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.
-
Enter general information.
-
Enter process details.
-
Enter structure details.
-
Load and add content to the Profile Content and Performance Goals sections.
-
Add two document periods, one for each half of an annual evaluation.
-
Review template settings.
Prerequisites
-
Create a document type that can be used for an annual evaluation.
-
Create a performance role for Colleague and one for Matrix Manager. Configure the Matrix Manager role to enable viewing worker and manager evaluations.
-
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.
-
Create the following sections: Profile Content, Performance Goals, Questionnaire, Overall Summary, Worker Final Feedback, Manager Final Feedback.
-
Create the review period named FY2017.
Enter General Information
-
In the Setup and Maintenance work area, on the Workforce Development task list page, in the Task panel, click Search.
-
On the Search page, click Performance Templates to open the Performance Templates page.
-
Click Add.
-
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
-
In the Eligibility Profile section, click Add.
-
In the Eligibility Profile section, complete the fields as shown in this table.
Field
Value
Eligibility Profile
Any
Required
Select
-
In the Participation section, click Add.
-
Select Manager.
-
In the Participation section, click Add.
-
Select Worker.
-
In the Participation section, click Add.
-
Select Colleague.
-
In the Participation section, click Add.
-
Select Matrix Manager.
-
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
-
In the Colleague and Matrix Manager rows, in the Minimum Number of Participants Required Per Role column, enter 1.
-
Click Save.
Enter Process Details
-
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
-
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.
-
Enter structure details for the Profile Content section.
-
Enter structure details for the Performance Goals section.
-
Enter structure details for the Questionnaire section.
-
Enter structure details for the Overall Summary section.
-
Enter structure details for the Final Feedback sections.
1. Enter structure details for the Profile Content section
-
On the Structure tab, in the Sections section, click Add.
-
In the Section Name section, select the name of the Profile Content section that you created as a prerequisite for this task.
-
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
-
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
-
In the Processing by Role section, click Add.
-
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
-
In the Processing by Role section, click Add.
-
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
-
Repeat steps 7 and 8, substituting Colleague and Matrix Manager for Worker.
-
Click Save.
2. Enter structure details for the Performance Goals section
-
On the Structure tab, in the Sections section, click Add.
-
In the Section Name section, select the name of the Performance Goals section that you created as a prerequisite for this task.
-
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
-
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
-
In the Processing by Role section, click Add.
-
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
-
In the Processing by Role section, click Add.
-
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
-
Repeat steps 7 and 8, substituting Colleague and Matrix Manager for Worker.
-
Click Save.
3. Enter structure details for the Questionnaire section
-
On the Structure tab, in the Sections section, click Add.
-
In the Section Name section, select the name of the Questionnaire section that you created as a prerequisite for this task.
-
In the Section Processing section, select Questionnaire as the section type.
-
In the Processing by Role section, click Add.
-
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
-
In the Processing by Role section, click Add.
-
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
-
In the Processing by Role section, click Add.
-
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
-
Repeat step 9, substituting Matrix Manager for Colleague.
-
Click Save.
4. Enter structure details for the Overall Summary section
-
On the Structure tab, in the Sections section, click Add.
-
In the Section Name section, select the name of the Overall Summary section that you created as a prerequisite for this task.
-
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
-
In the Processing by Role section, click Add.
-
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
-
In the Processing by Role section, click Add.
-
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
-
Repeat steps 6 and 7, substituting Colleague and Matrix Manager for Worker.
-
Click Save.
5. Enter structure details for the Final Feedback sections
-
On the Structure tab, in the Sections section, click Add.
-
In the Section Name section, select the name of the Worker Final Feedback section that you created as a prerequisite for this task.
-
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
-
In the Processing by Role section, click Add.
-
In the Processing by Role section, complete the fields as shown in this table.
Field
Value
Role
Manager
Share Comments
Yes
-
In the Processing by Role section, click Add.
-
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
-
In the Section Name section, select the name of the Manager Final Feedback section that you created as a prerequisite for this task.
-
In the Section Processing section, complete the fields as shown in this table.
Field
Value
Section Type
Manager Final Feedback
-
In the Processing by Role section, click Add.
-
In the Processing by Role section, complete the fields as shown in this table.
Field
Value
Role
Manager
-
In the Processing by Role section, click Add.
-
In the Processing by Role section, complete the fields as shown in this table.
Field
Value
Role
Worker
-
Click Save.
Load and Add Content to Sections
-
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.
-
In the Section Items section, click Load Items from Section.
-
In the Section Items section, click Add, then complete the fields as shown in this table.
Field
Value
Item Name
Any
-
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
-
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
-
In the Section Items section, click Load Items from Section.
-
In the Section Items section, click Add, then complete the fields as shown in this table.
Field
Value
Item Name
Any
-
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
-
Click Save.
Add Document Periods
-
On the Document Periods tab, in the Document Periods section, click Add.
-
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
-
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
-
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
-
In the Questionnaires for the Period section, click Add.
-
In the Questionnaires for the Period section, complete the fields as shown in this table.
Field
Value
Template Role
Manager
Questionnaire Name
Any
-
Repeat steps 5 and 6, substituting Worker, Colleague, and Matrix Manager for Manager.
-
On the Document Periods tab, in the Document Periods section, click Add.
-
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
-
In the Document Types for Interim Evaluations section, click Add.
-
In the Document Type field, select the document type selected on the general tab.
-
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
-
In the Questionnaires for the Period section, click Add.
-
In the Questionnaires for the Period section, complete the fields as shown in this table.
Field
Value
Template Role
Manager
Questionnaire Name
Any
-
Repeat steps 13 and 14, substituting Worker, Colleague, and Matrix Manager for Manager.
-
Click Save.
Review Template Settings
-
On the Summary tab, review the settings you entered for the template.
-
Click Save.