Ratings and Comments

The performance document template setup enables the configuration of evaluations for each role (employee, manager, and multi-participant) to only include section, item, and features that are appropriate for the role to evaluate. (For example, on a project review, goals, initiatives, competencies, and comments might be included on all sections.) However, some documents might include only the Competencies and Overall Summary sections on multi-participant evaluations.

To evaluate an employee’s performance, a participant can enter and update ratings and comments as permitted by the template at any time during the performance period. This evaluation information is visible to employees and managers only after the evaluations are completed.

Ratings are entered at either the section, item, or subitem level. If the document is set up to automatically calculate rating, ratings from lower levels are averaged and rolled up to the higher levels. The manager rating (calculated or manually entered) on the manager’s evaluation is used by writing tools to select appropriate text.

Managers can view other authors to view comments and ratings from evaluators in other roles.

Note: A manager can include comments that other evaluators entered on a section or item only if the manager also has comments enabled for the same section and item.