Performance Pro - Customizing Summary Comments - New Interface

Summary Comments can be used to capture qualitative data as part of an Appraisal.

Editing Existing Fields

Click System Configuration then click Content Management.

From the Appraisal Content section, click Summary Fields.

Choose the type of appraisal to customize. Existing fields will display.

To edit a field, click the edit icon beside the field.

Check the Employee, Appraiser, or Multi-Appraiser boxes depending on which role you want to complete the field.

Click the Required? box if you want to make input into this field a requirement. If checked, users will not be able to mark the appraisal ready until the field is completed.

When changes are finished, click Close.

Adding a New Summary Field

Choose the type of appraisal to add the field to. Click Add Field.

Enter the name of the field.

From the Field Type dropdown, choose the type of field to add.

Enter the field information. For drop-down group or radio button group, enter the first choice then click Add Option + to add more choices. Click the Save icon.

Click the Required? option if desired and the roles the field applies to. Click Save.