You can create a performance evaluation in Buk by following some key steps, from initial setup to report publication. This ensures the process is tailored to your organization's needs.

Step by step

1. Verify that competencies have been created and assigned, and that goals or objectives are loaded if you will include them.
2. Go to Organizational Development > Talent > Evaluations and click “New evaluation”.
3. Choose whether to start from scratch or use a previous evaluation as a basis.
4. Complete the section"General":
   • Enter a name for the evaluation.
   • Set start and end dates (optional).
   • Select the types of evaluation you will apply (downward, self-evaluation, parallel, upward).
   • Adjust the advanced options according to your process (validators, notifications, number of evaluators, etc.).
   • Enable additional stages if needed (calibration, feedback, appeal).
5. Configure the forms in the section"Forms":
   • Create a form for the selected evaluations; you can use the same one or create different ones.
   • Define the content: competencies, objectives, open-ended questions, and/or potential.
   • Adjust the weights according to what your process will assess.
   • If desired, assign forms by job family.
   • Add a welcome message and set whether comments will be optional or mandatory.
6. Complete the section"Results"
   • :
   • Choose the result format (score or percentage).
   • Define the performance categories, their ranges, and colors.
7. Adjust custom weights for the final calculation if you use competencies and objectives.Complete the section"Report"
   • :
   • Indicate who can publish the reports (HR or HR and supervisor).
8. Select the information that will be visible to the employee in their report.

Review all steps and save the configuration to continue with the participant upload.

• Considerations or Limitations
• You must have administrator permissions to create performance evaluations.

🤖 This article was translated using artificial intelligence. View original article.