Building Performance Review Canvas

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.

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.

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.

1. If you would like the Rating to be mandatory please tick Rating is Mandatory. Otherwise the No Rating option will appear.
2. Alternatively, to hide the Rating Scale, please tick Remove Rating Scale.
3. 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.