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# How to evaluate and monitor my team and publish assessments

**In this article:**

- [How to access](#3-how-to-access)
- [What appears in the list](#3-what-appears-in-the-list)
- [Available actions](#3-available-actions)
- [When the leadership changes during the cycle](#3-when-the-leadership-changes-during-the-cycle)
- [Bulk actions](#3-bulk-actions)
- [How to find assessments that are finished and not yet published](#3-how-to-find-assessments-that-are-finished-and-not-yet-published)
- [Filters](#3-filters)

### How to access

The **Evaluate and monitor my team** feature is in the **Development** module, on the **Reviews** tab.
To access it, click **Development** in the platform's side menu. Then select the **Reviews** tab and click **Evaluate and monitor my team**.
Before viewing the information, select the group or person you want in the selector at the top of the page. The list of employees loads according to your selection.

> The **Evaluate and monitor my team** feature provides a **management report** that lets administrators and leaders track the progress of assessments and make strategic decisions about their teams.
>
> This report brings together essential information about employees and offers management actions to keep the assessment process efficient and aligned with the organization's goals.

![list on the Evaluate and monitor my team screen with the four assessment statuses](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/avaliar-e-acompanhar-a-minha-e_19vjeoj.png)

### What appears in the list

| Column | What it shows |
| ---- | ---- |
| **Name** | Employee's name |
| **Status** | Current situation of the assessment, split into two lines: the form status and the assessment status |
| **Classification** | Employee's final score in the cycle, shown with the matching label |
| **Actions** | Buttons available to interact with that employee's assessment |

The **Actions** column holds the **Start assessment** and **Reply to assessment** buttons. When you click **Start assessment**, the assessment changes to **Open Evaluation**.

**Form status** shows whether the evaluator has already filled in the form:

| Status | Meaning |
| ---- | ---- |
| **Form Filled** | The assessment form has already been answered |
| **Form Not Filled** | The form has not been answered yet |

**Assessment status** shows which stage the assessment is in:

| Status | Meaning |
| ---- | ---- |
| **Published Evaluation** | The assessment was completed and published to the employee |
| **Completed Evaluation** | The assessment was finished and has not been published yet |
| **Open Evaluation** | The assessment is still in progress |
| **No Evaluation** | The employee is not linked to any assessment cycle |

The **Classification** shows the employee's final score together with the label that matches the result. When an assessment goes through calibration, an icon appears next to the classification. When you hover over it, the platform shows the message **"This assessment has been calibrated!"**, indicating that the score was adjusted during the calibration process.

![classification with the calibration icon and the message shown when you hover over it](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/avaliar-e-acompanhar-a-minha-e_1jf3evl.png)

### Available actions
When you click the three dots next to an employee, a menu opens with the actions available for that assessment:

| Action | What it does |
| ---- | ---- |
| **Start assessment** | Starts the employee's assessment |
| **Reopen assessment** | Reopens an assessment that was already completed so it can be edited |
| **Indicate contributor** | Indicates a person to contribute information to the assessment |
| **View assessment** | Opens the full content of the employee's assessment |
| **View history** | Shows the employee's history of previous assessments |
| **Delete review** | Removes the employee's assessment |
| **Publicar avaliação** | Publishes the assessment |
| **Despublicar avaliação** | Undoes the publication of an assessment that was already published |
| **Committee calibration** | Opens the committee calibration process |

The menu options change according to the assessment status, and some may appear inactive.

![three-dot menu of a published assessment, with the available actions](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/avaliar-e-acompanhar-a-minha-e_fp8va2.png)

### When the leadership changes during the cycle

If a person's direct leadership changes in the middle of the cycle and the new leadership needs to take over the assessment, contact support and tell them who the assessed person is and who the new leadership is. This applies both to open assessments and to assessments that are already finished.

> A finished assessment does not change. If the direct leadership is updated after the assessment is finished, the assessment stays linked to the previous leadership. Using **Reopen assessment** is not enough: the assessment reopens, but the link does not change, and the new leadership can only view it, without being able to answer it.

### Bulk actions
You can select more than one employee at the same time by checking the checkbox next to each name, or by checking the header checkbox to select all of them at once.
When you check the header checkbox, the platform asks **"Do you want to select all results: N"**. Answer **Yes** to check all results or **No, Only From This Page** to check only the ones on the page.
With the employees selected, a bulk actions menu appears at the top of the page with the following options:

- **Start Mass Assessment**
- **Finish Assessment**
- **Reopen Assessment**
- **Publish Assessment**
- **Unpublish Assessment**

The menu also shows how many people are checked (for example, "1 Selected People") and the **Cancel** button, which clears the selection. It appears even with only one person checked; with nobody checked, it does not appear.

![bulk actions bar with the five options](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/avaliar-e-acompanhar-a-minha-e_amifsz.png)

> Bulk actions run as soon as you click, with no confirmation window. The result may take a few moments to appear. Meanwhile, the screen shows a notice in the corner with the action in progress. When you publish, for example, "Assessments are being published. Please wait a moment!" appears.

Before using **Publish Assessment**, finish the assessment with **Finish Assessment**.

### How to find assessments that are finished and not yet published

On the **Evaluate and monitor my team** screen there is no filter by assessment status. The **Filter by people status** filter is about the person, not about the assessment. The assessment status appears in the **Status** column, row by row. Assessments that are finished and not yet published show **Completed Evaluation** (the meaning of each status is in the "What appears in the list" section).

![Status column with the four assessment labels, one for each person](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/avaliar-e-acompanhar-a-minha-e_yeipbo.png)

To find and publish these assessments:

1. Check the scope of the list. The **Filter by people status** filter is set to **Active people** by default, and the selector at the top (**Select your group/person**) limits the list to the chosen group or person. Anyone outside that scope, such as inactive people or people from another group, does not appear. In the selector, choose one or more items on the **Groups** and **People** tabs and click **Apply** (there is also a **Clear Selection** button). The selector notes: "The Account includes subgroups. Selecting a group counts only its direct members."
2. Go through the **Status** column looking for **Completed Evaluation**.
3. Check the checkbox next to each person's name (or the header one) and click **Publish Assessment** in the bulk actions menu at the top. Publishing happens on the click, and the assessments change to **Published Evaluation**.

An assessment that is still open must be finished before it can be published.

These other screens do not help you find these assessments:

- **Analytical report** (in **Development**, **Reviews** tab, **Analytical report** subtab): its statuses are **Not started**, **In progress** and **Finished**, by assessment type (**Leadership Assessment**, **Led Perception**, **Self-Assessment**) and by group. "Published" is not one of its categories.
- **My team's performance/results**: it does not show publication, and its filters are **Filter by people status**, **Filter by occupation** and **Filtrar por fecha de apertura de las evaluaciones**.
- **View history**, in the person's three-dot menu: opens that person's history panel, which shows the **"Assessment Status:"** of each assessment. It is useful for checking one person at a time, not for seeing the list.

### Filters
On the right side of the screen is the **Filters** button, which opens the filters panel and lets you refine the list of employees. There are three filter options available:

| Filter | What it does |
| ---- | ---- |
| **Filter by people status** | Filters the list by the employee's situation on the platform |
| **Filter by occupation** | Filters by the employee's position or role |
| **Filter by contribution indication** | Filters by the contribution indications received or sent |

To find a specific person, use the **Search Collaborator** search, which is in the list.

The **Filter by people status** filter has the following options:

| Option | What it shows |
| ---- | ---- |
| **Active people** | Employees who are active on the platform (default) |
| **Inactive people** | Employees who were deactivated |
| **Invited people** | Employees who were invited but have not accessed the platform yet |
| **Deleted people** | Employees who were deleted from the platform |

![filters panel open with the people status filter](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/avaliar-e-acompanhar-a-minha-e_k3efnm.png)

The **Filter by contribution indication** filter has two options:

| Option | What it shows |
| ---- | ---- |
| **Received Contribution indications** | Employees who received a contribution indication |
| **Sent Contribution indications** | Employees to whom a contribution indication was sent |

To clear all applied filters, just click **Clear Filter** at the top of the panel.