QUICK START GUIDE - Form Section - Goal 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.


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 Goal Rating section something that will be easily identifiable when bringing into a Performance Task.
  • Select Goal Rating Section for the Section Type.
  1. Details
  • Directions: Enter directions that will appear to the 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. Editing the rating scale here will only change the rating scale in the review for the Goal Rating Section. To modify click the Edit button.
  • You can choose to Display Rating Scale or Hide Rating Scale from users.
  • Display Scores to End Users option allows for the numeric scores to display 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. Goal settings
  1. Settings
  • Use the dropdown to determine if you would like to filter the goals being rated by a specific perspective. This allows you to choose to only include a subset of a user’s goals in this section rather than pulling in all goals.
  • Selecting Use the goal "Weight" as the weight for each goal will set the weights of the goals in this performance review section to match the same weights as the user’s goals.
  • You can determine if you would like the weight to display on the review.


  1. Question settings
  1. Optional
  • Additional questions to the Goal Rating section can be added.
  • The total Goal and Question Weight must equal 100%.
  • Questions come from your Question Bank can also be created in this form section.



GO TO Admin > Tools > Performance Management > Tasks)
View in Test Task Create a TEST task and place the Goal Rating Section into your workflow to see what it looks like to end user.