Applies to: Managers
You create an assessment with a step-by-step wizard that walks you from choosing the employee through to a final review.
Have an active campaign to assign the assessment to.
Know the employee's Standard Job and the Fields of Application that fit their work — see Understanding Fields of Application (FoAs).
Start the wizard — go to Team Assessments and select New assessment.
📷 Screenshot: Create New Assessment wizard, step 1 with the step bar and Configuration Preview 2. Campaign & Employee — choose the campaign and the team member to assess. 3. Standard Job & FOAs — select the Standard Job, then one or more Fields of Application. This determines the skills. (screenshot coming soon) 4. Tools & Extra Skills — review the auto-generated skills and add any tools or individual skills. (screenshot coming soon) 5. Skills — review the full skill list (core and specialized) and exclude any that don't apply. (screenshot coming soon) 6. Co-Assessor — optionally assign a peer to also rate the employee. (screenshot coming soon) 7. Review — check everything. You can also choose whether to show target values to the employee. (screenshot coming soon) 8. Confirm and save — confirm that the employee has been consulted about the setup, then choose Save Draft to keep working later, or Submit to send it to the employee for review. (screenshot coming soon)
After you save and notify, the employee reviews the setup before you activate it.
Tip: Adding a co-assessor gives a peer perspective alongside yours — useful for skills you don't directly observe.
