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Evaluation Monitor - Create, Delete, and View

Debbie Tearle
  • Updated

Use an Evaluation Monitor role to give a user the ability to monitor all Evaluators and their Evaluatees (Example: for a Superintendent or Human Resources Director). This role provides *read only* access to all Evaluators and their Evaluatees.

To Create an Evaluation Monitor:

Find by Selecting: Evaluation Admin => Evaluation Users and Permissions => Create Evaluation Monitor

Web Form

What You'll Need:

  • The employee's name

Instructions:

  1. Search for the employee's name, typing part of the name and hitting enter
  2. Select the employee's name from the list
  3. Select 'submit'

CSV Upload

What You'll Need:

  • The employee Id (found in the View External Application User Names table or Employee table)

Instructions:

  1. Click 'download the csv template'
  2. List in a speareat row each user to make an Evaluations Monitor,
  3. Save the CSV, and click 'upload csv'
  4. Select the CSV
  5. Click Upload

Picture of the Web Form

Screen_Shot_2014-09-09_at_10.32.57_AM.png

 

To Delete an Evaluation Monitor:

Find by Selecting: Evaluation Admin => Evaluation Users and Permissions => Delete Evaluation Monitor

Web Form

What You'll Need:

  • The employee's name

Instructions:

  1. Search for the employee's name, typing part of the name and hitting enter
  2. Select the employee's name from the list
  3. Select 'submit'

CSV Upload

What You'll Need:

  • The employee Id (found in the View External Application User Names table or Employee table)

Instructions:

  1. Click 'download the csv template'
  2. List in a speareat row each user to make an Evaluations Monitor,
  3. Save the CSV, and click 'upload csv'
  4. Select the CSV
  5. Click Upload

Picture of the Web Form

Screen_Shot_2014-09-09_at_10.32.57_AM.png

To View results or Verify

Go to either the "View Evaluations Monitors", found in the same area as Create and Delete, or Impersonate the user in Evaluations.

Screen_Shot_2014-09-16_at_10.36.03_AM.png

Example of display with this role assigned:

Similar and more details found and to share with others on the Evaluations Help Article Monitor Dashboard.

A list is provided to the Evaluations Monitor, be sure to be on Monitor persona.

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Scroll to locate the Evaluator, click to expand to see their Evaluatees

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