Editing Fields and Sections

In Manage Templates, click into a performance form and locate the section titled Edit Fields and Sections. This area is where sections of the performance form can be added, removed, and edited in the instance.

Certain sections of a performance form template are connected to other areas in the software. For example, a standard goal section in a performance form pulls data from the goal plan, which is configured with the Goal Management product. When a standard form template is added from the SuccessStore, it is typically preconfigured with the following sections:

• Introduction
• Goals
• Core Values
• Role Specific Competencies
• Summary Section
• Signatures

While editing a performance form in Manage Templates→Edit Fields and Sections, you may select the green plus icon Add New Section to add additional sections from a library that has been fully or partially configured.

When adding sections to the performance form template, you are only allowed to have one signature, introduction, and summary section. You are allowed an unlimited number of Attribute and Goal sections to add to the form template. Multiple attribute and goal sections can accommodate information populated from multiple areas in the system.

For example, an attribute section marked as Core populates competencies and/or skills tagged as such in the Talent Intelligence Hub, whereas a Role (Job) Specific Attribute section would look into the mapping of competencies and/or skills to populate these into the Performance form based on the employee's Job Role. Similarly, a standard Goal section populates data from an employee’s performance goal plan, and a Goal section identified as Development populates data from an individual development plan.

Those sections in the Performance Management that are ratable in the context of allowing to rate at the item level, are the Goal and Attribute sections, where performance goals, competencies and skills would be rated in the form, and additionally, comments can be included to add more details about the rating given.

When configuring rating options, there will be four possible ways, explained on the table below. All of these rating options can be configured from Manage Templates:

In the Performance Form Template, more than one goal section can be added. Each section must correspond to a goal plan template. Select a goal plan template from the Choose which goal plan you want to link dropdown list.

In general, the goal process happens before the performance review process. Employees are evaluated on whether they met their goals and how they met those goals. In order to do this, goals from the goal plan are automatically populated in the performance form for evaluation. There are two ways to populate the goals in a Performance Form: Auto-Populate and Auto-Sync.

The differences between Auto-Populate and Auto-Sync are shown in the following table:

The most important advanced options located in the Goal Section are defined in the table below.

Goal Section End User View

Goals from the goal plan are displayed in the Goals section. The end user experience of this section depends on configurations in the Goal Plan and the goal section of the form template.

• Sections of the performance form can be added, removed, and edited in the instance from Manage Templates, in the Performance form template Edit Fields and Sections area.
• When adding sections to the performance form template, you are only allowed to have one signature, introduction, and summary section. However, you are allowed an unlimited number of Attribute and Goal sections to add to the form template, which populate information from other areas in the system.
• The Attribute and Goal sections of a performance form are ratable, allowing ratings and comments at the item level (for goals, competencies, and skills). You can configure multiple rating options from Manage Templates.
• There are several advanced options available to enable and configure in Manage Templates for all sections on the performance form template.