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Evaluations Setup |
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Evaluations Setup |
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»Click here to display Table of Contents«
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Evaluations Setup |
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Evaluations Setup |
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Performance evaluations are used to communicate with an employee how their work performance is by rating them on elements of their position and levels of performance.
Within the system you may setup Evaluation Groups with specific criteria and assign employees to the group. You may schedule next evaluation using the Next Date option.
Managers can notify employees by email. The employee can acknowledge their evaluation using this email.
All evaluations are stored within the system; however, a print option is available.
You will need to set up as many evaluation groups as you require to cover all the different evaluations for your facility. First you need to create the evaluation form with the evaluation criteria and assign employees to the evaluation or evaluation group.
▪Select the Config menu. ▪Select the Setup menu.
▪Selection Evaluation Setup.
The following screen will appear:
Click the Plus icon and a new blank record will appear at the bottom of the grid. The Code number is assigned by the system. The Count number increase as you assign employees to the Evaluation Group.
▪Add a description (heading) for the new group. This field is restricted to 35 characters. ▪Add a comment (optional). If a comment is included, it will be displayed when you hover over the Group setting on the employee evaluation menu as shown below:
This field is restricted to a maximum of 35 characters.
If a number appears in the Count column, click on the number and you will see a list of employees who have had evaluations set up and who are assigned to the group (see below).
▪Click Save.
See Setting Up Evaluations Criteria & ranking to complete the Evaluation Setup.
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Criteria Setup
Within each evaluation group you must set up the criteria. Managers will use these criteria to rate the employees.
To set up Criteria for an Evaluation Group, select the Evaluation Group line click on it to highlight it (line 34 PSW-FT in the example below).
▪Click on the Criteria three-dot button.
The Criteria setup menu will appear for the selected evaluation group.
▪Click on the Action icon and select Add.
▪Set up a description (title) for the criterion e.g., one of the criteria for this evaluation group is Gen Medicine 1.
Append Section Header Add Section header(s) to create sections. This is useful for longer evaluations. ▪Click on the Append Section Header icon. ▪A new header will appear at the bottom of the grid. ▪Click in the Title field and add the section name.
Criteria - Ranking / Range A criterion can be setup to use either Ranking or a Range with a weight value. You may add as many criteria as you like with a different weight assigned to each one but the total weight of all the criteria must equal 100% for the entire Evaluation. Weighting must be applied whether you use Range or Ranking Value to setup the rating.
Range Value Set up the Range (optional) e.g., enter 1-10, Gen Medicine 1 can be rated out of 10. The star with brackets indicates this criterion is using the Range option. In our example the range is from 1 to 5 with a weight of 10 out of 100.
This is an example of what a criteria setup with range looks like on the evaluation. The sliding bar is used to drag the blue dot along the bar. Notice that there is a 1 on the left of the bar and a 5 at the right end. This is a range of 1 - 5. As the bar is moved either right or left the larger number on the left of the bar will change to show where in the range (a 3 is showing) and the score % will change,
Ranking Value Each criterion can have its own unique ranking value. When performing the employee evaluation, the system will automatically assign the percentage weight for each ranking to equal a total of 100 percent. If you already set up Range when you added your criterion, you do not need to set up the ranking value if you use the Clone option.
▪Click on the Ranks stars. ▪Double click in the Code field. ▪Enter the Code and Description. ▪Click Save.
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Weight If you have many criteria and do not wish to enter the Weight but want all weights equally balanced use the Balance Weights option. ▪Click on the Actions icon and select Balance Weights.
In the example above, the weights are 76 and 35. After using the Balance Weights option, the weights are 50 and 50.
▪Add the Comment defining the meaning of this criteria (optional). ▪Click Save.
The system will not save your criteria if the weights do not equal 100%. The system will provide a warning with the current weight.
You can also use the Edit Weight sliding bar feature to adjust the weights. Click on the blue dot and drag it left or right to adjust the weight.
Other Criteria Menu Options
There are additional options available on the Criteria menu.
See Field Visibility for further information on Field Visibility, Add, Delete and Cancel.
Clone Select this option to clone a line as described above. All columns of the criterion will be cloned except the weighting of the criterion. You must enter a weight to equal a total of 100 or select Balance Weights.
Legend This option defines the Star icons displayed to the left of the Criteria menu, whether by Range or by Ranking Values. The icon which will appear on your Criteria menu will depend on whether you have chosen Range or Ranking Value for your rating system.
Balance Weights Select this option to balance the Criterion weighting. The system will evenly apply a weight out of 100 to each criteria. i.e., 5 lines, each line is assigned a weight of 20%.
Moving Criteria Around on Your List Use the up and down arrows to move a criterion up or down on your list. Criteria will appear in the order you select here when you are performing an employee evaluation. Click on the line that you want to move; then click on the up or down arrow to move the line. This may also be used for the Section Header rows.
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StaffScheduleCare provides the ability to set up evaluations for multiple employees (groups) at once so that everyone in this group has a new evaluation assigned to them in their Evaluation profile. They will have the same header information set up for their evaluations e.g., date definitions, so there is no need to define these fields individually.
▪Select the Config menu. ▪Select the Setup menu.
▪Selection Evaluation Setup.
This will open the Evaluation Setup menu.
▪Click on the Count line for the group to which you will be adding a new evaluation. In this example, we will add a new evaluation to all managers.
The list of employees with evaluations in this group will now appear. Note: We will have no employees on the list since the count is currently zero.
▪Click on the Employee window to open the Employee Panel.
Selecting a Group of Employees ▪Use the Filter option to filter the list to a specific group of employees e.g., the Nursing Department
▪Click in the check box beside the Name title to populate all of the check boxes. All of the employees appearing on your filtered list will now be selected.
Selecting Individual Employees Tick the box to the left of the employee's name. In this example we selected two of the seven. Continue this process till you have selected all the employees required.
▪Click on Apply to close the Employee Panel and return you to the Count window. ▪Click on the Plus icon. ▪Review the employees that have been selected. ▪Click Yes to close the window.
The employees you selected above will now appear on this list with new evaluations containing the system default header information for each selected employee.
In our example we added Bobby Baker to the group. The evaluation will now show on his Performance Evaluation ready to be rated.
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