Step 4: Creating Evaluation Forms

 

In this article, you will learn how to create and use standardized evaluation forms to collect clear and structured feedback in a consistent form from everybody involved in the recruiting process. Personio offers you the opportunity to use standardized evaluation forms. They are freely configurable and can be easily integrated into the application process.

 

Creating Evaluation Forms  

Since there are different evaluation criteria for different interview types, you have the option of creating different evaluation forms. For example, when you first get to know each other on the phone, different criteria are important than in a technical interview with the future supervisor.

Create an evaluation form by navigating to Settings > Recruiting > Evaluations and using the input field Add new form... . Next, scroll down to the Form Sections to create all required sections, such as “Expertise”, to structure your evaluation sheet. Combine any number of elements that you want to query within a section:

Element Explanation
Heading Headings allow questionnaires to be organized by different blocks.
Scale You can quantify the evaluation of your employees using 5-point scales. If you use multiple scales, you have the option of depicting the relevance of individual questions by weighting with values between 0 and 1. On this basis, an overall result from all ratings is calculated.
Text field Text fields also allow the input of qualitative feedback.

Sections Key Take Aways and Overall Recommendation are by default added to each evaluation form to summarize evaluation.

To then assign the sections to the corresponding evaluation sheets, click on the respective evaluation sheet and add the section using the plus symbol.

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A selection of best practices for evaluation sheets can be found here .

 

Use of evaluation forms

Personio offers you three options for submitting evaluations:

  • Via the Evaluation tab in an applicant's profile: Select an appropriate evaluation form from those listed under Evaluations > New Evaluation, fill it out and then save your evaluation.
  • Via a feedback request: Click on the Request review button in the applicant profile to request feedback from an employee. Select Evaluation form as the review type and specify the type of evaluation form. Decide whether and after how many working days the participant should receive an automated email reminder to fill out the evaluation form. Once you click on Save, the employee receives a notification email and an entry is made in their to-do list on the Personio dashboard.

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Request feedback on an applicant using the type Review comment if you do not want to use a predefined evaluation form for this. You can add a description of any length to the request.

  • Via an interview: When creating a recruiting interview, select the appropriate evaluation form under Interviews > Add interview in the applicant profile and enter all the relevant information. All participants will be reminded by email and via the dashboard to submit the evaluation on the day of the interview.

The feedback provider can access open evaluations or review requests directly via their dashboard, the overview tab of the corresponding applicant profile or the Evaluations or Comments tab. As soon as the assessment has been submitted via one of those areas, the task is considered to be completed.

 

Viewing Evaluations in the Applicant Profile

To ensure that the evaluation process remains unbiased, submitted evaluations can no longer be edited. Your employees can view their saved evaluation forms in the applicant profile overview, where they are displayed in chronological order. 

You can find the aggregated submitted evaluations on the Evaluations tab. Click on See full evaluation to view the details. 

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You can find further information on calculating evaluation form results here.

 

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