Defining summary sections

A summary section contains the text to display at the end of the appraisal form.

  1. Select Administrator > Performance > Appraisal Forms.
  2. On the Sections tab, click Create > Create Summary Section.
  3. 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.

    Rating Scale

    Select the rating scale to use to rate the overall appraisal.

    Include Comments For Section

    Select this check box to provide space for comments for the section. If you select this check box, you have an option to make the comments a requirement.

    Comments For Section Required?

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

    Instructions

    Specify instructions for the appraiser.

  4. Click Save.