Defining criteria sections

You can have multiple criteria sections on an appraisal form. These are the sections where appraisers specify ratings or other response types, such as yes or no, or multiple choice.

Select Administrator > Performance > Appraisal Forms.
On the Sections tab, select Create > Create Criteria Section.
Specify this information:
Section

Specify a short and long description for the section. The long description is displayed on the appraisal form.

Active

The section is active by default. Clear the check box to inactivate it.

Criteria Source
- Select Position to include the competencies, skills, responsibilities, or duties that are associated with the resource's position.
  Select Competency Model to include the competencies and skills associated with a competency model.
  In the Measurement Level field, you must also select the component to use as criteria: Competency, Behavior, Responsibility, or Duty.
- You must also select a competency model in the Competency Model field and a measurement level in the Measurement Level field.
- Select User Defined Criteria to include the criteria associated with the criteria group that you select in the Criteria Group field.
  If you select User Defined Criteria, you must also select a rating scale.
Measurement Level
If you select Position or Competency Model in the Criteria Source field, indicate the text that is displayed as criteria in the appraisal form.
- If you select Position, select either Competency, Behavior, Responsibility, or Duty as the criteria text that is displayed. If you select Responsibility or Duty, you must also select a rating scale. If you select Responsibility, you can also select the Show Duties For Responsibilities check box.
- If you select Competency Model, select Competency or Behavior as the criteria text that is displayed.
  Note: You can have the competencies and skills included in a position or competency model be automatically updated when an employee's performance appraisal is completed. Select Competency in this field. You must also specify values in the Criteria Option and Talent Profile fields.
Show Duties For Responsibilities

This field is available only if Source=Position and Measurement Level=Responsibility. Select this check box to display the duties under each responsibility on the appraisal form.

Criteria Option

If you selected Position or Competency Model in the Criteria Source field and Competency in the Measurement Level field, select a criteria option. You can include both competencies and skills, only competencies, or only skills in the section. This field is required for the resource performance appraisals associated with this section to update the resources' talent profile.
Note: If you select either Competencies Only or Skills Only, you can have up to two separate sections for the position, one for competencies and one for skills. You can also have up to two sections for each competency model that you select. This gives you the flexibility to update the talent profile for competencies, but not for skills, and vice versa.

Talent Profile

Leave the field blank if you do not want the skills and competencies to be updated by the performance appraisal. If you select a value in this field, you must also select a value in the Criteria Option field.
This field determines if the skills and competencies incorporated into the section are only updated, or validated and updated. These updates occur when an employee's performance appraisal using this section is completed with the final acknowledgment.
Note: If you select Update or Update And Validate, new skills and competencies are created in the resource's talent profile if they do not exist.

Competency Model

If you select Competency Model in the Criteria Source field, select the competency model. This is the model from which you draw the competencies and skills to be used as the source of the criteria.

Criteria Group

If you selected User Defined Criteria in the Criteria Source field, select the criteria group that contains the criteria to include in the appraisal section.

Rating Scale
Select a rating scale if one of these situations applies:
- You selected User-Defined Criteria for the criteria source.
- You selected Position for the criteria source and Responsibility or Duty for the measurement level.
- You selected Comments Required By Level. This rating scale is used to define the rating levels that require comments.
Use Proficiency Statement As Response Options

Select this option to use proficiency statements as appraisal responses. These statements are used as appraisal responses instead of rating levels for criteria sections that use skills and competencies as the criteria.
If you select this option, do not select Use Proficiency Statement As Comment Helper.

No Response Option Available On Criteria

For the rater to select an option other than the options in the rating scale, select this check box. For example, if the criteria being rated is not applicable to the rater.
If you select this check box, type the text of the no response option in the No Response Label field.

No Response Label

If you selected No Response Option Available On Criteria, specify the text of the alternate option. For example, No Information.

Include Comments For Section

Select this check box to provide space for comments for the section.

Comments For Section Required

Select this check box to require appraisers to specify comments for the section.

Include Comments For Each Criteria

Select this check box to provide space for comments for each criteria. If you select this check box, you can also require comments.

Comments For Each Criteria Required

Select this check box to require raters to specify comments for each criteria.

Comments Required By Rating Level
Select this check box to require a comment if specific levels are selected.
If you select this check box, take these actions:
- Select a rating scale. You must select a rating scale for competency model or position criteria sections.
- Select Include Comments For Each Criteria.
- Do not select Comments For Each Criteria Required.
  Note: You can use this feature for criteria sections with a source of Position or Competency Model. If the rating scales for the competencies and skills in the criteria section do not match the selected rating scale, the results are unpredictable.
Use Proficiency Statement As Comment Helper

Select this check box to associate the proficiency statement with the rating level defaults in the comment for that skill or competency question. For this association to occur, a rating level must be specified on the appraisal for a skill or competency.
Note: If you use this option, select Include Comments For Each Criteria or Comments For Each Criteria Required.

If you select this option, do not select Use Proficiency Statement As Response.

Managers Can Change Responsibility Weights

Applicable only for sections where the source is Position and the measurement level is Responsibility or Duty. If the weighted responsibility functionality is enabled on the organization configuration, select this check box for managers to change responsibility weights on resource appraisals. Managers cannot change the section weight, so the total weight of all responsibilities must equal the section weight.

Instructions

Specify instructions for the appraiser.
Click Save.
If you selected Comments Required By Rating Level, click the Comments By Rating Levels tab. Select Yes in the Comments Required column for each rating level for which to require comments field. Click Save.
Select the positions for which the section is used if these situations apply:
- The section source is Position.
- The measurement level is Responsibility or Duty.
- Weighted responsibilities are used. You can change the responsibility weights on individual appraisal forms.
To attach all positions in the system to the section, select Actions > Attach All Positions. To select positions to include in the section, on the Positions tab, click the Helper List, select the positions to attach, and click Attach Position.