Review Section - Create - Evidence Collection

Evidence Collection review sections are used in conjunction with Competency Assessment review sections, and at least one Competency Assessment section must be created prior to creating an Evidence Collection review section.

Evidence Collection review sections enable reviewers to input or upload materials that provide evidence to support competencies. These sections also display all existing evidence that has been collected to support the required competencies. Reviewers can filter the section by competency to view only the evidence that supports specific competencies.

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

In the Name field, enter a name that helps identify the section. The character limit for this field is 50. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

Select Evidence Collection from the Type drop-down list. This option is only available when using the redesigned Performance Reviews functionality.

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.

Link Competency Assessment Section

Each Evidence Collection review section is associated with a Competency Assessment review section. The evidence that is collected with the Evidence Collection review section is associated with the Competency Assessment review section's competency assessment, and the associated competencies can be viewed and selected within the Evidence Collection review section.

To select a Competency Assessment review section to link to the Evidence Collection section, click the Select icon . The pop-up displays the latest versions of all available Competency Assessment review sections. Click the section name to select the section.

Only one Evidence Collection review section can be linked to a Competency Assessment review section. In addition, the Evidence Collection section is linked to the specific version of the Competency Assessment section.

Save

Click the Save button to save the performance review section. Once the section is saved, administrators cannot change the Competency Assessment section to which the Evidence Collection section is linked. In addition, the Competency Assessment section to which the Evidence Collection section is linked cannot be deleted until the associated Evidence Collection review section is deleted.