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# How to fill in an evaluation

This article shows how to fill in an evaluation from start to finish: open the form, understand what each step asks for, give the ratings, write the evidence and submit without losing anything you have already filled in. It applies to anyone who evaluates: in the self-assessment, as a manager, as a peer or as a direct report. The form is the same for everyone.

> The images and button names in this article come from a self-assessment. So when the text mentions a button, it uses the name the button has in the self-assessment.

**In this article:**

- [What the evaluation form is](#3-what-the-evaluation-form-is)
- [How to open your evaluation](#3-how-to-open-your-evaluation)
- [The start screen](#3-the-start-screen)
- [How the form is organized](#3-how-the-form-is-organized)
- [Filling in the essences step](#3-filling-in-the-essences-step)
- [When the form does not move forward](#3-when-the-form-does-not-move-forward)
- [Going back and continuing later](#3-going-back-and-continuing-later)
- [Completing the evaluation](#3-completing-the-evaluation)
- [Other steps](#3-other-steps)
- [Practical example](#3-practical-example)
- [Frequently asked questions](#3-frequently-asked-questions)

### What the evaluation form is

The evaluation form is the screen where you answer about a person within an **evaluation cycle**. The cycle is the period your company sets for all the evaluations of that round to take place.

The form is divided into **steps**. The steps appear as tabs at the top of the screen, and the footer shows which one you are on. In the example account used in this article there are 2 steps: **Our Way of Being and Doing**, which is the essences step, and **Looking to the Future**.

Which steps appear for you depends on how the company set up the cycle. Not every company uses the same ones, and a step the cycle does not use does not appear in the form. This article explains how to fill in the essences step. The other steps are only mentioned.

> You do not need to finish everything at once: the form keeps what you have already filled in.

### How to open your evaluation

The most direct way is through the shortcut on the **Overview**:

1. Open the **Overview**.
2. In **Quick shortcuts**, in the Development column, click **Answer my self-assessment**.

Once you start filling it in, this shortcut shows a badge saying the evaluation is in progress. After you submit, it shows **Completed**.

You can also reach the same form through the **Recommendations** on the **Overview**: on the **Reply to my Self-evaluation** card, click **Reply review**.

> In the **Development** module, under **Reviews** › **My review**, the **Current Assessment** section shows the **Start my self-assessment**, **Start leadership assessment** and **Matrix List** cards. In the example account, this section appeared after the self-assessment was submitted. Before you start, the path through the Overview is the one that leads to the form.

### The start screen

When you open the form, the first thing that appears is the start screen. It is a welcome screen with the general instructions: an introduction text and the list of the cycle's forms. In the example account there are 4: **Self-Assessment**, **Matrix Assessment**, **Leader's Assessment of the Team Member** and **Team Member's Assessment of the Leader**.

The header shows the logo, the text **Performance Evaluation** (in green) and the evaluation type, plus the photo and name of the person being evaluated. Before answering anything, check two pieces of information in it:

| Information | What it is for |
| --- | --- |
| Name of the person being evaluated | Confirm who you are evaluating |
| Evaluation type | Know in which role you are evaluating |

> The type matters: the form is the same, but the meaning of the answers changes according to your role. In the self-assessment, the header says **Self-assessment**: you are evaluating yourself.

The button on the start screen changes depending on the moment. In the self-assessment, it looks like this:

| Moment | Button |
| --- | --- |
| First time you open it | **Start Self-assessment** |
| You come back with a saved draft | The button to continue your self-assessment |
| After you have submitted | **Review Self-assessment** |

![start screen of the self-assessment, with the header and the **Start Self-assessment** button.](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/como-preencher-uma-avaliacao-e_su34im.png)

When you click the button, the first step opens with a window on top that explains the rating scale. It shows the name of the step (**Our Way of Being and Doing**) and the four possible ratings (**Rarely**, **Occasionally**, **Frequently** and **Always**), each with its description. Click **Continue** (or the X) to close the window and begin.

> This window opens when you enter the step from the start screen or through the **Next Step** button. If you enter through the step's tab at the top, or through the **Previous Step** button, it does not open.

If you want to see this explanation again later, use the blue bar in the step: **Tip: If you have any doubts about the evaluation scale, click here.**

### How the form is organized

At the top are the step tabs. In the example account: **Our Way Of Being And Doing** and **Looking To The Future**.

The footer stays fixed on the screen and holds the form controls:

| In the footer | What it does |
| --- | --- |
| **Save and Exit** | Saves what you filled in and closes the form |
| Progress bar | Shows which step you are on and how many there are, for example "Step 1: Our Way of Being and Doing \| of 2 Steps" |
| **Next Step** | Takes you to the next step |
| **Previous Step** | Takes you back to the previous step. It appears from the second step on |
| **Complete Assessment** | Submits the evaluation. It appears on the last step, in place of **Next Step** |

![form footer, with the progress bar "Step 1: Our Way of Being and Doing | of 2 Steps".](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/como-preencher-uma-avaliacao-e_vfmwxc.png)

### Filling in the essences step

In the essences step you open each essence, give a rating to each behavior and justify the ratings with evidence.

#### The list of essences

The step shows a list of essences. Each one has an icon, a title and a line of description. In the example account there are 7: Collaboration, Customer Orientation, Confidence, Respect, Innovation, Adaptability and Focus on Result.

To open an essence, click the arrow to the left of the title. Inside it, the **behaviors** of that essence appear. Each behavior has a tag with the name of the competency (for example, "Brand Image") and the question you will answer.

![list of essences, with Collaboration closed and Customer Orientation open, showing 2 behaviors.](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/como-preencher-uma-avaliacao-e_3a9zpi.png)

#### Ratings

Each behavior has a **scale**, which is the set of possible ratings. Choose the rating that best represents the person being evaluated in that behavior. In the essences step, the ratings are **Rarely**, **Occasionally**, **Frequently** and **Always**, side by side.

The chosen rating turns colored and gets an emoji, for example, green on **Frequently** and blue on **Always**. If you hover over a rating, its description appears.

As soon as you choose the rating, the answer is recorded and the draft is saved automatically. There is no save button for each answer.

![behavior "Brand Image" with the rating **Frequently** selected.](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/como-preencher-uma-avaliacao-e_kk46zv.png)

#### Evidence

The **evidence** is a text field where you justify your evaluation with facts you observed.

The evidence field is at the end of the step and applies to the whole step. It comes with the text **Use the field below to justify your evaluation. \*** and is required. It also has a formatting toolbar with undo, redo, bold, underline, quote, list, link and text alignment.

![evidence field at the end of the step, already filled in.](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/como-preencher-uma-avaliacao-e_di2rtc.png)

### When the form does not move forward

Anything required has a red asterisk (\*) after the question. In the example account, all the behaviors and the step's evidence are required.

If you click **Next Step** and a required behavior has no rating, the form does not move forward. It opens, on its own, the essence where that behavior is, scrolls the screen to it and shows a required field warning in red, right below the scale. No general message or floating alert appears on the screen. The highlight stays there until you answer. Choose the rating and move forward again.

> So if you tried to move forward and the form did not continue, there is a required field with no answer. Look at the part of the screen where it stopped.

### Going back and continuing later

To go back to the previous step, use **Previous Step** in the footer or click the step's tab at the top. What you filled in on the step you are on is saved before you leave it.

To stop and continue another day, click **Save and Exit**, in the footer. The form closes. If you came in through the **Overview**, you go back to the **Overview**. When you open the form again, the ratings and the evidence will be there.

When you reopen it, the start screen appears again, now with the button to continue the evaluation (in the self-assessment, the button to continue your self-assessment). Click it to return to the form. The window explaining the rating scale appears again before the step.

### Completing the evaluation

After filling in all the steps, click **Complete Assessment**, in the footer of the last step.

> **Important:** the evaluation is submitted as soon as you click **Complete Assessment**. No window asking for confirmation appears. Check everything before clicking.

Then the completion screen appears. It shows the message **Congratulations, you have completed the assessment of** followed by the name of the person evaluated, the text **Thank you very much for contributing your feedback; it is very important for us to continue evolving together.**, an illustration and a confetti animation. Check the name: it is your confirmation that you submitted the right evaluation. This screen appears once for each submission.

![completion screen with the congratulations message and the name of the person evaluated.](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/como-preencher-uma-avaliacao-e_1ud5pz3.png)

On the completion screen there are two cards:

| Card | What it does |
| --- | --- |
| **Go back to the platform** | If you came in through the **Overview**, takes you back to the **Overview** |
| **Return to my evaluation** | Takes you to **Development** › **Reviews** › **My review**, already with the **Self-Evaluation** filter and the ratings by essence |

![the two cards on the completion screen, **Go back to the platform** and **Return to my evaluation**.](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/como-preencher-uma-avaliacao-e_1piaxok.png)

After you submit, the **Answer my self-assessment** shortcut, on the **Overview**, shows the **Completed** badge. The ratings you gave appear in **Development** › **Reviews** › **My review**, with the **Self-Evaluation** filter.

#### I submitted by mistake

If you submitted too early or want to change a rating after submitting, you can submit again. In the self-assessment, with the cycle still open, do this:

1. Open the evaluation again. The start screen now shows the **Review Self-assessment** button. Click it.
2. The evaluation you submitted opens with the fields unlocked. Change any rating you want.
3. Move forward with **Next Step** to the last step and click **Complete Assessment** again.

> **Important:** the new submission also happens as soon as you click **Complete Assessment**, with no confirmation window.

The completion screen appears again, just like the one from the first submission, and the new rating is saved. You can see the change in **My review**.

> With **Review Self-assessment**, you can change one rating to another, but not remove it: the selected rating cannot be unselected, so the behavior does not go back to having no rating.

### Other steps

Besides the essences step, the company may have other steps in the form. One example is the **Looking to the Future** step. If one does not appear for you, it is because the steps follow the setup the company made for the cycle.

### Practical example

Here is how filling in the form works in an example. Ana is a manager and needs to evaluate Bruno in the "Evaluation 2026.1" cycle.

1. Ana opens the form. On the start screen, she checks in the header the name of the person evaluated, **Bruno**, and the evaluation type, manager. Then she starts the evaluation.
2. In the essences step there are three essences: Team, Owner and Customer. Ana opens **Team** and sees four behaviors. She rates three of them, writes the evidence ("Bruno took over the team presentation when the person in charge was sick") and tries to move forward.
3. The form does not move forward: it opens the **Team** essence again, scrolls to the fourth behavior, which was left without a rating, and shows the required field warning. Ana answers and moves forward. The draft is saved.
4. The next day, Ana comes back, finishes the two remaining essences and completes the evaluation. The completion screen shows "Bruno".

### Frequently asked questions

Quick answers to the most common questions about filling in the form.

#### Do I need to finish everything at once?

No. The rating is saved as soon as you choose it, and **Save and Exit** closes the form. When you come back, the start screen shows the button to continue the evaluation (in the self-assessment, the button to continue your self-assessment), and your answers are there.

#### Why are my steps different, or why does a step not appear?

Because the steps follow the setup the company made for the cycle. If the cycle does not use a step, it does not appear.

#### I tried to move forward and the form did not continue. What happened?

There is a required field with no answer. The form opens the essence, scrolls the screen to the missing field and shows the required field warning.

#### I submitted by mistake. Can I change it?

Yes, in the self-assessment, with the cycle open. Open the evaluation again, click **Review Self-assessment**, change the rating and click **Complete Assessment** again. The new submission happens right away, with no confirmation, and the completion screen appears again. You can change a rating, but not remove it.