Create Performance Template Sections

You need to create a section for each task used in the process flow. Each section corresponds to an evaluation topic or section in the performance document.

The section types you can create are listed here:
  • Profile Content, to rate worker competencies
  • Performance Goals, to rate worker performance goals
  • Development Goals, to rate worker development goals
  • Questionnaire, to allow managers, workers, and participants to provide feedback about the worker
  • Overall Summary, to provide the overall rating of the worker
  • Worker Final Feedback
  • Manager Final Feedback

In the performance template, you can create sections or select and edit previously created sections.

  1. Go to My Client Groups > Performance > Performance Template Sections.
  2. Click Add in the Performance Template Sections page.
  3. Enter the section details.
  4. Select the section type you want to add and specify the rating and calculation rules for the section.
  5. Specify the item processing details.
  6. Click Submit.