Review Template - Annual, Periodic, and Probationary Reviews

Whether defining the evaluation criteria for an Annual, Periodic, or Probationary performance review, they are all set up the same way on their respective tab of the review template.  Each review is made up of three main components: the overall score of the employee, the sections (which may be setup to drive the overall score), and the specific review items within each section that are used to evaluate the employee.

Note: To learn more about how Review Templates are used in the performance evaluation process, see the Related Help Topic Understanding Review Templates.

 

To manage the evaluation items and scoring of performance review form:

1.   On the Menu, click HR Administration > Performance Management.

The Performance Management Dashboard page displays.

2.   Click the Options button and select Review Templates from the drop-down list.

The Performance Review Templates page displays.

Note: If you do not have Performance Administrator rights, this option will not be visible.

3.   To create a new performance template, click the New Template button.

To edit an existing template, click on the template name to open the edit template screen.

4.   Select the Annual Review (Periodic or Probationary Review) tab.

5.   If setting up multiple templates that are similar in form layout, it may be desirable to start setting up the review form by pulling in the ratings, sections, and review items from another existing performance template (regardless of status).  This can be done by clicking the Copy from Another Template button.

Upon clicking, the Copy Review Format page displays where you are able to choose the Template and Review Type that you would like to copy the form layout from.  After copying the form to the respective template, you can leave it intact or modify the components as desired for the respective template.

Note:  Form layouts are not linked from one template to another.  If the desire is to have multiple templates use the same layout, the Copy from Another Template feature will need to be reapplied to each additional template once one has been updated.

6.   At the top of the Review tab is the Overall Score section, where administrators are able to control how the employee's overall performance review rating is calculated (if enabled).  In the Rating drop-down list, make the appropriate selection from the available rating options.

For the Methodology drop-down list, choose the rating scale that is to be used when categorizing an employee's overall score (You can click the View button to see the levels of rating scale for the selected methodology).  The options listed reflect all of the Active rating methodologies available for use.  See the Related Help Topic Performance Rating Methodologies.

7.   The performance review form may contain various evaluation components regarding a multitude of topics.  To help keep the form organized, these review items can be grouped together in template Sections (up to 40 sections may be created on a template).  

Steps to Create/Manage a Performance Section

8.   Within each section, you are able to manage the review items and/or goals for which the employee is to be evaluated.

Steps to Create/Manage a Performance Review Items in Section

Note:  Each time a section, subsection, or the weighting of a review item is updated, the system recalculates the weighting for the overall review and each section of the review.  If the total weight of all the sections or Review Items in a section is less than 100%, an weighting error is displayed.  Prior to publishing the template, these errors must be corrected so that the total weighting equals 100%.

9.   Once satisfied with the change made, you can:

Click the Save And Publish button (to immediately implement the changes made).

Click the Save Draft button (to keep the changes made, but maintain a drafted status for potential utilization at a later time).

Click the Exit button (to erase all changes made to the template since last time it was saved.

Proceed to any of the other Template Settings tab to make additional changes:

General Setup - Manage Template Settings

Apply To - Manage Who Receives the Template

Schedule - Control Performance Review Cycle Frequency

 

Related Help Topics

Performance Management Dashboard

Managing Performance Rating Methodologies

Managing Performance Review Items

Managing Performance Goals

Performance Management Reporting Capabilities