Performance Pro Core Values

Performance Pro includes three appraisal sections; Competencies, Goals, and Core Values.

Core Values

Typically, core values are a list of principles about an organization's vision, mission, and overall goals. By assigning Core Values in Performance Pro, each employee is aligned around a guiding philosophy to serve employees and customers.

In Performance Pro, when Core Values are enabled, they are added to every employee’s appraisal regardless of position.

Competencies, on the other hand, are determined by that employee’s assigned position. All employees assigned to that position are evaluated on the same Competencies.

When Core Values are added, they will appear on all default appraisals. Default appraisals are those appraisals that automatically cycle forward to a new blank appraisal upon completion of the previous one. Core Values will not appear on the new concurrent /non-cycling appraisals.

Enable Core Values

Core Values are hidden by default when you first launch Performance Pro. To activate, go to:

• System Setup > Company Settings > Appraisal Settings tab
• Scroll to the Hide and Show area and de-select the "Hide Core Values" checkbox.
• Click Save.

Once it is unchecked, “Evaluate Core Values” will appear as an evaluation choice in the main menu.

Changing the weight source from any other source to "Company Wide" will only impact employees added to the system after the change. Any prior weight distribution already determined via another weight source will not be changed. To apply the Company Wide source to all existing employees, click "Lock Weight" checkbox. If you don’t click Lock Weight, appraisers will be able to customize the overall weights on Factors, Goals, and Core Values from the Employee Goal Tools.

Customize Core Value Overall Weighting

• Determine how much to weigh the Core Values compared to Competencies and Goals.
• The default weight is zero.
• To change the weight, go to System Setup > Company Settings > Appraisal Settings tab and enter the desired number in the Core Value Weight box in the Overall Weights.
• Adjust the Factor or Goal weights to ensure that the total weight of all three sections equals 100%.
• Click Save. 
• If you leave the weight at zero, your Core Values can be evaluated, but the scores from them will have no effect on the final appraisal score.

Lock the weights to apply the percentages on the Appraisal Settings tab to current default appraisals. If you click the Lock Weight checkbox, appraisers will not be able to change the weights on the Goal Tools screen on both the Current and Future Goals tabs.

When overall weights are not locked, Administrative Users and appraisers will only be able to save changes to the weights on the Goal Tools screen (both Current and Future Goals tabs) if the total weight equals 100%. The Save Overall Weights button will be inactive unless/until the total weight equals 100%.

Customize Core Value Level Configuration

A new Core Values Levels tab will appear on the Level Configuration screen when Core Values are activated.  From this tab you will choose the rating increment from the Core Value Scale dropdown menu. The selected increments will be reflected on the appraisal screens.

Next, enter a title or words to describe each performance level (1-5 in the example below). Click Save.

Creating Core Values

To create Core Values, go to the System Setup > Content Customization > Core Values tab. Next, click Add Core Value.

Enter a name, description, and level descriptions for the Core Value. When finished, click Save. Repeat until you have all your Core Values entered.

Once Core Values are added, from the Core Values tab, click the Apply checkbox beside the ones you want to immediately include on your default/cycling appraisals. Remember, this will apply to all open default/cycling appraisals (and ad hoc appraisals) in your system.

If the Apply checkbox is not selected, the Core Value will not appear on any current appraisals.

Add weight for each Core Value. Click the Divide Weight Evenly button, if you would like the system to distribute the weight between those that are marked Apply.  Performance Pro will automatically save your selections when you leave the screen.

Editing, Duplicating, or Deleting Core Values

Once Core Values are added, you can edit, duplicate, and delete them from the Core Values tab. You can also change the order in which the Core Values display on your appraisals by using the up and down green arrows in the Display Order columns. Changes made here will affect the Core Values section on all default/cycling appraisals. The system will automatically save your selections when you leave the screen.

Appraiser Set Core Values Weights

If overall weights are not locked by the Administrative User, appraisers will be able to set the weights on the Goal Tools screens (both Current and Future Goals tabs). The total weights must be 100% for the Save Overall Weight button to be active. If the weights are not locked, the default weight for Core Values will be zero. In order for the Core Values to have any weight, the appraiser will need to set and save the weight.

Multi-Appraiser Setup

If you use the Multi-Appraiser feature, Core Values will become part of the different aspects of setting up multi-appraiser rights. You will need to determine whether multi-appraisers must (Require), may (Optional), or cannot (Restrict) evaluate Core Values if they are assigned to the default profile.

Core Values will also be an option when creating and defining new multi-appraiser profiles. You must determine whether multi-appraisers assigned to these profiles must (Require), may (Optional), or cannot (Restrict) evaluate Core Values.

Report: Overall Core Value Rating

Within the Appraisals category, the Overall Core Value Rating report will show the Core Value scores for all appraisals that are either current, last completed, or based on the appraisal end or due date depending on how you customize the report.