In this article, we explain how to view the status of evaluations for your team.
Want to learn more about evaluations in Dialog? Read the article: Successful evaluations in Dialog.
There are two places where you can view your evaluation actions:
1. In the Manager Dashboard
You can easily track open evaluations in the manager dashboard. There, you can see which evaluations you still need to write, complete, or approve. You can go directly from the dashboard to the relevant evaluation and continue working on it, keeping all key actions for the evaluation cycle in one place.
2. In Team Reporting
Go to Team, then click Evaluations. This takes you directly to the open evaluations. Here, you can choose to show all actions (including those for employees and co-evaluators) or only the actions you need to perform yourself.
Your Actions
On the left side of the dashboard, you will see the actions you still need to perform to complete evaluations.
Click on the different statuses to filter evaluations:
Write evaluation
Complete evaluation
Approve evaluation
Check who completed the evaluation and take action:
The employee dot turns green once they have completed their self-evaluation.
Your dot turns green once you have written and submitted the evaluation for the employee.
If other evaluators are involved, their dots turn green once they submit their evaluation.
Click the action button (e.g., 'Write evaluation' or 'Complete evaluation') to open it.
Completing evaluations
Once you have filled out an evaluation for your employee, your dot will turn green. When both you and the employee have submitted your evaluations, you can conduct the evaluation review meeting. During the conversation, you can reference the Dialog evaluation form and discuss it. You still have the option to make adjustments to what you filled in.
Usually, you complete the evaluation after holding the review meeting. To do this from the dashboard, click 'Complete evaluation' to open it, then click 'Finalize evaluation' inside the form.
Approving evaluations
If your organization requires evaluation approvals, you take an extra step after finalizing. Both you and the employee can provide approval. Clicking 'View & approve' opens the evaluation so you can approve it. Once the employee also approves it, the evaluation is fully completed.
Actions Required from Others
On the right side of the dashboard (Employee Status), you can see actions that need to be completed by others—such as evaluations your employees still need to write or approve. You will also find self-evaluations you have written that your manager has not yet completed.
Click on the statuses to filter evaluations:
Write evaluation
Approve evaluation
Sending reminders to employees and evaluators Employees whose dot is still gray need to take action on their evaluation. You can follow up with them directly:
Click Send reminder.
On the next screen, select who you want to send a reminder to and optionally add a custom message.
The due date has passed—what happens now?
If an evaluation due date passes, the date turns red. However, the evaluation can still be filled out and/or finalized after this date.
If no due date is listed, it is an ad-hoc evaluation created without a deadline.
In the next article, learn where to find reporting on evaluations for all your employees: Where do I find the evaluation overview for my employees?