Purpose of the Report The "Logins" report provides information about the creation and use of user logins. It shows when invitations were sent and whether users have already logged into the system. Functions of the Report Total Logins: Shows the number of all logins created. Logged in: Number of logged in users. Not logged in : Number of users who ar...

Adding and Removing Participants Individual employees can be added or removed as participants to a Learning Journey : 1. Add individual employees: Search by name or email address.2. Drag & Drop: Drag employees or entire groups (see: Groups ) into the participant overview.     3. Manual addition: Add employees with their email address or employee...

Purpose of the report: The "E-Learnings" report provides an overview of all e-learnings created, their topics, number of participants and progress. It is suitable for analyzing and tracking learning measures within the company. Example view of the report: Name : Name of the e-learning. Topic : Subject or category of the e-learning. Creation date : D...

Purpose of the report: Shows the status of planned, ongoing and completed 360° feedbacks as well as the ratings of the respective feedback groups. Helpful for monitoring and analyzing feedback processes.   Variants: 1. Column per question: Detailed display of each question in separate columns.2nd column per recipient group: Summary of the average re...

Creating a Feedback Request Employees can request feedback from others or give feedback to others. The feedback function requires the Feedback add-on. Feedback Request in an Employee Profile     All feedback requests are displayed in the “Feedback” tab of an employee profile. 1. Name of the feedback 2nd questionnaire 3. Start date 4. Status 5. Resul...

Purpose of the report: The "Competence Gap" report is used to identify competency deficits within a team or company. It shows which employees are below the target value defined in the competency profile in which competencies. Report features: Name: Identifies employees who do not meet certain target values. Competence: Lists the corresponding compet...

With the "Stars" add-on, you can integrate a gamification element into your training and e-learning management. Employees receive stars, rockets or points as a reward for completing training or e-learning courses. Activation of the Function Activate the “Stars” add-on in your add-on overview. Open the settings via the gear icon. Settings After click...

Function of Permissions The permission feature allows you to create custom roles and manage their access rights. This allows precise control over which functions and data can be used and accessed by which roles.  Access to Permissions 1. Navigate to Settings → Permissions in the left main menu.2. You will be taken to the authorization overview, whic...

Function of Development Paths Development paths offer a structured way to guide employees through defined learning and development programs. They are ideal for onboarding processes, training programs or skills development. In contrast to classic Learning Journey , development paths do not have set dates or deadlines.  Access and Overview 1. Access D...

Creating a Learning Journey A new Learning Journey is created by clicking on the "+" symbol. A window opens in which you can make the following settings: 1. Name: Give the Learning Journey a meaningful name.2. Start date: Specify when the Learning Journey should begin.3. End date: Define the end date of the Learning Journey .4. Cancel: Cancels the c...

Purpose of the report: The "Workflows" report provides an overview of all ongoing and completed workflows. Each row represents a single workflow, including the answers to questions from the respective workflow template. Report features: Workflow overview: Workflow ID: Unique identification of each application. Subject: Description of the application...

The "Goals" report provides an overview of defined goals or measures within your organization. Each goal is shown in a separate line, allowing detailed analysis and tracking. This reporting is particularly suitable for evaluating and tracking goal agreements, goal achievements and individual development measures.   Functions and Structure of the Rep...

User Maintenance Purpose of the report: The user maintenance report identifies duplicate contacts in the system. It helps analyze the duplications and facilitates the process of merging contacts. Display of duplicate contacts: The affected contacts are listed in pairs. Checking the reason for duplication: The reason for duplication is indicated unde...

The data import in Evalea allows you to efficiently transfer existing data into the system. Various data formats and processes are supported, such as contacts, training histories, e-learning and competency profiles. The Personio interface also offers direct integration.  Accessing the Data Imports Navigate to "Settings": Click on the "Settings" tab ...

  If you want to add a quiz to an e-learning course, you can do so via the quiz management in the e-learning module. You can create and manage quizzes in the following overview:     1. Editing an existing quiz: You can use the gear icon to edit and customize quizzes you have already created. 2. Deleting a quiz: Use the trash can icon to permanently ...

Purpose of the report: The Interview Closing Rate report analyzes the interview closing rate based on a selected attribute (e.g. department, location, email address). Report features: Attribute-based analysis: Lists the selected attribute (e.g. departments or manager). interview data: Number of interviews created per attribute. Call data : Number of...

The Data Integrity Center serves as a central point of contact for identifying and correcting irregularities and possible inconsistencies in Evalea . It is constantly being expanded to ensure a flawless data structure.   Current Functionalities The data integrity center currently shows all training courses in which transfer phases are assigned to a ...

Description The Evalea evaluation system enables organizations to fundamentally expand and automate the evaluation process. This eliminates the need to manually distribute paper questionnaires and manually summarize the results. Organizations can thus concentrate more on optimizing the content.Evalea also offers a transfer survey that highlights cha...

Creating a Competency Profile Competency profiles consist of several competencies and can be created company-wide or specifically for certain positions or departments. You can find an overview of all competency profiles in the main menu under the “Competencies” tab. To create a new competency profile, click on the "+" symbol in the competency profil...

Purpose of the report: The "Merge Trainings" reporting makes it possible to compare the results of surveys of different training courses that were evaluated using identical or similar questionnaires. This is particularly helpful for identifying trends and patterns and for analyzing the success of different training measures. Report features: Search ...

Purpose of the Report The "Focus topic per employee" report shows which skills or topics employees have marked as a focus in employee discussions. Each line in the report represents an employee. The report can be exported. Functions of the Report 1. Employee details: Shows employees’ last name, first name, department, team and start date.2. Focus to...

Purpose of the report: The “Fit To Profile” report shows how well employees who have not yet been assigned a specific competency profile could fit the selected profile. Matching Score: The matching score is calculated from the evaluation of the competencies of the selected profile that are included in other competency profiles of the employees and h...

Purpose of the report: Analyzes training by man-days, hours, number of employees, FTE (full-time equivalent), hours per month per employee or FTE. The calculation is based on fields such as "duration" at training level and "weekly hours" at employee level.   Settings in the Report Library   Open the report library Within the “Seminar Management” tab...

Automatic reset     The “Auto Reset” data field (formerly “Validity”) can be used to specify after how many days a specific e-learning course loses its completed status and is reset. Example: If an e-learning is set to automatically reset after 365 days and an employee (e.g. Frodo) successfully completes it on December 12, 2022, the completed status...

Qualimatrix The Qualimatrix visualizes the competency assessments from interviews and enables the identification of training needs. Components of the Qualimatrix: Competency profile selection: Select the desired competency profile. Competencies: Lists the competencies of the selected profile. Target value: Defined target value per competency. Percen...

Function: Task templates make it possible to create standardized tasks for the planning, implementation and follow-up of further training courses in advance and to assign them to a training course with one click.  Access to Task Templates 1. Navigate to Settings → Task Templates in the left main menu. 2. You will be taken to the task templates overv...

The “Training Costs” add-on offers you the possibility to maintain cost centers, manage budgets and carry out detailed cost center reporting. Features: Show fiscal year: The currently stored fiscal year is displayed. Cost center reporting: Access comprehensive reports on training costs. See also: Training costs per cost center Cost center overview: ...

Purpose of the report: The "Role Loss / Competence Loss" report identifies which competencies and competency profiles the company may lose in the near future, for example through the departure of employees. Report features: Competency profile : Shows the names of the affected competency profiles. Affected employees : Shows the number of employees to...

The “Employee Profile Report” add-on enables you to create a PDF report for employees.   This report contains: E-Learning Trainings Competencies The report can be downloaded from the employee profile page and, if necessary, uploaded directly to Personio (if an interface exists). Furnishings: 1. Go to Add-Ons -> Employee Profile Report .2. Open th...

Creating a Learning Journey Quiz Quizzes can also be added to a Learning Journey . After clicking on the "+" symbol to create a quiz, the following options are available: 1. Edit existing quizzes: Existing quizzes can be edited using the gear icon.2. Delete quiz: Use the trash can icon to remove.3. Manage access rights: Specify who can access the qu...

Description     With the goals module, Evalea offers a structured process that enables a transparent assessment of the achievement of employees' goals. All relevant stakeholders can be involved in this process so that a comprehensive and objective picture is created. Through continuous performance monitoring, goal management is not limited to an ann...

The “Wiki” add-on allows you to create posts and categories for your employees and for internal use. This function can be used to document processes and ensure a clear overview. Functions of the Wiki Add-On 1. Access and Settings   Find the “Wiki” add-on in the add-on overview. You can use the gear icon to define permissions for roles or individual ...

The Languages add-on gives you the ability to define the available languages for the tool. Language management: 1. Navigate to Add-ons -> Languages . 2. Open the settings menu using the gear icon. 3. Evalea provides three languages by default: German English Additional languages (depending on configuration) 4. Enable or disable the desired langua...

Function: Data fields make it possible to individually adapt and manage information within employee profiles, training courses, e-learning, training types and competency profiles. These can be freely designed and adapted. Overview of Data Fields   Show/Hide: Click the eye icon to make a data field visible or invisible. Field type: Shows whether this...

The "OKR" add-on enables the definition and tracking of objectives and their key results. It offers clear management for the planning, implementation and success measurement of your OKR strategy. Functions and Structure Overview: Search for objectives by title, category or quarter of year. Title of the Objectives. Assigned categories. period of the ...

Report Overview The report overview gives you access to all created and released reports. You can find these in the main menu on the left side under "Reports". Navigation: After clicking on the entry, the overview of all reports opens, arranged by module: Report Library With the report library you can determine which content and reports are visible ...

Purpose of the report: With the "Extended Employee List" you can retrieve and analyze specific information about employees. The report is flexible and allows for an individualized presentation of data.   Name : Name of the employee. Email: Employee’s email address. Manager : Direct manager of the employee Export options : Ability to export the repor...

The “Microsoft SSO” add-on enables your employees to log in to Evalea conveniently and securely after they have authenticated themselves with Microsoft once. Furnishings: 1. Open the Microsoft SSO add-on. 2. Follow the instructions provided in the add-on. 3. Enter the necessary data according to the instructions. Notice The setup instructions are al...

Competence Care   Notice The “Competence Care” function is an optional additional function. Please contact Evalea if you would like to activate this function.   Functionality: The feature makes it easier to match new competencies created by employees and managers with existing competencies in the catalog. You will find this option in the main menu u...

As soon as all invited participants have completed the survey or the end date has been reached, the survey can be evaluated. Access to the results overview: Click on the pie chart icon in the survey overview to go to the results overview. Options in the results overview: Filter: Filter by individual and overall results. A company-wide benchmark can ...

Project reporting enables the evaluation of all project-related entries that employees have stored in the @12.08 Projects tab.Features: Overview of all projects assigned to employees. Detailed filter options for targeted evaluation. Flexibility in selecting the information to be displayed: Project status Responsibilities Historical data Linked conve...

Function: The account status gives you an overview of your Evalea user account and the current usage of the storage space. Access: You can find the account status under the “Settings” tab. Contents: User information : Details about your Evalea user account. Storage space : Information about the current usage and available storage space of your accou...

Function of Automation Automations enable the automatic execution of certain processes in Evalea , such as sending transfer surveys or deleting old interviews.  Access and Overview 1. Navigate to Settings → Automation in the left main menu.2. The automation overview displays all active and planned automated processes.  Creating a New Automation Clic...

Evalea offers the possibility to use rules to automatically execute various assignments and actions during a file import. This makes it easier to enter, update and edit contact data.  Accessing the Contact Import Rules Navigate to Settings → File Import → your master data import. If no master data import is stored, look here: File imports You will t...

Purpose of the report: The "Hierarchy" report shows the assignment between employees and their managers as it is stored in the system. This report is particularly useful for analyzing or reviewing the organizational structure. Report features: Filter Manager : Select the manager whose hierarchy you want to view. Inactive Employees : Option to displa...

Description   Evalea 's dashboards provide a daily view of your employees' development. The tool supports the digital implementation of existing competency profiles and also offers tailor-made solutions for a roll-out according to your needs. Through competency profiles and automatic matching, you can find the best candidates, identify and promote i...

Purpose of the report: The "Competency Search" reporting allows you to search specifically for employees with certain competencies and their characteristics. This is helpful for planning projects, teams and training courses.     Minimum self-assessment / external assessment: Minimum requirement for mastery of competence. Additional competencies: Pos...

Description Evalea offers comprehensive survey options – from satisfaction and health surveys to short impulse surveys. Our offer ranges from technical support to complete support including presentation of results and derivation of measures, regardless of company size and survey scope. First steps: Create questionnaire: Questionnaire editor Create a...

Competency Overview The competency overview provides a central view of all created competencies and their associated categories. You can find the competency overview in the main menu under “Competencies”. After clicking on “Competencies” you will be taken to the overview with the following options:     1. Search function: Enables targeted searches f...

Purpose of the report: Creates a list of all e-learning courses with missing information in the respective language versions. Enables quick finding and editing of incomplete content.   Settings in the Report Library   Open the report library Within the “E-Learning” tab, look for the Missing language information in E-Learnings report Click on the “+”...

Function of the Feedback Add-On With the "Feedback" add-on, feedback processes can be controlled centrally. You can set who can request, give and delete feedback and whether approval is required.   Overview of the Feedback Function The add-on offers a variety of setting options: Settings: Opens the general feedback options. Questionnaires: Lists the...

With the “Employee Profile Table” add-on, you can add a new tab within the employee profiles. This tab is used to manage and document projects and offers flexible customization options to suit your requirements. Functionality 1. Integration into employee profiles The Projects tab is added individually to each employee profile. The content and fields...

Purpose of the report: The "E-learnings per Employee" report lists all employees and their assigned e-learnings per row. This reporting provides a detailed overview of the e-learning assignment and the progress of the employees. Report features: Information: Lists all employee information. Name: Shows the status (e.g. completed, ongoing) of the e-le...

Interviews The interview reporting is used to provide an overview and analysis of all employee interviews conducted, including their content and status.Features: 1. Call data at a glance: Interview name, guide, scheduled date, status and completion date. Due date of the interviews based on the planned and current date (optional). Participant and lin...

The Outlook add-on makes it possible to generate Outlook calendar entries directly from Evalea and send them to participants of training courses. This makes it easier to organize and coordinate appointments. Requirements An Outlook Exchange account must be present to use the add-on. Settings and Setup 1. Enter your account information: Open the add-...

With the "Add Existing Interview Records" add-on, paper-based interview results can be digitized and transferred directly to Evalea . This enables structured and sustainable documentation of employee discussions. Requirements 1. Create an interview guide: Replicate the original interview in Evalea using Creating an interview Guide 2. Create an inter...

Individual Competencies Activating the function: The "Individual Competencies" function can be activated on request in conjunction with the "Competency Management" module. Please contact Evalea if you are interested. Use of Individual Skills Individual competencies allow you to add skills that are not included in the company's standardized competenc...

The “Learning Library” add-on enables comprehensive settings for a central learning platform that integrates e-learning and further training. Accessing the Settings: Navigate to the Learning Library add-on . Open the settings via the gear icon. Setting Options:   View the Learning Library: Enable or disable the Learning Library for all roles. Filter...

The AI Questionnaire Assistant is an innovative feature that allows ChatGPT to automate the entire process of creating a questionnaire. Instead of designing the questions and structure yourself, you can rely on AI to generate a complete questionnaire based on the inputs and requirements. Currently, this questionnaire assistant is only available for ...

Description With Evalea 's Learning Journey , you can expand traditional training measures into a comprehensive learning experience that is supported by targeted stimuli before, during and after the training. The Learning Journey enables the combination of different types of stimuli to create an individual learning experience. This allows employees ...

The “Training Request” add-on allows employees to express requests for new training courses. This function is linked to a workflow to efficiently manage requests and create training courses directly from the requests. Setting Options The "Further training request" add-on offers the possibility of using a standardized form. Two Evalea templates are a...

The “To-Dos for Employees” add-on gives you the ability to create task lists and assign them directly to employees. This tool is particularly helpful for processes such as onboarding, project management or organizing targeted tasks.   Functions of the Add-On Overview and Administration Find existing to-do lists by their name. Add a new list or edit ...

Competency Scale The competency scale is a central part of the assessment. This scale is used in interviews and the qualimatrix. A fixed scale is important because it cannot be adjusted once it has been created. Creating a competency scale: Select gear icon: Click the gear icon to create a scale.   1. Specify languages: The scale can be created in G...

Pre-questionnaires When will a pre-questionnaire be conducted?Pre-questionnaires are conducted before a training course to prepare participants for the content and to record any prior knowledge they may have. Instructions for creating a pre-questionnaire: First, create a training course (for more information, see Create training course ). In the tra...

The training obligation reporting provides a detailed overview of which employees have already completed the obligatory training assigned to them and which training courses are still outstanding. The overview is based on the obligatory training types defined in Evalea . Functions of Training Obligation Reporting 1. Employee overview per obligatory t...

Purpose of the report: Shows the competency fulfillment level of a competency profile for each employee based on the last competency assessment and the target values defined in the profile. Ideal for analyzing competency gaps and planning targeted development measures.   Settings in the Report Library   Open the report library Within the “Competenci...

Purpose of the report: The "Focus Topics" report shows how often a competency was selected as a focus area in employee interviews. Each competency is shown in a separate row. The report can be exported. Report features: 1. Competence: Indicates which competence is involved.2. Frequency: Indicates how often the competency was selected as a focus fiel...

In the e-learning history, HR administrators can track the changes made to an e-learning and see which users made them. Documented Changes The history shows the following actions: Adding lessons Deleting lessons Editing lessons...

The "Workflows" add-on enables structured management and approval of requests within your organization. Employees can submit requests that are routed through several approval steps and processed accordingly. Functions and Options 1. Add-On Options: Open the add-on settings via the gear icon: Show requests in main menu : Activate the option to make r...

Function of Employee Notes With the "Employee Notes" add-on, notes can be stored directly in an employee's profile. This makes it possible to document important information individually and make it accessible.  Add-on Settings You can find the add-on under Add-Ons -> Employee Notes .In the overview you can adjust the permissions using the gear ic...

Purpose of the report: Shows an overview of all training expenses, broken down by the participants' cost centers. Activated by the add-on @12.17 Training costs.   Settings in the Report Library   Open the report library Within the “Seminar Management” tab, search for the training costs per cost center report Click on the “+” sign to create a new var...

Trainings Purpose of the report: The "Training" report provides an overview of all further training measures within the company. Each training course is shown as a separate line. The fields displayed are flexible and can be customized. The report can be exported as an Excel file.    Name : Name of the training course. Status : Status of the training...

The "Training Creation Employee Profile" add-on enables employees with the appropriate authorizations to create training courses directly from their employee profiles. This offers flexibility and relieves HR of the burden of training administration. Functions and Settings 1. Enable permissions: The ability to create training courses is role-specific...

Conducting Competency Assessments Competencies can be assessed in two ways: 1. Evaluate within an interview: During an interview, the participant can give a self-assessment while the person leading the interview carries out an external assessment. The participant's own assessment is highlighted in color, while the external assessment is outlined in ...

The “Goal Template Builder” add-on offers extensive functions to create and manage goal templates for your goal management. Functions of the Goal Template Builder Managing Target Templates Edit : Existing target templates can be adjusted using the gear icon. Delete : Self-created templates can be removed. Adjust visibility : Using the eye icon, you ...

Creating a 360° Feedback   Notice To use 360° feedback, you must set up the 360° Feedback add-on . A 360° feedback is created via the employee profile of the feedback recipient in the "Feedback" tab. All of the employee's 360° feedback requests are listed at the bottom of the page.     Overview of 360° feedback requests:     1. Name: Name of the 360...

Goal/Measure Templates Goal and measure templates provide a standardized structure for recording and managing goals and measures. These templates can be adapted to the specific requirements of a company and are set up by Evalea as part of the configuration. Elements of a goal/measure template: 1. Name of the goal/measure template: The name of the te...

Function of the Login Generator The login generator enables you to create access for employees without a stored email address. Requirement A personnel number must be stored in the employee's profile. This is used as the user name and replaces the email address. Steps to use the Login Generator 1. Calling the login generator In the main menu, navigat...

    Employees can be added to an E-learning course by clicking on the "Participant" symbol. Groups can be assigned directly. Individual employees can be added via email address or personnel number.   Add Authors: Authors have editing rights for the E-learning without being registered or counted as a participant. You can manage content and add lesson...

Function of 360° Feedback With the 360° Feedback add-on, you can implement a comprehensive feedback system. In addition to self-assessment, it also allows you to obtain feedback from managers, colleagues, employees and other people. The add-on offers automated functions for reminders and flexible questionnaire creation.   Access to the Settings You ...

Managing workflows Evalea offers various approval and administration processes for self-registration for trainings, which are divided into different workflows depending on the selected registration management:     Confirmation by HR Confirmation by manager or HR Assign directly Confirmation by a selected person    Explanation of the approval process...

E-Learning Overview     The overview provides a quick orientation about the status and available e-learnings. It is divided into three main sections: My e-learnings: Lists all e-learnings in which you have participatedparticipate. Completed e-learnings: Shows all completed e-learnings. Available e-learnings: Shows public e-learnings that you can par...

  Description Digital training is an integral part of modern companies. Having your own e-learning system opens up numerous advantages: employees can learn independently and flexibly, and companies benefit from customized, easily scalable content. First steps: • Creating E-Learning: Introduction to the E-Learning module • Add lessons: @9.02 E-Learni...

You will find the Training Module in the main menu on the left. Here you can see an overview of all the further training courses that have already been created via "Further training". The "Create training" option allows you to create new training courses. You can access other relevant functions via "Learning Library" and "Training Types" , which are...

Purpose of the report: The "Further training request" report provides an overview of all submitted further training requests. It supports the tracking and analysis of the requests received as well as the planning of future further training.  Report features: Display of all submitted requests: by request status, employee, and time. Export options : T...

Existing competencies can be assessed and new individual competencies created during the employee interview. Graphic representations of previous competency assessments are also available. Competency Assessment in Interviews When you create an interview and click on the “+” symbol, the competency assessment settings page opens: 1. Show previous revie...

The “Rooms” add-on enables the management of event rooms and their linking with further training courses. Functionality Opens the room management overview Opens the calendar view   Managing Rooms   1. Rooms can be stored with the following details: Name of the room. location of the room. Capacity. special features or notes. 2. Edit and delete Rooms ...

Creating a Survey To create a new survey, click on the “+” symbol in the survey overview. A window opens in which you can:     Survey Name: Give the survey a name. Start and end date: Set the start and end dates. After clicking on “Save” you will be taken to the survey editor, where you can make further settings:     Select questionnaire: Select the...