Add/ Modify Ratings

The Manage Ratings functionality allows you to add/ modify ratings for different appraisal forms.

To Add modify ratings, you need to:

  1. Log into the system as HR Manager/ HR Admin
  2. Go to  Settings >>Appraisal >>Configure Appraisal
  3. Click on the icon to open the Appraisal plan to which you want to add new a new rating scale or modify the current rating scale for the appraisal forms, as shown in Figure 1.

    appraisal-appraisal plan-timeline1

    Figure 1

    The Performance Plan><Appraisal Name> page appears, as shown in Figure 2.

  4. Click Form and Settings tab and then select Rating Scale page from the left side of the page, as shown in Figure 2.
  5. Click Manage Rating link.

    appraisal-appraisal-plan-forms-settings33

     Figure 2

    The Rating Master page appears, as shown in Figure 3.

    The page displays a list of existing ratings in the system with their values and allows you to modify the existing rating and add new ratings.

Modify an existing Rating

To modify an existing rating:

  1. Follow the steps 1-6.
  2. Click icon for a rating to modify that rating.

    appraisal-new-rating2

    Figure 3

    The Rating Master > Modify page appears, as shown in Figure 4.

  3. Modify the name rating in Name field and the description of the rating in the Description field.
  4. Modify the score value that is assigned to the rating when a rating choice is selected in the Score field for all the rating labels. The scores are used in appraisal score calculations.
  5. Modify a label for the rating choices in the Label field. The labels can be text strings or numeric values as per your requirements.The labels help employees/managers understand what a score implies.
  6. Specify/ modify the description of each label in the Description field.
  7. Click icon to add more rating choices for the rating scale.

    A new row is added to the window for you to  provide a new choice for the rating scale.

  8. Select the desired view option for the rating scale from the View Options field. The available options are:
    • Drop down: Select this option to display the  rating scale as a dropdown on the page where it is used.
    • Radio buttons: Select this option to display the  rating scale as radio buttons on the page where it is used.
    • Star: Select this option to display the  rating scale as stars on the page where it is used.
    • Slider: Select this option to display the  rating scale as a slider on the page where it is used.
  9. Click Save.

    appraisal-new-rating3

     Figure 4

    The rating is successfully modified and a message suggesting the same appears, as shown in Figure 5.

    appraisal-new-rating4

     Figure 5

 Add a New Rating

To add a new rating, you need to:

  1. Follow the steps 1-6.
  2. Click Add on the Rating Master window, as shown in Figure 6.

    appraisal-new-rating5

    Figure 6

  3. Provide the name rating in Name field and the description of the rating in the Description field, as shown in Figure 7.
  4. Provide the score value that is assigned to the rating when a rating choice is selected in the Score field for all the rating labels. The scores are used in appraisal score calculations.
  5. Provide a label for the rating choices in the Label field. The labels can be text strings or numeric values as per your requirements.The labels help employees/managers understand what a score implies.
  6. Specify the description of each label in the Description field.

     

    appraisal-new-rating6

     Figure 7

  7. Click icon to add more rating choices for the rating scale.

    A new row is added to the window, as shown in Figure 8.

    You can now provide a new choice for the rating scale.

  8. Click Save. The new rating is successfully added to the rating scale.

    appraisal-new-rating8

     Figure 8

Next Link

Initiate Appraisal

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