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Review an evaluation and send it to the employee

In Weplanify, when the HR review is on, each evaluation filled in by a manager waits for your go-ahead before it is sent to the employee concerned.

In Weplanify, a campaign with HR review before the employee keeps each filled-in evaluation in the To review status. The employee only sees it once sent.

The panel of Khady Gueye’s evaluation: Review the evaluation before sending it, the average rating, the answers, and the Send back to the manager and Send to the employee buttons
The panel of Khady Gueye’s evaluation: Review the evaluation before sending it, the average rating, the answers, and the Send back to the manager and Send to the employee buttons

Steps

  1. In the campaign's Follow-up tab, filter on To review and click an evaluation.
  2. Read the Average rating and the manager's answers.
  3. If all is right, click Send to the employee, then confirm: they are told.
  4. Otherwise, click Send back to the manager: they can change the evaluation and send it again.

Good to know

  • Administrators are told about each evaluation to review.
  • Without review, the evaluation goes straight to the employee as soon as the manager sends it.
  • Cancel the evaluation removes it from the campaign.
  • Next: what the employee sees.

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