Evaluation Templates define the minimum number and type of events a staff member will receive during any given school year.
These templates are designed around the idea of looking at the staff members Evaluation Category and their Tenure status, in theory everyone that has the same combination of Evaluation Category and Tenure Status should all receive the same minimum number of events.
Evaluation Templates are located within Staff Management under Evaluations > Setup > Eval Templates, these are year based, if your processes change year to year, you can make changes post rollover for the upcoming school year, without impacting the previous years events.
When creating a template, you will click the Add Template button, and a pop up will appear for you. It is going to default to the school year you are actively working in. It is going to ask you to choose from a list the evaluation category and the tenure status.
REMINDER: IF YOU ALREADY HAVE A TEMPLATE THAT HAS THE COMBINATION YOU ARE SELECTING THE SYSTEM WILL PROVIDE YOU WITH AN ERROR AND THE FOLLOWING STATEMENT:
Once you have made the selection, and you click the Add Template button the screen will refresh and bring you into the template to being working on it.
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