Once your Appraisee Types are set, you will need to assign an evaluation process to each.
The evaluation process will allow you to create specific steps and tasks, assign task types, and set requirements and due dates.
A user needs to have the Appraisal Administrator role to create an evaluation process in Strive.
We have created sample evaluations processes for you to use as examples, but you can use this feature to customize the processes to meet the needs of your district. View a sample evaluation process planning document.
Creating/Editing an Evaluation Process:
- Click on an Appraisee Type.
- You can edit the title if needed, and then select the appropriate Framework. If no framework is used for that appraisee type, just leave the default option of <--Select-->.
If you used this Appraisee Type in the past, you will see an evaluation process step called Default Step in the list that will include a Default Task with all the documents that you used in the past. If this is a new Appraisee Type for your district, the evaluation process will be blank.
- To make changes to the process, click New and select New Step.
- Give the step a name, and click Update
- While the step is highlighted, click New and select New Task.
- When the Process Task appears at the right, you will be able to
- Change the task Title,
- Select the Task Type from the options provided,
- Choose the Evaluation Templates if Document is the type of task chosen,
- Set a Due Date for the task,
- Enter the Requirements, and
- Click Update.
- In addition to Documents, you can also create a Task for Goals and SLOs.
- Continue to add Steps and Tasks until you have your process outlined.
- Click Save.
Note: If you were editing an existing Appraisee Type, you will no longer need the Default Step after you have created the steps you want and assigned all the documents to them. The Default Step can be removed by clicking on it and then the red X icon in the menu bar to delete that step.
Once your evaluation process is complete and all steps have been updated, this process will apply to any employee assigned to this Appraisee Type.
Additional Evaluation Process Examples