📊Content Manager Overview
As a Content Manager, you're the architect of the evaluation experience. You create the structure, configure the content, and orchestrate the entire evaluation process from start to finish.
Your role is essential to ensuring smooth, professional evaluations that deliver valuable insights. With evaluate worx, you can build comprehensive evaluations efficiently, knowing that everything is organized and accessible in one platform.
What you can do:
· Create and manage organizations and their competency models
· Build and configure evaluations from scratch
· Add exercises and rating scales
· Monitor evaluation orders and requests
Typical workflow:
Most Content Managers follow this sequence when setting up a new assessment:
Create or verify the organization exists
Set up or verify the competency model for the organization when relevant
Create or verify exercises and rating scales are ready
Create the evaluation event
Configure the evaluation (matrix, participants, schedule)
Launch the assessment and monitor progress
Let’s walk through each of these areas in detail.
🏢Organizations
Organizations are the foundation of your evaluation structure. Each organization can have its own competency models, users, and evaluations.
Create a New Organization
Creating an organization is your first step in setting up the evaluation infrastructure.
How to create an organization:
Click on Organizations in the left menu under the "Admin" section.
Click the blue + Organization button in the top-left corner.
In the modal that appears, enter:
- Organization name (required)
- Organization logo (optional) – upload if availableClick Create.
Your organization is now created and ready for competency models and evaluations.
Find and Modify an Organization
Once organizations are created, you can search for and modify their details or add competency models.
How to find an organization:
Click the 🔍 (search icon) in the top-right corner.
Type the name of the organization that you’re looking for.
Select the organization from the search results.
Click on the organization name to open its details page.
You'll now see the organization's settings and can add or manage competency models.
⚠️Important: Be cautious when modifying existing organizations, especially those already in use. Changes to organization settings can affect ongoing evaluations and create additional work for your team. When in doubt, consult with your team before making changes.
🎯Competency Models
Competency models define the competencies, skills, and behaviors that are being evaluated. Each organization can have its own customized competency models that align with their specific needs.
Create a Competency Model
Competency models are created within an organization and can consist of different competency levels.
How to create a competency model:
Navigate to the organization (see "Find and Modify an Organization" above).
Click the blue + Competency Model button.
Enter a name for the competency model.
Click Create.
Your competency model is now created, and you can configure its levels and competencies.
Configure Competency Model Levels
Levels help you structure competencies hierarchically (e.g., macro level, micro level).
How to add levels:
Click on the competency model name (hover over the title under "Title" to make it clickable).
Navigate to the Settings tab.
Under Levels, click the blue + Add Level button on the right.
Enter the level name in each desired language.
To create sub-levels beneath this level, repeat the process while selecting the parent level.
Click Save.
You can create as many levels and sub-levels as needed to match your organization's structure.
How to add competencies:
In the competency model view, click on the Competencies tab.
Click the blue + Competency button.
Enter the following information:
- Competency name (in each desired language)
- Description (in each desired language)
- Parent competency (optional) – if this competency belongs under another
- Level (optional) – if you created levels, assign the competency to oneClick Save.
The competency is now part of your model and can be used in evaluations.
Modify Existing Competencies
You can update competencies at any time to refine definitions or translations.
How to modify a competency:
Navigate to the competency model and click the Competencies tab.
Click on the competency name you want to edit.
Update the name, description, parent, or level as needed.
Click Save.
Your changes will be applied to the competency model immediately.
💡Tip: Keep competency descriptions clear and specific. Assessors will use these definitions to evaluate talents, so precise language helps ensure consistent, accurate assessments.
👥Users
Manage all users in the evaluate worx platform, including talents, evaluators, and other Content Managers.
Create a New User
Add users to the platform so they can participate in evaluations or manage content.
How to create a user:
Click on Users in the left menu under the "Admin" section.
Click the blue + User button.
In the form that appears, enter:
- First name (required)
- Last name (required)
- Email (required)
- Title (in the respective language)
- Organization (select from dropdown)
- Language (select preferred language)
- Gender (select from dropdown)
- Role within the system (Talent, Evaluator, Content Manager, etc.)Click Create.
The user is now created and can access the platform according to their assigned role.
💡Tip: Users will receive login instructions via email if you send them a notification (see below). Make sure the email address is correct before creating the user.
Find and modify a User
Search for existing users and update their information or send them login instructions.
How to find and modify a user:
Click the 🔍 (search icon) in the top-right corner.
Type the user's name.
Click on the user from the search results.
Update any of the user's information:
- Name, email, title, organization, language, gender, or roleClick Save to apply changes.
Send Login Instructions to a User
After creating or modifying a user, you can send them automated login instructions.
How to send login instructions:
Open the user's detail page (see above).
Click on the Notifications tab.
Click Send notification or Send login instructions.
The user will receive an automated email with instructions to access evaluate worx.