Start by creating an evaluation project as explained in the article “Creating an Evaluation Project“. Consider the types of Radars:
- Individual Radar: The person being evaluated only evaluates him/herself.
- Cross Radar: All those assessed evaluate all those assessed, without distinction, the system automatically converts each one assessed into an evaluator of the others. Keep in mind that this option is for small teams (we recommend up to 6 or 8 people, although they can be more), because if for example, you have a team of 10 people, each person will have to evaluate 9, which can be tedious
- Open Radar: It is the classic 360º with external evaluators (or observers) in which we assign one or several evaluators to each one evaluated.
Once you confirm the creation of the project the system will take you to a screen with two sections, “Radar Settings” and “Radar Competencies” that does not appear when we create another type of project other than radar.
On the Simple and Cross Radars you will only see the “Competencies Weights” and “Who sets the target?” options. On open radars, in addition to the above, you will see other settings. Here’s what each radar project setting option does:
- Weight of Competencies: Allows you to put weight to the competencies that have an impact on the total final score of the person evaluated. When we choose “with weight”, when we load the set of competences we will see a column in which we can establish the weight for each competency, the total of weights must add 100 .
- Who sets the target?: If we choose “The person being evaluated”, it will be this person who establishes it at the test. If we choose the “Administrator”, it will be the creator of the project who can establish the expected objective for each competency, by default the objective will be 100%. You also can choose not to have a target
- Multiple levels?: Allows observers to be differentiated by categories or levels.
- Identified levels: Allows observers to be grouped by categories or levels or by number.
- Levels: Choosing identified levels allows you to choose different levels, choosing unidentified levels allows you to choose the number of numbered levels.
- Weight by level?: Allows different weights to be given to the levels or categories of observers that affect the total final score of the person evaluated.
In this section you assign a “competencies set” to your project, the system will show you a list of predefined sets as well as your own competencies sets, when you select one you will be shown the competencies with two possibilities:
- If you chose to give “weight” to the competencies you will see a column to set the weight, which should add 100
- If you chose to have the administrator set the goal, you will see a column in which you can set it, by default it will be 100 for each competency, you can set a different weight for different competencies without having to add any total amount
If you wish to assign a different set, simply press the “x” next to the title of the displayed competency set to “deselect” it.
Once you have finished configuring the options of the project press the “Save” button, this will take you to a new screen in which you can introduce the evaluated ones.
Create Radar Invitations
In Individual and Cross Radar projects you will see a dialog where you can enter the name, surname and email address of those evaluated. In the case of Group Radar, it is not necessary to introduce the observers, since the system will turn each evaluated into an observer of the others (cross radar image).
In Open Radar projects, you will see a window in which, in addition to entering the name, surname and email address of the person being evaluated, you will have to enter the email address of the evaluators (observers) according to the levels or categories you have chosen, which you will see in columns. You will be able to create as many evaluators as you established when you created the project. In the platform, we show you an example of how to do it.
How to import from Excel? Prepare an Excel sheet without column headers or titles. In the first column put the name of the person being evaluated, in the second column the last name, in the third column the email of the person being evaluated, and then a column for each level or category, within each cell of the levels you can put an email or several separated by a comma. We will match the evaluators (observers) in their correct column as shown in the data entry table. In this case, we would know that in the Excel 4 column in each cell are the emails of the “Subordinate” level evaluators and in the Excel 5 column should be the “Equals”. If we had chosen more levels, or different or in a different order, the Excel to import should always reflect that structure, which we can see in the table of data entry.
Once entered the information of the evaluated and evaluators we press the “Next” button and the system will take us to the confirmation page where we can choose if the system automatically sends invitations (or we send them manually later) as well as the language of the emails. When you press the “Generate” button, the system will take you to the “Project Management” screen where you will see our evaluators and their evaluators (observers).