Accessing Evaluate
From OpenBlend notifications:
When an evaluation cycle is started, you will receive the following email from OpenBlend, alerting you that you have a self-evaluation to complete.
You can use the "Sign in to OpenBlend" link to access the evaluation you need to complete. This link will take you straight to your Evaluate self-evaluation page.
From your home screen:
Once you have logged in to OpenBlend, simply click on the 'Me' tab on the left-hand side navigation panel to expand the menu. Then click on "Evaluate’.
We have also expanded Evaluate outside of the ‘Me’ section, into the main navigation. You can also access self-evaluations from here by clicking on the 'For Myself' tab.
When you have clicked into the Evaluate module you will be presented with a complete list of any Evaluate Cycles that you have been added to. There will be a series of options depending on the status:
- Self Evaluation not started > Start
- Self Evaluation in progress > Edit
- Self Evaluation complete > View Only
Please note: If you cannot see the Evaluate menu items on the left-hand navigation bar, this will be due to the cycle not being made applicable to you. If you believe you should have access to this, please contact your HR team.
Completing your Self Evaluation
Simply complete each question in the review form.
Evaluate questions are structured with either comments only or comments and a drop-down selection. You are also provided with some “Reflection tips” to help you with your self-evaluation.
During this process, Evaluate will auto-save so you’ll be able to navigate away and complete later should that be required.
Once you have completed your self-evaluation, at the bottom of the page click the "Send to manager" button. This will then finalise your review and notify your manager that you have completed your self-evaluation.
What happens next?
Once you submit your review your manager will then be able to review this before adding their manager review comments.
Your manager will then complete their manager evaluation comments and book a 1:1 session to discuss the review with you.
You will not be able to see your manager's comments in your profile until they have had a session with you and clicked the "Mark Discussed" button. Once this has happened, you will be able to review your manager's comments within your profile.
Please note: Your manager must be the one to start the session in OpenBlend and you will only be able to see your manager’s comments once your manager has clicked ‘Mark Evaluate as Complete’ in the 1:1 session. If this does not happen, you will only be able to see your comments.
Download our PDF guide to completing your self-evaluation.