How to Conduct Performance Evaluations on an Apprentice

Learn how to complete Performance Evaluations for your apprentices.

Two types of performance evaluations can be conducted on/for apprentices:

1. Competency Evaluations - These evaluations are tied and automatically created by the system to assess specific technical or behavioral competencies set for the apprentice's occupation/program. 

  • Technical Competency Evaluations - These evaluations assess items listed as on-the-job (OJT) competencies.  Each technical competency can be assessed individually.
    • If apprentices have platform access, they can request assessment of a technical competency from their Progress Page.  This will notify their administrator, supervisor, or mentor, to complete the evaluation following the steps below.  
    • If apprentices have not been given access to the platform OR a sponsor has given an employer authorization to evaluate a competency without an apprentice request, an administrator, supervisor, or mentor will have access to complete these assessments at any time, however the process is slightly different (see Step 5 below).
  • Behavioral Evaluations - These evaluations assess the items listed as behavioral competencies.  They are controlled and conducted by administrators, supervisors, or mentors and can be completed at any time using the steps below.    
2. Custom Performance Evaluations - These specialty evaluations are created by sponsors or administrators and can be assigned to be completed by either apprentices or any/all of their administrators, supervisors, or mentors.  Those assigned to administrators, supervisors, and mentors will appear on their site and can be completed following the steps below.  

Step 1: For Sponsors and Administrators, Click Apprentices > Performance from the Navigation Bar

Step 1:  For Supervisors & Mentors, Click Performance from the Navigation Bar

             Sponsor & Administrator View                                         Supervisor and Mentor View          

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Step 2:  Determine if any evaluations need to be completed and click Start Evaluation

On the Performance Evaluations page:

  • Technical Competency Evaluations that apprentices have requested will appear under the Competency tab.
  • Behavioral Competency Evaluations appear under the Behavioral tab at all times.
  • Custom Evaluations appear under the Custom tab at all times.  

For all evaluations, click the blue Start Evaluation button to open the evaluation.

Step 3:  Complete the evaluation & click the blue Submit button

All evaluations include multi-select or open-ended questions and allow for comments to be added for each answer.  The evaluation level required for the competency to be automatically marked as completed is listed in blue text below the apprentice's information.  For example, in the image below, 75% or higher is required, which means a rating of both "Satisfactory" (75%) or "Excellent" (100%) would mark the competency as completed.   

  • Apprentices will be notified when evaluations are completed and will able to review all answers/ratings, comments, and an average assessment grade (if applicable),
  • Evaluators can view a list of previously completed evaluations for an apprentice at the bottom of the apprentice's Profile Details page.  

Step 4:  Technical Competency Assessments w/out Apprentice Request

Sponsors can provide administrators, supervisors, or mentors with permission to evaluate and Mark Competencies as Complete, without an evaluation request from an apprentice. 

  • Click on Apprentices in the Navigation bar and then click on an apprentices name to open the apprentice's Profiles Details page - Progress Tab.

 

  • Be sure the OJT button underneath the Overview section is highlighted, which ensures you will see the technical competencies listed below it. 
  • Each competency has a drop-down to its right.  Click the ∇ icon to view the assessment ratings possible and select the appropriate one.  No comments can be added. 
  • If the rating meets the required level, the blue circle with the checkmark next to it will turn blue to indicate that the competency has been marked completed.