Configure the Structure Step

In the Structure step, you add the sections that you’ve already configured using the Performance Templates Section task.

After you add each section, you also define which roles have access to these sections and define processing settings for each role so line managers and matrix managers, workers, and other participants can access the sections to rate workers and provide feedback. Any setting that you have configured as part of the Performance Template sections task will be overridden by the changes you make during this configuration.

1. Click Select Existing Section.
2. From the list, search for and select the Competencies section. This is the section you already created using the Performance Template Sections task.
3. In the Comments section, select Enable section comments, if not already selected.
4. In the Processing by Role section at the bottom of the page, click Add.
5. From the Role list, select the Manager role.
   1. From the Item Ratings, Item Comments, Section Ratings and Section Comments drop-down lists, leave Optional With Warning selected.
   2. Select Yes for Share Ratings and Yes for Share Comments.
   3. Select Yes for Update Profile, View Participant Names, and View Participant Roles.
6. From the Role list, select the Project Manager role.
   1. From the Item Ratings, Item Comments, Section Ratings and Section Comments drop-down lists, leave Optional With Warning selected.
   2. Select Yes for Share Ratings and Yes for Share Comments.
7. From the Role list, select the Employee role.
   1. From the Item Ratings, Item Comments, Section Ratings and Section Comments drop-down lists, leave Optional With Warning selected.
   2. Select Yes for Share Ratings and Yes for Share Comments.
   3. Select Yes for Participant Names and View Participant Roles.
8. From the Role list, select the Peer role.
   1. From the Item Ratings, Item Comments, Section Ratings and Section Comments drop-down lists, leave Optional With Warning selected.
   2. Select Yes for Share Ratings and Yes for Share Comments.
9. If you have other sections such as Summary or Overall Summary, then repeat steps 4 to 9.
10. Click Save.
11. Click Continue.