Create a Performance Template

This example demonstrates how to create a performance template that's used to create performance documents containing most tasks in a process flow, and rate workers. You manage performance templates using the Performance Templates task in the Setup and Maintenance work area.

The following table summarizes key decisions for this scenario.

Decisions to Consider

In This Example

What type of performance template is this?

Standard, for an annual performance evaluation

Add eligibility profiles to either the template or performance document periods, and are they required?

Yes, add the same eligibility profile to both the template and the performance document periods, and specify it as required; add an additional eligibility profile to one period, and don't specify it as required

Calculate section ratings and the overall rating? Who can see calculated ratings?

Yes, the worker, manager, participants, and matrix managers can see calculated ratings

Which section rating model to use?

Any

Weight the sections?

Yes, give the Profile Content section a weight of 40, and the Performance Goals section a weight of 60

Enable content items for the section? Include content added to the performance template in the sections?

Yes, enable content items for the Profile Content and Performance Goals sections; add a content item to each section in the template

Is participant feedback required, and is there a minimum requirement for participants?

Yes, feedback is required with a minimum number of participants; participants should provide ratings and comments on the Profile Content, Performance Goals, and Overall Summary sections, and a Questionnaire section is added to the template to capture additional participant feedback

Enable options to automatically populate matrix managers as participants? Automatically grant access to performance documents for matrix managers?

Yes

Enable which roles to provide feedback?

Manager, worker, colleague

Should managers share ratings with workers?

Yes, managers share their ratings with workers

Use ratings to update the worker profile?

Yes, use manager ratings to update the worker profile

Use the performance template for more than one period?

Yes, set up two performance document periods

Use interim evaluations?

Yes, use the first performance period as an interim evaluation in the second period

Which review periods do I select for the periods?

FY2017

Summary of the Tasks

Create a performance template.

  1. Enter general information.

  2. Enter process details.

  3. Enter structure details.

  4. Load and add content to the Profile Content and Performance Goals sections.

  5. Add two document periods, one for each half of an annual evaluation.

  6. Review template settings.

Prerequisites

  1. Create a document type that can be used for an annual evaluation.

  2. Create a performance role for Colleague and one for Matrix Manager. Configure the Matrix Manager role to enable viewing worker and manager evaluations.

  3. Create a process flow with the following tasks and subtasks, in the following order: Set Goals, Worker Self-Evaluation, Manager Evaluation of Workers, Participant Feedback, First Approval, Share Documents, Worker Must Acknowledge Document, Conduct Review Meetings, Worker Must Acknowledge Review Meetings, Worker Final Feedback, Manager Final Feedback.

  4. Create the following sections: Profile Content, Performance Goals, Questionnaire, Overall Summary, Worker Final Feedback, Manager Final Feedback.

  5. Create the review period named FY2017.

Enter General Information

  1. In the Setup and Maintenance work area, on the Workforce Development task list page, in the Task panel, click Search.

  2. On the Search page, click Performance Templates to open the Performance Templates page.

  3. Click Add.

  4. On the Create Performance Template page, in the General section, complete the fields, as shown in this table.

    Field

    Value

    Template Type

    Standard

    Name

    Annual Performance Evaluation

    Comments

    This template is used for an annual performance evaluation.

    From Date

    01/1/17

    To Date

    12/31/21

    Status

    Active

    Document Type

    Any that can be used for an annual evaluation

  5. In the Eligibility Profile section, click Add.

  6. In the Eligibility Profile section, complete the fields as shown in this table.

    Field

    Value

    Eligibility Profile

    Any

    Required

    Select

  7. In the Participation section, click Add.

  8. Select Manager.

  9. In the Participation section, click Add.

  10. Select Worker.

  11. In the Participation section, click Add.

  12. Select Colleague.

  13. In the Participation section, click Add.

  14. Select Matrix Manager.

  15. In the Participation section, complete the fields as shown in this table.

    Field

    Value

    Set the minimum number for each role check box

    Select

    Total minimum number of participants required in the document

    2

  16. In the Colleague and Matrix Manager rows, in the Minimum Number of Participants Required Per Role column, enter 1.

  17. Click Save.

Enter Process Details

  1. On the Process tab, complete the fields, as shown in this table. Use the default values except where indicated.

    Field

    Value

    Process Flow

    The process flow you created as a prerequisite for this task.

    Calculate ratings

    Select

    Display star ratings

    Select

    Include digital signature

    Select

    Display feedback notes

    Select

    Display requested feedback

    Select

    Participant feedback is required

    Select

    Worker can view participants added by manager

    Select

    Auto-populate matrix managers of the worker as participants

    Select

    Default participant role

    Matrix Manager

    Allow matrix managers to access worker document automatically

    Select

  2. Click Save.

Enter Structure Details

Add an available section of each type to the performance template, edit the existing settings for the sections, and add the manager and worker roles to each section.

  1. Enter structure details for the Profile Content section.

  2. Enter structure details for the Performance Goals section.

  3. Enter structure details for the Questionnaire section.

  4. Enter structure details for the Overall Summary section.

  5. Enter structure details for the Final Feedback sections.

1. Enter structure details for the Profile Content section

  1. On the Structure tab, in the Sections section, click Add.

  2. In the Section Name section, select the name of the Profile Content section that you created as a prerequisite for this task.

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

    Field

    Value

    Section Type

    Profile Content

    Section Rating Model

    Any

    Rate Section

    Select

    Enable manual section rating

    Select

    Calculation Rule for Section

    Average

    Decimal Places

    2

    Decimal Rounding Rule

    Standard

    Mapping Metric

    Numeric Rating

    Mapping Method

    Nearest

    Enable section comments

    Select

    Enable section weights

    Select

    Section Weight

    40

    Section Minimum Weight

    10

  4. 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

    Enable ratings for items

    Select

    Rating Type

    Proficiency

    Use section rating model for performance rating

    Select

    Performance Rating Model

    Any

    Item Calculation

    Any

    Enable item comments

    Select

    Target Performance Rating

    Select

    Weight

    Select

    Required

    Select

    Target Proficiency Level

    Select

  5. In the Processing by Role section, click Add.

  6. In the Processing by Role section, complete the fields as shown in this table.

    Field

    Value

    Role

    Manager

    Item Ratings

    Optional With Warning

    Item Comments

    Optional With Warning

    Section Ratings

    Optional With Warning

    Section Comments

    Optional With Warning

    Share Ratings

    Yes

    Share Comments

    Yes

    Update Profile

    Yes

    Instance Qualifier

    Supervisor

    View Participant Names

    Yes

    View Participant Roles

    Yes

  7. In the Processing by Role section, click Add.

  8. In the Processing by Role section, complete the fields as shown in this table. Use the default values except where indicated.

    Field

    Value

    Role

    Worker

  9. Repeat steps 7 and 8, substituting Colleague and Matrix Manager for Worker.

  10. Click Save.

2. Enter structure details for the Performance Goals section

  1. On the Structure tab, in the Sections section, click Add.

  2. In the Section Name section, select the name of the Performance Goals section that you created as a prerequisite for this task.

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

    Field

    Value

    Section Type

    Performance Goals

    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

    Section Weight

    60

  4. 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

    Performance

    Use section rating model for performance rating

    Select

    Performance Rating Model

    Any

    Item Calculation

    Performance

    Enable item comments

    Select

    Target Performance Rating

    Select

    Minimum Weight

    Select

    Weight

    Select

    Required

    Select

  5. In the Processing by Role section, click Add.

  6. In the Processing by Role section, complete the fields as shown in this table.

    Field

    Value

    Role

    Manager

    Share Ratings

    Yes

    Share Comments

    Yes

    Update Profile

    Yes

  7. In the Processing by Role section, click Add.

  8. In the Processing by Role section, complete the fields as shown in this table. Use the default values except where indicated.

    Field

    Value

    Role

    Worker

  9. Repeat steps 7 and 8, substituting Colleague and Matrix Manager for Worker.

  10. Click Save.

3. Enter structure details for the Questionnaire section

  1. On the Structure tab, in the Sections section, click Add.

  2. In the Section Name section, select the name of the Questionnaire section that you created as a prerequisite for this task.

  3. In the Section Processing section, select Questionnaire as the section type.

  4. In the Processing by Role section, click Add.

  5. In the Processing by Role section, complete the fields as shown in this table.

    Field

    Value

    Role

    Manager

    Manager Questionnaire Can Be Viewed by the Role

    Yes

    Worker Questionnaire Can Be Viewed by the Role

    Yes

    Participant Questionnaire Can Be Viewed by the Role

    Yes

    Participant Name Can Be Viewed by the Role

    Yes

    Participant Role Can be Viewed by the Role

    Yes

  6. In the Processing by Role section, click Add.

  7. In the Processing by Role section, complete the fields as shown in this table. Use the default values except where indicated.

    Field

    Value

    Role

    Worker

    Manager Questionnaire Can Be Viewed by the Role

    No

    Worker Questionnaire Can Be Viewed by the Role

    Yes

    Participant Questionnaire Can Be Viewed by the Role

    No

    Participant Name Can Be Viewed by the Role

    No

    Participant Role Can be Viewed by the Role

    Yes

  8. In the Processing by Role section, click Add.

  9. In the Processing by Role section, complete the fields as shown in this table. Use the default values except where indicated.

    Field

    Value

    Role

    Colleague

    Participant Role Can Enter Comments Visible to Worker

    No

  10. Repeat step 9, substituting Matrix Manager for Colleague.

  11. Click Save.

4. Enter structure details for the Overall Summary section

  1. On the Structure tab, in the Sections section, click Add.

  2. In the Section Name section, select the name of the Overall Summary section that you created as a prerequisite for this task.

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

    Field

    Value

    Section Type

    Overall Summary

    Rate Section

    Select

    Calculation Rule for Section

    Average

    Section Rating Model

    Any

  4. In the Processing by Role section, click Add.

  5. In the Processing by Role section, complete the fields as shown in this table.

    Field

    Value

    Role

    Manager

    Share Ratings

    Yes

    Share Comments

    Yes

    Update Profile

    Yes

  6. In the Processing by Role section, click Add.

  7. In the Processing by Role section, complete the fields as shown in this table. Use the default values except where indicated.

    Field

    Value

    Role

    Worker

  8. Repeat steps 6 and 7, substituting Colleague and Matrix Manager for Worker.

  9. Click Save.

5. Enter structure details for the Final Feedback sections

  1. On the Structure tab, in the Sections section, click Add.

  2. In the Section Name section, select the name of the Worker Final Feedback section that you created as a prerequisite for this task.

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

    Field

    Value

    Section Type

    Worker Final Feedback

  4. In the Processing by Role section, click Add.

  5. In the Processing by Role section, complete the fields as shown in this table.

    Field

    Value

    Role

    Manager

    Share Comments

    Yes

  6. In the Processing by Role section, click Add.

  7. In the Processing by Role section, complete the fields as shown in this table. Use the default values except where indicated.

    Field

    Value

    Role

    Worker

  8. In the Section Name section, select the name of the Manager Final Feedback section that you created as a prerequisite for this task.

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

    Field

    Value

    Section Type

    Manager Final Feedback

  10. In the Processing by Role section, click Add.

  11. In the Processing by Role section, complete the fields as shown in this table.

    Field

    Value

    Role

    Manager

  12. In the Processing by Role section, click Add.

  13. In the Processing by Role section, complete the fields as shown in this table.

    Field

    Value

    Role

    Worker

  14. Click Save.

Load and Add Content to Sections

  1. On the Content tab, complete the fields as shown in this table.

    Field

    Value

    Section Name

    The name of the Profile Content section you created as a prerequisite for this task.

  2. In the Section Items section, click Load Items from Section.

  3. In the Section Items section, click Add, then complete the fields as shown in this table.

    Field

    Value

    Item Name

    Any

  4. In the Details section, complete the fields as shown in this table. Use the default values except where indicated.

    Field

    Value

    Target Proficiency Level

    Any

    Performance Rating Model

    Any

    Required

    Select

  5. On the Content tab, complete the fields as shown in this table.

    Field

    Value

    Section Name

    The name of the Performance Goals section you created as a prerequisite for this task

  6. In the Section Items section, click Load Items from Section.

  7. In the Section Items section, click Add, then complete the fields as shown in this table.

    Field

    Value

    Item Name

    Any

  8. In the Details section, complete the fields as shown in this table. Use the default values except where indicated.

    Field

    Value

    Performance Rating Model

    Any

    Target Performance Rating

    Any

    Required

    Select

  9. Click Save.

Add Document Periods

  1. On the Document Periods tab, in the Document Periods section, click Add.

  2. In the Document Periods section, complete the fields as shown in this table.

    Field

    Value

    Name

    2017 Performance Evaluation First Half

    Review Period

    FY2017

    From Date

    1/1/17

    To Date

    6/30/17

    Short Name

    Any

    Available to Use

    Yes

    Lock Manager Share Task

    Yes

  3. In the Eligibility Profile for the Period section, complete the fields as shown in this table. Use the default values except where indicated.

    Field

    Value

    Eligibility Profile

    Any

  4. In the Due Dates section, complete the due date for each task as shown in this table.

    Task

    Due Date

    Set Goals

    6/24/17

    Worker Self-Evaluation

    7/1/17

    Manager Evaluation of Workers

    7/8/17

    First Approval

    7/15/17

    Share Performance Documents

    7/20/17

    Conduct Meetings

    7/25/17

    Provide Final Feedback

    7/30/17

    Set Next Period Goals

    8/30/17

  5. In the Questionnaires for the Period section, click Add.

  6. In the Questionnaires for the Period section, complete the fields as shown in this table.

    Field

    Value

    Template Role

    Manager

    Questionnaire Name

    Any

  7. Repeat steps 5 and 6, substituting Worker, Colleague, and Matrix Manager for Manager.

  8. On the Document Periods tab, in the Document Periods section, click Add.

  9. In the Document Periods section, complete the fields as shown in this table.

    Field

    Value

    Name

    2017 Performance Evaluation Second Half

    Review Period

    FY2017

    From Date

    7/1/17

    To Date

    12/31/17

    Short Name

    Any

  10. In the Document Types for Interim Evaluations section, click Add.

  11. In the Document Type field, select the document type selected on the general tab.

  12. In the Due Dates section, complete the due date for each task as shown in this table.

    Task

    Due Date

    Set Goals

    12/23/17

    Worker Self-Evaluation

    1/8/18

    Manager Evaluation of Workers

    1/15/18

    First Approval

    1/18/18

    Share Performance Documents

    1/21/18

    Conduct Meetings

    1/24/18

    Provide Final Feedback

    1/31/18

    Set Next Period Goals

    12/31/18

  13. In the Questionnaires for the Period section, click Add.

  14. In the Questionnaires for the Period section, complete the fields as shown in this table.

    Field

    Value

    Template Role

    Manager

    Questionnaire Name

    Any

  15. Repeat steps 13 and 14, substituting Worker, Colleague, and Matrix Manager for Manager.

  16. Click Save.

Review Template Settings

  1. On the Summary tab, review the settings you entered for the template.

  2. Click Save.