Step 1: Login to the platform with the given credentials.
Step 2: Click on “Setting” module to open a submenu.
Step 3: Within the submodule, click on “Assessment List” and click “Create” button to create an assessment.
Step 4: On the assessment creation page, enter the assessment name, then click the “Save” button to set the attributes. Next, select the start and end dates for the assessment.
Step 5: Choose the assessment type: Pulse, 180, or 360.
Pulse: Single-level rating.
180: Includes ratings from self and manager.
360: Five-level rating, covering self, manager, peer, other managers, and direct reports.
Step 6:
- “Skip self-rating”: This option will bypass the self-rating step.
- “Enable manager rating only after employee self-rating”: The manager can only provide their rating after the employee has completed their self-rating.
You can also add promotion and training recommendations if needed.
Step 8: Who can see the responses: Specify who can view the responses – Employee, Manager, or Others.
Comments for each question: You can set comments as mandatory, optional, or not required.
Display response to other raters: Choose when responses should be visible – After completion, always, or never. Click the “Next” button to proceed with the next tab.
Step 9: In the question section, set up your questions. The default question types are “Text,” “Choice,” or “Rating.” You can also change the question type to a rating scale by selecting the “Rating Scale Name” option. To create a rating scale, refer to the Rating Scale Configuration. Click the “Add/Save” button to add the questions.
Step 10: Click on the “Next” button to proceed to the “Weightage” section.
Step 11: In the weightage section, you can prioritize each question and click on the “Save & Next” button to proceed to the “Participants” section.
Step 12: In the participants section, you have two options:
- To add all employees at once, click “Add All Employees”.
- To add users manually, click “Add Participant” and add them one by one.
Step 13: After adding users, click the “Launch” button to initiate the assessment.
Step 14: Upon completion of the assessment, a green tick mark will indicate that it has been finalized. Clicking on this green tick mark will revert the status from completed to draft.
