Go to the Observation Checklistsection and click New Checklist.
Next, enter the name of the checklist.
You can configure how observers fill out observation checklists. This works best for situations in which it’s difficult to assess all metrics in a single session or, conversely, it’s necessary to assess each criterion.
Add "Skip" as answer choice
If you enable this option, observers will be able to skip metrics when evaluating employees.
Administrators also can hide the "Skip" answer option in the settings. This way, observers will answer all questions on the rating scale and will not be able to skip metrics.
Allow observers to finish a session without all metrics filled
Observers will be able to skip metrics when evaluating employees. Skipped metrics won't be counted toward the final score.
Add fields that observers will fill in at the beginning of a session. For example, specify the topic and place of training. You can add a new field.
Next, fill in the Competency Area by which the observer will evaluate employees. Then, add metrics for each Competency Area.
This is the way the checklist will look like:
You can copy and drag Competency Areas.
Click Preview to see what the checklist looks like.
Next, click Save.
Now the checklist is hidden. You can publish it so that it becomes available when creating a Training Session.
Once the checklist is created, you will see it in the general list.
Perfect! The observation checklist is created, now you can create an OJT Session.
