What are assessment cycles?
Assessment cycles are the framework for your performance, 360°, leadership or project assessments. They contain questions, participants (employees that will be evaluated) and a timeline for your assessment process.
Once defined, the system will automatically handle the assessment process. Even better, you can take this cycle as a baseline for future assessments by "cloning" it.
You can interrupt the setup of your assessment cycle at any time and get back to it at a later stage - just make sure that you click the "Save and Continue" button after your last changes.
1st step - Base settings
To set up a new cycle, go to the "Assessments" tab, select "Admin - by cycle" and click "Create a new cycle". In the first step, the platform will ask you for a name, a description and the owners of the cycle.
The name of your cycle will show up in all notifications related to your 360°, performance or leadership assessment. Pick a name that is easily identifiable, such as "Marketing Team Q4 / 2018".
The description is optional and can contain the motivation of the assessment or general guidelines on how to write assessments in your process. All participants will have access to this description when writing their assessments.
These are people that will have full access to the cycle's statistics and settings. By default, the person creating the cycle will be the first owner - you can add as many owners as you like.
2nd step - Participants
"Participants" are the employees that will be assessed in this cycle. You can add participants individually by typing their name or add full teams or the entire company by choosing from the corresponding dropdown.
Peers of each participant will be nominated after the kick-off of your cycle. The manager and direct reports of each participant will be pulled from your "Users & Teams" settings (if you're using one of our HRIS integrations, this data will be automatically synchronized). If the manager changes before kick-off of the cycle, it will be updated accordingly.
If no manager is defined, the platform assumes that the owner of the cycle will write the manager assessment.
3rd step - Scope and Visibility
Choosing a template
Leapsome offers three best practice templates:
- Simple Assessment: In this scenario, each employee will write a self-evaluation and will be assessed by his or her manager. After the assessment, the employee will discuss the results with the manager and sign the results digitally.
- 360° Assessment: This assessment template adds the perspective of other direct reports of the reviewee and/or peers. While direct reports are automatically pulled from your employee directory, peers can be "nominated" by the reviewee or his/her manager.
- Leadership Assessment: This scenario enables upward feedback towards managers. Each participant (manager) will write a self-evaluation and can be assessed by direct reports or nominated peers.
As you can see below, each template consists of a number of settings that can be fully customised. This should allow you to cover any use case and fully adjust the scope and privacy to the needs of your company.
By default, line managers will assume the manager role for their team members in each cycle. If you want to replace them with project managers for a specific cycle, you should enable the option "Replace all direct managers with a designated project manager in this cycle" and select the person that will assume the project manager role.
Changing the visibility and anonymity settings
As you can see in the screenshot above, you can define who should see which components and if contributors should remain anonymous or not. You can even choose different levels of anonymity (like hiding the name of the contributor from the participant but showing it to the owner of the cycle).
4th step - Questions
Base questionnaire and role-specific questions
This step allows you to define the questions that will be asked during each assessment. Perspectives differ and might require different questions: That's why each question can be flexibly targeted at the participant (in a self-evaluation), his or her manager, peers or direct reports of the participant. To be able to compare perspectives effectively in the analytics module, we recommend to target different groups with the same question.
Using your skill framework as a base questionnaire
Before you set up your first assessment, try to set up your skills & values - that way, you can use consistent dimensions across feedback and assessments. The current set of skills and values (for the company or individual teams) will appear in your base questionnaire when you create a new cycle.
While you can disable them all, we highly recommend to use as many of these as possible: Each contributor will see previous feedback given on a particular dimension to a particular person when writing his or her assessment.
An example: Throughout the year, Jane gave Tim private feedback on his communication skills. When writing a (more formal) end-of-year assessment for Tim, Jane will see a timeline of her feedback to Tim and can use previous examples to write a more accurate and consistent assessment.
Adding custom questions
You can obviously add custom questions to your assessment - they can be open-ended or require a scaled answer. Here are a few best-practice questions that you can use.
If you're using Leapsome's goal module and assign goals to individual employees, you can include these goals in your assessment cycles. To do, simply enable the corresponding option. This will automatically create a question for every goal that is
- owned by an individual participant
- managed by his/her manager (not self-managed)
- active or frozen during the last 4 weeks (at time of cycle creation)
The question will be visible to manager and reviewee and will ask them to update the goal's progress and leave a comment on current progress.
Customizing the default scale
To ensure comparability and enable the calculation of aggregate statistics in your account, a common scale is used for all scaled questions in your cycles. You can define that scale (and its labels) under "Settings" > "Admin Settings".
5th step - Timeline
Defining a timeline
In the final step before kick-off, you can define a timeline for your cycle. The platform will use this to automatically send emails to all participants and contributors, reminding them about their involvement in the corresponding step of the process.
The actual steps will depend on your cycle setup (and the inclusion of self-evaluations, 360° assessments and manager assessments). It can be edited during the assessment process, so don't worry if you're not sure about the best intervals right away.
Receiving automated reminders
While the dates mark the official kick-off of each step, the platform always tries to manage the process as efficiently as possible. If a process step completes earlier and all prerequisites for the next step are met, it will automatically move to the next step.
6th step - Confirmation
If you're satisfied with your settings, you can confirm them.
In the next step, you will see the preliminar status overview of your cycle (where you can start assigning peers, change individual participants, etc.). Before the kickoff date, you can always go back and edit your settings.