Evaluation Criteria
Purpose
The Evaluation Criteria screen allows administrators to define scoring criteria used during OKR evaluations and check-in assessments. These criteria provide a standardized framework for measuring progress, performance, confidence levels, or other evaluation metrics within the OKR process.
Evaluation criteria are organized using Group Criteria classifications. Currently, only the Check-In group is used within the Check-In Detail page. Additional groups, Acknowledge and Other Feedback, are reserved for future functionality.
Create
To create a new evaluation criterion:
Step 1
Navigate to Settings within the OKR Module from the left sidebar menu.
Step 2
Select Evaluation Criteria and click the Add button.
Step 3
Complete the required information:
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Select the Group Criteria as Check-In.
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Enter the Name of the evaluation criterion.
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Enter the associated Score.
Step 4
Click Save to create the evaluation criterion.
The new criterion will become available for use within OKR check-ins.
View
The Evaluation Criteria list displays all configured evaluation criteria.
Users can view:
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Group Criteria
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Criterion Name
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Score Value
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Creation Details
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Last Updated Information
Edit
To modify an existing evaluation criterion:
Step 1
Navigate to Settings → Evaluation Criteria within the OKR module.
Step 2
Locate the evaluation criterion to be updated and click Edit.
Step 3
Make the required changes.
Step 4
Click Save to apply the changes.
The updated criterion will be available immediately throughout applicable OKR processes.
Delete
To remove an evaluation criterion:
Step 1
Navigate to Settings → Evaluation Criteria within the OKR module.
Step 2
Locate the evaluation criterion to be removed and click Delete.
Step 3
Confirm the deletion in the confirmation dialog.
The selected evaluation criterion will be permanently deleted from the system.
Field Descriptions
| Field | Description |
|---|---|
| Group Criteria | Defines the category to which the evaluation criterion belongs. Available options are Check-In, Acknowledge, and Other Feedback. |
| Name | The descriptive name of the evaluation criterion. |
| Score | The numerical score assigned to the evaluation criterion. |
Workflow Rules
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Evaluation criteria are categorized using Group Criteria.
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The Check-In group is currently used within the Check-In Detail page.
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The Acknowledge and Other Feedback groups are available for future system enhancements and are not currently used in OKR check-ins.
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Multiple evaluation criteria can be created under the same group.
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Evaluation criteria provide standardized scoring options during assessment and review processes.
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Changes made to evaluation criteria affect future evaluations where the criteria are used.
Calculations
Scoring Rules
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Each evaluation criterion is assigned a predefined score value.
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The score associated with the selected criterion is used during the evaluation process.
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Score values are configured manually by administrators when creating or editing evaluation criteria.
Synchronization
Evaluation criteria data is synchronized with:
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OKR Check-Ins
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Progress Reviews
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Performance Assessments
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Dashboards
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Reports
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Future Acknowledgement Workflows
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Future Feedback Management Workflows
Permissions
| Permission | Description |
|---|---|
| View | Allows users to view evaluation criteria. |
| Create | Allows users to create new evaluation criteria. |
| Edit | Allows users to modify existing evaluation criteria. |
| Delete | Allows users to remove evaluation criteria. |
Important Notes
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The Group Criteria field supports three options: Check-In, Acknowledge, and Other Feedback.
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Currently, only evaluation criteria assigned to the Check-In group are utilized within the OKR module.
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The Acknowledge and Other Feedback groups are reserved for future functionality.
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Score values should be defined according to the organization's evaluation framework.
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Administrators should maintain consistent scoring standards to ensure reliable performance assessments and reporting.