Finding the assessment
If you were asked to write an assessment for one of your direct reports (a person you directly manage), you will see a corresponding item in your "To Do" list under the "Reviews" / "Assessments" tab.
Clicking on that "To Do" - item, you will navigate to a screen where you can write your assessment. You will first see a summary view for all questions and can open individual questions by clicking on them. Some questions are linked to a scale, others just require a comment - this is defined by your admin.
While writing your answers, you might already be able to view the answers of other contributors to this assessment, i.e. self assessment, peer assessments and direct report assessments - this depends on the cycle settings chosen by your admin (see end of this article).
Your progress is saved automatically on a continuous basis. You can leave your assessment as a draft and go back and complete it at a later stage. At this stage, nobody else can see your answers.
Finalizing your assessment
Once you have answered all mandatory questions, you will be able to "Finalize" your assessment. Doing this will mark it as complete for administrators, who will be able to see your results.
Sharing your assessment with the participant
After you have finalized your assessment, a second button to "Share" your assessment will appear. Clicking this button will allow the participant (the person being assessed) to see your answers. We recommend to share the assessment shortly before or during your development talk.
Discussing the results and editing your answers
Up until the digital signature, you will still be able to edit your answers. Sometimes the development talk brings up topics that need to be clarified or changed, so you should be able to change your final result. To do so, simply click the "Edit" button at the top.
Signing the results
Once you have discussed the results with the participant, you should both summarize your discussion in the corresponding text boxes and click the button to "Accept & Sign the Results". Doing this will lock the results, and they can no longer be edited.
Accessing the results at a later stage
You can conveniently export all answers as a PDF file. Your results will also be accessible in the "Done" tab under "Reviews" / "Assessments".
Viewing answers of other contributors (optional)
Depending on the settings chosen by your admins, you might see answers from the self-assessment of participant, of peers or direct reports of that person while writing your own assessment. In that case, you can use these answers to write an answer that takes into account these other perspectives, too.
Viewing previous feedback you have given (optional)
If you are using the continuous feedback module, you can also display previous feedback that you have given to that person on a specific skill or competency. Just click the button "Previous feedback" on the side.