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Managing and ending performance evaluations


Administrators and HRBPs can manage evaluation cycles, track the progress of each evaluation and identify which employees need friendly reminders to complete this critical step of a performance review.

Managing an evaluation

Exporting evaluation results in a CSV

When you are ready to export your results for further analysis, you can select the cycle to view the evaluation summary and click on ... to download the csv. Filters that have been selected will be reflected in the csv.

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Sharing an evaluation

Evaluations are shareable once sharing is enabled under Manage sharing. Sharing can be enabled at any time.

When sharing is enabled, managers will receive an in-app notification that evaluations can be shared. While we encourage you to empower managers and let them share evaluations themselves, Admins and HRBPs can also share evaluations on behalf of managers.

Sharing an evaluation

  • When sharing is enabled, managers will receive an in-app notification that evaluations can be shared.
  • When sharing is enabled, managers are able to share evaluations either individually or in bulk by clicking on the Share arrow in the left-most column of the evaluation summary screen.
  • Administrators and HRBPs are also able to share evaluations on behalf of managers by navigating to the evaluation summary screen within Admin settings > Employee evaluations.

Ending an Evaluation​

Ending an evaluation will cause all of the evaluation contents to become read-only. Managers will no longer be able to submit or update their evaluations. Until an evaluation has been manually closed by an Admin, managers are able to submit and update their evaluation responses.

  • Go to the upper right-hand corner of the page and click on the ...
  • Choose End Evaluation
  • If you have not enabled sharing yet, select whether or not you'd like to allow managers to share their evaluations.​

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