Employee evaluations: criteria, weights and the final grade

An evaluation here is not a single field; it is scores against criteria, each with a weight, which the system combines into an overall score and a grade.

One-time setup

1. Evaluation criteria — image 1 — define each criterion with a max score and a weight. For example: quality of work with a max of 10 and weight 3, punctuality with a max of 5 and weight 1.
2. Evaluation periods — define the period with a name and start and end dates. Only draft or active periods are offered when evaluating.

You cannot create any evaluation before at least one active criterion exists.

Creating an evaluation

1. Open HR → Employee Evaluations and press Add Evaluation.
2. Pick the employee and the evaluation period.
3. Enter a score for each criterion, with a comment where useful.
4. Write the strengths, weaknesses and recommendations.
5. Save. The evaluation starts as a draft.

How the score is calculated

For each criterion the score is converted to a five-point scale (score ÷ max × 5), multiplied by its weight, and the total is divided by the sum of the weights.

The evaluation page — image 2 — shows the criteria scores, the overall score and the grade together.

The result is then translated into a grade: excellent from 4.5, very good from 3.5, good from 2.5, acceptable from 1.5, and weak below that.

Normalising to five is what lets a criterion out of 10 and one out of 5 be added together, so weight alone decides what counts more.

The approval path

Draft → submitted → approved.

• Submitting works from draft only.
• Approving works from submitted only, and records who approved and when.
• An approved evaluation cannot be edited or deleted — which is what makes it a document you can rely on for a promotion or a raise.

Practical limits

• The system refuses two evaluations for the same employee in the same period.
• A score may not exceed the criterion's defined maximum, or the save is rejected with an explicit message.
• Editing a draft evaluation rebuilds its scores entirely, so review every criterion, not only the one you changed.