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title: "Employees Evaluation"
canonical: "https://wiki.soft1.eu/space/SS5EN/189275205/Employees%20Evaluation"
format: markdown
---
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Evaluations are an exceptional tool for the smooth functioning of the Company that is interested in monitoring the performance of the [Employees ](https://soft1wiki.atlassian.net/wiki/spaces/SS5EN/pages/189275200)and identify their educational needs, in order to achieve better job assignment and strengthening if needed.
They are carried out through **Questionnaires,** filled in by **Assessors**. SOFT1 HR module includes Questionnaire templates, that can be used or modified, depending on your business needs.
Design Evaluations by following the path **menu > H.R. & Payroll > Η.R. > Employees Evaluation** and the steps below.
## Question Groups
Design Groups to gather questions with common characteristics, such as <**Personal Skills**> and <**Goals**>. Groups have their own **weight** in calculation of evaluation score.
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**Tip! **The <**Goals**> option enables the ability to link questionnaire questions to the goals of the Employees.
## Answer Groups
Register an Answer Group, such as scale 1-10 or 1-5. Each group includes answers that can be used in more than one questions.
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Questions
Enter Questions that you want to be part of the evaluation, by following the steps below:
- Set the Description (e.g. Communication) and optionally a Detailed Description (e.g. Organizes and expresses ideas and information clearly by using appropriate and effective communication methods).
- Choose the Question Group that the question belongs to and select the value **Simple choice** in Type field.
- Select the Answer Group. All possible questions will automatically appear in the grid. Choose for each answer the relevant **Score** on the corresponding column, as it takes part in the calculation of the total evaluation score.
## Questionnaires
Design questionnaires by selecting the appropriate questions and then separately set the **weight** of each question in the grid.
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More specifically, the **Weight** column:
- is required to be completed for the total of questions belonging to a Group that is not about goals, as these answers will participate in the total score of Group.
- is not required to be completed for questions belonging to a Group that is about goals. For this Question group, set the Weight in <**Goals**> found in Employee tab.
## Evaluation Models
Design evaluation models by following the steps below:
- Select the Questionnaire. Automatically, the <**Question Groups**> / <**Questions**> will appear on the grid.
- Set the **Type** of the evaluation model. Choices of **Employees** and **Candidates** concern available models during the configuration of [Job positions](https://soft1wiki.atlassian.net/wiki/spaces/SS5EN/pages/189269054).
- Set the **weight** of Questions and Question Groups.
## Evaluation cycles
Design Evaluation Cycles to specify the **effective period** and the **evaluation models** that will be used (Personnel, Directors and Candidates).
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## Create Evaluations
Design Evaluation entries of Employees (or Candidates) through the Employees Browser.
Select and right click on the Employees you want to enter evaluations for. Then, choose the type of evaluation (Employees/ Directors/Candidates).
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On the Job that will then appear, set the **Series** of the entries that will be created, the **Cycle** and the **Assessor**. Click on <**Run**> to create the new evaluation entry, based on the **Questionnaire** included on the Evaluation model that has been set on Cycle.
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## Calculate Score
On the evaluation entry (created in H.R. & Payroll > H.R. > Employees Evaluation >Evaluations), select the **Assessor** and fill in the answers. Then, click on <**Save**> and<**Calculate Score**>. Repeat the procedure for every Assessor, if there are more than one.
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**Tip!** Weight is suggested for each one of the questions, as it has been registered on the relevant **Questionnaire** or the Employees' **goals**.
**Tip!** Run **several score calculations at once**, through the Evaluations Browser, by right-clicking on the evaluations and selecting <**Calculate score**>.
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### **What you need to know about :**
#### ** **per** **Question > tab**
1. [**Score**] column shows the absolute number that results from: **[Response score] * [Question weight]**
2. [**On optimal value (%)**] column results from: **[Response score] / [Optimal value] * 100**
**Optimal value** results from the registered value per question on questionnaire design. In case a question does not have an optimal value in registration, then the greater score on possible answers of a question is considered as an optimal value.
#### ** tab**
1. [**Score**] column shows the absolute number that results from: **Sum of all question performances per Group**
2. [**On optimal value (%)**] column results from: [**Sum of all question performances per Group**]** /** [**Optimal value of all Group questions**]** * 100**
Only questions that have been answered are taken into consideration.
3. [**On optimal value (sum. %)**] column results from: [**Sum of all question performances per Group**] **/** [**Optimal value of all Group questions**]** * 100**
All questions are taken into consideration, regardless of the answer being.
#### Assessors grid
1. [**Score**] column shows the absolute number that results from: **Sum of all question performances per Group**
2. [**On optimal value (%)**] column results from: **Sum of products [On optimal value (%)] of Groups * [Question Group weight] / [Total Weight of Groups]**
Only questions that have been answered are taken into consideration.
3. [**On optimal value (sum. %)**] column results from: **Sum of products [On optimal value (%)] of Groups * [Question Group weight] / [Total Weight of Groups]**
All questions are taken into consideration, regardless of the answer being.
## Evaluation results
After the evaluation is over, the person in charge can gather the results in various forms, <**Detailed data**>, <**Aggregates per group**>, <**Totals per assessor**> and <**Top performances**>. Based on these results, you can set Goals per job position, per group and total, productivity bonus, promotions and dismissals, as well as organize the whole yearly employees' training procedure.
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