Prerequisites

Before an authorized user can modify evaluation criteria, complete the following tasks:

  1. Activate the Define Criteria business process.

    Select the Define Criteria check box on the Template Definition - General page.

  2. Define the rules for the define criteria process.

    Complete the fields in the Define Criteria Step group box on the Template Definition - Process page.

  3. Activate the ability to add, update, delete, copy objectives and copy manager items to the Define Criteria page for each specific role.

    Select the appropriate check boxes in the Define Criteria Step – Role Rules section on the Template Definition - Structure page.