Evaluations
- What is Evaluations and what is it for?
- What types of evaluations can I create?
- How can I create an evaluation from scratch?
- If I create an evaluation from scratch, can I create as many questions as I want?
- How can I create an evaluation using a template?
- What is a Potential and Performance evaluation, and how can I create one?
- What is a 9-box evaluation, and how can I create one?
- How does assigning Evaluated work?
- How does assigning Evaluators work?
- Which types of answers can an evaluation have?
- What is the scoring system and how does it work?
- Can I schedule the sending of the evaluations?
- How will your employees view evaluations?
- How can I view the results of an evaluation?
- Who can see the results of an evaluation?
- How can I hide questions when sharing results with the employee?
- What does the employee see when there are hidden questions in the shared results?
- How do I check who has yet to respond to an evaluation?
- What data can I view from the Company results view?
- What happens to disabled employees?
- How do I download the results of an evaluation?
- How can I view and interpret the results of 9-box evaluations?
- What is the difference between an average and a score?
- How is a question average calculated?
- How are question group and subgroup scores calculated?
- How are the total score and overall average calculated?
- How are result percentages and levels calculated?
- How are results filtered by department, workplace or organizational group?
- How are results filtered by evaluator type or specific evaluator?
- Where does each piece of data in an evaluation or survey come from?
- How do I enable and configure weighting by question group?
How do I download the results of an evaluation?
From the Results section, whether in the Company results view or the Individual results view, you'll find the download icon (↓) in the top menu.
Individual results
- Select the Individual results view.
- Click the "Download results" icon.
- Select the download format: PDF, Excel, or CSV.
- Choose the report type: by evaluator or by question.
- Select the evaluated employees from the list.
- Click "Download".
Company results
- Select the Company results view.
- Click the "Download results" icon.
- Select the download format: PDF, Excel, or CSV.
- Choose the charts you want to include in the report:
- General evaluation information: included by default and cannot be deselected.
- Group detail by question.
- Group comparison.
- Team distribution: you can select by workplace, department, or group.
- Heat map by area: you can select by workplace, department, or group.
- Heat map by employee.
⚠️ Important: check that the active filters are correct before continuing. Once you move on to the next step, you will no longer be able to view or modify the filters applied in the view.
- If you selected Excel or CSV, a fourth step called "Field selection" will appear. From there, you can choose which profile data from the evaluated employees to add to the report:
- Personal data: identity document, gender, or other identification data configured in the profile.
- Work data: information about the contract, tenure, working hours type, or other work-related fields.
- Custom fields: any additional fields your company has configured.
This section is only available when the report displays evaluated employees individually.
The available fields depend on your role's access. You will only see the data you have access to based on your company's configuration.
The "Field selection" step is optional. If you don't select any fields, the report will download with the standard structure.
- Click "Download".
