Add Evaluation Record by Application User Names

What You'll Need:

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

Instructions:

1. Type in the evalutee's Appliation user name
2. Type in the evalutor's Appliation user name
3. From the dropdown select the Evaluated Position Level
4. Select 'submit'

What You'll Need:

• The evaluatee's Application User name (found in the 'View Users and Their Person Roles' or 'View External Application User Names' table)
• The evaluator's Application User name (found in the 'View Users and Their Person Roles' or '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. Application User Name of the one to be the Evaluatee
   2. Application User Name 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 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.

Picture of the Form