Add an Evaluation activity

This article covers how to create an Evaluation activity in Ausmed Perform. You'll learn when to use it, who completes it, how results can be shared, and what happens after publishing.

What is an Evaluation activity?

An Evaluation is a type of activity used within a performance review program. Use it after you have directly observed a staff member and need to complete an evaluation.

Only the manager answers the questions. Results can be shared with the staff member or kept internal.

Steps to add an Evaluation

1. Go to Reviews > Activities in the Ausmed Perform manager portal.
2. Click Add Activity.
3. Select Evaluation as the activity type.
4. Select the correct visibility settings
   

   Option	What it means
   Visible to staff and manager	The staff member can see the manager's answers once the evaluation is completed.
   Only manager	The results are kept internal. The staff member cannot see the answers.

5. Add your questions or prompts.
6. Configure options:
   • Make any question required or optional
   • Add a description for the activity if helpful
7. Choose to Save as Draft or Publish the activity.

How Evaluations work

The activity has one stage before completion: Manager → Completion.

• Question types: Short answer, long answer, checkbox, dropdown
• Required questions: Mark questions as required or optional to complete
• Sharing results: Choose whether to share the results with the staff member or keep them internal

Visibility settings

Save as Draft vs Publish

• Save as Draft: Allows you to continue editing. Can be previewed but not assigned.
• Publish: Locks the activity. Once published, it cannot be edited. Only published activities can be added to review programs.

Tip: Save as draft first to test or gather feedback before publishing.