Example: On how to copy evaluation of the employee Nastasja Davidoff who works in MARKETING to Personal Rating using Copy Evaluation function see below. The evaluation is for the period from 2009-09.

1. Positions of Employment

First open Positions of Employment and set criteria for the MARKETING position in the Evaluation panel.

See examples in: Entering Evaluation in Positions of Employment Entering a Child Record Delete Record Collapse Item Expand All

2. Copy Evaluation Wizard

After entering criteria for MARKETING in the Positions of Employment, open Employee Files of Nastasja Davidoff and click Personal Rating.

Click in taskbar in Employee Files and select Copy Evaluation to open Employee Evaluation by Positions window.

The Copy Evaluation function is available only in the Position/Salary | Evaluation panel.

Set criteria in the Employee Evaluation by Positions. That is:

• Period From: 2009-09
• Period To: 2009-09
• Employee: DAVIDOFF NASTASJA
• Having entered criteria just click Prepare Data.

After clicking Prepare Data, evaluation criteria are copied from Positions of Employment.

In the bottom section enter evaluation for the employee. Set appropriate ratings from the Evaluation Types register.

If no entries exist in Evaluation Types, you have to enter them accordingly.

Having entered evaluation for employee, click Save. Click OK to confirm the message.

Then click to close Employee Evaluation by Positions window.

3. Employee Files | Personal Rating Panel

In bottom section of Personal Rating panel check Periodic Evaluation.

Here you copied the evaluation using Copy Evaluation.