Managing Experience Evaluations

Evaluations are custom surveys created in Handshake by a career services user, and then integrated into an Experiences Template. 

Evaluation surveys are created via: 

• The Surveys section in Handshake using the steps outlined in Creating and Testing Surveys. 
• The Experience Template creation process, refer to Creating an Experiences Template for more information. 

Evaluations are sent on the dates indicated on the Term selected for the Experience.

If you would like to update the dates the evaluation survey sends, you can do so by updating the dates associated with the term. For more information on updating the dates, refer to Institution Settings: Terms. 

Note: the updated dates will be reflected on all existing and newly requested Experiences. 

Evaluation reminders are automatically sent via Handshake if you have selected the Send evaluation requests on the Experiences Template. 

• Mid-term reminders are sent 3 days and 24 hours before the mid term date.
• Final evaluation reminders are sent 3 days and 24 hours before the end term date.

If you would like to send a reminder email, you can do so at any time! 

1. Navigate to the Experiences overview page, then click the Approved tab. 

2. Use the Missing Evaluations Filter on the left of the page to narrow the results. 

3. Select the relevant Experiences by clicking the box to the left of the student/reviewers name, or click the box in the upper-left corner of the header bar to select all. 

4. Click the drop-down arrow to the right of the Evaluation (Mid-term or Final) you want to send a reminder for, then click Send Reminder. 

5. Click the blue button Confirm in the pop-up to send the Evaluation Reminder! 

If no surveys were attached to an Experience, you can add the missing Mid-Term and Final Evaluation when you're ready to send. 

Before sending, you must ensure: 

• The send dates aren't set on the template 
• The Send evaluation request box is checked on the Template for each reviewer that needs to receive the evaluation.
  • This must be checked prior to the experience being requested — any changes made to the template after an experience has been requested won't be reflected in existing experiences.

1. Navigate to the Experiences overview page, then click the Approved tab. 

2. Select the relevant Experiences by clicking the box to the left of the student/reviewers name, or click the box in the upper-left corner of the header bar to select all. 

3. Click the drop-down arrow to the right of the Evaluation (Mid-term or Final) you want to send, then click Add Missing Evaluations.

4. In the pop-up that appears, choose the surveys you'd like to add from the provided dropdown box. 

• If you've already requested surveys for the experience and have not yet received responses, you'll have the option to update the surveys to the selected instead. To do this, check the box next to Yes, use the updated survey. 
• If you'd like to send the evaluations immediately, check the box next to send requests for evaluation now. 

Note: If you don't send the evaluation requests now, you'll have to use the reminder option to send evaluations since some of these may not have evaluation send dates setup in the template

5. Once selection have been made, click the blue button Update, located in the lower-right corner. 

If a student or reviewer isn't receiving their evaluation through email, we recommend following the troubleshooting steps in:

• Troubleshooting: Approvers Missing Experience Evaluation Requests
• Troubleshooting: Students Missing Experience Evaluation Requests