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| | #If you would like for comments to be mandatory please tick <b>Comments Are Mandatory</b>. | | #If you would like for comments to be mandatory please tick <b>Comments Are Mandatory</b>. |
| | #Click <b>Save</b> button. | | #Click <b>Save</b> button. |
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| − | ==Rating Matrix Item==
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| − | This item allows for a large set of options to be created in a Matrix style with Radio button selectors. Reviewer’s scores are linked to each option created with action flow to another question or page, for one option only. A scale is set that applies for each of the options created. Only one option can be selected by reviewers across the rating scale.
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| − | # Select <b>Rating Matrix</b> to insert a matrix with a list of choices. Only one rating option can be selected per item.
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| − | # Select the <b>Stage</b>.
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| − | # Select <b>Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
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| − | # Enter the <b>Question Name</b>.
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| − | # Enter the <b>Rating Scale</b> and the <b>Scores</b>.
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| − | # Select <b>Add Option</b> to add more options and scores.
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| − | # Select <b>Question is Mandatory</b> if required to have an answer.
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| − | # Select Save to set the item on the page.
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| − | # View the Matrix options are all radio buttons.
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| − | # Select Cancel to abort the addition.
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| − | ==Rating Matrix (Multiple Select) Item==
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| − | This item allows for a large set of options to be created in a Matrix style with check box selectors. Multiple options can be selected. Reviewer scores are linked to each option created with action flow to another question or page, for one option only.
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| − | # Select Matrix <b>(Multiple Select)</b> to insert a matrix with a list of options. Multiple options can be selected.
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| − | # Select the <b>Stage</b>.
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| − | # Select <b>Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
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| − | # Enter the <b>Question Name</b>.
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| − | # Enter the <b>Rating Scale</b> and the <b>Score</b>, for the top side of the matrix.
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| − | # Select <b>Add Option</b> to add more options for the left side of the matrix.
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| − | # Select <b>Question is Mandatory</b> if required to have an answer.
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| − | # Select Save to set the item on the page.
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| − | # Select Cancel to abort the addition.
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| − | # View the Matrix options are all square check boxes.
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| − | ==Short Answer Item==
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| − | This item allows for a short text answer to be written into the text box that is inserted. Use this item to get brief answers from Reviewers.
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| − | # Select <b>Short Answer</b> to insert a question with a single line of free text answer box.
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| − | # Select the <b>Stage</b>.
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| − | # Select <b>Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
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| − | # Enter the <b>Question Name</b>.
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| − | # Select <b>Question is Mandatory</b> if required to have an answer.
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| − | ==Long Answer Item==
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| − | When it is anticipated a larger amount of text answer is required to be entered by your Reviewer, use this item.
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| − | # Select <b>Long Answer</b> to insert a question with multi-line free text answer box.
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| − | # Select the <b>Stage</b>.
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| − | # Select <b>Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
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| − | # Enter the <b>Question Name</b>.
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| − | # Select <b>Question is Mandatory</b> if the question must be answered.
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| − | ==Paragraph Item==
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| − | This item allows you to enter a large formatted text statement onto the page. This can be used to describe a background to questions. This can also be used to give details of the vacancy itself with text pasted from any existing Vacancy descriptions that are held in Word or PDF format.
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| − | # Select the <b>Paragraph</b> item.
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| − | # Select <b>Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
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| − | # Select the text Click here to add some text ...
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| − | # View the inserted text area.
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| − | # A simple text editor will open to allow the addition of formatted text. You can paste into the text box from other documents.
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| − | ==Action Plan (Review)==
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| − | This item allows Reviewers to view existing Action Plans within the review.
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| − | #Select the <b>Action Plan (Review)</b> item type.
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| − | #Select who can see this question.
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| − | #Select whether this question only appears when another question is answered.
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| − | ==Action Plan (Define)==
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| − | This item allows the Reviewer to define an Action Plan during their review.
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| − | #Select the <b>Action Plan (Define)</b> item type.
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| − | #Select the scale to be used with the Action Plan.
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| − | #Select who can see this question.
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| − | #Select whether this question only appears when another question is answered.
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| − | ==Goals (Review)==
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| − | This item allows reviewers to rate or fill in goals. These can be seen and edited in the performance goals section of the maintenance module.
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| − | # Select <b>Goals</b> from the item selection menu.
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| − | # Select the <b>Selection Type</b>.
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| − | * Any: all goals.
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| − | * Custom: Type in new goal and description.
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| − | * Select the Scale.
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| − | # Assign a point value.
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| − | # Fill in <b>Goal Name</b> and <b>Description</b>.
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| − | # Fill in the <b>Due Date</b>.
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| − | # Select <b>Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
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| − | # Select if comments included.
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| − | # Select if confirm <b>Goal Completion</b>.
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| − | ==Goals (Define)==
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| − | This item allows the reviewer to define a goal during their review.
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| − | #Select the <b>Goals (Define)</b> item type.
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| − | #Select the scale to be used with the Action Plan.
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| − | #Select who can see this question.
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| − | #Select whether this question only appears when another question is answered.
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| − | ==Skills (Review)==
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| − | This item allows reviewers to rate or fill in skills. These can be seen and edited in the performance skills section of the maintenance module.
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| − | # Select <b>Skills</b> from the item selection menu.
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| − | # Select the selection type.
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| − | * Any: all skills.
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| − | * From Job Only: Skills associated with job.
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| − | * Pre-defined: Select from a set of skills.
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| − | * Custom: Type in new skill and description.
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| − | # Select the <b>Scale</b>.
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| − | # Select <b>Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
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| − | # Select if comments included.
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| − | ==Skills (Define)==
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| − | Allows the reviewer to define skills during their review.
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| − | #Select the <b>Skills (Define)</b> item type.
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| − | #Select the scale to be used with the Action Plan.
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| − | #Select who can see this question.
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| − | #Select whether this question only appears when another question is answered.
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| − | ==Behaviours (Review)==
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| − | This item allows the reviewer to rate based on existing behaviours.
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| − | #Select the <b>Behaviours (Define)</b> item type.
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| − | #Select the scale to be used with the Action Plan.
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| − | #Select who can see this question.
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| − | #Select whether to include comments.
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| − | #Select whether this question only appears when another question is answered.
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| − | ==Behaviours (Define)==
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| − | This item allows the reviewer to define behaviours during their review.
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| − | #Select the <b>Behaviours (Define)</b> item type.
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| − | #Select the scale to be used with the Action Plan.
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| − | #Select who can see this question.
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| − | #Select whether this question only appears when another question is answered.
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| − | ==Values==
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| − | This item allows the reviewer to rate the reviewee based on existing Values.
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| − | #Select the <b>Values</b> item type.
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| − | #Select the scale to be used with the Action Plan.
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| − | #Select who can see this question.
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| − | #Select whether this question only appears when another question is answered.
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| − | ==Feedback==
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| − | A page can be assigned a s a feedback page. By using the "Feedback" item, any feedback from within the review period, can be pulled into the review feedback page within the review. Manager and Employees can use feedback in their review. There is also an option to score each feedback end point either using the score that is assigned when feedback is given, or automatically using end point scoring for the whole review. The score can be calculated using formulae such as median,average, sum etc. Your own Pi algorithm can be calculated.
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| − | ==Form Field==
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| − | This item allows the linking of a data entry field in the canvas, to a field in the Subscribe-HR system. This can be used in either the Human Resources or Recruitment Modules.
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| − | <br>'''Please Note, any value already in the field will be over-written when the question is answered.'''
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| − | # Select <b>Form Field</b> to add the item.
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| − | # Select the <b>Stage</b>.
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| − | # Select <b>Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
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| − | # Enter the <b>Question Name</b>.
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| − | # Select the <b>Linked Object</b> in the drop-down list.
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| − | # Select the <b>Linked Field</b> in the drop-down list.
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| − | # Select <b>Question is Mandatory</b> if the question must be answered.
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| − | ==File Item==
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| − | This item allows the upload of files of the file types that are shown listed. An example usage of this is for Reviewers to upload specific documents/pictures or examples of work.
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| − | # Select <b>File</b> to add the option to upload files.
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| − | # Select the <b>Stage</b>.
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| − | # Select <b>Who Can See This Question</b>. Options are Everyone, Managers, Peers, Employees and Managers, Managers and Peers, Employees and Peers.
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| − | # Enter the <b>Question Name</b>.
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| − | # Select the file types allowed to be uploaded.
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| − | # Select Question is <b>Mandatory</b> if the question must be answered.
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| − | ==Scheduling a Review==
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| − | In order to deploy a Review, it will need to be scheduled. Scheduling is done through the Mission Tab, via the strategy/announcement object.
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| − | To schedule a Review, you will need to create a Mission. Only one Mission can be active at a time.
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| − | After the Mission is created, you can create multiple Announcements for the Mission. These announcements also act as platforms to deploy reviews.
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| − | [[Mission|Click here to learn more about creating Missions and Announcements]]
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Performance review canvases are just like standard canvases with additional performance related items. When designing performance review canvases users are able to create merge points for skills, goals, values and behaviours. When performance review form is being completed those items will automatically be merged into those areas. This section will only describe performance related options. You can find more information about building standard canvases here.
There are four additional item types available in performance review canvases: skills, goals, values and behaviours. Each one of those items is managed against individual employees. The options that get merged into performance canvases will change overtime based on goal completion, change of jobs or company strategy. Creating placeholders for performance items ensures that canvases stay dynamic and do not require constant updating by users. Sections below describe each item in more details.
Skills placeholder will merge all skills associated to current performance review. To insert skills placeholder please follow these steps:
Goals placeholder will merge all goals associated to current performance review. To insert goals placeholder please follow these steps:
Behaviours placeholder will merge all behaviours associated to current performance review. To insert behaviours placeholder please follow these steps:
Values placeholder will merge all values associated to current performance review. To insert values placeholder please follow these steps:
