Update Evaluatees Primary Evaluator

What You'll Need:

• The evalutee's name
• The evalutor's name

Instructions:

1. Search for the evalutee's name
2. Select the evalutee's name from the list
3. Search for the evalutor's name
4. Select the evaluator's name from the list
5. Select 'submit'

What You'll Need:

• The person's Evaluatee ID or Evaluatee Employee ID (found in the Evaluatee or View Evaluations Records table)
• The person's Evaluator ID or Evaluator Employee ID (found in the Evaluator or View Evaluations Records table)
• If they are a new Evaluator and not yet listed in either location, they first need to be added to the Evaluator table. This is done in Evaluations Admin => Evaluation Users & Permissions => Evaluators and clicking +add at the bottom left of the table to add them.

Instructions:

1. Click 'download the csv template' and open the file downloaded.
2. For each Evalutee that needs to be moved to a different evaluator, enter the following in a row:
   1. Evalutee ID/Evaluatee Employee ID
   2. The Evaluator ID/Evaluator Employee ID of the evaluator the evaluatee is being moved to
3. Save the CSV, and click 'upload csv'
4. Locate where you saved the file and select it
5. Click Upload

Use the View Evaluation Records Table

NOTE:  

This will only change the association of an evaluatee to evaluator for the current year.

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