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Pathways

Learn how to create, assign, and manage Pathways to organize timelines and track staff progress.

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Written by Kevin Sun

Pathways helps administrators and evaluators organize evaluation activities across the school year. It defines required milestones such as observations, summative evaluations, self-evaluations, and growth plans. This article explains how Pathways works and how to set up, assign, and track progress.


Overview

Pathways is a feature within Lebra Ascend that allows you to create structured evaluation timelines for staff. A Pathway includes a sequence of milestones with due dates and required quantities.

Each pathway helps standardize evaluation workflows, track completion, and ensure all required activities are completed on time.


How Pathways Works

A pathway includes three main components:

  • Pathway name - A label for the plan (I.e., "Tenured Teacher" or "New Hire")

  • School year dates - A Start date of Pathway and End date of Pathway that define the timeline

  • Milestones - Evaluation activities with a type, due date, and quantity.

Milestone types include:

  • PDP — Set the teacher's goals, focus standards, and action steps for the year.

  • Self-Evaluation — Teacher rates themselves against district standards and submits supporting evidence.

  • In-Person Meeting — Structured conversation to discuss progress and document next steps.

  • Walkthrough — Brief, informal classroom visit to capture focused evidence.

  • Formal Observation — Formal classroom visit with ratings, feedback, and action steps against the full rubric.

  • PDP Update — Teacher documents mid-cycle progress on PDP goals.

  • PDP Year End — Year-end review of PDP goals, capturing outcomes and reflections.

  • Summative Evaluation — Year-end synthesis of all evidence into final ratings and written feedback.

    Note: If your organization uses a custom name for PDPs, that name will appear throughout the platform.

Note: Additional milestone types, such as Walkthrough and In-Person Meeting, may be available depending on your organization's settings. If your organization does not use self-evaluations, that milestone type will not appear.

Each assigned Pathway tracks progress using these statuses:

  • On Track - All milestones are current

  • Overdue - One or more milestones are past due

  • Completed - All milestones are finished

Tip: Hover over a status badge to see why a person is in that state — an overdue badge names the specific milestone that's past due and its due date, and an on-track badge shows what's next.


Pathways and the School Year

Every pathway belongs to a specific school year. This keeps each year's timelines separate, so last year's pathways stay intact as a record while you build the new year's.

On the Settings > Pathways page, a school year dropdown sits next to the search box. It opens on your organization's current school year; change it to view pathways from another year. Years are shown in the format 2026-27.

Note: A pathway's start and end dates must fall within the school year dates set in Settings > Ascend > General. If your dates are rejected, check that setting first — only administrators can change it.


How Pathways Connects to Evaluations and Reporting

Pathways organizes evaluation activities across the platform:

  • Observations and Evaluations

    Observation milestones define how many observations are required and when they are due. Evaluators can track these from the Evaluator Dashboard.

  • Summative Evaluations

    Summative milestones set deadlines for final evaluations based on collected evidence.

  • Self-Evaluations and PDPs (Growth Plans)

    Evaluators can request self-evaluations and PDPs directly from the Evaluator Dashboard. These are tied to Pathway milestones to track completion.

  • State Reporting

    Pathway progress and evaluation data feed into the State Reporting page in Ascend.


How to Access Pathways

To configure Pathways (administrators):

  1. Navigate to Settings > Pathways

To view and track progress:

  • Evaluators: Go to Ascend > Evaluator Dashboard

  • Administrators: Go to the Pathways page


How to Create a Pathway

  1. Navigate to Settings > Pathways

  2. Confirm the school year dropdown shows the year you're building for

  3. Click Add Pathway

  4. Enter a Pathway name

  5. Select the Start date of Pathway

  6. Select the End date of Pathway

  7. Under Timeline, click Add Milestone

  8. For each milestone:

    • Select a type (Formal Observation, Summative Evaluation, Self-Evaluation, PDP, and others depending on your settings)

    • Set a due date (must fall within the school year range)

    • Set the quantity (minimum of 1)

  9. Repeat to add additional milestones as needed

  10. Click Add Pathway

Note: You can add multiple milestones of the same type with different due dates (I.e., one observation in September and another in March).


Edit a Pathway

  1. On the Pathways tab, locate the Pathway

  2. Click the three-dot menu

  3. Select Edit

  4. Update the Pathway details

  5. Click Save Changes

If you close with unsaved changes, you will be prompted to confirm.


Duplicate a Pathway

  1. On the Pathways tab, click the three-dot menu

  2. Select Duplicate

  3. Update the name if needed

  4. (Optional) Select Add one year to new pathway

    • This option shifts all dates forward one year for the duplicate Pathway — the quickest way to roll a pathway into the next school year

  5. Click Duplicate Pathway


Delete a Pathway

  1. On the Pathways tab, click the three-dot menu

  2. Select Delete

  3. Confirm the deletion

This removes the Pathway, its milestones, and its data from all assigned users.


Assign a Pathway to Staff

The Assignments page is where you set up your year: pathways, evaluators, reviewers, and framework roles for everyone at once.

  1. Navigate to Settings > Pathways > Assignments

  2. Select one or more staff members

  3. Click Bulk Assign

  4. Select a Pathway from the dropdown menu

  5. You can also assign an Evaluator, Reviewer, and Framework Role from this page

  6. Click Assign

You can also assign Evaluators, Reviewers, or Roles from the same toolbar or individual row actions.

Finding staff who are missing something

Three cards above the Assignments table count the people who aren't fully set up. Select a card to filter the table to exactly those people — the fastest way to close gaps before the year starts.

  • Not assigned an evaluator

  • No pathway assigned

  • No framework role assigned

Select the card again to clear the filter.

Tip: Work these three cards down to zero at the start of the year. Anyone missing an evaluator, pathway, or framework role can't be moved through their evaluation workflow.

Filtering and sorting the Assignments table

The table shows Framework Role, Pathway, Evaluator, and Reviewer for each person. Anything unset reads Not assigned.

Open the filters to narrow the list. Each filter is multi-select, so you can combine several values at once, and each has its own search box for long lists:

  • Group, Pathway, Framework Role, Title, Position, Status, Evaluator, Reviewer

Other controls:

  • Choose Unassigned within a filter to find people missing that attribute

  • Use Sort by to order the list by First Name (A-Z or Z-A), Last Name (A-Z or Z-A), or Title (A-Z or Z-A)

  • Use Rows per page to show more or fewer people at a time

  • Click Reset filters to clear everything

Note: When filters are active you'll see a Filtering · clear indicator, so it's always obvious you're looking at a subset rather than your whole staff.

Assigning across every matching person

When you select rows, you'll be offered Select all matching results. This extends your action to every person matching your current filters — not just the ones on screen — so you can set up a whole building or role in one action. Use Clear selection to start over.

Row actions

Each row's (more) menu includes:

  • Assign Pathway and Unassign Pathway

  • Assign Evaluator and Unassign Evaluator

  • Assign Reviewer and Unassign Reviewer

  • Assign Role

  • Request Self-Evaluation

  • Add to Group

  • Archive — remove someone from active assignment views without deleting their records


Sending Task Reminder Emails

Rather than chasing people individually, you can email a batch of staff about the tasks they still owe you.

Steps

  1. From the Pathways page, select the staff you want to remind.

  2. Choose Send task reminders.

  3. Select which outstanding tasks to remind them about:

    • Professional Development Plan (PDP)

    • Observation reflection

    • Summative report reflection

    • Self evaluation

  4. Select Send Reminders.

Note: Employees with no outstanding tasks won't receive an email, so it's safe to select a whole group without worrying about reminding people who are already done.

Staff also receive automatic pathway notification emails as their milestones come due.


Manage and Track Progress

From the Pathways page (administrators):

  1. Navigate to the Pathways page

  2. Use summary cards (Staff Assigned, On Track, Overdue, Completed) to filter

  3. Review the table for Pathway details, including status and due dates

  4. Use search, filters (Group, Pathway, Status, Evaluator), and sorting

  5. Click Reset filters to clear filters

Reading the dashboard at a glance

The dashboard is built so you can triage without opening each person's page.

  • Timeline column — a visual view of where each person sits in their pathway. Select a milestone pill to open that item directly, rather than navigating to the person's page and finding it.

  • Formal Observations column — how many formal observations each person has, so you can spot who's behind on observation count.

  • Status badge tooltips — hover a badge to see the reason behind it:

    • Overdue names the specific milestone that's past due and its due date

    • On Track shows the next milestone coming up

    • Completed confirms all milestones are complete

  • View assigned / View all employees — switch between only the people assigned to you and everyone you have permission to see.


Best practices

  • Set up Pathways before the school year begins

  • Confirm your school year dates in Settings > Ascend > General first, since pathway dates must fall inside them

  • Use duplication for year-over-year consistency

  • Clear the three flag cards on the Assignments page to zero before the year starts

  • Assign evaluators at the same time as Pathways

  • Monitor the Pathways page regularly for overdue items, and use task reminders instead of chasing individually

  • Ensure staff profiles include a valid email and role

  • Use Groups to organize and filter staff


Frequently Asked Questions

Who can create or assign Pathways?

Administrators can create, edit, duplicate, and delete Pathways from Settings > Pathways and assign them from Settings > Pathways > Assignments.

Can Pathways be edited after assignment?

Yes. Changes apply to all staff currently assigned to the Pathway.

I can't find a pathway I created. Where did it go?

Check the school year dropdown on the Pathways page. Pathways are grouped by school year, so a pathway built for a different year won't appear until you switch to it.

What happens if a staff member is missing required information?

If a staff member is missing an email or role, certain actions cannot be completed. The system will display the reason, and the profile must be updated before retrying.

How does Pathways impact evaluations or reports?

Pathways defines timelines and expectations. Milestones determine when evaluation activities must be completed, and statuses reflect progress.

Can Pathways be reused across school years?

Yes. Use the Duplicate feature and select "Add one year to new pathway" to shift the dates forward.

What does "Not Assigned" mean in filters?

It shows staff members who do not have a Pathway assigned.

Can I assign a Pathway to multiple staff at once?

Yes. Select multiple staff on the Assignments page and assign the Pathway in one action. To go further, use Select all matching results to apply your assignment to everyone matching your current filters.

How do I remove a pathway or evaluator from someone?

Use the row's menu and choose Unassign Pathway, Unassign Evaluator, or Unassign Reviewer.

What does Archive do?

Archiving removes a person from active assignment views without deleting their evaluation records.

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