Edit Evaluation Templates

Staff Evaluations will no longer be available after June 30th, 2025. For more information, visit the Human Resources and Staff Evaluation Deprecation FAQ.

Tool Search: Evaluations

Evaluation Templates provide the format from which staff evaluations are created. Any changes you make to Categories on the template will affect the other Evaluation Templates associated with the Category.

The Evaluation Code cannot be changed.

You may change any of the details for an associated Category as long as the Category is not associated with an evaluation that is assigned to staff members.

Complete the following steps to edit an Evaluation Template.

  1. Select the Evaluation Template you want to change. The  Edit Evaluation editor displays.
    Screenshot of the Evaluations tab where a template is selected and the editor appears on the right side.
  2. Make the necessary changes.
  3. Click the Save button.