On the Basic tab Select an evaluation type. The following are available:

Group evaluation: Select this option to create evaluations for every agent in a group. Specify the kind of calls the evaluators must to monitor using the criteria in the basic tab and additional criteria in the sub-criteria, do not add a specific call or other interaction to the evaluation, because Group Evaluation creates one evaluation for each group member.

Agent evaluation: Select this option when the evaluator needs to evaluate a specific agent. Add a specific call using the search function, activated by clicking the add specific interaction” button. This is very useful in situations where you are investigating customer complaints.

Self-evaluation: Agents can select this option to schedule an evaluation of one of their own calls. Users must have the self-evaluate privilege in their user profile. If selected, this automatically sets the Evaluator and evaluated Agent to the currently logged-in user. This enables agents to plan and perform their own performance evaluations. This is only available if the user currently logged-in has been assigned the self-evaluate role in their user profile.