The configuration process for the Competency and Goals sections on a 360 Reviews template is similar to that for Performance Management. However, 360 Reviews require some extra configuration. As in the performance form, the content in each Competency and Goals section is configurable. This means that the manager or process owner of the form can manually add or remove competencies and goals. Additionally, you can configure the review to allow the participant to remove items from the form.
In the <competency-sect> and <objective-sect>, adding and deleting items is determined by two different attributes:
configurable="true", users are able to add goals or competencies. If
configurable="false", adding items is not allowed.
removable="true", users are able to remove or delete goals or competencies. If
removable="false", removing items is not allowed.
When a goal or competency section is
configurable="true", a Nonremovable for Raters checkbox is available during the Modify stage to decide which items (goals or competencies) could be removable by participants, if we determine these are not critical to rate on a 360 Evaluation.
Every role that accesses the 360 form on the Modify stage, before sending it to Evaluation, can flag competencies and/or goals as nonremovable. Ultimately the Process Owner can review the rater list and those non-removable items flagged, and make the appropriate changes accordingly, before starting the 360 Evaluation. However, if you don't intend to display at all the Nonremovable for Raters checkbox in the 360 form, an option available in Form Template Settings called Hide the Nonremovable checkbox on a form in the Modify stage can be enabled to hide this option entirely.
Permissions can be added to restrict who sees the Add and Remove buttons, and in which route steps. To add these permissions, the appropriate code is added to the action permissions portion of the XML, as in the code that follows:
Permission Add Remove Buttons
An example of a Competency section from a user perspective can be seen on this example. A Core Competencies section, where a manager can add/remove competencies (as given on the permissions from XML).