Evaluation Additions | PowerSchool Atrieve

The Evaluation Additions module lets you add employee evaluations.

Employee

Position

Select the position this employee is currently assigned to from the drop down. If the employee has assignments they will populate in a list. If the employee does not have an assignment the Position Code Database will populate in list form to make a selection.

Assign Start

The assignment start date will automatically populate when the position is selected. If no assignment you can manually enter the date the employee's assignment starts as YYYYMMDD or YYMMDD.

Evaluation Code

Location

Enter the code of the location where this employee works. Search to view valid location codes. This field is optional.

Required Date

Enter the date the evaluation is required as YYYYMMDD or YYMMDD. This date is calculated for you if you set up the Required Date Source and Required Date Interval fields on the evaluation code. This date will be the number of days (as determined by the interval code) after the assign start date or hire date depending on whether you enter 'A' or 'H' in the source prompt. This date will also be used as the basis for calculating notification form due dates.

Completed Date

Completion Code

Enter the completion code that indicates the completion status of the evaluation. Search to view valid completion codes.

Completed By

Enter the number of the employee who completed the evaluation. Search to view valid employees.

Supervisor

Enter the employee number of the employee's supervisor. This information may be used for evaluation notification forms, reporting, dashboards, and other evaluation-related inquiries.

1^ST Interval

Enter the interval code to determine when the 1st evaluation notification form should be generated. The notification due date will be calculated by subtracting the interval days from the evaluation required date.
If you do not wish to generate notification forms for this evaluation, leave this field blank.

1^ST Date To Be Sent

This is the date the first evaluation notification form is due to be generated. It is calculated automatically if you enter an interval code.

1^ST Date Sent

Enter the date the first notification form was generated or distributed as YYYYMMDD or YYMMDD. This field is used for tracking purposes and to prevent duplicate notification forms from being produced.

2^ND Interval

Enter the interval code that determines when the 2nd evaluation notification form should be generated. The notification due date will be calculated by subtracting the interval days from the evaluation required date.
If you do not wish to generate notification forms for this evaluation, leave this field blank.

2^ND Date To Be Sent

This is the date the second evaluation notification form is due to be generated. It will be calculated automatically if you enter an interval code.

2^ND Date Sent

Enter the date the second notification form was generated or distributed as YYYYMMDD or YYMMDD. This field is used for tracking purposes and to prevent duplicate notification forms from being produced.

Final Date Sent

Enter the date the final notification form was generated or distributed as YYYYMMDD or YYMMDD. This field is used for tracking purposes and to prevent duplicate notification forms from being produced.

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