Managers: how to fill out a form

 

Employees can use a form to keep track of their progress within an EPA and (eventually) obtain a new level of competence for an EPA. By submitting a form to an assessor, they're requesting an evaluation of their knowledge, skills, and/or attitude regarding a specific EPA. The assessment can occur with the assessor physically present, or remotely, where the employee performs a task (such as on their computer) and submits the task's description and outcomes to the assessor via the form. 

 

You can also upload a form for an employee, by using the “New upload” feature. When you click on “New upload”, a window will appear displaying the available forms. By selecting one of these forms, you can select the employee the assessment is about and fill out the assessment. You can then immediately complete this assessment and a notification will be sent to the employee. 

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When the employee is the one to upload the form, the form is filled out partially by the employee and partially by you. The employee is required to fill out the fields marked with * under “General information”, including “Date of assessment”, “Assessor”, and “Linked EPA/Sub-EPA”. 

The fields that are not marked as required should be filled out by the assessor. This can be you, but also a colleague, a client, etc. If you are the assessor, you may ask the employee to fill out your section of the form after the assessment has taken place and send it to you for review. You can then make any desired adjustments or additions to the text and then approve or reject the request. 

The self-reflection form differs from the other forms as it needs to be filled out completely by the employee.