Why would you want to use an Evaluation Form for an Employee?
There are two possible reasons why you may want to send an employee an Evaluation Form
Post Event Questionnaire
Feedback Post Event
Equipment Issues
Performance Review
Marketing Purposes
Job Application
Application for potential or current employees.
How to use an Evaluation Form for Post Event
Step 1. Create an Evaluation Form
You will need to create an Evaluation Form for use as a Post Event Questionnaire for employees.(If you already have one created, please see the important note below regarding the Evaluation Form Settings.)
To create an Evaluation Form, log into DJ Event Planner -> Event Planning -> Planning/Evaluation Forms -> Add New Form
For more information on building Planning/Evaluation forms, please see our tutorial video Planning Forms on our Youtube page
Once you have your Evaluation Form created, under the Settings Tab be sure give your form an appropriate Name.
Form Type: Evaluation Form
Form Active: Make sure to check the box to make this form active.
IMPORTANT - Evaluation Form Settings – Event Types
When using an evaluation form for anything other than a client event evaluation, we will need to make sure to ‘Select None’ under Event Types.
If you have any event types checked here, it will designate this form as the default evaluation form for that event type and will appear in the Client Portal when the event date has passed.
Your Event Questions:You can either Show or Hide these questions.If you add your own Event Date, Event Location and Event Type questions to your form, you can select Hide Questions; otherwise for an Employee Post Event Evaluation form select Show Questions.
Once finished be sure to save your settings.
Step 2. Send an Employee Poste Event Evaluation Form
You will need to create an email template to send the Post Event Evaluation Form to your employees.To create an email template, log into DJEP -> Setup -> Emails -> Add Template
This form is based upon on an event, make sure that you are adding an Events template and not and Employee template.
More information on creating email templates, please see our tutorial titled Email Templates on our Youtube page.
In the content of your email you will need to add the merge tag to the Evaluation Form you just created.You have two options:
1. Click the Merge Tags Button -> Event Planner Account -> Evaluation Form Link for Specific Evaluation Form: (Your Form Name)
2. Merge Tag Wizard -> Event Planner Account -> Evaluation Form Link for Specific Evaluation Form: (Your Form Name)
If manually sending this email to employees, click the Settings Tabs and be sure to select Employees under autofill Settings -> Send To
If wanting to send this automatically to employees, click the Scheduling Tab, set when you want this email to go out and to what event types, statuses, etc.
Under ‘Send To’ select either All Assigned Employees if you want all employees to receive, or Primary Employee if you just want the Primary Employee Assigned to the event to receive the evaluation form.
Once finished, be sure to save your settings.
Step. 3 Employee Completes Evaluation Form
When an employee completes an evaluation form the system will send an email notification to the Master Administrators email address.
All completed evaluation forms can be found by logging into DJEP -> Reports -> Evaluations
The Employee Post Event Evaluation form will also be tied to the event and the completed form can be found by navigating to that event, clicking on the Planning Tab -> Evaluation Forms.
How to use an Evaluation form as a Job Application
Step 1. Create an Evaluation Form
Will need to create an Evaluation Form to be used as a job application, login to DJEP -> Event Planning -> Planning/Evaluation Forms -> Add New Form
Once you have your Evaluation form Created, under the Settings Tab be sure give your form a Name.
Form Type: Evaluation Form
Form Active: Make sure to check the box to make this form active.
IMPORTANT - Evaluation Form Settings – Event Types
When using an evaluation form for anything other than a client event evaluation will need to make sure to ‘Select None’.If you have any event types checked here, it will designate this form as the default form for that event type and will appear in the Client Portal when the event has passed.
Your Event Questions: Hide questions.Because this form is not tied to an event you will want to hide these questions.
Once finished, be sure to save your settings.
Step 2. Get link to Job Application Evaluation Form
Once you have your form ready, you can create a direct link to that form to post on your website, job boards, etc.To get the link to your form, login to DJEP -> Website Tools -> Evaluation Forms
Before creating your link, you will want to check your Settings to make sure they are correct and that wording is appropriate for all evaluation forms.
These settings apply to ALL Evaluation Forms.Suggestion would be to utilize wording that will be appropriate for both client submitted evaluation forms and employee submitted forms.For example, you can keep it simple and use: “Thank you, your form is now submitted.”
Once finished, be sure to save your settings.
To get the link to your form, click on the green ‘Get Code’ button.Scroll down until you see the header “DIRECT LINK FOR SPECIFIC EVALUATION FORMS”.
Select the form you want to link to in the drop down, this will generate the link to that form.
Copy that link and paste where you want to use.
Should you have any questions, please reach out to Support by Live Chat found under Support Options in the left menu; or by posting on the official support forum:
