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
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.
F. Once added, use drop-down menu to change status to Request Review.
G. Click Save.
Departments/Buildings
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.
D. Click Save.
Observation Types
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.
E. Once added, use drop-down menu to change status to Request Review.
F. Click Save.
Rubric Instruments - Coming Soon
Finalization Groups - Coming Soon
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.
Forms
Step-by-Step:
Hover over Utilities > Click Onboarding
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
Checklists - Coming Soon
Walk-Through Tools - Coming Soon
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.
E. Click Save.
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
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
Step-by-Step:
Add New Hires Using the Onboarding Import Template
Hover 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
To add staff members, download the Import Template by clicking the blue link
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
Once complete, save the template to your device
Next, you will need to upload the completed template back into the system as an attachment
Give the attachment a name such as (school year)_New Hires
“Choose File”
Click “Upload Attachment”
In the textbox add any notes, additional information or questions if needed
Change the Status to “Request Review” in the dropdown
Click “Save”
A red box with an R next to Staff Import in the left column will display indicating the staff import is ready for review.
Please 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.