Evalea offers different roles by default, which have specific access rights and functions: Participant This role includes access to the dashboard, the personal employee profile and its contents, assigned e-learning and training courses, and account settings (password, language). The training catalog and the Learning Journey are also accessible if ac...

In Evalea there are symbols that offer you different ways of interacting: Settings Add notifications employee details View calendar / select date Filter Save Upload files Download files Press View results Send test message Start Finish Send reminder Add data manually Change status Upload cover/profile picture Delete or Export to Excel file Export to...

  Last Competency Assessment   This dashboard element graphically illustrates the latest competency assessments based on the competency score achieved.   Set up:   1: Which rating should be displayed? You can choose from self-assessment, external assessment, target value and personal target value. 2: In what form should the rating history be display...

Employee interviews can be created in three different ways: Creating an interview through the employee profile In the “Interviews” tab of the employee profile, you (and the employee’s manager) have the option to add a new interview by clicking on the “+” button. Guide selection: Select the desired interview guide from the guides you have created. In...

For additional security, you can restrict access to Evalea to specific IP addresses. This feature is particularly useful for companies with static IP addresses. approach If your company has a static IP address, this address can be added as an access restriction. Employees who try to access the system from outside the specified IP addresses will then...

To create a new training course, click on "Create training course " under "Trainings" in the main menu. A pop-up opens with the following input fields: Name : Enter the name of the training course. Start date : Select the start date of the training. End date : Select the end date of the training. Standard use: Here you can select a previously define...

With Evalea seminar management, you can manage your training measures simply and efficiently - with just two clicks to create and manage them. Even complex approval processes can be easily stored automatically, so that you always have an overview of all upcoming tasks. Whether at the end of a quarter, the end of a year or during an audit visit: the ...

What are Standards in Evalea ? Standards allow you to define stimulus sequences (e.g. emails, evaluation forms or other notifications) in advance. These standards can be inserted into as many training courses as you like and applied directly when creating training courses.   Creating Standards You can create standards under Settings → Standards in t...

Generally: Rules for Personio import: Allows you to set rules when importing personnel data from Personio @ Rules for contact import Limited IP Access: Restrict logins to a predefined IP address @ 2.2.0 Limited IP Access Employee Notes: New add-on that allows you to add notes to an employee @ 12.03 Employee Notes New upload rules: Delete contacts @ ...

Trainings per Employee Purpose of the report: This report shows all training participation at employee level. Each combination of employee and training is shown as a separate line. This enables a detailed analysis of training participation and costs per employee. The report can also be exported.   Name: First and last name of the employee. Email: Em...

Rungdang create system access...

Seminar management: Learning Library: The learning library is now available for you to test. @ 4.11.1 General information E-Learning: E-Learning Reset Overview: Allows you to see when an e-learning was reset for a participant and lists the reason why. @ 9.05 E-Learning progress of employees New AddOns: Stars: With the help of the "Stars" add-on, you...

Generally: Transfer of profile pictures from Personio: Allows you to import the profile pictures stored in Personio @ Personio interface Permanent filter for mandatory training report: Allows you to create versions of the mandatory training report that only contain one mandatory training. @ Mandatory training Archiving Evalea internal notifications ...

Training Obligation Matrix The training obligation matrix offers an alternative view to training obligation reporting that is particularly suitable for managers. The focus here is on the fulfillment of training obligations of the respective employees. Special Features of the Training Obligation Matrix Difference to mandatory training reporting: Focu...

Generally: Outlook integration in Evalea @ 1.05.5 appointment invitation Mandatory training descriptions: Allows you to add descriptions to mandatory training courses @ Definition of compulsory training in Evalea Categorizing mandatory training: Allows you to categorize mandatory training @ Definition of compulsory training in Evalea Dashboard Eleme...

Generally: Rules for contact import @<a href="https://evalea.de/tool/wiki/post/143?evalea=0&public=1" target=_blank>Rules for contact import Employee interviews: Average values of the matrix questions @Matrixfragen Overview of conversation routines @<a href="https://evalea.de/tool/wiki/post/142?evalea=0&public=1" target=_blank>6....

Overview In the account settings you can reset your password, manage notifications, select your preferred language and log out. You can access this by clicking on your avatar in the top right and selecting the “Account” menu item. You can log out by clicking on “Log out”: Security You can change your password in the "Security" section. Protecting yo...

Set Reminders Reminders allow you to send emails before or after the training requirement expires.By clicking on the reminder icon, you have the option to create and manage the emails per training requirement:   The reminder overview for the selected training requirement will then open. Click on the “+” sign to create a new reminder. You can create ...

Generally: reply email address @ 1.2.05 E-Mail Options values for data fields @ 2.1.10 Data fields dashboard element "My Requests" @ My requests Descriptions and categories for mandatory training @ Definition of compulsory training in Evalea Internal / External Employees @ 2.1.10 Data fields Employee interviews: competency filters within conversatio...

Competencies: Colors for competency categories: Assign colors to your competency categories for visual separation. competencies Conversations: Additional Confirmation Notification: Status emails will only be sent to the additional confirmer if they need to take action. E-learnings: Add employees to e-learnings in profile: Allows employees to be adde...

We recommend conducting a pilot project with test subjects before the full roll-out of Evalea . Ideally, the pilot project includes 2-5 tandems consisting of employees and managers who test the system for one to two weeks. Procedure of the pilot project: 1. Introduction session : At the beginning of the pilot project, an introduction session will ta...

  Using the " Add Import " function you can create your own import.   After clicking " Add Import ":   Specify a name for the import Specify a description for the import Select the type of import: Select between contacts or training history import Types of imports: Manual upload: Upload using an Excel file Automatic Retrieval - CURL Automatic retrie...

Add Dashboard Elements The HR or admin role has the ability to customize their own dashboards as well as the dashboards of managers and employees. The content and appearance of the individual dashboard elements can be changed; the title of each element can also be customized. Click the gear icon in the top right corner of the dashboard to open the e...

While editing a conversation guide, the access rights of the conversation participants can be defined for specific conversation elements and the conversation as a whole. This enables differentiated control of the reading rights and editing rights for both parties. Rights to confirm an interview If the interview should only be confirmed by one of the...

Conversations: redesign of the framework for discussions @6.16. The new design of employee interviews Valuing additional confirmation in conversations @6.13 Additional confirmation More flexible design of rights for individual conversation elements @6.08 Adjust the rights of the participants Routines with additional confirmation @6.11 Conversation r...

Generally: Search function in Evalea - Using the search function, you can directly find employees, manual entries, e-learnings and further training courses. @ 2.02 Evalea homepage structure Mail log for the employee profile - See here which emails were sent to your employees. @ MailLog Integration of the Evalea manual - access to the manual - anywhe...

Once a survey has been completed in a training course, you can analyze the results. The insight differs depending on whether the training course was defined as anonymous or non-anonymous : Anonymous training courses : Here the results remain completely anonymous. It is not possible to view personalized results. Non-anonymous training courses : Here ...

Questionnaires are used in various modules in Evalea : surveys evaluations feedback 360° feedback e-learning courses Learning Journey To create a questionnaire, you can find the option either module-specifically within the main menu or within the corresponding AddOn or detailed view: surveys evaluations feedback 360° feedback e-learning Learning Jou...

The training overview shows all training courses created, regardless of whether they are currently ongoing, planned or have already been completed. A training overview contains the following elements:   Name of the training : By clicking on the name you will go directly to the details of the training. Date : Shows the date on which the training took...

Dashboard diagram: Duration of surveys in combination with number of responses. (Surveys & 360° Feedback) Dashboard KPI: Number of completed surveys. (Surveys & 360° Feedback) Use questionnaires as a template for 360° feedback. (Surveys & 360° feedback) Create individual portals for surveys with a token. (Surveys & 360° Feedback) Das...

HR View     1: By clicking on the three dots you have several editing options. 2: Shows the current status of the interview 3: Shows the planned date, which is entered when the interview is created. 4: Displays the current status of the participants. 5: Using the directory, it allows you to jump to specific sections within the interview.     Editing...

Rules for contacts import: Add to e-learning: Automatically add employees to an e-learning after a contact import. @Rules for contact import E-learnings: E-Learning History: HR can now track which lessons were added, changed or deleted, when and by which user. @9.10 E-Learning History E-learning view: We have integrated a new, intuitive and more mod...

  Mandatory training is part of everyday company life. It is required by law and must be carried out regularly. Typical topics include occupational safety, emergency training, health and data protection. To declare specific training courses or e-learning courses as compulsory training, three steps must be taken in Evalea : Defining a Training Obliga...

Manage notifications Notifications received are indicated by a red dot below the message icon in the top menu. If there is more than one notification, you will see the number. You can filter and manage these notifications by clicking on the message icon. All notifications are listed in the notification overview. You can use the funnel symbol to filt...

Evalea 's range of functions is continually being expanded and optimized. We attach particular importance to the wishes of our customers and develop new ideas and functions together. development methodology (sprint logic) In order to respond flexibly to customer requests and ensure the quality of the system, we work according to a two-week sprint mo...

Evalea is an online platform that can be used with common web browsers. The functionality is regularly tested with the following browsers: browser Edge Firefox Chrome safari Brave Since Microsoft has stopped developing and supporting Internet Explorer, we have also decided to gradually stop supporting it in order to focus on modern and more secure b...

The interview guide history gives you an overview of when and by whom a guide was created and edited. The history allows you to track changes in the interview guide and view versions. Guide versions: The different versions of the guide are displayed in the pop-up window. Clicking on a version opens the corresponding view, but old versions cannot be ...

There are three ways to log in to Evalea : Login via the Evalea Login Link Users can log in with their email address and the associated password via the link https://evalea.de/tool/login .   Login via the Individual Subdomain During the onboarding process, an individual subdomain is created for you as a customer, for example "[company name].evalea.d...

Overview With the email options you can create and edit templates for emails that are used module-specifically within Evalea .   Structure of the Email Options   Delivery settings: Specify whether Evalea standard or an individual SMTP mailbox is used. Module overview: Shows all sendable message types per module. Editing message types: Allows you to ...

main menu The individual Evalea modules and applications are located on the left-hand side of the screen. These can be opened by clicking on them or, if available, expanded into subcategories by hovering over them with the mouse pointer. The scope of the main menu can vary depending on the modules booked. top menu You will also find a dropdown menu ...

Generally: Extended error messages for imports - If the required format is not adhered to, you will now receive feedback on which column names in the import file need to be adjusted @ File Imports Display of email options - message templates are now displayed separately by module for better clarity @ 1.2.05 E-Mail Options Import rule "Create user" -...

Notice: This feature is optional and must be enabled if needed. Contact us via Settings -> Support if you want to use this feature.     HR has the ability to reset the status of a completed interview from “Confirmed” to “Shared” so that further entries can be made.   Confirmation required: After the interview is set back to shared, both parties m...

Possibilities to define individual target values in the Qualimatrix. Determination of minimum numbers of people who must fulfill a competency (Qualimatrix). Store individual colors in the Qualimatrix. Division of the training catalogue according to target groups. Display courses from LinkedIn Learning in your personal learning history. Assessment of...

The status of an interview goes through three different stages: 1. Draft: In this status, both participants prepare for the conversation by entering their assessments. The draft can be saved and filled out later as long as the interview has not yet been confirmed. 2. Shared: The draft and the associated entries are shared with the conversation partn...

Competence management: Assign competency profiles to groups Block editing of competency profiles Copying competency profiles Report Competency Profile Loss. Shows which competency profiles are assigned to employees who leave the company Employee interviews: Flexible options for sharing self-assessment and external assessment before the employee inte...

Combines the training per employee and e-learning per employee report. Lists all trainings and e-learnings participation in one report. A separate row is created for each employee and training or e-learning. In the configuration, you can specify which columns of the employee and the training or e-learning should be displayed as columns. The report c...

Extended Employee List Purpose of the report: The Extended Employee List report provides a complete overview of all users in the system. Each row represents a user, including important details.  Report features: • User overview : Display of all registered users. • Detailed information : Shows first name, last name, email address, role, assigned user...

Generally: Role Builder: Add / Edit / Delete Groups @ 2.1.09 permissions Role Builder: Create parent roles (parent role structure) @ 2.1.09 permissions Dashboard Element: Embed Video (external source) @ Video Assign rules to existing data: Add a button to apply a rule to existing data within the tool @ Rules for Contact Import Extension of upload ru...

Support Function in Evalea Evalea is constantly evolving to meet your needs as best as possible. However, the introduction of new functions or the optimization of existing ones can occasionally lead to malfunctions. Internal support ensures that your concerns are resolved quickly and efficiently. The support works with a ticket system that categoriz...

Tasks Roles: HR, managers, employees The dashboard table shows receivable tasks. The following are displayed:   Pending evaluations Pending surveys Pending approvals of requests from my employees (add-on) Pending approvals of self-registrations of my employees To-Dos Pending 360-degree requests Training obligations (add-on) Set up: Dashboard view:  ...

Generally: Interface to CNE Thieme: Retrieval of continuing education catalogue and participant status @ 2.5.0 interfaces Import rule: Assign a value to selected fields: Allows selected employee details in Evalea to be automatically set to a specific value. @ Rules for contact import New tab in the employee profile: "Requests" Shows an employee's re...

    A Training Type is a template or collection for certain training courses that are regularly offered on a specific topic. This type serves as a basis for creating and managing further, similar training courses, which enables a uniform structure and organization. Employees can register for date-specific training courses within the training types. ...

Generally: Extended role access within dynamic permissions: Allows you to use more dynamic extensions. @ 2.1.06.3 Dynamic Permissions Conversations: View previous competency assessment: Allows you to use the last competency assessments as a pre-selection within the created interviews to display. @ 6.04 Discussion elements - further training, skills ...

The dashboard is a customizable, interactive and graphical interface that allows customers to see the most important information at fist glance. Access to the Dashboard To open the dashboard, click on the “Dashboard” tab in the main menu on the left:     Views for Different Roles In the Admin role, you can switch between your personal dashboard view...

If duplicate contacts are accidentally created during an import, they can easily be merged.   Steps to Merge 1. Open the employee's profile and check if there is a duplicate. Duplicate profiles are displayed in a message.2. Click on the profiles and select the correct one, often recognizable by existing system access.3. Copy the target contact ID of...

Generally: Design adjustments: The main menu and popups have been made more user-friendly. Conversations: New display option for goals: Shows all goals that were created within this conversation and additionally all other open goals of the conversation participant. @6.05 Conversation Element - Goals Advanced competency score: Calculates an average p...

Generally: Access to module-specific questionnaires & quizzes: Allows your employees to access, create and edit module-specific questionnaires and quizzes. @ 1.2.02 Questionnaire Editor Access to create and edit can be controlled by the permissions you set: @ 2.1.06.2 Static Permissions View of employee interviews, further training within the em...

In the employee profile, you will find not only the master data but also various other information that varies depending on the modules booked. The individual areas of the profile are accessible on the right-hand side under the following tabs: Construction Further training : Shows all further training courses, e-learnings and Learning Journey with c...

Interview routines are used to automatically create recurring interviews, such as annual discussions or other regular interview formats. With this function, you can create interviews for several employees at the same time at a set rhythm. Access to the routines function You can find the routines function in the “Interview” tab in the main menu on th...

Add-Ons: OKR: Enables the creation, assignment and management of objectives and key results @12.22 OKR Extension of training costs: definition of financial years @12.17 Training costs Application Completed Notification: Notifies everyone involved in the application when an application is rejected or approved. @2.05.1 Overview Notifications Generally...

Conversations: Expansion of conversation routines: Automatically create conversations based on a date field within the employee profiles, as well as conversations at an interval you specify after the conversation has been completed: @6.10 Conversation routines E-learnings: Overview of e-learnings: The e-learning overview would be modernized and made...

Introduction & Presentation create e-learning Lesson Create Add Participants visibility within the learning library e-learning status...

Generally: Design adjustments: The employee list has been adapted to the new design and made more user-friendly. The Evalea Info notification in the system has also been adapted to the new design. File imports: Rule: Skip Contact: Allows a contact to be skipped during the next import. Skip @Contact in the next rules Saving rules with empty values: A...

Conversations: Conversation history: Shows when the questionnaire was created and edited by whom. It also shows which routines were run and when. @6.13 Conversation Guide History Display of the conversation report: You can display the answers of the conversation participants in different variants. @13.07 conversations Settings: Data Integrity Center...

  Employee interviews often require a lot of time and planning, which regularly leads to discontent. Evalea makes things easier on several levels through its simple application - both for managers and employees. Evalea provides managers with a comprehensive overview of all relevant information such as training, skills and goals of employees. This co...

When creating a interview, you can designate an employee as the interviewer, regardless of their role. In addition, if you have the HR role or the interviewer role, you have the option of transferring this role to another person during the interview. Important: When you change the interview line, the interview will be reset and all previously filled...

Using notifications, you can determine which role should receive which system-side standard notifications.   Under Settings -> Notifications you can access the overview:       1: Search function : Search for the notification you need 2: The name of the notification 3: A description of the notification. What triggers the notification? 4: The notif...

The "Groups" function makes it easier to manage and assign multiple employees to e-learning, training or other processes in Evalea . It enables you to easily create and manage employee groups.   Accessing the Group Function 1. Navigate to Settings: Click on the Settings tab in the main menu.2. Group overview: Here you will find a list of all existin...

• SSO via Google • Overview of all system accesses with role assignment • Export: Degree of fulfillment of competency profile (competence management) • Import competencies and their descriptions via Excel (competency management) • Add individual competencies to the employee profile (competency management) • Log entries about changes to a competency ...

Pending Interviews The “Pending Interviews” KPI gives you the number of calls created as a metric on your dashboards. Set up: 1: Which interviews should be listed here? 2: Should the interviews in which employees are participants and/or leaders be listed? 3: Choose whether to list interviews within the Draft, Shared or Completed status. 4: Confirmat...

Outlook invitation The Outlook invitation impulse makes it possible to send appointment blockers directly to the participants of a training course, which supports efficient and seamless management of appointments and participants.   Creating an Outlook Invitation   Select target group : Select the target group (e.g. participants or trainers) for the...

Impulses are helpful tools for evaluating further training through surveys or for providing targeted information to employees. Creating an Impulse You can create a new impulse using the + symbol below the impulses. A menu will then open in which you can set the following options:   Impulse type : The type of impulse depends on the module used and in...

Overview You can find an overview of the interview guides in the main menu under “Interviews”:     Here you will find a list of all existing and future interview guides:     Clicking on the respective conversation guide opens it and allows further editing. Clicking on " Add Guide " opens a new and empty conversation guide:     1: Define a name for t...

Automatic master data exchange with Microsoft Active Directory. Evaluate competencies company-wide. Display LinkedIn Learning courses in employee details. Stars as a scale in employee discussions. Display of my employees' training on the dashboard. Display of master data on the dashboard. Evaluate development areas company-wide. Multiple selection f...

Sending reminders for interviews Within a interview guide, the creator of an interview can send reminders to the email addresses of the participants stored in their respective profiles. This function makes it possible to efficiently track open interviews and ensure that everyone involved responds in a timely manner.   To send a reminder: Select an i...

  The sync mode can be used for the rules “Assign competency profiles” or “Add training requirements” and helps to automate the respective assignment when the condition for the assignment changes.   Example:     Employees who have stored the value "Example Department" in the "Department" data field are assigned the selected competency profile. This ...

Generally: Dashboard view selection options: Switch view between individual dashboard and role dashboard @ General information Name dashboard elements individually: Name elements in the dashboard with your own names @ Edit dashboard elements Role Builder: Customize permissions: Combine dynamic and static access settings for a page @ 2.1.09 permissio...

Both interview participants have the option to adjust the final date of the interview regardless of the planned date. This is useful if the interview has been postponed for organizational reasons and a different date than the one originally planned is appropriate....

This feature is an optional extension – please contact Evalea to activate it. This feature allows you to add a third party to the interview when creating a interview, provided the guide allows this. The third party takes on an observing role and cannot make any entries in the interview. The interview is not considered complete until the third party ...

If an employee's email address needs to be changed due to a name change or other adjustments, it can be updated in the employee profile.   Approach 1. Update the email address in the relevant employee profile.2. Delete the previous access and create a new access with the updated email address.    ...

When you open a training course, you will be taken to the training details page with comprehensive options for management and customization. The following areas and functions are available: Training details Name : Allows you to rename the training. Start date : Define the start date of the training. End date : Define the end date of the training. Tr...

   File Using the dashboard element "File" you have the possibility to store downloadable files on your employees' dashboards: Singular File: A tile will be created. After clicking on this tile, the file you have stored will be downloaded. Only one file can be selected during the upload.   Files: A tile is created. After clicking on this tile, the f...

Question elements appear in many places in Evalea : conversations evaluations surveys feedback quizzes Goals Below you will find an overview of the available question elements: Open Questions Set up: Specify the size of the text box and choose from text box, word, sentence and date picker. Ask your question. Mark the question as required. Define whi...

E-Learning: Optimization of reset: New button and optimized display for the automatic reset of an e-learning for employees and for HR @9.09 Automatic and manual reset of an e-learning Further training: Status : It is possible to set the status of a training course to "Cancelled" Competencies: Competency scales: Allows the use of two different compet...

E-Learning: Optimization of the representations: Implementing the new design within the lessons. AddOns: Stars/Points/Rockets Categories: Allows you to use different categories per stars/points/rockets. In addition, the stars/points/rockets automatically collected. @12.19 Stars/Rockets/Points To-do list for employees: Allows you to create and assign...

  The new Evalea manual is available!   Search bar : You can search for key points or ask questions in whole sentences. Confirming with “Enter” activates the AI. Main category : After clicking you will find all other subcategories and entries displayed. Interactive AI chat bot : You will also find this button in Evalea at the bottom right of the scr...

Evalea can communicate with other programs and platforms or retrieve data via interfaces. Existing Interfaces Personio : Import of employee master data. CNE Thieme : Integration of training types, external e-learning data and master data of external participants. SAP : master data and training history. Microsoft Graph : Import of employee master dat...