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Personalize Performance Reviews beyond Templates (Admin)

May 13, 2019 · All About Instant Feedback & Performance Reviews,

Individual performance reviews’ content, even when based on existing templates, can be personalized for every individual review. 
For any individual review you can:
  • Edit or delete existing metrics coming from a template
  • Add new metrics
  • Create different metrics’ sections
  • Add a Goals Section: include all or specific goals the user is working on, for a goals’ based performance review
  • Add a Competency/Skills Section: Import all or specific competency/skills for a competency-based performance review

– Template metrics personalization is not available for reviews in Batch. Personalization based on Goals or Competencies/Skills is available for reviews in Batch –

To edit the metrics in a specific performance review:

  1. Go to the top Feedback menu
  2. Go to All Performance Reviews
  3. Click on the name whose metrics you want to edit
  4. Start Editing. You can change: Name, Description, Relative Weight, or Numeric Scale Type (also named Assessment Template)
  5. Click “Save Draft” or “Finalize Draft”

Note: once the performance review metrics are finalized, they can no longer be edited.