Improvements to Evaluator Type Setup for Competency Content Sections
We’ve improved the user experience when setting up and using evaluator types for competency content sections for talent profiles. A competency always carries an evaluation type, regardless of whether the Admin has chosen to hide it or show it in the content section. That means that different evaluator type settings can be created for different competency content sections.
Additionally, we made it more intuitive for end users to enter competency ratings against different evaluator types on the Skills and Qualifications page. Admins can hide or show the evaluator type field on the Skills and Qualifications page. When the Evaluator Type is hidden, the default evaluator type for the roles defined in the Person Profile Type Content Section will be used when an employee or manager create a competency. For HR, it will default to the Official evaluator type.
If the Content Section evaluator type setup is hidden, then the defaults or any settings created by the Admin user prior to 21A will apply. The defaults are based on the role or the application that contributes a competency rating:
- Employee: SELF
- Manager: SUPERVISOR
- HR Admin: OFFICIAL
- Goal Management: GOAL
- Career Development: GOAL
- Performance Management: SUPERVISOR
- Learning: LEARNING
The evaluator type settings are based on system defaults or in the case of employee and manager, it will be based on the default defined by the Admin in content section setup.
On the Skills and Qualifications page, a new selection option in the View By drop down enables users to see All evaluator types or select only one (like Official) that they have access to and want to see.
| Navigation | View by filter defaults to |
|---|---|
| Me > Career and Performance > Skills and Qualifications page | Self |
| My Team > My Team > search for a person > Skills and Qualifications page | Supervisor |
| My Client Groups > Profiles > search for a person > Skills and Qualifications page | Official |
During the set up for Evaluator Type List of Values, Admin users can choose the same setting for the Employee Default and the Manager Default radio buttons. For example, both can be chosen as Official for the Evaluator Type. A new warning message appears that says employees and managers will be able to modify the same competency.
An evaluator type must be configured for each section that uses the competency template. Admin users can display or hide the evaluator type, but once the evaluator type is set and a competency section is created for it, the evaluator type can no longer be changed by the user.
- If there are profile items created for a competency section, Admin users cannot change evaluator type settings. These settings will be read-only so they can view them.
- Permissioned end users can filter by evaluator type to view ratings from different evaluators.
- When adding or updating a competency rating, end users can see, and in some cases, enter an evaluator type value of their own, based on what's allowed in the settings created by the Admin for the content section.
When records are added to the Skills and Qualifications page by other applications like Goal Management, Performance Management, or Learning, there is no option to edit those records.
Note that if there is existing profile item data for the section, Admins can only see the List of Values in read-only mode:
Existing values are read-only