Once a Service Provider has completed their job requirements on a project. They will now be required to complete the off-boarding process.
5) Complete an Evaluation form
To complete an Evaluation form, select complete.
Using the dropdown selection to choose which project you have completed.
Use the dropdown selection to select the Off-boarding process.
Select the employee that is completing the survey.
Select the checklist that needs to be completed, from the dropdown.
An additional dropdown will populate whereby you will be required to complete the checklist questions / survey.
Once you have worked through the survey questionnaire, select save.
Should you want to refer to any submitted Surveys, navigate to Survey Manager on your dashboard.
All your companies submitted surveys will appear in a list display.
To open the survey, select the view button.
5.1) Corporate Client to Review Submitted Survey
In some instances, a corporate client user will be required to review a submitted survey.
Note: You will receive a bell notification advising you that a survey has been submitted for your review.
This can be reviewed in Action Manager.
The message will display as below.
Select the view button.
The submitted survey will appear in a pdf format for you to view.
There will be a comment box for you to add any comments and when you are complete, select Approve or Reject.