⚠️ Check with your HR to ensure you have the necessary permission.
💡 Tip: To add or remove participants, you must configure steps 1, 2, 3, and 4 of the evaluation creation phase.
Adding participants:
To add new participants, click on 'Performance' and then 'Manage reviews'.
Next, select the evaluation you want and click on the three vertical dots, then click on 'Edit'.
Click on the tab '5 | Participants' and then on 'Add participants'.
On the next screen, you can select all employees from the company, individuals from a specific department, members of a specific role, or those who have been with the company for a minimum time (3, 6, 9, or 12 months). It is essential that employees admission dates are correctly registered. After choosing the type of participants, you can either check the 'Collaborators' box to select all, or manually select individuals by checking the box next to each name in the list. After making your changes, click 'Save'.
You can also select the options "Load managers automatically" and "Load other raters automatically" by checking the respective boxes.
If these options are disabled, managers and evaluators must be linked manually.
Once all the edits are complete, click on 'Save draft' or 'Finish'.
Removing participants:
To remove a participant, on the same screen, you can click the trash can icon next to the participant's name to remove them.
If you prefer, you can remove an individual participant. To do so, click the checkbox next to the person's name, click the 'Remove' button, and then click 'Participants'.
It is also possible to remove all participants in bulk by clicking the checkbox next to "Participant" and then clicking 'Remove'.
You can choose to remove all participants as well as all managers. If you click the checkbox next to "Participant," then click the 'Remove' button and 'Manager(s)', all manager evaluators for the cycle will be automatically removed.
When this action is performed, a confirmation box will appear, where you must click 'Yes' to confirm the removal.
Once all edits are complete, click 'Save draft' or 'Finish'.
