Create Review Section - Development Plan

Development Plan sections enable reviewers to add training and action steps to a development plan for the reviewee while completing the performance review task. Administrators can configure whether the training and action steps are added to the reviewee's primary development plan or a new performance review development plan.

To create a performance review section, go to Admin > Tools > Performance Management > Form Sections. Then, click the Create Review Section link.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Performance Review Form Sections - Manage Grants ability to create and manage performance review questions and sections which are used in performance review tasks. This permission can be constrained by OU and User's OU. This is an administrator permission. Performance - Administration

Details

  • Directions - Enter directions that appear to the reviewers at the top of the performance review section. The character limit for this field is 3000 characters. To see a list of available tags that can be used in the directions, click the View Employee Custom Tags link. When utilized in the directions, the tags are automatically replaced with a hyperlink on the review form, similar to the way email tags work. HTML can be used. The system only accepts certain customizable HTML elements in the WYSIWYG Editor. Elements that are not acceptable display as text. See Safe Listed Customizable Elements. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
  • Category - Select the appropriate category from the drop-down.

Development Plan Options

Select whether the Development Plan section creates a new performance review development plan or builds upon the reviewee's existing primary development plan. Reviewers can add training and action steps to the selected development plan.

  • Reviewee's Primary Development Plan - This option is selected by default. When this option is selected, if the reviewee has an existing primary development plan, then a read-only view of the reviewee's primary development plan is displayed in the review section. Also, additional training or action steps can be added to the reviewee's primary development plan within the performance review section. Note: If this option is selected and the reviewee does not currently have a primary development plan, then the Development Plan performance review section automatically creates a new performance review development plan, which becomes the reviewee's primary development plan.
  • Create a new Performance Review Development Plan - When this option is selected, a new performance review development plan is created, and training or action steps can be added to the development plan within the performance review section. The newly created development plan is created upon the final submission of the performance review. The newly created development plan has the following title: {Name of Performance Review} Development Plan (e.g., 2013 Annual Review Development Plan). This title can be edited after the development plan is created.

Save

Click the Save button to save the performance review section.