The purpose of this article is to guide performance management administrator users through the verification phase process in performance evaluations. It explains how verifiers can request changes to the assignment of evaluators. It details the process for starting the verification phase, as well as the option to limit the maximum number of times an evaluator can be selected. It also describes how verifiers can perform their verifications and submit their suggestions, and how the evaluation administrator can review and approve or reject those suggestions.
Scope / Limitations:
This article is intended for administrator users or users with custom profiles who have edit permissions in Evaluations. It focuses on the evaluator verification phase of an evaluation. To use this feature, Verification must have been enabled for at least one evaluation type during the evaluation setup.
Definitions:
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Verification phase:
The verification phase is an optional stage of performance evaluations. In this stage we allow "Verifiers" to request changes to the assignment of evaluators assigned to each participant. Verifiers can be any platform collaborator, except the person being evaluated. During the verification phase it is possible to request a change for each evaluator, across the different evaluation types, assigned to evaluation participants. Approval of these changes depends on HR (users with edit permissions in evaluations). In addition, a limit can be configured on the number of evaluations an evaluator can be assigned; this limit is optional and is set when starting the verification phase.
Process on the Platform:
To enable the verification phase in an evaluation, you must activate evaluator verification for the evaluation types you choose. To do this, check the "Enable verification phase" checkbox in the advanced options of each evaluation type during the configuration of a performance evaluation.
Then, when the verification phase is enabled for at least one evaluation type, when uploading participants you must assign "Verifiers" to the evaluation types.
You can also add them using mass actions: when uploading participants, assign a verifier and an evaluator to them for each evaluation type.
Start the verification phase
After uploading participants to the evaluation, you can start the verification phase before beginning the evaluation. To do so, go to the evaluation and choose "Evaluator Verification".
Then, click on "Start Verification". Remember that while the verification phase is in progress, the evaluation process cannot be started nor can the configuration of the evaluation types enabled in the process be modified (this includes activating/deactivating evaluation types and changing the number of evaluators in each evaluation type).
Before starting, you have the option to limit the maximum number of times an evaluator can be selected. If an evaluator has reached this limit, they will not be available to be selected by the verifier.
When you start the verification phase, verifiers will be able to verify evaluator assignments from the "My evaluations" section.
Verifiers can propose new evaluators or keep the current ones. To submit their suggestions, they must click on "Submit changes".
After reviewing the verifiers' evaluator suggestions, an administrator can approve or reject them. They can use the buttons in the "Actions" column or perform a bulk selection to approve or reject more than one suggestion at a time. From the gear icon, you can modify the maximum number of times an evaluator can be selected.
When you reject a verification, you can leave a comment for the verifier
The verifier must propose another evaluator for the rejected verifications and will be able to see the associated comment.
To finish this phase, click on "Finalize Verification". Evaluators will be updated automatically according to the approved verifications.
By following these steps, you will have completed the verification phase. You can now start your performance evaluation and ensure that the evaluators have been assigned correctly.
🤖 This article was translated using artificial intelligence. View original article.