Create a Performance Template Section for Profile Content

This example demonstrates how to create a Profile Content section to rate competencies in the performance document and use calculated ratings to determine the overall rating.

The following table summarizes key decisions for this scenario.

Decisions to Consider

In This Example

What type of section is this?

Profile Content section, for competencies

Calculate section ratings? With which calculation rule?

Yes, the section uses the Average calculation rule

Which section rating model is used?

Any

Weight the section?

Yes, the weight complements the Performance Goals and Development Goals section weights so the sum of the sections is 100

Enable content items for the section?

Yes

Rate content items?

Yes, using the proficiency rating type, and section rating model

What properties are included with the content items?

Weight, Required, Target Proficiency Level

What is the source of competencies for the content items?

Worker job profile

Do you require any content items to be added to the section?

Yes, one content item is required

Enable the writing assistant to suggest comments managers can add for competencies?

Yes

To create a performance template section for Profile Content, follow these steps:

  1. Go to the Setup and Maintenance work area, and select Workforce Development from the Setup list.

  2. Search for the Performance Template Sections task and select it.

  3. Click Create in the Performance Template Sections page.

  4. Complete each section as described below.

Section Details

  1. In the Section Details section, complete the fields as shown in this table.

    Field

    Value

    Name

    Competencies

    Description

    This section is used to rate competencies and calculate section ratings as part of the overall ratings. The section weight section is 40 to complement the Performance Goals section.

    From Date

    01/01/2017

    To Date

    12/31/2021

    Status

    Active

  2. Click Save.

Section Processing Details

  1. In the Section Processing section, complete the fields, as shown in this table.

    Field

    Value

    Section Type

    Profile Content

    Section Rating Model

    Any

    Rate Section

    Select

    Calculation Rule for Section

    Average

    Decimal Places

    2

    Decimal Rounding Rule

    Standard

    Mapping Metric

    Numeric Rating

    Mapping Method

    Nearest

    Enable section comments

    Select

    Weight section

    Select

    Item Weight

    40

  2. Click Save.

Item Processing Details

  1. In the Item Processing section, complete the fields, as shown in this table. Use the default values except where indicated.

    Field

    Value

    Enable items

    Select

    Rate items

    Select

    Rating Type

    Proficiency

    Use section rating model for performance rating

    Select

    Performance Rating Model

    Any

    Item Calculation

    Proficiency

    Enable item comments

    Select

    Target Proficiency Level

    Select

    Target Performance Rating

    Select

    Minimum Weight

    Select

    Weight

    Select

    Required

    Select

  2. Click Save.

Section Content Details

  1. In the Section Content section, complete the fields, as shown in this table. Use the default values except where indicated.

    Field

    Value

    Use profile related to worker's job data

    Select

    Profile Type

    Job profile type

    Use specific content items

    Select

    Enable writing assistant for manager

    Select

  2. In the Content Items section, click Add.

  3. In the Content Items section, complete the fields, as shown in this table. Use the default values except where indicated.

    Field

    Value

    Item Name

    Any

    Target Proficiency Level

    Any

    Weight

    Any

    Required

    Select

  4. Click Save.