Modifying 360 Reviews Attribute and Summary Sections

Objective

After completing this lesson, you will be able to modify 360 Template Attribute and Summary Sections.

Attribute Section

With Talent Intelligence Hub, the Attribute Types that are supported in Performance Management and 360 Reviews forms are Competencies and Skills.

From the Growth Portfolio, employees can work with their attributes, like Skills or Competencies, receive AI-generated Skill recommendations based on their activity, and rate on their Competencies and Skills. These ratings can also flow from the Performance Management and/or 360 Reviews forms, once they're completed, to update the ratings based on the latest rating given.

Overview of Growth Portfolio including Skills assigned to the employee.

When Talent Intelligence Hub is enabled, the competency sections will show as attribute sections of type=Competency. In 360 Reviews forms, you can have these types of attribute sections:

  • Core Competency: Will populate those Competencies marked as Core in the Competency Library. In Talent Intelligence Hub, the categories including Core, are organized as Tags.
  • Custom Competency: Requires to hard-code Competencies into the 360 Reviews forms (only possible to set up in the back end by an SAP SuccessFactors Consultant).
  • Job-Specific Competency: Will populate the Competencies mapped to Job Roles using Manage Job Roles (JDM) or Manage Job Profile Content (JPB).
  • Core Skills: Will populate those Skills with the Tag=Core.
  • Custom Skills: Requires to hard-code skills into the 360 Reviews forms (only possible to set up in the backend by an SAP SuccessFactors Consultant).
  • Job-Specific Skills: Will populate the Skills mapped to Job Roles using Manage Job Profile Content tool.
Attribute Types can be selected as Skill or Competency.

The following example shows an attribute section as it appears in the 360 Reviews form.

Example of an attribute section in 360 Reviews.

When editing the 360 Reviews form template from Manage Templates, the Show advanced options link allows for additional configurations to the section. Available options are defined in the table below.

Advanced Options in Attribute section

Advanced OptionDescription
Allow users to add competencies

Allows users to add additional competencies to the 360 Reviews form. This is generally not enabled in the core attributes section, but may be desirable in job-specific sections.

Allow users to add skillsSame as the option to add competencies, but when the section is using Skill as an Attribute Type.
Show Behaviors

Will show the behaviors associated with the competency the employee is being rated on. This is only valid if behaviors have been mapped to individual competencies.

When enabling Show Behaviors, the following sub-options will be displayed:

  • Display mode: By default, behaviors will be displayed below the competency rating, you can also opt to have them displayed above

  • Filter by Job Code: To show only job-specific behaviors associated to the competency

  • Rating on behavior: To enable rating of behaviors associated with the competency

Include the ability to rate: Everyone has their own rating box for each item

Each user will have a rating box, and will see his or her own box next to the employee’s self-assessment.

Include the ability to rate: Everyone shares one rating box for each item

The form will have only one rating box for each item and you can define permissions for which role can make the rating. If the rating is permissioned for more than one role, the last rating entered will be the final score.

Include the ability to rate: Except the employee who has a private self-assessment rating box

The form will have a private self-assessment box for the employee, plus a single rating box that can be permissioned by role. Permissions must be made in the back-end system by a consultant, so this is not desirable if you are configuring the form without the assistance of a consultant.

Include a comment for each item

This enables users to comment on each item in the form. If left deselected, there will be no comment box below the rating scale.

Include an overall Comment

This enables an overall section comment for the attribute section.

Display the manager and employee comments on top of each other or side by side

Defines how the comment boxes will display on the form. Because 360 Reviews tend to be anonymous, comments are not visible from both parties. Generally, the choice that looks better on the form is Stacked, but there will not be two comments stacked on top of each other, because that would not keep the form anonymous.

Add a new Attribute Section

Business Example

In this exercise, you will be adding a new Attribute section to populate skills mapped to the Job Role in the 360 Reviews form template.

Steps

  1. Navigate to Manage Templates from the Action Search or the Admin Center and select the 360 Multi Rater tab.

  2. Open the template you attached a route map and rating scale to in a previous exercise.

  3. Expand Edit Fields and Sections.

  4. Select Add New Section.

  5. Select Attribute from the available options, and choose Add to continue.

  6. Drag and drop this section before the Overall Rating.

  7. Change the section parameters to the following: Competency Feedback.

    • Section Name: Skills and Aspirations.
    • Attribute Type: Skill
    • Section Type: Job Specific.
  8. Choose the link to Show advanced options....

  9. Select the following options: Include the ability to rate and Everyone shares one rating box for each item checkboxes.

    • Allow users to add skills
    • Include the ability to rate (leave the default options).
    • Include an Overall Comment
  10. Choose Save to save all the changes.

Overall Average Rating Section

The Overall Average Rating section displays information about the rated sections on the form in one central area. The amount of summarized information is determined by the content in the working sections of the form. The sections that are configured to populate calculated (computer-generated) ratings into the summary section will be visible in the Weights area. You may then choose to assign weights to each section or weight the sections equally, making sure the total is 100%.

Screenshot of Alex Anderson's overall average rating.

The Allow manual rating checkbox creates an additional rating field where the rater may manually override the system-generated calculated rating with their own rating. The rating scale will be the scale that was connected to the form in the General Settings section.

Edit the Overall Summary Section

Business Example

In this exercise, you will make some changes on the Overall Rating section of your 360 Reviews form template.

Steps

  1. Navigate to Manage Templates from the Action Search or the Admin Center and select the 360 Multi Rater tab.

  2. Open the template you attached a route map and rating scale to in a previous exercise.

  3. Expand Edit Fields and Sections.

  4. Choose Overall Rating.

  5. Select the Allow manual rating checkbox.

  6. Leave the option Everyone shares one rating box for each item that displays by default.

  7. Select Weight Section Equally to distribute 50/50 weight percentage for the Competencies and Skills sections.

  8. Choose Save.

Summary

  • When Talent Intelligence Hub is enabled, competency sections in 360 Templates will show as attribute sections of type=Competency. Examples of attribute sections can be core, custom, or job-specific competency or skill.
  • From the Growth Portfolio, employees can work with their attributes, like Skills or Competencies, receive AI-generated Skill recommendations based on their activity, and rate their Competencies and Skills. These ratings can also flow from the 360 Reviews and/or Performance Management forms and be updated based on the latest rating given.
  • The Overall Rating/Summary section displays information about the rated sections on the form in one central area. The sections that are configured to populate calculated ratings into the Summary section will be visible in the Weights area (the total of weights should be 100%).