Settings


 

Review Section Settings

Overview 

Section Settings control the blueprint for your reviews. You can turn on weights, scoring, and feedback for each section.

Instructions

  1. Navigate to Settings
    PM_Settings.png
  2. Select Review Settings
    PM_ReviewSettings.png
  3. Click once on any review section labeled Core Sections
    PM_RS_Goals.png
  4. View Options
    ReviewSectionSettings.JPG
         
    • Section Header Description: The name of the review section. This will appear on the review itself and all reports
    • Global Section Weighting: The weight this section will have when the final review score is calculated. Make sure that all your review sections add up to 100%.
    • Section Required to Complete: if a section is required, you can not route or complete the review until all required sections are complete
    • Allow Supervisor to Override Weighting: this allows the supervisor to change the weighting of this review section.
    • Section Locked: Supervisors cannot add or delete factors
    • Employee Section Locked: The employee can not add or delete factors
    • Display Weights: Show the weights of individual factors into a review section
    • Display Scores: Show the score of individual factors in a review section. Turning this off will show the achievement level only. i.e. "Meets Expectations:
    • Feedback Only: This hides the sliders and only feedback can be entered on a factor
  5. Click Save Section Header 
    save_performance_management_section_header.jpg
  6. Click Save Settings
    save_settings.png



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