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 numeric value for the rating item. The value determines the order in which rating items appear in the Rating list on a review. The rating item with the highest value appears at the top of the list. The rating item with the lowest value appears at the bottom of the list.

    4. Click Add.

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

      Note:

      You cannot 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

Performance Review Rating Scales
Editing a Performance Review Rating Scale

General Notices