Creating a New Group Assessment
This guide provides a detailed description of the process for creating and configuring group assessment tools on the Evolve platform.
The tool can be used for various purposes:
90°, 180°, and 360° feedback;
Job performance evaluation;
Performance Review;
Employee certification;
Onboarding checklists;
Internal committees and expert evaluations.
Step 1. Getting Started
To create a new assessment tool:
In the left sidebar menu, select the "Assessment Center" section.
Go to the "Group" tab.
Click the "Create new assessment" button in the top right corner of the screen.
Specify the name of the future assessment.
Step 2. Configuring the Assessment Structure
At this stage, the content of the future questionnaire is formed: questions, evaluator forms, rating scales, and completion logic.
An assessment can contain one or several forms.
A form is a separate version of the questionnaire for a specific group of participants.
Adding Forms
To create a new form, click the "Add form" button.
The following options are available:
Self-assessment (default, but can be removed) - a form for employees to self-assess their own results, competencies, or achievements.
Manager form - used for evaluation by the direct supervisor.
Peer form - used to obtain feedback from colleagues and team members.
Subordinate form - used for evaluating a manager by their direct reports.
Within a single assessment, you can use from one to four forms simultaneously.
Adding Categories
For ease of analyzing questions, it is recommended to group them into categories.
A category can reflect: a competency; a block of competencies; a corporate value; a certification stage; a section; a direction of development.
To create a category:
Click the "Add category" button.
Specify the name.
Select the category color.
Save the changes.
Examples of categories:
Leadership
Performance
KPI Achievement
Configuring the Rating Scale
Before adding questions, you must select the response scale - to do this, click "Response scale".
The system allows configuring:
Display Format
Text
Emoji
Color
Number of Answer Options
If necessary, you can:
add new options;
remove unnecessary options;
change the number of points.
Names of Answer Options
If necessary, the scale can be adapted to the specifics of the company.
For example:
Never -> Always
Not completed -> Completed
Below expectations -> Exceeds expectations
Adding Questions
After configuring the scale, you can proceed to populating the form.
Two types of questions are supported:
Scale Question
Used to evaluate statements on the selected scale.
Examples:
Demonstrates a high level of responsibility.
Completes tasks within the agreed timeframe.
Open-ended Question
Used to obtain detailed feedback.
Examples:
What strengths of the employee would you note?
What recommendations for further development would you give?
Configuring Comments
For each question, you can additionally configure comments.
The following options are available:
Disabled - the comment is not displayed.
Optional - the respondent can leave a comment if they wish.
Required - the comment must be filled out before submitting the answer.
It is recommended to use required comments for extreme ratings or key certification questions.
Quick Creation via Question Import
If you need to upload a large number of questions, it is recommended to use the import feature.
To do this:
Click "Import questions".
Download the template.
Fill out the file.
Upload the completed template back into the system.
For each question, you must specify:
Question - question text
Type - scale or open/scale or open question
Category - question category
Comment - yes/no
mandatory comment - yes/no
The template must be filled out for each form used, using the tabs:
Self-assessment
Manager
Peers
Subordinates
After uploading, the system will automatically create all questions, categories, and form structures.
Usually, the import takes a few seconds. Upon completion, it is recommended to verify the correctness of the assessment structure and, if necessary, make manual changes.
Adding a Welcome Message
It is recommended to set up a welcome message for each form. The participant will see it before they start filling out the questionnaire. The welcome message can differ for different groups of evaluators.
Step 3. Configuring Participants
After creating the assessment structure, you need to determine who will participate in the evaluation and how the feedback collection will be conducted.
Adding Participants
At this stage, you must select the employees who will undergo the evaluation.
To do this, click the "Add participants" button.
The system allows several selection methods.
Adding Manually
Suitable for small groups or pilot projects.
You can: find an employee via search; select an employee from the list; add them to the assessment manually.
Adding by Department
If the evaluation is conducted for an entire team or function, you can use filtering by the organizational structure.
Available filters:
department;
position;
additional parameters of the organizational structure (if used in the system).
After selecting the filters, the system will automatically generate a list of suitable employees.
Configuring Evaluator Groups
After selecting the employees to be evaluated, the system automatically determines the participants of the evaluation based on the company's organizational structure.
Manual Adjustment of Groups
If necessary, the composition of evaluators can be changed manually.
For example:
add a second manager;
add a colleague from another department;
exclude an employee who should not participate in the evaluation.
Step 4. Configuring Launch Parameters
After forming the list of participants, you need to configure the launch parameters of the assessment = the "Settings" button.
All options in this step are not yet fully available in the interface.
Assessment Start Date
Determines the moment from which participants will be able to access the questionnaires and proceed with filling out the forms.
Assessment Completion Date
Determines the deadline for gathering feedback.
Once the completion date arrives, access to filling out the forms is automatically closed.
Configuring Access to Reports
The system allows determining who will have access to the final results of the evaluation.
Depending on the project goals, various access options can be used:
Only Administrator - reports are available exclusively to system administrators.
Only Employee - the report is visible only to the employee being evaluated.
Only Manager - the report is available to the employee's direct supervisor.
Employee and Manager - the report is simultaneously available to the employee and their supervisor.
All Assessment Participants - the report is available to all participants in the process.
Configuring Notifications
To increase the completion rate of the assessment, the system can automatically send reminders to participants.
The administrator can configure:
the necessity of sending notifications;
the date of the first notification;
the frequency of recurrent reminders.
Step 5. Launching the Assessment
After completing the configuration of the assessment structure, participants, and launch parameters, the tool is ready to be launched.
To launch the assessment, click the "Launch assessment" button.
After activation, the tool will transition to the "In progress" status.
What happens after the launch:
the assessment becomes available to participants, or if a start date is specified, the system will automatically launch the assessment at the set time;
all participants will receive notifications about the need to complete the assessment;
the administrator will be able to track the progress of the assessment through the analytics section.
Until the moment of launch, participants do not see the assessment forms assigned to them.
During the evaluation process, the tool can have one of the following statuses:
Draft - the assessment is created but not yet launched.
In progress - the assessment is active and available to participants for completion.
Completed - the assessment period has ended. Response collection is closed.
Archive - the assessment is completed and moved to the archive for storing results.
Step 6. Analytics and Assessment Results
After launching the assessment, the administrator gains access to analytics and completion results.
The platform supports two levels of analytics:
summary analytics for the entire assessment;
individual analytics for each employee being evaluated.
Summary Analytics for the Tool
To view overall analytics:
Go to the "Group Assessment" section.
Select the required assessment tool.
Click the "Analytics" button.
The analytics section displays information for all participants of the evaluation.
To export the results, click the "Download report" button in the top right corner of the screen.
The summary report is exported in Excel format and contains the results of all assessment participants.
Individual Employee Analytics
To view the results of a specific employee:
Open the analytics section of the selected assessment.
Find the required employee in the list of participants.
Click on the employee's row.
The participant's card will open with detailed information about the assessment.
Viewing Evaluator Responses
The employee's card displays a list of all assessment participants.
The administrator can:
view the composition of evaluators;
see the completion status of each form;
open the responses of a specific assessment participant.
To view responses, click "Show details".
The system will open the completed form with the questions and selected answers of the evaluator.
Exporting Individual Reports
To download the employee's results, click the "Download report" button in the top right corner of the participant's card.
Depending on the type of assessment, the following export formats are available:
Excel report - contains summary results across all evaluators.
Available for all types of group assessments.
PDF is not yet available in the interface.
PDF report
Contains a ready-made individual extended report on the results of the evaluation.
The PDF report is available for assessments of the format: 90°-360°.