🚀Evaluator Overview
As an Evaluator, you play a critical role in the evaluation process. Your observations, ratings, and insights help organizations make informed decisions and provide talents with meaningful feedback for their development.
Assessment centers are most effective when evaluators are prepared, attentive, and thoughtful in their observations. evaluate worx gives you the tools to capture your observations efficiently and translate them into valuable reports.
How it works:
Access your assigned evaluations, switch to the evaluator role, and familiarize yourself with the assessment structure. Review all preparation materials including exercise instructions, talent pre-tasks, and supporting documents. Everything you need is organized in one place, so you can approach the assessment day with clarity and confidence.
What you can do as an Evaluator:
Access evaluations you're assigned to
Review evaluation schedules and exercise materials
Take detailed notes during each exercise
Rate talents on specific competencies per exercise
Collaborate with other evaluators on final ratings
Write comprehensive evaluation reports
Release finalized reports to clients
The evaluation workflow:
A typical evaluation follows this sequence:
Prepare: Review the evaluation, schedule, and exercise materials
Observe: Take notes during each exercise as it happens
Rate: Provide competency ratings after each exercise in observation sheets
Consolidate: Agree on final ratings with other evaluators
Report: Write the comprehensive assessment report with evidence and recommendations
Finalize: Review, approve, and release the report to the client
Let’s walk through each step of the evaluation process.
🚀Getting Started as an Evaluator
Switch to Evaluator Role
If you have multiple roles in evaluate worx, you'll need to switch to the Evaluator role to access your assigned evaluations.
You'll now see your evaluator interface with all assigned evaluations.
Alternative method:
Click on the tab in the lower-left corner of the screen.
Select your organization from the options.
You'll be directed to the Dashboard page so that you can select the Evaluator interface
📋 Accessing Your Evaluations
Once you've switched to the Evaluator role, you'll see a list of all evaluations you're assigned to, organized by timeline.
View Your Assigned Evaluations
Evaluations are grouped into three categories to help you prioritize your work:
After switching to Evaluator role, you'll see the Evaluation Processes page.
Evaluations are organized in expandable sections:
- More than 10 days from now: Upcoming evaluations you can prepare for
- Current: Evaluations happening now or very soon (this section is expanded by default)
- Older than 30 days: Past evaluations you’ve completedEach evaluation displays:
- Talent(s): The name(s) of the talent(s) being evaluated
- Evaluation Process: The name of the evaluation
- Date: When the evaluation takes place
- Organization: Which organization the evaluation belongs to
Open an Evaluation
To start working on an evaluation, simply click on its name.
How to open an evaluation:
Locate the evaluation in the appropriate time section.
Hover over the evaluation name (in the "Evaluation Processes" column).
Click on the evaluation name to open it.
You’ll now see the detailed evaluation interface where you can prepare, observe, rate, and write reports
📂Evaluation Interface Overview
Once you open an evaluation, you'll see a comprehensive interface organized into sections on the left menu and detailed views on the right.
Left Menu Structure
The left menu is organized into key areas.
Dashboard:
Return to the overview and choose your role as an evaluator or Content Manager
Home
Quick access to the list of available evaluations
Prepare: Access materials and preparation resources:
Documents
Talents Pre-Tasks
Exercises
Evaluate: Core evaluation functions (expanded during evaluation)
Schedule & Notes
Observation Sheets
Final Ratings
Write Report
Log & Reset
📄 Accessing Documents and Reports
Before, during, and after the evaluation, you'll need access to various documents and reports.
View Available Documents
From the Home screen, you can access all key documents related to the evaluation.
How to access documents:
Click on Home in the left menu.
Under Select Talent, choose the talent you want to view (if multiple talents are in the evaluation).
Under Documents, you'll see available items:
- Final Report: Click PDF to download the finalized report or click Interactive to view the report in an interactive format;
- Notes: Click PDF to download all notes taken during the evaluation
- Matrix with final ratings: Click PDF to download the competency rating matrixScroll down to see:
- Global Documents: Documents available for all talents
- Uploaded Documents: Any additional material uploaded by the Content Manager
💡Tip: Make sure to review the final report before releasing it to catch any errors or areas that need refinement
🎯Preparing for the Evaluation
Preparation is essential for effective evaluation. Familiarize yourself with the schedule, exercises, and talents before the evaluation begins.
Review Preparation Materials
Access all materials you need to prepare for the evaluation.
How to access Preparation Materials:
Click on Prepare in the left menu (with the magic wand icon).
You'll see three subsections:
Documents:
Click on Documents to see:
- Exercise materials
- Briefing documents
- Instructions for evaluators
- Any other uploaded resources
Talent Pre-Tasks:
Click on Talents Pre-Tasks to view:
- Pre-tasks completed by the talent before the evaluation
- Results and performance on pre-evaluation exercises
- This helps you understand the talent's baseline before live exercises
Exercises:
Click on Exercises to see:
- List of all exercises in this evaluation
- Exercise descriptions and instructionsClick on the blue Preview button to preview its content
Review what talents will be asked to do and what you should observe
💡Tip: Review all exercises before the evaluation day. Understanding what to observe in each exercise helps you take more focused, useful notes.