Some organizations are opting to eliminate traditional ratings during their annual performance appraisal process. Performance Pro allows you to turn off or "hide" Core Values, Competencies, and/or Goals. When all are hidden, the appraisal becomes based only upon data entered in the Summary Comments section. Refer to our blog for an excellent article discussing the pros, cons, and scenarios related to this topic. http://www.hrperformancesolutions.net/blog/the-ratingless-reviews-continuum
To Hide Core Value, Competency, and Goal Sections
Click System Setup.
Click Company Settings.
From the "Hide and Show" area, click Hide Competency Section, Hide Goal Section, and
Hide Core Value Section. Click Hide on Appraisal Forms to hide the information on the appraisal forms.
Click Save.
"Summary Comments" and "Finish Appraisal" will be the only options in the Appraisals section of the main menu.
Customizing the Summary Comments Screen
The Summary Comments screen can be customized to fit the needs of your organization. Various field types are available and function as follows:
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Single Line Text Field: Single-line text box that allows up to 100 characters.
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Comment Box: Text box that allows a large amount of text, up to 4000 characters.
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Radio Button Group: A list of choices with radio buttons. Users are allowed to select one option from the list of choices.
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Checkbox: One or more checkboxes. This works well for "check here to agree" statements, "yes" or "no" questions, or the option to choose more than one item from a list.
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Dropdown: Allows users to select one option from a dropdown
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Date
The Summary Comments screen can be customized by user type: Employee (Subject), Appraiser, and Multi-Appraiser, if applicable.
Adding a New Summary Field
Click System Setup.
Click Company Settings.
Click the Summary Fields tab.
Click Add Field.
Enter the Name of the new Field.
From the "Field Type" dropdown, select a type of field.
If you select Radio Button Group or Drop-Down Group, the "Options" box will activate. In the Options box, type the item you wish to appear first in your list. Press "Enter" on your keyboard and Repeat until all desired choices have been entered on separate lines.
Click in the Is Required box if the field is mandatory.
Click Save.
On the Summary Fields tab, beside each field type, click in the Subject, Appraiser, or Multi- box to assign this field to that user type. Selections will automatically save.
To Edit or Delete a Summary Field
Click System Setup.
Click Company Settings.
Click on the Summary Fields tab.
Click either the Edit icon or the Delete icon beside the field you wish to edit or delete.
Edit as needed.
Click Save.
If you wish to change the order in which the fields appear, use the up and down arrows in the "Actions" column.
Create a Monthly Check-In Meeting Form
Another tool that may be helpful if you are utilizing ratingless reviews, is to set up a Monthly Check-In Meeting Form. This can be an informal meeting, without ratings, where a manager and employee are getting on the same page. You can customize the questions you put in this Form. This gives employees formal access to their manager and provides the manager with a template that makes those conversations easier. Once you create this Form template, it will be available for appraisers to select from the Forms tab in Performance History. See additional articles on Forms for more information.
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