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 synchronized 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
   Synchronized goal sections	Select
   Evaluation Type	Select the evaluation type that identifies the goal plans to be synchronized with this section.
   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 if the section contributes to the overall performance-document rating.
   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
   Lock evaluation during goal setting period	Select to prevent users from rating or commenting on performance goals until the goal-setting period has ended.
   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

2. Click Submit.

Processing by Role

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

1. Field	Value
   Role	Manager
   Item Ratings	Optional With Warning
   Item Comments	Optional With Warning
   Choose to Evaluate Items	No
   Section Comments	Optional With Warning
   Share Ratings	Optional With Warning
   Share Comments	No
   Update Profile	Yes
   View Participant Names	Yes
   View Participant Roles	Yes

2. In the Processing by Role section, click Add. Repeat steps 1 and 2 for the Worker, Colleague, and Matrix Manager role.
3. Click Save.