The Introduction section is a place to put explanatory text to users about the form they are filling out. You may also enter a description for the section to provide more details to your users. Rich text HTML formatting is supported.
Modifying 360 Reviews Form Introduction and Rater List Sections
Objective
After completing this lesson, you will be able to modify 360 Template Introduction and Rater List Sections.
Introduction Section
Add an Introduction Section
Steps
Navigate to Manage Templates from the Action Search or the Admin Center.
Select the 360 Multi Rater tab to display the list of your 360 form templates.
Open the template you attached a route map and rating scale to in a previous exercise.
Expand Edit Fields and Sections.
Select Add New Section.
Choose Introduction from the available dropdown list options.
Drag and drop the section before the Employee Information.
Save changes, and expand again Edit Fields and Sections to continue.
Select the new Introduction section.
Type an introduction to the review cycle using the rich text editor. To personalize the text, include bold, italics, links, and colors. You can use an example like this one:
The purpose of this 360 Reviews evaluation is to gather multi-perspective feedback on an employee's competencies, skills, and behaviors in the workplace. This feedback will be used to identify strengths and areas for development, and to support the individual's professional growth and performance improvement.
Choose Save.
Rater List Section
The Rater List section defines who will be populated on the form as raters by default. Raters are all populated based on roles, which means no matter who this form is launched for, that user’s manager, peers, and direct reports will correctly populate off the hierarchy that is configured in the User Data File. The following information defines the fields when adding a new role to the rater list:
Rater Category Name: These labels can be edited and are seen by the user when they are selecting or editing their participant list before soliciting feedback.
Auto include in form: Select the checkbox for the role/s you would like the system to automatically select as participants for the review. If a category is not marked, a role does not have to be defined.
Role: Roles are assigned to employees when they are added to SAP SuccessFactors. Once launched, 360 Reviews will use roles assigned to employees to determine who to invite to provide feedback about the employee.
Do not allow user to remove: Select this box to force users to select the category. If the box is not selected, users have the option to remove the category of participants from their review form.
New Rater Categories can be added as needed and select from the available roles in the drop-down options.
The form follows a route map where the employee selects raters, then sends to the manager for approval. Here, the employee can modify the participants and add additional raters if desired. The route map may be changed if a different process of electing raters is desired.
Edit the Rater List Section
Steps
Navigate to Manage Templates from the Action Search or the Admin Center and select the 360 Multi Rater tab.
Open the template you attached a route map and rating scale to in a previous exercise.
Expand Edit Fields and Sections.
Choose Rater List.
Choose Add New Rater Category.
In the Name field, enter HR Rep.
Select the Auto include in form checkbox.
In the Role field, select HR Rep.
For Self and Manager, select the Do not allow user to remove checkbox.
Choose Save.
Summary
- The Introduction section is a place to provide users with information about the form they are filling out. You can also enter a description for the section to provide more details to your users.
- The Rater List section defines who will be populated on the form as raters by default. Raters are all populated based on roles, so a user’s manager, peers, and direct reports will correctly populate off the hierarchy that is configured in the User Data File.