Create Review Section - Competency

If you are using the Competency Management functionality, the competency section allows you to include competencies in a review, allowing reviewers and reviewees to rate and comment on how the user has performed on the selected competencies during the review period.

Note: When utilizing competency ratings in Career Profile or Talent Search, competency ratings from competency assessment tasks and Competency Assessment performance review sections are available because they both use the rating scale from the competency model. However, competency ratings from Competency Rating performance review sections are not available because they use the performance review section rating scale.

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

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. Only certain HTML tags will be rendered. All other tags will not be rendered and the tags will 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.

Rating Scale

This section displays the default rating scale for the section along with options related to the rating scale. Default section rating scales are automatically pulled into each new performance review, but can be modified for each performance review.

Click the Edit icon to modify the default rating scale. See Define Performance Review Section Rating Scale.

  • Display Rating Scale - Select this option to display the rating scale to users.
  • Hide Rating Scale - Select this option to hide the rating scale from users.
  • Display Scores to End Users - Select this option to display the scores along with the rating.

Each rating scale question on the review contains a drop-down that displays the rating. The score is also displayed if the Display Scores to End Users option is selected.

If a score interval of 0.5 or 0.1 is selected, then a text box appears in the section, rather than a rating scale drop-down list.

Rating Method

This section is only available when the new performance reviews user interface (UI) is enabled.

The Rating Method section is only active when the score interval for the rating scale is 1.0. If a score interval other than 1.0 is selected for the section rating scale, the Rating Method options are disabled and a text input rating option is implemented for the section.

Select the appropriate rating method for the performance review section:

  • Drop-Down Rating - When this option is selected, reviewers select a rating from a drop-down for the section.

  • Star Rating Scale - When this option is selected, reviewers select a star rating for the section.

Note: Once a performance review section is saved, any change to the Rating Method causes the section template to create a new version.

Custom Fields

This section displays the custom fields that are included in the section. To add a custom field, in the Custom Fields section, click the Add Custom Fields link. The Select Fields pop-up opens. Note: The Custom Fields section is only available if the administrator has availability to at least one custom field.

Click the option box to the left of the field title to select the field. You can also search for a custom field by title using the Search field. Note: Only custom fields that are available to the user appear in the list. After selecting the appropriate custom fields, click Save. Up to 100 custom fields can be selected.

  • After custom fields are added to the review form section, you can reorder them by dragging and dropping them into the appropriate order.
  • Select the Required option to require users to complete the custom field.
  • Click the Remove icon to remove any custom fields from the section.

When editing a review section that already contains custom fields, all custom fields that have been added to the section appear to the administrator, regardless of the availability of the custom fields. Administrators can also reorder or delete any fields that have been added to the section, regardless of the availability of the custom fields.

Custom fields that are added to the review section only appear to the reviewer or reviewee in the review if they are within the availability of the custom field.

Competency Settings

  • Include Competencies from the most recently completed assessment - Select this option to include competencies from the user's last completed assessment.
  • Include competencies from competency model by - Select this option to include competencies by organizational unit type. Select the appropriate OU type from the drop-down list.
  • Select Competency Model - Select this option to utilize an existing competency model. Click the Search icon to select the model. When selecting a competency model, administrators can only view and select a competency model if they are within the Admin Visibility settings for the competency model and if they have permission to view, edit, or manage competency models.
  • Allow Reviewer(s) with "Selected Competencies" right to add additional competencies - Select this option to allow certain reviewers to add additional competencies to the review.
  • Display Competency Weights on the Print Version of the Review - Select this option to display the weights associated with each competency on the printable version of the review. For example, if one competency carries more weight than another, then after users have completed their review and they view the printable version, they can see the corresponding weights for each competency.

Question Settings

This section only applies if this section also contains questions.

  • Total Competency Weight - Enter the weight for the competencies with respect to the questions in this section. Depending on the backend setting, the weight percentage field may accept up to two decimal places.
  • Total Question Weight - Enter the weight for the questions with respect to the competencies in this section. Depending on the backend setting, the weight percentage field may accept up to two decimal places.

The Total Competency Weight and Total Question Weight must total 100%.

  • Display Question Numbers on Review - Select this option to display question numbers next to each question on the review.
  • Display Question Weights on the Print Version of the Review - Select this option to display the weights associated with each question on the printable version of the review. For example, if one question carries more weight than another, then after users have completed their review and they view the printable version, they can see the corresponding weights for each question.

Questions

To add a question to the section, click the Add Question icon, which opens the Add Questions window. From the Add Questions window, select an existing question from the question bank or create a new question. The character limit for questions is 2000. On the Add Questions window, click Done when you have selected the appropriate questions.

Once questions are added, reorder them using the up and down arrows.

Determine which questions are optional and which are required by selecting the Response Required option.

Enter a weight for each question in the Weight column. All question weights must total 100%. If all questions are text only, the Weights column is disabled. Depending on the backend setting, the weight percentage fields may accept up to two decimal places.

Preview, Edit, or Delete a question using the appropriate icon.

Batch Ratings Considerations

For Competency performance review form sections, batch ratings can be provided for drop-down fields, numeric fields, and star ratings. Also, the following custom field types are supported:

  • Checkbox
  • Date
  • Drop-down
  • Numeric
  • Radio Button
  • Scrolling Text Box
  • Short Text Box

In the Competency Settings section, the following applies to the Batch Rating page:

  • If the Include Competencies from the most recent complete assessment option is selected, this is enforced on the Batch Rating page.
  • If the Include competencies from the competency model by option is selected, this is enforced on the Batch Rating page.
  • If the Select Competency Model option is selected, this is enforced on the Batch Rating page.
  • If the Allow Reviewer(s) with "Select Competencies" right to add additional competencies option is selected, the following occurs:
    • Users cannot select competencies from the Batch Rating page.
    • Users can select competencies from individual review tasks.
    • Competencies that are selected from the individual review tasks will appear on the Batch Rating page.

In the Question section, any questions that are added will be supported and displayed in the corresponding Competency section tab on the Batch Rating page.

Save

Click the Save button to save the performance review section.