Building Performance Review Canvas

Latest revision as of 01:28, 2 February 2024

Reviews and SHaRe Canvases

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.

Role Based Access

Non-Team Dashboards System

Every participant in a Performance Review belongs to one of three roles: Employee, Manager, or Peer. By default, it is assumed that all participants will interact with every item on the canvas regardless of their role, but that is not necessarily always correct: for example, a question on a review form might be addressed to only one of those participants, and not be intended to be answered by the others. To accommodate that, Performance canvas items have additional settings that can be used to restrict their access to only the relevant roles:

• Who Will [See/Answer] This [Item]: Restricts visibility of the item to only the selected roles. Any other participants will not see the item, nor anyone else’s answers to it, on their own copies of the form. Any combination of the three roles can be selected. The default value is “Everyone”.

Team Dashboards System

Every participant in a Performance Review belongs to one of three roles: Employee, Manager, or Peer. By default, it is assumed that all participants will interact with every item on the canvas regardless of their role, but that is not necessarily always correct: for example, a question on a review form might be addressed to only one of those participants, and not be intended to be answered by the others. To accommodate that, Performance canvas items have additional settings that can be used to restrict their access to only the relevant roles:

• Who Will See This [Item]: Restricts visibility of the item to only the selected roles. Any other participants will not see the item, nor anyone else’s answers to it, on their own copies of the form. Any combination of the three roles can be selected. The default value is “Everyone”.
• Who Will Answer This Question: For question items only. Restricts the ability to answer the question to only the selected roles. Other participants that can see the question will still be able to see others’ answers to it if the Review Cycle settings permit, but will not be able to answer it themselves. Only a valid subset of the roles with visibility access may be selected. The default value is “(same as above)”, which means that anyone who will see the question will also answer it.

Performance Items Overview

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

Skills placeholder will merge all skills associated to current performance review. To insert skills placeholder please follow these steps:

1. Navigate to Build tab while editing Canvas.
2. Click Insert button where skills placeholder should be inserted.
3. Select Goals under Performance heading.
4. Who Will Answer The Question field should be set to whoever will be rating skills.
5. Scale field should be set to rating scale you would like to use to rate skills. For more information on how to create rating scales please click here.
6. If you would like to include comments for each skill tick Include Comments.
7. If you would like for comments to be mandatory please tick Comments Are Mandatory.
8. If you would like the Rating to be mandatory please tick Rating is Mandatory. Otherwise the No Rating option will appear.
9. Alternatively, to hide the Rating Scale, please tick Remove Rating Scale.
10. Click Save button.

Goals

Goals placeholder will merge all goals associated to current performance review. To insert goals placeholder please follow these steps:

1. Navigate to Build tab while editing Canvas.
2. Click Insert button where goals placeholder should be inserted.
3. Select Goals under Performance heading.
4. Who Will Answer The Question field should be set to whoever will be rating goals.
5. Scale field should be set to rating scale you would like to use to rate goals. For more information on how to create rating scales please click here.
6. If you would like to include comments for each goal tick Include Comments.
7. If you would like for comments for the Goal to be mandatory please tick Comments Are Mandatory.
8. When the user Ticks this in their Performance Review, the Goal becomes completed. It changes the Status of the Goal to Completed. Confirm Goal Completion.
9. By default, it is possible to bring completed Goals back into a Review by clicking the “Include Completed” button at the top of this question. If you would like to disable this feature, please tick Remove “Include Completed” Button.
10. If you would like the Rating to be mandatory please tick Rating is Mandatory. Otherwise the No Rating option will appear.
11. Alternatively, to hide the Rating Scale, please tick Remove Rating Scale.
12. Click Save button.

Behaviours

Behaviours placeholder will merge all behaviours associated to current performance review. To insert behaviours placeholder please follow these steps:

1. Navigate to Build tab while editing Canvas.
2. Click Insert button where behaviours placeholder should be inserted.
3. Select Behaviours under Performance heading.
4. Who Will Answer The Question field should be set to whoever will be rating behaviours.
5. Scale field should be set to rating scale you would like to use to rate behaviours. For more information on how to create rating scales please click here.
6. If you would like to include comments for each behaviour tick Include Comments.
7. If you would like for comments to be mandatory please tick Comments Are Mandatory.
8. If you would like the Rating to be mandatory please tick Rating is Mandatory. Otherwise the No Rating option will appear.
9. Alternatively, to hide the Rating Scale, please tick Remove Rating Scale.
10. Click Save button.

Values

Values placeholder will merge all values associated to current performance review. To insert values placeholder please follow these steps:

1. Navigate to Build tab while editing Canvas.
2. Click Insert button where values placeholder should be inserted.
3. Select Values under Performance heading.
4. Who Will Answer The Question field should be set to whoever will be rating values.
5. Scale field should be set to rating scale you would like to use to rate values. For more information on how to create rating scales please click here.
6. If you would like to include comments for each value tick Include Comments.
7. If you would like for comments to be mandatory please tick Comments Are Mandatory.
8. If you would like the Rating to be mandatory please tick Rating is Mandatory. Otherwise the No Rating option will appear.
9. Alternatively, to hide the Rating Scale, please tick Remove Rating Scale.
10. Click Save button.