Creating a Performance Review Rating Scale

Each performance review template can only contain one rating scale.

To create a performance review rating scale:

  1. Go to Setup > Performance Management > Performance Reviews > Rating Scales > New.

  2. In the Name field, enter a unique name for the rating scale.

  3. In the Description field, enter a description for the rating scale.

  4. In the table, add rating items:

    1. In the Name column, enter a name for the rating item. For example, the name could be Exceeds Expectations.

    2. In the Description field, enter a meaningful description for the rating item. For example, the description could be “Performance and results were consistently above and beyond expectations.” Descriptions can be viewed on performance reviews.

    3. In the Value field, enter a number for the rating item. The highest value shows up first in the Rating list, and the lowest shows up last.

    4. Click Add.

    5. Repeat steps a to d for each rating item you want to add to the rating scale. Rating scales need at least two rating items.

      Note:

      You can't change rating items after the rating scale is included on a performance review template that you use on a performance review.

  5. Click Save.

Related Topics

General Notices