Content (Smart-360)


Technical overview

Recommended internet browsers

You will be able to log in successfully in the Chrome and Firefox internet browsers. However, it is recommended not to do so from Internet Explorer.

If you do not have any of these browsers active on your computer, you can download them through the following links for free:

Chrome: http://www.google.com/chrome/browser/desktop/index.html

Firefox: https://www.mozilla.org/firefox/new/

Note: It is not advisable to use this browser Internet Explorer as, depending on the version, some system features will not be available.

Export files in a text document

Windows operating system: You can download your training reports in Excel format. To do so you must have Microsoft Office 2007 or higher.

Operating System iOS: You can export your reports to OpenOffice: Once you have downloaded and saved the information, go to where you saved it, right-click and open with "OpenOffice". You can also download reports to Excel 2016.


Signing into the application

Access link

You can access the Smart 360 platform through the link that your assigned consultant will send to your registered email address.

Username and password

Once you have received your access data (web link, username, and account password), it is recommended to keep them in a safe place to avoid the misuse the platform and your account.

To start using the service, enter the username and password assigned to you.

We suggested copying and pasting the user and password you received through email. Make sure that it does not contain spaces that could be detected as characters as you will be notified of an incorrect username or password.


Home page

Tool menu

Customer support chat

Within your account, at the bottom right, you will find the chat feature. If you require technical support or have questions about the service, you will be attended directly by our consultants.


"Personnel" Module

In this section, you will be able to create and manage your employee database regarding those who will participate in the evaluation process. For this module to function successfully, it is necessary to first register or create the existing positions within the organization (review the "Job Positions" module section of this manual).

Personnel entry (individual)

1. Locate and click on the "New Staff" button. This option (also known as manual upload) is recommended when there is little data to capture within the system (as it is done one by one).

2. Fill in all available fields in the pop-up window and press "ADD" to save the entered employee or click "Cancel" to exit this section without making any changes.

Important considerations for the registration of a new collaborator:

a) The "Username" and "Password" are automatically generated by the system.

b) The email address must be correct, as this is how the candidate will be sent the notification for the evaluation.

c) It is necessary that the positions within the organization have been recorded as described in the “Job Positions” module, before operating this module.

d) In the “Type” section, one of the following options must be selected, as appropriate: a) Appraiser: the one who has the ability to evaluate someone but cannot be evaluated. b) Appraisee: the one who can both evaluate others and be evaluated.

e) The "Phone number" box is optional; it can be left blank.

f) In the "Language" section, you can select the language for the Instructions and the Scale that the evaluator will be able to see in their account. If the evaluator has the role of Manager, they will be able to view the results reports of the personnel under their charge in that selected language (if the "Feedback Period" is enabled). The available languages are Spanish, English, French and Portuguese. You will only be able to assign the languages of the contracted package.

Export to Excel

Once your database has been uploaded to Smart 360, you will have the option to download the information in Excel format, including the usernames and passwords of the appraisees and appraisers in case you need to print this data or as a secondary backup.

To do this, click on the "Export to Excel" button.

Sending the access logins

There are 2 ways to send the login information to the evaluators:

- Sending by individual emails: You can send a collaborator the email with their login information by clicking on the button in the Options column and then the "Send Access" option (this option does not have a sending limit).

- Sending individual messages through WhatsApp: You can send the access information through the WhatsApp app or the WhatsApp website, if you do not have the app installed on your computer, by clicking on the button in the Options column and then the "Send access by WhatsApp" option.

Editing personnel data

You can make changes to the employees’ registered data by clicking on the "Edit" button in the Options column:

• You will be able to edit all data, including the password, except for the user information.

• It is important to note that the system only allows changes in the 'Type' section when the collaborator is registered as Appraiser (if they are registered as Appraisee, the change will not be allowed).

Deleting records

To use of this function, click on the "Delete" button in the "Options" column. If required, you can delete any record within your database. However, since Smart 360 protects the data that has already been generated, it will not allow you to delete the record of an employee who has already responded a question or survey.


Personnel registration (bulk upload with Excel)

Through this feature, you can upload a file that will allow you to upload your personnel database through a single click, taking the following technical requirements into account:

a) To be compatible with Smart 360 the worksheet where you enter your employees’ information should be in Excel Workbook .xlsx format and must weigh less than 1 Mb.

b) You must include seven specific headings and name them accordingly in your spreadsheet: name, job_position, department, email, language, telephone, and type.

Note: Note: Languages other than those contracted in your package cannot be assigned. / The data in the column "telephone" is optional and can be left blank. / In the column "type", you should assign appraiser or appraisee, as described in the previous section, and should be written in lowercase letters.

c) If required, you can download a template with the format and technical headings described above to enter your information and upload it to Smart 360; to do this, click on the link "Download example".

Steps to upload the file

  1. You can find the file using the "Browse" search bar and button

  2. You can drag the file directly to the gray area.

  3. If your file was uploaded successfully, you will be able to locate it in the table below, named "Uploaded Files".


"Job positions" Module

This module will manage the positions created within your organization and edit the competencies linked to their profiles (Ideal Profile). In addition to the usual 360-degree evaluation report, Smart 360 can use this data and generate a comparative report between what is expected and what is obtained by each individual.

New job position: Allows you to record the name of the positions within the organization.

Edit: In this function, you can change the name of the registered position or department.

Delete: This button will allow you to delete the created positions from your database (including all competencies that are linked to it).

Edit ideal profile: With this function, you can select the competencies that will be linked to the positions created. This will allow you to establish a base profile, or desired profile, in terms of performance competencies. Click on the checkbox in the "Select" column and indicate the desired performance level (these levels will be the same ranges set in the “Criteria” module).

Duplicate competencies: by clicking on this feature, you can duplicate competencies from an already customized position (as described in the previous point) and transfer them to a new one that has not yet been configured.


"Behaviors" Module

In this section, you can consult the preloaded catalog of competencies and observable behaviors included in the system as well as make new additions. These will be used later for the creation of your surveys. For your convenience, Smart 360 groups the competencies into 5 groups or semantic fields:

• Executives.

• Leadership.

• Personal.

• Professionals.

• Social.

To consult the competencies included in your service, simply select one of the pre-existing groups and view the options that group each of them. Then choose the desired Competency to review:

  1. This function allows you to edit the definition corresponding to the consulted competency.
  2. Through this function, you will be able to make modifications or edits to the wording of the observable behavior that will evaluate the competence.
  3. With this function, you can remove observable behaviors that you consider unnecessary in your catalog.

Smart 360 will only allow you to delete behaviors not used in previous evaluations. Furthermore, this is permanent, deleted data cannot be recovered.

With the "Eliminate competency" button, you can also eliminate a complete competency along with all its observable behaviors.

Creation new competencies

If you need a competency not included in the preloaded catalog, you can create new ones by following the instructions below:

1) Locate and click the "New Behavior" button.

2) Within the pop-up window, scroll through the options in the field labeled "Group" and select which of the 5 options you want to group your new competency into.

3) Once you have selected the group where the new competency will be located, click the blue button labeled "Add a new competency".

4) A new pop-up window will open where you will need to type the name of your new competency. Click on the "Add" button to save the changes and continue the process.

5) Once named, you will need to type a definition and its first observable behavior. Finally, click on the "Add" button to save the changes.

Create new observable behaviors

1) Locate and click the "New Behavior" button.

2) In the pop-up window, drop down the options in the field labeled "Group" and select in which of the five options the competency you wish to add the new observable behaviors to is located.

3) Once the group has been chosen, you will be able to select the competency to which you wish to add the observable behavior to.

4) Once the competency is selected, you will be able to write the observable behavior in the field labeled "Description of observable behavior". Finally, click the "Add" button to save the changes.


"Questionnaires" Module

In this section, you can create your questionnaires for your performance evaluation process. You can generate more than one questionnaire and have several functions that will optimize the process. It is important to consider that you cannot create more questionnaires or assign more items or questions than those established in your contracted package.

Create a new questionnaire

1) Click on the "New" button.

2) In the pop-up window, enter the name you want to save the questionnaire under and click the "Add" button to save the changes.

3) Then click on the "Select a questionnaire" filter and choose the name you entered.

4) To add questions (observable behaviors) to your questionnaire, go to the bottom of the page, where you will find a filter bar that says, "Select a competence group" and select the group that includes the competency you want to evaluate.

5) A new filter labeled “Select a competency” will appear. Select the competencies you wish to evaluate with your questionnaire.

6) You will then see a list the observable behaviors available to evaluate the selected competency. You will need to check the box in the "Select" column to define which items will serve as questions in your questionnaire.

7) Finally, you should click on the button "Add selected to the questionnaire" to add the selected behaviors in their evaluation format.

Functions applicable to the questionnaire

Once you have created your questionnaire, you will have different options that will allow you to optimize the features of your evaluation.

1) Using the "Add Description" button, you can add additional text to the behavior or evaluation item, which can be used to explain the evaluation criteria or add valuable information for the evaluator. This text will appear below the behavior being evaluate and will be applied to that behavior in any of the questionnaires in which it appears.

2) Add a scale or comments: With the "Scale/comment" function, you can decide whether the selected item will display the evaluation scale or a text-based comment box. Please note that questions without an evaluation scale will not be considered for the scores in the evaluation reports.

3) You can delete the behaviors that should no longer be used in the questionnaire by clicking on the "Delete" button; these will be deleted only from the selected questionnaire and will remain in other questionnaires as well as the system database.

4) The ‘Competency description’ button will allow you to configure whether the description of the competency will be displayed for the evaluators when they answer the assigned questionnaire. This will apply to all competencies of the selected questionnaire.

5) Duplicate questionnaires: Use the "Duplicate" function to create a copy of a previously generated questionnaire (in case there are similar items to be used between them) to avoid having to start the creation of a new one from scratch.

6) Delete: With this button, you can delete the questionnaire you select. However, you cannot delete questionnaires that have already been used in evaluations and have answered data.


"Periods" Module

In this module, you can add, delete and edit evaluation periods. Keep in mind that you can only have one period open at a time. Once any evaluation period has ended, evaluators will no longer be able to enter the assigned evaluations. The closing date of the evaluation period will determine how long evaluators have to respond to surveys once the evaluation process has begun.

Create a new evaluation period

To create your new evaluation period, click the "New Period" button and consider the following:

  1. The date selected will define the time limit for the system to allow evaluators to login. As soon as this period expires, the system will no longer allow access. You can edit this date if you need to extend the evaluation period.

  1. This section will define whether the evaluation period is open or closed. To perform your evaluation settings and allow your evaluators to enter and answer the questionnaires, the period must remain "open". Remember that Smart 360 allows only one open evaluation period at a time.

Edit evaluation periods

With the "Edit" button, you can modify data like the date of the end of the evaluation period, the status of the evaluation period (open or closed) or mark the feedback process as active or inactive.

Note: If a period has been closed for more than 60 days Smart 360 will not allow you to reopen it or make modifications.

Delete evaluation periods

Through this feature, you will be able to delete evaluation periods that have been created and that do not need to be stored.

1) To delete an evaluation period the status must be marked "closed". Open periods cannot be deleted.

2) Evaluation periods with stored data (periods that have been carried out) cannot be deleted.

3) It is not possible to delete evaluation periods that have been closed for more than 60 days.

Click on the Options button for the period you want to delete and then the "Send to Trash" button. The system will ask you to confirm this action.

The period will appear in the "Trash" tab of the Options button. You can choose to ‘Recover’ or ‘Delete’ it permanently, after which it can no longer be recovered.

Enable feedback period

As the account coordinator, you can set up your evaluation period to schedule supervisor feedback sessions for those evaluated. To do this, follow these steps:

  1. In the desired period, click the options button and then "Edit".

  2. In the pop-up window go to the section labeled "Feedback Process," and select the "Active" option. Then click on the "Save Changes" button. The feedback process can only be activated during open periods.

  3. Once the previous steps have been completed, supervisors with evaluations under their charge will have the option of viewing their employees' individual results reports. Then, they will be able to develop action plans. To do this, they must log in with their username and password (with which they participated as evaluators). They will find a column called "Feedback and Improvement Plan," which they must click on.

This will only be enabled in those evaluated who are assigned the role of collaborator in relation to the supervisor.

  1. The subordinate's evaluation report will then be displayed. At the bottom of the report, the supervisor will find a button labeled "Add improvement objectives to the evaluated," which can be clicked.

  1. A new window will appear on which you can type:

  • A description of the improvement objective: Write a short statement describing what the objective of the actions requested in the improvement plan will be.
  • Concrete actions: Draft a concrete action or objective (specific, measurable, achievable, and realistic).
  • Review Date: Set a deadline by which to review whether the objective was met.

Note: This procedure must be followed for each objective that is part of the evaluation improvement plan.


"Relationships" Module

Through this module, you will perform the assignment of evaluators and the roles they will play during the 360° evaluation process. It is important to note that an evaluation period must already be created and open (as described in "Periods" Module). For manual mapping of relationships, follow the guidelines below:

  1. Select your open evaluation period using the "Select a Period" drop down menu.

  1. Assigning evaluators: A table with the evaluators and the evaluation relationships will be displayed. Click on the Options button and select "Add".

  1. After this, a pop-up window will display the fields to select:

  • Appraiser.

  • Relationship of the appraiser to the appraisee: Note that to add the "Self-evaluation" role, you must first select the "Head", or supervisor, and the Self-evaluation will automatically be assigned.

  • Questionnaire: You can assign a questionnaire based on the previously generated surveys.

You may repeat these steps as needed to assign the evaluators to each appraisee. Note, however, that you will not be able to set more appraisers (per appraisee) than the number allowed by your contracted package.

After these steps, the table on the screen will be updated with the data of the assigned relationships:

  1. In each assigned relationship, the name of the questionnaire used will be displayed. If there is a need to modify the questionnaire, you will have to delete the relationship and re-assign it from the beginning.

  1. Smart 360 will automatically assign the Self-assessment when you have assigned someone to the role of Head/Supervisor of the appraisee. However, if the appraisee does not have a direct reporting supervisor, momentarily assign any collaborator to the role of "Head" and later delete this relationship. The self-evaluation will remain. Similarly, if you do not want the Self-assessment, you can remove it after the supervisor has been assigned.

Through the Options section, you can delete a created relationship by clicking on the red trash can icon. You will be able to select each of the relationships you wish to delete. However, note that if it is a relationship where the evaluator has already started to answer the appraisee’s surveys (or they have been completed), it cannot be deleted.

In order to avoid having to start from scratch in new evaluation periods, use the button "Duplicate relationships". With this feature you will be able to copy the relationships made in past evaluation periods and edit from there, if required.

Consultation of available credits

In this same section, you will see the status of your available credits that can be used to assign relationships.


Bulk upload relationships

To mass upload the relationships, go to the "Bulk upload" button, then select the open period to configure. We recommended to download the Excel file with predefined labels in the link: Download an example.

The file must be in .xlsx format, should weigh less than 1 MB and should have 11 specific headers:

evaluated_name, self-evaluation, self_evaluation_questionnaire, peers, peers_questionnaire, internal_customers, internal_customers_questionnaire collaborators, collaborators_survey, head, head_survey.

You can drag the file directly to the gray area to upload it. You can also find the file using the "Browse" button.

If your file was successfully uploaded, you can locate it in the table labled "Uploaded Files".

Note: It is important to note that you will not be able to assign more evaluators (per appraisee) than those allowed by your contracted package.


"Criteria" Module

In this module, you can define the ranges of the performance criteria that will structure the results reports of those evaluated. You can associate a grade with a label or concept that you define. Consider that Smart 360 has a preloaded configuration with general labels (evaluation concepts) and evenly distributed score ranges; you can edit this preloaded template, for example:

- Edit the upper limit of each criterion (the lower limit will be taken from the last criterion).

- Label name: Modify the evaluation concept used for preset ranges.

- Choose the color code (according to the colors displayed), which will be used when a performance equivalent to the described label is detected.

Remove preloaded criteria

If you need to modify the preset ranges or limits or create your own categories, you will need to delete each of the preloaded templates; to do this, you can use the “Delete" button.

Note: Smart 360 will not allow you to delete preloaded criteria if an evaluation period is Open as they will be used to execute the performance evaluation process. To delete any criteria your evaluation period must be Closed.

Create new criteria

If you decide to create your evaluation criteria and ranges, you can use the "New Criteria" button to set your new evaluation ranges and labels. Keep the following points in mind:

  1. You may create new criteria or edit the upper limit ranges only if an evaluation period is closed.

  1. To reset the "Lower limit" of the lowest level criterion, you must go to the "Scales" module and edit it there (see the corresponding section). Once you have finished, you can return to the "Criteria" module to reset the values to be used at each level.

  1. By clicking on the "New Criteria" button, you can input the label name, the label color (between red, orange, yellow, green, or blue), as well as set the desired upper limit. The lower limit will be taken automatically from the last criterion (if it is the first or lowest, it will be taken from the lower level of the assigned scale).


"Scales" Module

In this module, you can define labels, descriptions and values for each item of the evaluation scale. In addition, Smart 360 includes a preloaded scale that is ready to use or edit.

The labels will appear as a visual scale for evaluators on each item of their assigned surveys. Evaluators will not be able to view the values of each label.

The descriptions of each item will appear in the initial text that appears each time you log in with evaluator credentials.

If you don’t want a scale to be considered for the statistical calculations, you must assign the negative value of -1. This value will not be considered for results averages.

Below, you will find an example of the configured scale to display how your evaluators will see it:

You will also be able to view the scales in the language selected (Spanish, English, French, or Portuguese), and you can edit the Labels and Descriptions of languages other than the one assigned to the account.

You can only generate new scales, delete scales or edit values in the language assigned to the account. The language of the scale will appear in the evaluators' surveys, in the language assigned to them (see the "Personnel" Module for more information on how to assign a language).

Create new scales

You will be able to create your evaluation scales by first deleting each of the preloaded options and then clicking on the "New Scale" button.

Similarly, you will be able to edit data with the "Edit" option, as well as "Delete" items that are not useful (only in the language assigned to the account).

Note: Please note that none of these operations can be performed with open evaluation periods.


"Email Text" Module

In the General section of the left menu, you will find the module "Email Text", in which you can edit the text of the emails that will reach the evaluators of the evaluation process. Smart 360 has preloaded the following templates:

  • Email with evaluation passwords and indications: You can modify the text that will appear in the evaluator’s email when they receive their login details. This email is sent individually from the "Personal" module, and is also the first email sent by means of the "Sending emails" module.

  • Email with progress of the evaluation process: This text will reach your evaluators indicating the progress of their answered surveys relative to those assigned to them, as well as their system access information. It is the second email sent by means of the "Sending emails" module .

  • Conclusion email by evaluator: When Smart 360 detects that an evaluator has completed all of their assigned surveys, it will send them an automatic notification email In this section you can edit the text.

In any of the options described, you must first select the language of the preloaded text and edit from there. The text of the edited language will be sent the evaluators with that language assigned.

Once the language is selected, you can choose the type of email you want to edit. In any of these, it is essential to not remove the bracketed data (and the brackets), as the evaluator data will replace it automatically.

Once you have finished editing, click the “Save Changes” button.

You can also send a test email to view the email sent to the evaluators with the "Send test email" button.


"Messages" Module

In the General section of the left menu, you will find the "Messages" module, you will be able to edit several of the system's texts. First, you will need to select the language of the preloaded text (the text of the edited language will appear to the evaluators with that language assigned).

Once you have selected the language, you can choose the type of text you want to edit.

Smart 360 has an interface that aims to familiarize evaluators with the evaluation environment and will briefly explain how the system works before they start their evaluations. The first section that your collaborators will see when they log in to their account is a section labeled "About the evaluation". This introductory text can be edited within this "Messages" module. It is worth mentioning that Smart 360 already has a ready to use, preloaded template. However, you can customize this section if required.

In this module, you can assign and edit the text that will appear under the signature space for the evaluated and his supervisor in the individual results reports. It is optional, but if there is no text entered, the space will remain blank.

Once any edits have been made, click the "Save Changes" button to see them updated in the system.


"Company logo" Module

Through this module, you can upload a company or organization image or logo and make the experience a more familiar and institutional environment for your evaluators and their generated reports. For proper configuration follow the instructions below :

1) The file or image must be in JPG or PNG format and weigh less than 500 Kb.

2) You can upload the image by dragging it in the corresponding section or searching for it through the "Browse" button. Then, when you have uploaded it, press the "Upload file" button.

3) The image uploaded in the "Company Logo" module can be viewed by the evaluator in the upper right corner when they login to answer their evaluations.

4) The uploaded logo will also be displayed in the PDF reports generated by the system.

5) If you want the image to no longer appear, you can click the trash icon in the table shown below.


"Email Listing" Module

In the Smart 360 section of the left menu, you will find the "Email Listing" module. Once all your initial configurations have been completed, you will be prepared to send notifications and login credentials to your evaluators. You can do this automatically and simultaneously for all your evaluators in a mass submission. If you need to send individual emails, follow the steps below:

1) With an Open Period, scroll down and click on the button that says "Select All".

2) Next, click the "Send to selected" button.

3) A pop-up window will open with indications to consider before sending. Per period, you can send a maximum of 6 emails per person. You must wait for the pop-up window to close itself automatically, please do not interrupt the process. Then, click on the "Continue and send emails" button.

4) Once you start sending the emails, the system will work automatically and display a progress bar. You must wait for the window to close itself. Smart 360 will confirm that it has completed successfully.

Before sending, you can click the "Remove Selection" button. This applies to all the selected boxes in case of a selection error.

You can also select or remove individuals by clicking on the selection box of any evaluator.

You can also filter by department or area, or search by evaluator name to make individual submissions.

It is important to consider that the system will not send emails to evaluators with the six email submissions already made, if they have already answered 100% of their assigned evaluations, or if they are not assigned to an appraisee.

Mailing status

1) You will be able to see the date of the last submission to your evaluators.

2) You can control and monitor the number of emails sent to each collaborator. Remember that from this module the system will allow a maximum of 6 emails per evaluator.

3) You will be able to see the status of the last email sent to your collaborators; allowing you to know if there was a failed or unsuccessful delivery.

1) This icon is displayed when no email notification has been sent to the collaborator.

2) This icon confirms that the submission has been successful.

3) This icon will alert you to cases where the delivery has failed. This is usually linked to errors in the registered email.

4) This icon indicates that the person doesn’t have any evaluations assigned, therefor no email can be sent.

All the information contained in the table of this module can be downloaded by using the button "Download to Excel".


"Progress" Module

In this module, you will be able to monitor the progress of the performance evaluations. You can identify the evaluators who have completed, those who are in process of, or have not yet started the assigned surveys.

a) Select the evaluation period.

b) Once your evaluation period has been selected, a pie chart will be displayed with the progress percentages: Not started (red), In-progress (orange), and Answered (green).

c) In addition to the pie chart, you will see a table containing the breakdown of the evaluators and their progress on the assigned surveys.

d) The progress table can be downloaded as a report in Word or Excel format.

Restart answered surveys

As an account coordinator, you have the option to restart surveys that have been started or completed by evaluators.

1) Click the button "Restart Evaluation".

2) Select the evaluation period in which the survey is to be restarted.

3) Then select the corresponding relationship: who is the evaluator (who responded or started the survey) and who is the appraisee.

4) Click the "Reboot" button and confirm.

Note (1): Information deleted when a survey is restarted can no longer be recovered, it is permanently deleted from the system.

Note (2): Only information of the survey specifically selected in the chosen period will be deleted. If there are surveys from the same relationship within other periods, they will not be affected.


"Period report" Module

In this section, you will be able to consult the general results of your company or organization (resulting from the averages of the performance evaluation). You can filter by Period, Department, and Position.

This information can be used to identify strengths and opportunities for improvement in specific areas of the organization.

1) Select the Period from which you want to see the results. Please note that your evaluation period must be "Closed" to obtain this type of report.

2) Select a department or select the ‘All departments’ option to perform an organizational analysis.

3) Select a job position or select the ‘All job positions’ option to perform a departmental or organizational analysis.

4) The evaluation report for the selected filters will be displayed immediately, including:

  • Table of results with averages by competency groups.

  • Radar chart with averages by competency group.

  • Table of results with averages of the evaluated competencies.

  • Bar graph with averages of the evaluated competencies.

5) The report generated can be downloaded in both Word and PDF formats.


"Report 360" Module

In this module, you will be able to consult the reports of each appraisee. It is advisable to generate the 360-degree report once the evaluations have been 100% completed. However, the evaluation period doesn't have to be closed. In this section, you will have several types of reports available:

Individual reports 360

With this report, you will see the results of those evaluated structured from a general overview to a detailed one:

  • Averages by role and competence group.
  • Averages for competencies grouped by role.
  • Averages of questions grouped by role.
  • Comments made by the evaluators (if any).
  • Plan of action focused on improvement (if generated).
  • Signatures of compliance by the evaluated and their supervisor.

To generate this report, follow the following guidelines:

1) From the "Select a Period" drop-down list, click on the evaluation period you are interested in.

2) A screen table will then be displayed that will contain all the names of those evaluated in the selected period, you will be able to consult each case specifically, and you will have two options to generate the individual reports:

3) Once you have identified the appraisee you want the information from, you will have the option to download the 2 types of reports individually, in Word or PDF format by clicking on either of the corresponding icons.

You can also download the reports in bulk, to Word format, by clicking on either the "Download Type 1 or Type 2 Reports" buttons. You will then be able to select some, or all, participants and export their reports in bulk.

Report Type 1: This type of report contains the average of the self-evaluation.

Report Type 2: This report includes a column that gives an average without the self-evaluation.

If you want to view the results online, you can generate the report in the system by clicking the icon:

Within the report, you can export it to Word, PDF, and Excel formats (in the Excel format, graphs will not be included).

Global reports 360

These reports include all those evaluated from the selected period in a single document. This shows a table per person with the averages per role of the evaluated competencies.

The first is the "Global 360 Report", which includes the table of competencies of each person evaluated, with results by an role average and the total average. To generate it:

1) Select the evaluation period from which you wish to consult the results.

2) Click on the "Global Report 360" button.

3) The report will be generated in another tab of your browser.

4) You can download this report to Word format.

If you set up the Ideal Profile (described in the "Job Positions" module) you can access this type of report. You will be able to see a comparison between an evaluated person's results and what is ideally expected for the position they occupy. This report has the same information as the 360 Global Report but will include an extra column with the Ideal Job Profile. To generate it:

1) Select the evaluation period from which you wish to consult the results.

2) Click on the "Ideal profile report" button.

3) The report will be generated in another tab of your browser.

4) You can download this report in Word format.


"Comparative" Module

This module will allow you to obtain a report that will compare the results of different evaluation periods. This will be very helpful in identifying the improvements or oppertunity areas that have been presented as a result of the action plans. You can use different filters to compare elements in other periods or even between departments, positions, or people in the same period. It is important to consider that this type of report is only available with specific packages. Therefore, it is advisable to verify that it is in your contracted package.

To obtain the report generated by this section, follow the steps below:

1) Select the evaluation periods you want to compare using the corresponding filter.

2) Select the departments and positions you want to compare in each selected period.

3) Select the person or persons evaluated to compare their competency averages.

4) Click on the button: "Process Comparative".

5) The report will be generated according to the filters you have selected, presenting a table with the averages of the competencies evaluated, as well as a graph of bars visually showing the same information.

6) The generated report can be downloaded in Word format.


"Shopping cart" Module

In the “General” section of the left menu, you will find the "Shopping cart" module. You will be able to consult your purchase history, as well as view your service term, make service renewals, and check the credits of your current purchase.

Purchase history

Click on the button "View Purchase History" to view previous purchases as well as pending purchases.

You can complete payments with a Pending Status by using PayPal through the Options section. You can also Delete your purchase registration.

Service Renewal

To make new purchases:

1) Select the number of appraisees that will be involved.

2) Select the payment method.

3) Once you have selected your payment method, you will have to define how your payment will be processed. For credit card or PayPal payments, you only have the option to make the payment online; for bank transfer or deposit payments, you will see the status as pending or paid (the option to transfer will only be available for accounts in Spanish). Once the payment has been made, your service will be activated. Pending payments can be activated from the "Purchase History” once the purchase has been completed.

4) Click the "Continue" button to complete your purchase.


Purchase history

Click on the button "View Purchase History" to check previous purchases as well as pending purchases.

You can complete payments with a Pending Status by using PayPal through the Options section. You can also Delete your purchase registration.


"Credit history" Module

In the General section of the left menu, you will find the "Credit history" module, where you will be able to see the history of the credits that have been consumed, based on the assigned relationships. It is important to consider that 1 credit is equal to 1 appraisee with assigned relationships in a period (regardless of the number of relationships assigned to them).

You can also see how many credits have been consumed, based on your contracted total, and the number of credits still available.


Visualization for evaluators

a) Once evaluators have their credentials during an active and open period, they must log in through the link, username, and password provided. The first thing they will see is the welcome screen for evaluators:

b) They will find general information about the system and the evaluation scale assigned. Once they have read the information, they can click on the "Next" button to start the evaluations. They will see this screen each time they log in.

c) To begin the evaluations, they must click on the blue icon in the column referred to as "Evaluate".

d) Once the survey is accessed, the system will display the following interface and functions:

1) Evaluation scale with the response options that the evaluator will have (only one of the options can be selected).

2) Text box, the evaluator can make comments that they consider essential (it is not mandatory to write in this section).

3) It is possible to go back to previous questions to modify the answer provided (this will only be available if done within the same session. If the evaluator moves on, or logs out and then logs back in, this operation will not be possible).

4) Continue with the rest of the questions assigned in the questionnaire (they can only proceed when the question has been answered).

Note: The evaluator will be able to enter the system as many times as necessary as long as the evaluation period remains open or active. It is unnecessary to answer all of the assigned evaluations in the same session. The system will save the progress of each evaluation, so it can complete later if required. If an evaluator has completed all assigned evaluations, they can log in but will not be able repeat the completed evaluations.