Action Step Setup - Performance Pro

Setting goals with employees is a great way to keep them engaged and striving for success. It is also helpful sometimes to break those goals down into smaller steps, giving the employee an action plan to achieve the goal.

Setting up Action Step Options

By default, Action Steps are for informational purposes only. If you would like appraisers to have the option of giving a score to each Action Step, activate the Rate Action Steps feature.

Click System Setup.

Click Company Settings.

Under Goal Settings, check the Rate Action Steps checkbox.

If you would like to require that the appraiser rates each Action Step, check the Require Rate Action Steps checkbox.

Action Step scores will automatically average to give a suggested score for the goal.

The appraiser can choose to keep the suggested score or input a different one. If you would like to prevent the appraiser from choosing a different score, check the Prohibit Override Checkbox.

Click Save.