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Job evaluation

Evaluating a position

Answer the framework questions, review the suggested level and save the evaluation.

Written By Karl

Last updated About 9 hours ago

Evaluating a position gives it a score, places it in a grade and suggests a job level.

Who can do this: Administrators, and managers for positions in their teams if an administrator allows it.

Where: open a position and select Start evaluation (or Re-evaluate). Administrators can also use Positions → Evaluation to work through many positions.

Steps

  1. If more than one framework applies, choose one. It may be Assigned automatically by a selection rule.

  2. If the framework asks for it, Select a career track.

  3. Answer the questions. You can skip a question; skipped questions carry no weight.

  4. Review the Evaluation summary, including the Suggested Level.

  5. Select Save evaluation. When working through a list, use Save & Continue or Save & Finish.

Drafts

If you stop before answering everything, the evaluation is saved as a Draft (Save draft · N unanswered). A draft has no score and no suggested level until you finish it.

Suggested and manual levels

  • If you set a position's level by hand, it shows Level set manually. Re-evaluating doesn't change it until you select Apply suggested level.

  • Administrators can use Set total by hand to override the score. A Reason is required, and it isn't available on drafts.

The Evaluation tab

Administrators only:

  • Select positions and use Evaluate Selected, Clear Evaluation Score or Recalculate Positions.

  • Evaluation Matrix shows positions on a grid. Turn on Heatmaps to see where scores cluster.

Good to know

  • Positions evaluated before a framework changed scale show Outdated. Re-evaluate them.

  • The Evaluation Matrix isn't available when several frameworks or selection rules are active.

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