Create a Performance Template Section for Performance Goals

This example demonstrates how to create a Performance Goals section to rate performance goals in the performance document and use calculated ratings to determine the overall rating.

To create a performance template section for Performance Goals, follow these steps:

1. Go to My Client Groups > Performance > Performance Template Sections.

2. Click Add in the Performance Template Sections page.

3. 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	Performance Goals
   Description	This section is used to rate performance goals and calculate section ratings as part of the overall ratings. The section weight section is 60 to complement the Competencies section.
   From Date	01/01/2025
   To Date	12/31/2025
   Status	Active

2. Click Save.

Section Processing

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

   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

2. Click Save.

Item Processing

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	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

2. Click Save.

Section Content

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

   Field	Value
   Populate with Worker Performance Goals	Select
   Allow update goals action to update goal weights from goal management business process	Select
   Use specific content items	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
   Performance Rating Model	Any
   Target Performance Rating	Any
   Weight	Any
   Minimum Weight	Any
   Required	Select

4. Click Save.