Reviewing 360 Reviews Form Sections and Fields

When opening a template from Manage Templates→360 Multi Rater, the elements of the form can be customized by navigating to Edit Fields and Sections.

You may also add a new section or delete a section here. In some cases, certain sections of the form are associated with other areas in the software. For example, the competency section may refer to the job-related competencies based on the families and roles.

When a template is added from the SuccessStore, it is typically preconfigured with the following sections:

• Employee Information

• Review Dates

• Introduction

• Rater List

• Competency Feedback

• Overall Average Rating

You may also choose Add New Section to add a section from the list of available sections that are predefined in the instance. Some sections, like competencies, may be added more than once to accommodate core competencies, job/role-specific competencies, or hard-coded competencies.

The following sections are available:

• Additional Comments: can be used for overall comments about the subject of the form.

• Competency: additional sections may be added more than once to accommodate core competencies, job/role-specific competencies, or hard-coded competencies.

  Note

  If using Talent Intelligence Hub, this type of section is called Attribute since it supports two attribute types: Competencies and Skills.

• Introduction: The introduction is intended to provide explanatory text to users about the form they are filling out.

• Review Information: The review dates section of a form populates the dates you enter when you launch the form. Launching is done in a separate administration tool.

• Mid-Year: allows a date and comment box to mark when the mid-year review occurred and any notable information from the review.

• Goal: can populate goals from a user’s goal plan into a section of the form. This is typically not done in 360 Reviews, because goals are often more personal between employees and their managers. 360 Reviews tend to revolve around competency ratings, whether those are core company, or job-specific competencies.

• Summary: The Summary section displays summarized information about all the evaluation sections on the form in one central area. For example, if you have two goal sections and two competency sections in your form, summaries about the content in all four sections would be shown in the Overall Summary section. This section is sometimes titled Overall Performance Summary or Assessment Summary. The amount of summarized information is determined by the content in the working sections of the form. For example, if your form includes ratings and weights, the average score from these values is shown for each section, as well as a general overall performance score.

• Signature: can include a signature section for a sign-off on the form. Keep in mind, there must be a Signature stage in the route map including at least one step for this section to function correctly.

Add an additional section to a 360 Reviews form template by choosing Add New Section. Sections that are supported for a particular form template will be available to add from the drop-down list.

Other sections (Reviewer Information or Custom sections) can be configured in the back end only, with the assistance of an SAP SuccessFactors consultant.

The Employee Information section displays information about the employee and is populated by the fields that are selected from the available checkboxes. There is a possibility to include employee information fields that exist in the User Data File, but are not currently available from Manage Templates. This can only be configured in the back end and requires a consultant to enable these fields during implementation.

In this example, the employee information displays First and Last Name, Title, Department, Hire Date, and Job Code, all available from the Display Options to select/unselect (with the exception of First/Last Name). Any other fields beyond the list of Display Options, need to be configured in the back end as mentioned before.

The Reviewer Information section, unique to 360 Review form templates, is very similar to the Employee Information section but will display basic information, like First and Last Name, Email or Department, about the participant or rater (not the subject of the 360 Evaluation). This type of section and the fields to display information about the reviewer can only be configured in the back end by a consultant.

In this example, the Reviewer Information corresponds to the manager of the subject being evaluated.

The Review Dates section of a form populates the dates you enter when you launch the form or the fixed or relative dates that are configured in Form Template Settings. These dates indicate the period of time for which the subject is being reviewed.

• Elements of a 360 Template can be adjusted in Manage Templates → 360 Multi Rater → Edit Fields and Sections.
• In addition to the preconfigured form template sections, 360 Templates can include additional sections such as Attribute (Competency/Skill), Goal, Development, Signature, etc.
• The Employee Information section displays information about the employee and is populated by the fields that are selected from the available checkboxes.