Using Zoho People 5.0? Access the new Administrator Guide >
Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Manager Evaluation

..

What is Manager Evaluation?

Manager Evaluation is an evaluation system for reporting managers to assess, evaluate, and score learners' performance in a course using a simple score or an advanced Rubrics system.
 

The score awarded here varies from the conventional grading system as it does not directly depend on just the learner giving the correct answer but can also take into account how good the answer is, or the thought process, or in any way a manager wishes to assess the learner's performance. 

..

Why is it useful?

We often find employees who may excel in specific areas and lag behind in others, this evaluation can help in shedding light on the strengths and weaknesses of a learner based on their performance.
Manager evaluation allows the reporting manager to evaluate learner performance in a course more intricately.


There are two different methods of evaluation, a simple and a Rubrics method which is customizable and can be tailor-made to suit the course type.
Go beyond just awarding marks for correct answers, take into account the presentation, quality, proficiency, etc. 

Note 1: Manager evaluation will be skipped for employees who do not have an assigned manager.

Note 2: Manager evaluation will be initiated only after the learner has completed all mandatory course entities and post-course activities if any.

Note 3: Once manager evaluation scores are published it cannot be modified.

Setting up Manager Evaluation - Score Method (Simple)

  1. Go to LMS, and open a course for which you would like to enable manager evaluation, click on the ellipses icon on the top right corner and go to Settings.
  2. Now go to the Manager Evaluation tab.
  3. Choose either the Score or Rubrics method. By default, No Evaluation option will be selected. 

Let's take a look at setting up the Simple manager evaluation method first: 

  1. Specify when the evaluation should start.
  2. Enter the maximum score that managers can award, you can also choose if you would like to show the evaluation to the learner by enabling the Show evaluation to learner checkbox. 
  3. Add achievements for different percentages, this will be indicated on the results page based on the score that the manager awards to the learner. 
  4. Click Save​.

Setting up Manager Evaluation - Rubrics Method (Advanced)

Before we learn about setting up Rubrics method of managers evaluation, let us first understand what Rubrics or Rubrics evaluation is all about. 

..

What is Rubric in Manager Evaluation?

By definition, a Rubric is a scoring guide used to evaluate the quality of learners answers or performance in a course. Put simply, it is a set of defined criteria and their corresponding levels that is used for evaluating a learner's performance in a course.

Rubrics are defined in a tabular format and can be used by reporting managers when marking a learner. The method contains different levels, criteria, and descriptions.  Scoring well would mean that the learner has shown quality work in a course.

Follow these steps to set up Rubrics Method

  1. While within a course, access Settings from the top right ellipses icon and go to the Manager Evaluation tab
  2. Select Rubrics. Specify when the evaluation should start, and enable the show evaluation to learner checkbox if required.
  3. Configure overall achievement as required.
  4. Click Add Rubrics to define Rubrics.

  1. There are two ways to go about when defining Rubrics in managers evaluation:
    i.Fixed points 
    ii.Custom points
    (The difference is shown by example screenshots below. Also, refer the notes mentioned below)

Note 1: You can add up to 10 levels and 10 criteria when defining Rubrics in an evaluation.

Note 2: You can add multiple Rubrics for the same evaluation/course. Click on + Add Grading Rubric. The purpose is to enable the evaluation of different types of answer content within the same course. Example: You can have a Rubric configured to suit programming output, and a different one for viva (oral tests), descriptive type of course entities.

Note 3: When using fixed points method, the level with the highest associated score will be the maximum achievable score in all criteria. So, the total score = Highest score achieved in a level X number of criteria.

Note 4: When using custom points method, each criteria can have a different maximum achievable score (defined individually in description). So, the total score would be a summation of the maximum achieved score in each criteria.

  1. To better understand defining Rubrics, examples of how you can define criteria for two examples are given below: 1. A programming-based answer content evaluation using fixed point and 2. Descriptive type answer content using custom points method.
    In essence, level names can be terms that describe the quality of the answer. (For example, it can range from excellent or exceptional to poor or unsatisfactory)
    Criteria terms can describe what is being evaluated (For example it can be "writing style", "subject knowledge" or "execution")
    Description based on the positioning (level vs criteria) in the table describes the typical characteristic of the answer.
    Criteria group name can be an identification term for the configured Rubric.
    (Multiple criteria can be configured if the course has varied entities with different answer content thus invoking the need for multiple Rubrics for answer evaluation.)
    Once you have defined Rubrics click Save and Publish 
..

Rubrics Example 1 (For evaluating programming output in a course - fixed point)

In the example above, The learner took up a programming course. As part of the course, they attended a test and submitted a computer program as an answer to the final offline test. The Rubric configured shows how the manager can evaluate the code, execution, and knowledge of the learner.

..

Rubrics Example 2 (For evaluating descriptive answers in a course - custom point)

In the above example,  The learner attended an ethics course and submitted a descriptive answer as part of an online test. The defined Rubric sheds light on what the manager thought about the learner's knowledge of the subject, creativity, and content engagement.
(Click here to view screenshots that show the Manager's perspective of the evaluation and result page.)

Evaluating a Learner - Score Method 

As stated earlier, in order to begin the evaluation, a learner will have to complete the course first. Once a learner has completed all mandatory course entities and all post-course activities, the manager can evaluate the learner. 
An email will be dispatched to the reporting manager through which managers can start their evaluation. Additionally, managers can begin evaluation from the My Team page as shown below.

  1. Go to LMS My Team > Select employee.
  2. Hover the pointer over a completed course and click on the manager evaluation icon.

  1. Enter the score. Based on the score you input the corresponding achievement will be highlighted in green.
  2. Enter comments if required. It could be a note on what was good and where the learner needs to improve.
  3. Click Save followed by Publish.​

The learner will get an email when the manager publishes the score. They can also go to the course overview page and click on View Evaluation to see the score.

Evaluating a Rubrics type manager evaluation is also similar, click on the corresponding level grey boxes with points and descriptions in each criteria to mark the learner. (it will turn green on being selected). Use the circular down arrow icon to expand multiple grading Rubrics if present.

The above screenshots (screenshots S1 & S2) show the Manager Evaluation view of Examples 1 & 2 covered earlier on this page.