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Managing Evaluations and Criteria

Schedules change, and so do the evaluations you plan around them. Growee lets you reschedule an upcoming evaluation, delete one you no longer need, and define the evaluation types your company uses.

This article covers how to edit and delete an evaluation, how to configure evaluation types and criteria in Configurations, and which roles can manage them. Editing and deleting are available to admins and managers.

Evaluation types configuration

Edit an evaluation

Use this when you need to change the date of an upcoming evaluation or update its details.

  1. Open the Evaluations module.
  2. Find the evaluation you want to change in the list. Filter the list if it helps you locate it.
  3. Open the three-dot menu on that evaluation and select Edit.
  4. Change the dates or any other details so they fit your schedule.
  5. Click Update.

The evaluation now shows the new details in the list.

Delete an evaluation

Deleting removes an evaluation permanently. Growee asks you to confirm before it is deleted.

  1. Open the three-dot menu on the evaluation and select Delete.
  2. In the confirmation window, type DELETE in the text box.
  3. Click Yes, Delete.

The evaluation is removed and no longer appears in the evaluations list.

Configure evaluation types and criteria

Evaluation types and criteria are managed in the Configurations module. Setting them up once keeps your reviews consistent and fair across the company. From here you can:

  • Set up evaluation criteria so every review follows the same framework.
  • Manage review schedules to keep track of upcoming evaluations.
  • Access evaluation history to review past data and spot performance trends over time.

Growee comes with default types such as Technical and Salary. To add your own:

  1. Open the Configurations module and go to the evaluations settings.
  2. Click Add Evaluation Type.
  3. Fill in the details for the new type and save.

After you save, the new type appears as an option the next time you create an evaluation. See Creating Evaluations for that flow.

To remove an evaluation type:

  1. Find the type in the list.
  2. Open the three-dot menu on the right side of the row.
  3. Select Delete and confirm in the window that appears.

Roles and capabilities

Who can manage evaluations depends on their role. The table below shows what each role can do.

Role Capabilities
Admin Add, edit, and delete evaluations and evaluation types.
Manager Add, edit, and delete evaluations for their direct reports.
HR View only. The add, edit, and delete options are not shown for this role.

For a full breakdown of what each role can access across Growee, see Roles and Permissions.

Need more help? Contact support or email support@growee.net.