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Administrator Guide
Last Updated: 2023-06-23
Create Rating Scales

Create Rating Scales

Security:
Set Up: Employee Reviews
 domain in the Performance Enablement functional area.
Create rating scales to measure:
  • Employee performance.
  • Level of proficiency.
You can use rating scales in these sections of employee reviews:
  • Accomplishments
  • Competencies
  • Goals
  • Overall
  • Questions
  • Responsibilities
You can associate different rating scales with different sections in the same template. You can also use rating scales during the review evaluation process.
  1. Access the
    Create Rating Scale
     task.
  2. Enter a unique
    Rating Scale Name
    .
  3. As you complete the task, consider:
    Option Description
    Rating
    Rating values can be alphabetic or numeric. Employees and managers see this value when they complete a review.
    Exclude From Calculations
    Select this check box to exclude items with this rating from calculations for section ratings or overall ratings.
    Rating Value
    Enter the value precisely to 2 decimal points. Workday uses this value to calculate the performance rating of the employee.
    Begin/End Range
    Enter these values with 2 decimal places. If you use ratings and have a section summary or an overall section in employee reviews, these ranges determine which rating value to use.
    Beginning and ending ranges can't overlap or have gaps. If you enter all zeroes for the
    Rating Value
    ,
    Begin Range
     and
    End Range
     fields for more than 1 of the ranges in the scale, then Workday only uses the first rating in the table.
    Description
    If you select
    Show Rating Description
     on a review template, the employee review document displays this description.
  • To change the rating scale, use the
    Edit Rating Scale
     task.
    If the rating scale is used in a template, you can only update the
    Display Order
    ,
    Rating
    , and
    Description
    . You can update all fields for rating scales that aren't in use.
    When you edit a rating scale, the changes can affect the rating calculations of in-progress reviews. Workday recommends you don't modify rating scales used in reviews that are in progress. When you edit a rating scale, the changes also apply to historical ratings for past employee reviews that use that rating scale. If you don't want the edited rating scale to affect past reviews, create a new rating scale.
  • To see detailed information for a specific rating scale, run the
    View Rating Scale
     report.