Personalize Performance Reviews beyond Templates (Admin)
Individual performance reviews’ content, even when based on existing templates, can be personalized for every individual review.
For any individual review, you can:
a. Edit or delete existing metrics coming from a template
b. Add new metrics
c. Create different metrics sections
d. Add a Goals Section: include all or specific goals the user is working on, for goals’ based performance review
e. Add a Competency/Skills Section: Import all or specific competencies/skills for a competency-based performance review
Template metrics personalization is not available for the reviews created in batch.
Personalization based on Goals or Competencies/Skills is available for review in batch
To edit the metrics in a specific performance review:
- Go to the top menu, "Performance" and click on “All Reviews”.
- Click on the review name whose metrics you want to edit.
- You can change the Name, Description, Relative Weight, Quantitative Assessment, and Qualitative Assessment.
- Click on the “Save Draft” button to save it as a draft or “Finalize Draft” to continue.
Note: Once the performance review metrics are finalized, they can no longer be edited.