Modifying Attribute Sections

Objective

After completing this lesson, you will be able to modify the Attribute Sections in the performance form template.

Attribute Section Advanced Options

The Show advanced options link allows for additional configurations to the attribute section. Options might be different when the attribute type is set to Competency or Skill.

These options are defined in the table below. Those options that are supported as well for skills will have the same name, but replacing competency with skill.

Attribute section - Advanced Options

Advanced Option	Description	Available for Skills?
Allow users to add competencies	Allows users to add additional competencies to the review form. This is generally not enabled in the core competencies section, but may be desirable in the job/role-specific section.	Yes
Show Behaviors	Shows the behaviors associated with the competency the employee is being rated on. This is only valid if behaviors have been configured for individual competencies in the competency library.	No
Include the ability to rate: Everyone has their own rating box for each item	Each user is going to have a rating box and see their own box next to the employee’s self-assessment. There are two radio button options: The Final score is the EM's rating. The final score can be granted to any role by permission.	Yes
Include the ability to rate: Everyone shares one rating box for each item	The form only has 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 is the final score. There are two options: Everyone shares one rating box for each item. Everyone shares one rating box for each item + Except the employee who has a private self-assessment rating box.	Yes
Include a comment for each item	This enables users to comment on each item in the form. If left unchecked, there is no comment box below the rating scale.	Yes
Include an Overall Comment	This enables an overall section comment for the competency section.	Yes
Include in overall competency rating calculation	Includes the section in the overall calculated (computer-generated) rating for the Objective/Competency Summary.	No
Display in competency section	Check to display the section in the Objective/Competency Summary.	No
Show expected competency rating	Check to show the competency’s expected rating for the job role. Required for showing the gap between the expected and actual rating. This is only valid if expected ratings have been configured when mapping competencies to roles.	Yes
Include in overall performance summary section rating	Includes the ratings in the Summary section rating.	Yes
Include the ability to enter in a weight	Allows the user to enter a specific weight for each competency. This is generally not advisable as the weighting of each competency becomes too granular. It is best to equally weigh the items in the section based on the overall section weight.	Yes
Display Section in Summary	Allows the ratings of each item to be displayed in the Summary section.	Yes
Show Calculated Section Rating	Displays the calculated rating (computer-generated) for this section in the Summary section.	Yes
Rating Scale	Allows you to identify a specific rating scale for the section, rather than use the default scale defined in general settings.	Yes
Hide numeric rating values (only show text labels)	Makes ratings appear as their text label only, not a numeric label.	Yes
Default Rating	Allows to define a label when rating has not been entered yet.	Yes
Choose an alternate label for the rating field.	Allows you to enter text for the rating of a record field.	Yes

Attribute Section End User View

Attributes (Competencies or Skills) display in the attribute section. Depending on configurations, these can be Core, Job-Specific, Custom, or they can be manually added by the end user. In Talent Intelligence Hub (TIH), competencies and skills are referenced as attributes, and Skills can only be rated on the form with TIH enabled.

This screenshot shows an example of an end user Core Values competency section in a performance review (for Emily Clark).

Edit the Core Values Attribute Section

Business Example

In this exercise, you edit the Core Values section of a performance form.

ExerciseStart Exercise

Steps

Assign some of the competencies with the Core tab in Talent Intelligence Hub.
1. Navigate to Manage Talent Intelligence Hub using Action Search.
2. On the Attributes tab, locate this competency: Adapting to Change.
3. Select it to navigate to the details.
4. Choose Edit.
5. On the Tags, type Core to display this tag on the options, and select it. You can also select the Select Tags icon and complete the step from there.
6. Choose Save.
7. Repeat these steps to assign another competency of your choice as Core, assigning the corresponding tag.
Navigate to Manage Templates using Action Search, and select the Performance Review tab.
Open the template that you attached a route map and rating scale to in a previous exercise.
Expand Edit Fields and Sections.
Choose the Core Values attribute section.
Verify that the Attribute Type is Competency, and the Section Type has the Core option selected.
The competencies that you assigned with the Core tag in Talent Intelligence Hub should be visible here. Continue editing this section.
The stack rank checkbox should not be editable, because you selected the option to Stack Rank Employees Globally in the General Settings section. Stack ranker only allow side-by-side ratings on competencies that match up for the entire team of employees. Even if stack rank globally is enabled, you should only see competencies that are the same across all employees to rank.
Expand advanced options and check the following, if not already enabled:
- Include the ability to rate
  - Everyone has their own rating box for each item
  - The Final score is the EM’s rating
- Include an Overall Comment
- Include in overall Competency rating calculation
- Display in Competency section
- Include in overall performance summary section rating
- Display Section in Summary
- Show Calculated Section Rating
Choose Save.

Edit the Job Specific Attribute Section

Business Example

In this exercise, you will edit the Job Specific Attribute section in your performance form template to populate Skills instead of Competencies.

ExerciseStart Exercise

Steps

Navigate to Manage Templates using Action Search, and select the Performance Review tab.
Open the template that you attached a route map and rating scale to in a previous exercise.
Expand Edit Fields and Sections.
Choose the Role Specific Competencies Section.
Rename the section to Skills and Aspirations.
Replace the existing description to the following one: This section is for evaluating the Skills associated to the Job Role. Each skill should have a rating and comments can be enhanced using AI capabilities.
Change the Attribute Type from Competency to Skill.
Leave the Section Type as Job Specific.
Expand advanced options and check the following, if not already enabled:
- Allow users to add skills.
- Include the ability to rate.
  - Everyone has their own rating box for each item
  - The Final score is the EM’s rating
- Include a comment for each item.
- Show expected skill rating.
- Include in overall performance summary section rating.
- Display Section in Summary.
- Show Calculated Section Rating.
Choose Save

Summary

In Manage Templates, the Show advanced options link allows for additional configurations to the attribute section. Options might be different when the attribute type is set to Competency or Skill.
In a Performance Review, attributes display in an attribute section; depending on how your form is configured, these can be Core, Job-Specific, Custom, or manually added by the end user.

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