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 do I delete an evaluation?
- 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 archive an evaluation or survey?
- How do I access the Archived folder, and what can I do from there?
- How do I apply an action to multiple evaluations or surveys at the same time?
- How do I use filters in Evaluations?
How do I archive an evaluation or survey?
You can archive any evaluation or survey with a Completed or Draft status to remove it from the main list without losing its data.
- Go to Evaluations or Surveys from the main menu.
- Find the evaluation or survey you want to archive.
- Click the quick actions button (three dots) on that row and select "Archive".
- Confirm the action.
If the evaluation or survey has an Active or Scheduled status, the "Archive" option will not be available.
If you want to archive several evaluations or surveys at the same time, tick the boxes next to the evaluations or surveys you want to archive and select "Archive" from the bulk actions menu.
See also "How do I apply an action to multiple evaluations or surveys at the same time?" for full details.