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Performance Pro - Customizing Summary Comments - New Interface

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

NOTE

We offer a variety of ways you can collect feedback in summary comments including:

  • comment box
  • single-line text
  • drop-down menu
  • radio-button group (multiple choice)
  • checkbox
  • date field

Editing Existing Fields


Click System Configuration then click Content Management.

content management

From the Appraisal Content section, click Summary Fields.

summary fields

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

choose app

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

edit

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

role

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.

required

When changes are finished, click Close.

Adding a New Summary Field


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

add field

Enter the name of the field.

new field

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

field type

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.

save

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

NOTE

It is important to note that the newly created question will NOT appear on any appraisals until you place checkmarks in the role boxes to denote who should be responding to the question.