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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
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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
E. Add notes, questions or additional information if needed.
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G. Click Save.
Departments/Buildings
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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
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Purpose: Add contact information and general district settings. A. System Settings Click the box next to each setting you wish to utilize.
B. SLO/Goals Click the circle next to each setting.
C. Finalization/Summative
D. IDP/Attachments
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
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Purpose: Define the various observation types required by the districts and specifications for each type.
A. Click on Observation Types B. Click on Import Template
C. Click on New Observation Type Request
D. Add notes, questions or additional information if needed. ERequest Review. G. Click Save. |
Departments/Buildings
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A. Click on Departments/Buildings B. Type in all school buildings/campuses or department groups
C. Once added, use drop-down menu to change status to Request Review. FD. Click Save. |
Rubric Instruments - Coming Soon
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Finalization Groups
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Purpose: Identify different the required items to be included on the finalization/summative worksheet including percentages and cut scores. A. Click on Finalization Groups B. Click on New Finalization Group Request
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Observation Types
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Purpose: Define the various observation types required by the districts and specifications for each type.
A. Click on Observation Types B. Click on Import Template
C. Click on New Observation Type Request
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
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Purpose: Upload Rubric Instruments used to evaluate the various employee positions |
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Purpose: Easily review the variety of rubric shared within Evaluation by other districts A. Click Rubric Instruments B. Click Collection of Rubric Instruments in the yellow banner 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 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
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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. A. Click on Finalization Groups B. Click on New Finalization Group Request
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. | ||
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. Click Save. Include finalization rating cut scores and weight percentages of each item. |
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Items used to feed into finalization include:
Any rubric with a 4-point rating scale can utilize this finalization/summative group 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. 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
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Purpose: District defined list of items that are required/optional for a staffing group to complete during their evaluation cycle.
A. Click on Checklists B. Click on New Checklist Request
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. |
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Walk-Through Tools
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Purpose: Anevaluation item that is not required to be tied to a rubric and is not shown on the finalization/summative. A. Click on Walk-Through Tools B. Click on New Walk-Through Tool Request Upload new Walk-Through Toolcreated forms available to Staff and Administrators for evaluation cycles. A. Click on Forms B. Click on New Form Request
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. |
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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 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
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Purpose: District defined list of items that are required/optional for a staffing group to complete during their evaluation cycle.
A. Click on Checklists B. Click on New Checklist Request
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. | ||
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Staff Import
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Watch a short tutorial: Staff Import
Step-by-Step: Add New Hires Using the Onboarding Import TemplateHover over Utilities > Click Onboarding Click “Staff Import” in the left column menu 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
Please reference the examples listed on the sheet as you populate your staff Once complete, save the template to your device Next, you will need to upload the completed template back into the system as an attachment
to Request Review. Select “Skip this Step” if the district will add days into the platform. E. Click Save. |
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Walk-Through Tools
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Purpose: Anevaluation item that is not required to be tied to a rubric and is not shown on the finalization/summative. A. Click on Walk-Through Tools B. Click on New Walk-Through Tool Request
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. |
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Sample #1 Utilizing components of a district approved rubric, evaluators can select components without providing a rating score. Text box availability feature is optional. 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. Sample #3 District created tool not defined by a rubric. |
Staff Import
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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
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Purpose: assign non working days for district defined timelines on evaluation items. 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. E. Click Save. |