Add Evaluation Record

What You'll Need:

• The evalutee's name
• The evalutor's name
• The evaluated position level to assign the evaluatee

Instructions:

1. Search for the evalutee's name, typing part of the name and hitting enter
   • This searches the district Employees, both active and inactive
2. Select the evalutee's name from the list
3. Search for the evalutor's name, typing part of the name and hitting enter
   • This searches the district Employees, both active and inactive
4. Select the evaluator's name from the list
5. From the dropdown select the Evaluated Position Level
6. Select 'submit'

What You'll Need:

• The evaluatee's employee Id (found in the View External Application User Names table)
• The evaluator's employee Id (found in the View External Application User Names table)
• The Evaluated Position Level id (found in the Position Levels table)

Instructions:

1. Click 'download the csv template'
2. For each evaluatee / evaluator record that needs to be added, enter the following in a row:
   1. Employee ID of the one to be the Evaluatee
   2. Employee ID of the one to be the Evaluator of the Evaluatee
   3. Evaluatee Position Level ID
3. Save the CSV, and click 'upload csv'
4. Select the CSV, and give the file a label (optional)
5. Click Upload

Use the View Evaluation Records Table

NOTE:  

If the Evaluatee already has a current year Evaluation Record, this will not work to change it. Use the "Update Evaluatees Primary Evaluator" process to change who their Evaluators: https://sdshelpdesk.zendesk.com/entries/29780433-Update-Evaluatees-Primary-Evaluator or log in as the Evaluator to switch the Evaluator and/or the Evaluated Position Level. There is no process in Data Admin to change the Evaluatee's Position Level.

Picture of the Form

Scroll down to get to the Evaluated Position Level dropdown.