How to evaluate and monitor my team and publish assessments

In this article:

• How to access
• What appears in the list
• Available actions
• When the leadership changes during the cycle
• Bulk actions
• How to find assessments that are finished and not yet published
• 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.

What appears in the list

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:

Assessment status shows which stage the assessment is in:

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.

Available actions

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

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

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 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).

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:

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:

The Filter by contribution indication filter has two options:

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

Updated on: 06/11/2026