QUICK START GUIDE - Form Section - Competency Rating

  • Checklists are aids that help you review configuration settings and follow best practices prior to testing. Be sure to test the functionality fully in your Pilot portal before releasing to end users.
  • The Form Section Quick Start Guide covers the creation of the available form sections to be used in a Performance review task.
  • The Competency section can only be used if also using the Competency functionality and have previously created competency models in the system.


ASSIGN PERMISSION Performance Review Form Sections - Manage
GO TO Admin > Tools > Performance Management > Form Sections > Create Review Section



  1. Define Review Section
  1. Name
  • Name your Competency Section something that will be easily identifiable when bringing into a Performance Task
  • Select Competency Section for the Section Type
  1. Details
  • Directions: Enter directions that will appear to end users at the top of the performance review section within the Performance Task. HTML can be used to highlight important instructions.
  • Leverage tags to pull in relevant information.
  • Categories should be used to organize multiple sections for easy identification for future use.


  1. Rating
  1. Rating Scale
  • The default rating scale is automatically pulled into each new performance review, but can be modified at the section level. To modify click the Edit button.
  • Display Rating Scale - This option displays the rating scale to users.
  • Hide Rating Scale - This option to hides the rating scale from users.
  • Display Scores to End Users - This option displays the numeric scores along with the text rating.
  1. Rating Method
  • Decide if you want the reviewer to rate by the Drop-Down Rating or the Star Rating Scale.
  • 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.
  • Once a performance review section is saved, any change to the Rating Method causes the section template to create a new version.


  1. Custom Fields
  1. Add
  • Click Add Custom Fields to select the performance review custom fields to be added to this section of the review.
  • The Custom Fields section is only available if the administrator creating the form section has availability to at least one custom field.
  1. Placement
  • Once custom fields are added to the review form section, you can reorder them by dragging and dropping them into your defined order.
  • Select the Required option if you want to require users to complete the custom field. If left unchecked, the field will be optional.


  1. Competency Ratings
  1. Selecting the Competency Model
  • You can choose to Include Competencies from the most recently completed assessment or from competency model by OU type defined at the model level.
  • If you select to Include competency model by OU type defined at the model level, be sure to define a competency model at the OU level. For example, if you select Division, you will need to select a competency model on the Division OUs for all the users that will be included in this review.
  • Select a specific Competency Model to be used for all users included in the Performance Review.
  1. Additional Options
  • Choosing “Select Competencies” will allow user to be able to select additional competencies within a Performance Review Task.


  1. Question Settings
  1. Optional
  • Total Competency and Question Weight must equal 100%. This option allows you to choose how you want to distribute weight between the competency ratings and the question ratings.
  • In the Questions section, you can add questions to be included in this performance review form. Questions come from your Question Bank and can also be created in this section.



GO TO Admin > Tools > Performance Management > Tasks
View in Test Task

Create a TEST task and place the Competency Rating Section into your workflow to see what it looks like to end user. Notice the difference between Competency Assessment Sections and Competency Rating Sections.

Competency Rating Sections within a Performance Review have the option for Manager’s to conduct a Batch Rating. Learn more in the Performance Review Quick Start Guide, Online Help and the CSC.