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The Onboarding module is the place to setup your district information and evaluation processes. The Onboarding module to is only accessible to SuperUsers and SuperTechs. Whether it be the initial setup, update information, or request changes to the current processes and evaluation items, the SuperUser/SuperTech will utilize Onboarding to communicate all requested changes and verify the completed request is accurate. Onboarding will log all entries with the name of the requestor, the date entered and verified.

Account

...

titleExplanation of settings

...

A. System Settings

Click the box next to each setting you wish to utilize.

  • Scheduling Observations within Evaluation including sending calendar attachments.

  • Walk-Through Tools - Evaluation has the ability to differentiate between an observation and a walk-through. Observations are tied to rubrics but Walk-Throughs are not.

  • Professional Growth Plans - this feature allows you to create a growth plan form tied to specific rubrics. If a staff member has observations below proficient, a Professional Growth Plan can be created tied to the below proficient standards. Districts have the option to create Professional Growth Plans that are not tied to rubrics.

  • Artifacts - both staff and evaluators can create artifacts with the ability to align to their rubric.

  • Professional Development Task (PDT) Tracking - while all Professional Development Tasks are visible, this feature adds an additional page Professional Development Tasks are logged (i.e. LVIS in Indiana).

  • Evaluatee created Professional Development Tasks (PDT) - determine if the districts wants to allow staff members to create their own Professional Development Tasks. If left unchecked, only an evaluator/administrator will be able to enter a Professional Development Task for a staff member.

B. SLO/Goals

Click the circle next to each setting.

  • Student Learning Objectives - districts can review the built-in CLO and TLO forms. These forms are not customizable.

    • If you prefer your own custom SLO form(s), please upload them within the ‘Forms’ onboarding page.

  • Goals - this feature will allow the goal form to populate automatically in the finalization/summative worksheet. If you do not need the Goal to feed into the finalization, leave unmarked.

    • Please upload the goal form within the ‘Forms’ onboarding page.

C. Finalization/Summative

  • Input your own language for the end of year finalization or summative.

  • The default setting is for staff NOT to be able to comment electronically on their finalizations. As a district you can turn on the ability for all rubrics, no rubrics or select which rubrics allow for comments by staff members.

  • If you are willing to share your rubrics with other districts, please check this box.

D. IDP/Attachments

  • Ensure the IdP is correct. If not, please update in the General Notes section.

  • Upload your district logo in the Attachments & Link section

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E. Add notes, questions or additional information if needed.

...

G. Click Save.

Departments/Buildings

  • Purpose: Identify the different locations for house of staff. District Office/Central Office is implied.

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A. Click on Departments/Buildings

B. Type in all school buildings/campuses or department groups

  • Campus names: elementary school, middle school, high school

  • Departments: Maintenance, Technology, Business

  • Staff are able to have 1 location. If a campus principal evaluates, it is best to add that staff to their specific campus. If a Director evaluates, creating a department group will be best.

C
Expand
titleExplanation of Settings
Info

The Onboarding module is the place to setup your district information and evaluation processes. The Onboarding module to is only accessible to SuperUsers and SuperTechs. Whether it be the initial setup, update information, or request changes to the current processes and evaluation items, the SuperUser/SuperTech will utilize Onboarding to communicate all requested changes and verify the completed request is accurate. Onboarding will log all entries with the name of the requestor, the date entered and verified.

Account

Expand
titleExplanation of settings

Purpose: Add contact information and general district settings.

image-20240606-194517.pngImage Added

A. System Settings

Click the box next to each setting you wish to utilize.

  • Scheduling Observations within Evaluation including sending calendar attachments.

  • Walk-Through Tools - Evaluation has the ability to differentiate between an observation and a walk-through. Observations are tied to rubrics but Walk-Throughs are not.

  • Professional Growth Plans - this feature allows you to create a growth plan form tied to specific rubrics. If a staff member has observations below proficient, a Professional Growth Plan can be created tied to the below proficient standards. Districts have the option to create Professional Growth Plans that are not tied to rubrics.

  • Artifacts - both staff and evaluators can create artifacts with the ability to align to their rubric.

  • Professional Development Task (PDT) Tracking - while all Professional Development Tasks are visible, this feature adds an additional page Professional Development Tasks are logged (i.e. LVIS in Indiana).

  • Evaluatee created Professional Development Tasks (PDT) - determine if the districts wants to allow staff members to create their own Professional Development Tasks. If left unchecked, only an evaluator/administrator will be able to enter a Professional Development Task for a staff member.

B. SLO/Goals

Click the circle next to each setting.

  • Student Learning Objectives - districts can review the built-in CLO and TLO forms. These forms are not customizable.

    • If you prefer your own custom SLO form(s), please upload them within the ‘Forms’ onboarding page.

  • Goals - this feature will allow the goal form to populate automatically in the finalization/summative worksheet. If you do not need the Goal to feed into the finalization, leave unmarked.

    • Please upload the goal form within the ‘Forms’ onboarding page.

C. Finalization/Summative

  • Input your own language for the end of year finalization or summative.

  • The default setting is for staff NOT to be able to comment electronically on their finalizations. As a district you can turn on the ability for all rubrics, no rubrics or select which rubrics allow for comments by staff members.

  • If you are willing to share your rubrics with other districts, please check this box.

D. IDP/Attachments

  • Ensure the IdP is correct. If not, please update in the General Notes section.

  • Upload your district logo in the Attachments & Link section

image-20240606-210004.pngImage Added

E. Add notes, questions or additional information if needed.

F. Once added,use drop-down menu to change status to Request Review.

D. Click Save.

Observation Types

Expand
titleExplanation of Settings

Purpose: Define the various observation types required by the districts and specifications for each type.

  • Frequently used observation titles include:

    • Formal

    • Informal

    • Announced

    • Unannounced

    • Long

    • Short

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A. Click on Observation Types

B. Click on Import Template

  • Use the spreadsheet to document the different types of observations. Ensure each cell is updated.

C. Click on New Observation Type Request

  • Upload the Import Template once you have completed the information

D. Add notes, questions or additional information if needed.

ERequest Review.

G. Click Save.

Departments/Buildings

Expand
titleExplanation of Settings
  • Purpose: Identify the different locations for house of staff. District Office/Central Office is implied.

image-20240606-201849.pngImage Added

A. Click on Departments/Buildings

B. Type in all school buildings/campuses or department groups

  • Campus names: elementary school, middle school, high school

  • Departments: Maintenance, Technology, Business

  • Staff are able to have 1 location. If a campus principal evaluates, it is best to add that staff to their specific campus. If a Director evaluates, creating a department group will be best.

C. Once added, use drop-down menu to change status to Request Review.

FD. Click Save.

Rubric Instruments - Coming Soon

Expand
titleComing Soon
  • Purpose: Instruments used to evaluate the various employee positions

Finalization Groups

Expand
titleExplanation of Settings

Purpose: Identify different the required items to be included on the finalization/summative worksheet including percentages and cut scores.

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A. Click on Finalization Groups

B. Click on New Finalization Group Request

  • Add new Finalization Group in Notes or Upload

C.

Observation Types

Expand
titleExplanation of Settings

Purpose: Define the various observation types required by the districts and specifications for each type.

  • Frequently used observation titles include:

    • Formal

    • Informal

    • Announced

    • Unannounced

    • Long

    • Short

image-20240606-203900.pngImage Added

A. Click on Observation Types

B. Click on Import Template

  • Use the spreadsheet to document the different types of observations. Ensure each cell is updated.

C. Click on New Observation Type Request

  • Upload the Import Template once you have completed the information

D. Add notes, questions or additional information if needed.

DE. Once added, use drop-down menu to change status to Request Review.

E. Click Save.

Include finalization rating cut scores and weight percentages of each item.Request Review.

F. Click Save.

Rubric Instruments - Coming Soon

Expand
titleExplanation of Settings

Purpose: Upload Rubric Instruments used to evaluate the various employee positions

Expand
titleRubric Settings and Template

Items used to feed into finalization include:

  • Employee Evaluation Rubric

  • Student Learning Objectives

  • Student Growth

  • School-Wide Learning Measure

  • District-Wide Learning Measure

  • LEA Selected Measures

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Any rubric with a 4-point rating scale can utilize this finalization/summative group

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Any rubric with a 4-point rating scale can utilize this finalization/summative group. The Student Learning Objective can be created in Evaluation to automatically feed into Finalization/Summative or can be manually entered field.

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Any rubric with a 3-point rating scale can utilize this finalization/summative group. The Student Growth can be created in Evaluation to automatically feed into Finalization/Summative or can be manually entered field.

Expand
titleFinalization Samples

...

Browse Evaluation's Collection of Rubric Instruments

Purpose: Easily review the variety of rubric shared within Evaluation by other districts

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A. Click Rubric Instruments

B. Click Collection of Rubric Instruments in the yellow banner

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A. Utilize the variety of drop-down menus to filter options

B. Click Go to populate the rubrics

C. Click View to review each rubric

D. Click Create Copy to conveniently add the rubric to your district

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A. The copied rubric will appear on the Rubric Instrument page with the word COPY in the title

B. Click View to review the rubric

C. Click Change Request, if needed

Provide changes in notes or upload an attachment

D. Click Verify if rubric meets district needs/requirements

E. Change status to Request Review.

F. Click Save.

Finalization Groups

Step-by-Step:

Hover over Utilities > Click Onboarding

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A. Click “Forms” in the left column menu

B. Click Preview to review the current form

C. Click Change Request to document changes needed

D. Click Verify if form is accurate

E. Upload or attach any document or links to address changes

F. Add additional notes/comments if needed

G. Change Status to “Request Review”

H. Click Save

I. Once saved, a red box with a white “R” will appear next to Forms, this signals a notification has been sent to the EAI staff to add additional forms

J. Once EAI completes the changes, verify the form is accurate

Expand
titleExplanation of Settings

Purpose: District created forms available to Staff and Administrators for evaluation cycles.Identify different the required items to be included on the finalization/summative worksheet including percentages and cut scores.

image-20240611-173254.pngImage Added

A. Click on Finalization Groups

B. Click on New Finalization Group Request

  • Add new Finalization Group in Notes or Upload

C. Add notes, questions or additional information if needed.

D. Once added, use drop-down menu to change status to Request Review.

E. Click Save.

Expand
titleTo Updated Existing Forms

...

. Click Save.

Include finalization rating cut scores and weight percentages of each item.

Expand
titleFinalization Samples

Items used to feed into finalization include:

  • Employee Evaluation Rubric

  • Student Learning Objectives

  • Student Growth

  • School-Wide Learning Measure

  • District-Wide Learning Measure

  • LEA Selected Measures

image-20240614-201520.pngImage Added

Any rubric with a 4-point rating scale can utilize this finalization/summative group

image-20240614-201607.pngImage Added

Any rubric with a 4-point rating scale can utilize this finalization/summative group. The Student Learning Objective can be created in Evaluation to automatically feed into Finalization/Summative or can be manually entered field.

image-20240614-201756.pngImage Added

Any rubric with a 3-point rating scale can utilize this finalization/summative group. The Student Growth can be created in Evaluation to automatically feed into Finalization/Summative or can be manually entered field.

Forms

Expand
titleExplanation of Settings

Purpose: District defined list of items that are required/optional for a staffing group to complete during their evaluation cycle.

  • Checklists can include but are not limited to:

    • any combination of forms

      • must be uploaded prior to checklist creation

    • observations of various types

      • as defined in Observation Types page

      • Self-Assessment

    • artifacts

    • walk-throughs

    • CLOs/TLOs/SLOs

    • Professional Development Tasks

    • summarizations or plain text (instructions or headers, etc.)

    • Finalization/Summative

    • Completion Signature (Evaluatee, Evaluator, both - include special sign off verbiage, if any)

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A. Click on Checklists

B. Click on New Checklist Request

  • Add new Checklist in Notes or Upload

C. Add notes, questions or additional information if needed.

D. Once added, use drop-down menu to change status to Request Review.

Select “Skip this Step” if the district will add days into the platform.

E. Click Save.

Expand
titleChecklist Samples
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Walk-Through Tools

Expand
titleExplanation of Settings
Purpose: Anevaluation item that is not required to be tied to a rubric and is not shown on the finalization/summative.image-20240611-181820.pngImage Removed

A. Click on Walk-Through Tools

B. Click on New Walk-Through Tool Request

Upload new Walk-Through Tool

created forms available to Staff and Administrators for evaluation cycles.

image-20240628-185727.pngImage Added

A. Click on Forms

B. Click on New Form Request

  • Add new Form in Notes or Upload

C. Add notes, questions or additional information if needed.

D. Once added, use drop-down menu to change status to Request Review.

E. Click Save.

Expand
titleTo Updated Existing Forms

Hover over Utilities

> Click Onboarding if changes need to be in current evaluation cycle

> Click End of Year Rollover if changes are needed for next evaluation cycle

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A. Click on Forms

B. Click Preview to review the current form

C. Click Change Request to document changes needed

D. Click Verify if form is accurate

E. Change Status to “Request Review”

F. Click Save

G. Click Verify once the new form has been created and meets expectation

Checklists

Sample #1

Utilizing components of a district approved rubric, evaluators can select components without providing a rating score. Text box availability feature is optional.

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Sample #2

Utilizing components of a district approved rubric, evaluators rate each components. Text box availability feature is optional. This type of walk-through will populate on rubric summary for staff and finalization worksheet.

image-20240611-183023.pngImage Removed

Sample #3

District created tool not defined by a rubric.

image-20240611-184115.pngImage Removed

Expand
titleExplanation of Settings

Purpose: District defined list of items that are required/optional for a staffing group to complete during their evaluation cycle.

  • Checklists can include but are not limited to:

    • any combination of forms

      • must be uploaded prior to checklist creation

    • observations of various types

      • as defined in Observation Types page

      • Self-Assessment

    • artifacts

    • walk-throughs

    • CLOs/TLOs/SLOs

    • Professional Development Tasks

    • summarizations or plain text (instructions or headers, etc.)

    • Finalization/Summative

    • Completion Signature (Evaluatee, Evaluator, both - include special sign off verbiage, if any)

image-20240614-203620.pngImage Added

A. Click on Checklists

B. Click on New Checklist Request

  • Add new Checklist in Notes or Upload

C. Add notes, questions or additional information if needed.

D. Once added, use drop-down menu to change status to Request Review.

Select “Skip this Step” if the district will add days into the platform.

E. Click Save.

Expand
titleWalk-Through Samples

Staff Import

Expand
titleFor initial district setup and for districts with high volume of new staff turnover at the beginning of the year.
  • Purpose: quickly upload active users with attached evaluation items into platform

Info

Existing districts with a high volume of staff turnover have the option at the beginning of the school year to import new hires into the system using the onboarding staff import.

Watch a short tutorial: Staff Import

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urlhttps://vimeo.com/795921142

Step-by-Step:

Add New Hires Using the Onboarding Import Template

Hover over Utilities > Click Onboarding

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Click “Staff Import” in the left column menu

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To review current staff on file for your district > click the underlined link at the top of the page > Click the link again to close the roster

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  • To add staff members, download the Import Template by clicking the blue link

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  • Open the template downloaded on your device and complete all the fields marked required

Please reference the examples listed on the sheet as you populate your staff

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Once complete, save the template to your device

Next, you will need to upload the completed template back into the system as an attachment

  1. Give the attachment a name such as (school year)_New Hires

  2. “Choose File”

  3. Click “Upload Attachment”

  4. In the textbox add any notes, additional information or questions if needed

  5. Change the Status to “Request Review” in the dropdown

  6. Click “Save”

  7. A red box with an R next to Staff Import in the left column will display indicating the staff import is ready for review.

Image RemovedPlease note that the onboarding staff import is utilized to add new user accounts, it does not remove accounts of non-returning staff. To remove non-returning staff, it is recommended to use the Multiple Change Engine at the beginning of a new evaluation cycle

to Request Review.

Select “Skip this Step” if the district will add days into the platform.

E. Click Save.

Expand
titleChecklist Samples
Image AddedImage AddedImage Added

Walk-Through Tools

Expand
titleExplanation of Settings

Purpose: Anevaluation item that is not required to be tied to a rubric and is not shown on the finalization/summative.

image-20240611-181820.pngImage Added

A. Click on Walk-Through Tools

B. Click on New Walk-Through Tool Request

  • Upload new Walk-Through Tool

C. Add notes, questions or additional information if needed.

D. Once added, use drop-down menu to change status to Request Review.

Select “Skip this Step” if the district will add days into the platform.

E. Click Save.

Expand
titleWalk-Through Samples

Sample #1

Utilizing components of a district approved rubric, evaluators can select components without providing a rating score. Text box availability feature is optional.

image-20240611-182439.pngImage Added

Sample #2

Utilizing components of a district approved rubric, evaluators rate each components. Text box availability feature is optional. This type of walk-through will populate on rubric summary for staff and finalization worksheet.

image-20240611-183023.pngImage Added

Sample #3

District created tool not defined by a rubric.

image-20240611-184115.pngImage Added

Staff Import

Expand
titleExplanation of Settings
  • Purpose: quickly upload active users with attached evaluation items into platform

Info

Existing districts with a high volume of staff turnover have the option at the beginning of the school year to import new hires into the system using the onboarding or End of Year Rollover staff import.

image-20240628-194631.pngImage Added

A. Click Staff Import

B. Click Import Template and enable editing on csv file

C. Utilize Relevant IDs and Codes to complete the spreadsheet

D. Click New Staff Import Request and upload the completed template

E. Add notes, questions or additional information if needed.

F. Once added, use drop-down menu to change status to Request Review.

G. Click Save.

District Calendar

Expand
titleExplanation of Settings

Purpose: assign non working days for district defined timelines on evaluation items.

image-20240614-205413.png

A. Click on District Calendar

B. Click on “your district calendar here”

C. Add notes, questions or additional information if needed.

D. District SuperUsers have access to the calendar year round, update the status to Complete.image-20240614-205409.png

E. Click Save.