Configuring the Summary Section

Learn how to configure the Summary section from Manage Templates.

ExerciseStart Exercise

1. Configure the end-user display of the overall summary section, so that the Performance Management form sections are weighted as follows:

   Performance Management Form Section	Weight
   Goals	50%
   Core Competencies	25%
   Job Specific Competencies	25%

   1. Log in to the Instance and navigate to Manage Templates from the Action Search bar.

   2. Select the Performance Review to display the performance template list. Select your Performance Management form template.

   3. Select to expand Edit Fields and Sections dropdown menu on the left-hand side of the screen, and select Summary Section.

   4. In the Weights section, enter the weights in the Goals, Core Competencies, and Job Specific Competencies fields, according to the above table.

   5. Select Save.

2. Enable each section to populate ratings into the overall summary section, by selecting the following options in the Competency sections:

   • Include in overall performance summary section rating

   • Display Section in Summary

   • Show Calculated Section Rating

   1. On the Performance Management form template screen, in the Edit Fields and Sections dropdown menu on the left-hand side of the screen, select Core Competency.

   2. Select Show advanced options....

   3. Select the checkboxes for the options listed above.

   4. Select Save.

   5. Repeat these steps for the Job Specific Competencies section

3. Enable each section to populate ratings into the overall summary section, by selecting the following options in the Goals section:

   • Display section in summary

   • Display calculated section rating

   • Include in overall performance summary section rating

   1. On the Performance Management form template screen, in the Edit Fields and Sections dropdown menu on the left-hand side of the screen, select Goals.

   2. Select Show advanced options....

   3. Select the checkboxes for the options listed above.

   4. Select Save.

4. Configure the goal section so that it auto-populates weights from the goal plan.

   1. In the Edit Fields and Sections dropdown menu on the left-hand side of the screen, select Goals.

   2. Select the Auto populate goal weights from weights in the goal plan checkbox.

   3. Select Save.

5. Enable manual rating in the overall summary section.

   1. In the Edit Fields and Sections dropdown menu on the left-hand side of the screen, select Summary.

   2. Select the Allow manual rating checkbox.

6. Configure the manual rating so that it has no positive or negative effect on total scores of ratings that are labelled Too New To Rate.

   1. In the Edit Fields and Sections dropdown menu on the left-hand side of the screen, select Summary.

   2. Scroll down to the Unable to Rate field, and enter the text Too New To Rate.

   3. Select Save.

7. Enable the option to override the manual rating with the calculated rating if the manager forgets to complete the manual rating.

   1. In the Edit Fields and Sections dropdown menu on the left-hand side of the screen, click Summary.

   2. Scroll down, and select Show advanced options...

   3. Select the Allow Override of Unrated Manual Rating checkbox.

   4. Select Save.

1. Open the Performance Management form template in your XML editor.

   1. Log in to the instance, and navigate to Form Template Settings from the Action Search bar.

   2. Select the name of your Performance Management form template from the list.

   3. On the Performance Management form template screen, select Download Form Template.

   4. Save the template locally in a folder with the relevant DTD file.

   5. Open the Performance Management form template with your XML editor.

2. Configure the end-user display of the overall summary section, so that the Performance Management form sections are weighted as follows:

   Performance Management Form Section	Weight	Code Solution
   Goals	50%	<sect-weight>50.0</sect-weight>
   Core Competencies	25%	<sect-weight>25.0</sect-weight>
   Job Specific Competencies	25%	<sect-weight>25.0</sect-weight>

   1. Locate the relevant section weight tags in the XML file and assign weights according to the above table.

   2. Validate the XML file against the DTD.

3. Configure the calculated ratings from each section to populate in the overall summary section.

   1. Locate the tags for each section and set the values to ‘true’, as follows:

      Code snippet

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      in-summ-display="true" in-overall-rating="true"Expand

   2. Validate the XML file against the DTD.

4. Enable manual rating in the overall summary section.

   1. Locate the <summary-sect> area in the XML file.

   2. Verify that manual-rating="true"

   3. Validate the XML file against the DTD.

5. Configure section weights so that end-users can view, but not edit, them.

   1. Locate the sf-pmreview> area in the XML file.

   2. Verify you have the following settings:

      Code snippet

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      weight-lockdown="true" show-weight="true"Expand

      Note

      This code is not in the <summary-sect>. Review the DTD to identify where the code should be placed (it should already exist in your file).

   3. Validate the XML file against the DTD.

6. Configure the goal section so that it auto-populates weights from the goal plan.

   1. Locate the <objective-sect> area in the XML file.

   2. Verify you have the following setting:

      Code snippet

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      auto-pop-weights="true"Expand

   3. Validate the XML file against the DTD.

7. Configure the manual rating so that it has no positive or negative effect on total scores of ratings that are labelled Too New To Rate.

   1. Locate the <summary-sect> area in the XML file.

   2. Set the following label in <unrated-rating>:

      Code snippet

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      <unrated-rating><![CDATA[Too New to Rate]]></unrated-rating>Expand

   3. Validate the XML file against the DTD.

8. Enable the option to override the manual rating with the calculated rating if the manager forgets to complete the manual rating.

   1. Locate the <summary-sect> area in the XML file.

   2. Verify you have the following setting:

      Code snippet

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      override-unrated="true"Expand

   3. Validate the XML file against the DTD.

   4. Save as a new version

   5. Navigate to Provisioning, and select the option Form Template Administration

   6. Select the form template that you intend to update with the latest XML changes done.

   7. Search for the XML template latest version, and select Update by upload to update the form template.

1. Launch the performance form.

   1. Log in to the Instance, open the Home dropdown menu, and select Performance.

   2. Choose Create New Form.

   3. On the My Forms screen, select your form.

   4. Select Edward Employee as the subject of the form.

      Note

      In the previous step, if you cannot select other subject of the form than self or direct reports (in case of managers), you can enable the following option to be able to search for any other employee and create the form. Navigate to Form Template Settings, then open your form template, and select Allow form creator to select anyone as the subject. Select Update Form Template to save changes. Otherwise, you can launch a form for the employee from the Launch forms option.

   5. Confirm the start, end, and due dates, and select Create and Open.

2. Complete the employee assessment step.

   1. Select Proxy Now to proxy as the subject of the form you created previously (the employee).

   2. Access your performance form from the Inbox or the Engagement Card available in the Home Page. Explore the options available to you in this employee assessment step and rate the form.

   3. Scroll to the end of the screen, and choose Send to Manager Approval.

3. Proxy as the manager and complete the manager assessment step.

   1. Select Proxy Now.

   2. In the Select Target User dialog box, in the Please enter target user name field, enter the name of your manager.

   3. On the manager’s Home Page screen, you should find an Engagement Card Review Employee Performance. Select it to open the form.

      Alternatively, you can complete this step by navigating to your Performance Inbox.

   4. Explore the options available to you in this manager assessment step and rate the form.

   5. Select the Save icon in the top right-hand corner of the screen.

   6. Scroll down to the summary section and verify calculated ratings have populated.

   7. Complete the manual overall rating, and verify that the labels and weights of sections are correct.