How to Track Staff and Volunteer Evaluations

Staff and Volunteer Evaluations in Argenta help you track performance reviews, feedback, and assessments. Document evaluations to maintain HR records and support professional development.

What Evaluations Track

• Annual performance reviews
• Quarterly check-ins
• Volunteer assessments
• Probationary period reviews
• Skills assessments

Accessing Evaluations

From a person's record:

1. Open the Staff Member or Volunteer record
2. Look for the Evaluations tab
3. View all evaluations for that person

Creating an Evaluation

1. Navigate to the Evaluations tab on the person's record
2. Click Add New
3. Select the Evaluation Type
4. Enter the Evaluation Date
5. Select the Evaluator (who conducted the review)
6. Enter ratings or scores if using a structured format
7. Add narrative feedback in the description/notes
8. Attach any supporting documents (review forms, etc.)
9. Save the evaluation

Evaluation Types

• Annual Performance Review
• Mid-Year Review
• 90-Day Review (new hires)
• Project-Based Assessment
• Skills/Competency Evaluation
• Self-Assessment

Using Evaluations for Development

Link evaluations to:

• Goals and objectives for the next period
• Training needs identified
• Promotion or advancement decisions
• Compensation adjustments

Protecting Evaluation Records

• Use record-level permissions to lock sensitive evaluations
• Limit who can view evaluation details
• Maintain confidentiality appropriately

Reports

• Track completed vs pending evaluations
• Ensure all staff receive timely reviews
• Identify trends across the organization

Best Practices

• Conduct evaluations consistently (same timeframe for everyone)
• Use a standard evaluation form or criteria
• Include employee feedback and goals
• Keep records even after someone leaves
• Follow your organization's HR policies