants have been updated correctly.
Considerations or Limitations
- You can only update forms during the evaluation stage.
- Forms can only be updated when all are in progress or not started; if they are finished, the responses must be deleted.
- The competencies and objectives associated with the participant will be updated.
- If the evaluation has objective integration, progress will be recalculated if there were changes.
- If the objectives category was not initially included in the evaluation, those objectives will not be updated and new objective categories cannot be added.
- If you modify the evaluation scale in the form settings and then apply the update, this new scale will automatically be reflected in the forms of the selected participants.
- It is important to note that if updates are made that add new elements to the form, the form will automatically reopen so that those new integrated elements can be answered.
- It is not possible to revert the update once it has been applied.
🤖 This article was translated using artificial intelligence. View original article.