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Reference: Employee Review Template Ratings and Comments Fields

Reference: Employee Review Template Ratings and Comments Fields

Field
Description
Items Rated
(
Accomplishments
,
Goals
,
Questions
,
Responsibilities
) Enables the employee or manager to enter a rating for each item during the review process. When selected, enter a beginning and ending range for the rating scale.
Require Item Ratings For
(
Accomplishments
,
Competencies
,
Goals
,
Questions
,
Responsibilities
) Requires managers or employees to enter a rating for each item in this section.
When you don't set up any conditions, you can require item ratings for the manager for all supported sections.
When you select the
Allow Employee Ratings
check box for the
Goals
section, you can require employees to rate Goal items.
When you select the
Allow Employee Ratings
check box and select
View and Modify
from the
Employee View Option
prompt, you can require employee item ratings for the
Accomplishments
,
Questions
, and
Responsibilities
sections.
For the
Competencies
section, when you select the
Use Proficiency Scales
or
Use Rating Scale
check box, you can require item ratings for managers, employees, or additional reviewers.
  • When you set no conditions, you can only require item ratings for managers.
  • When you select the
    Allow Employee Ratings
    check box, you can require item ratings for employees.
  • When you select the
    Enable Additional Reviewers for Competencies Section
    template check box, you can require item ratings for additional reviewers.
Use Proficiency Scales
(
Competencies
) Enables the employee or manager to evaluate competencies using a proficiency scale defined with the
Create Proficiency Rating Scale
task.
Use Rating Scale
(
Competencies
) Enables the employee or manager to rate competencies using any tenanted rating scale defined with the
Create Rating Scale
or
Edit Rating Scale
task.
Section Rated
(
Accomplishments
,
Competencies
,
Goals
,
Questions
,
Responsibilities
) Enables the employee or manager to rate the section. Options are:
  • Ratings With Overrides
    : Workday displays the
    Rating
    field in the review section. If you selected
    Items Rated
    , Workday calculates and displays the section rating. You can change this value. If you didn't select
    Items Rated
    , you can enter a rating value.
  • Ratings With No Overrides
    : Workday calculates the rating and displays the value in the
    Rating
    field in the review section. You can't change this value. Available only when you select
    Items Rated
    .
  • Prompt for Rating
    : When selected, Workday prompts the reviewer to give the employee a rating for the section independent of the item ratings.
Not available when you select
Calculated Rating uses Item Averaging
for the
Overall
section.
When selected, Workday displays a section summary.
Proficiency Scale for Section Ratings
(
Competencies
) Selects a proficiency scale for rating the
Competencies
summary section.
Rating Scale
(
Accomplishments
,
Goals
,
Questions
,
Responsibilities
) Selects the rating scale for the section. You can set the default rating scale on the
Edit Tenant Setup - HCM
task. This rating scale doesn't need to match the rating scale used in other sections.
Require Section Ratings For
(
Accomplishments
,
Competencies
,
Goals
,
Questions
,
Responsibilities
) Requires managers or employees to enter section ratings. This option isn't available if you select the
Ratings With No Overrides
option from the
Section Rated
prompt.
When you set no condition rules, you can only require section ratings for managers.
If the
Allow Employee Ratings
check box is selected, you can require section ratings for employees for the
Competencies
and
Goals
sections.
When you select the
Allow Employee Ratings
check box and set the
Employee View Option
field to
View and Modify
, you can require section ratings for employees for the
Accomplishments
,
Questions
, and
Responsibilities
sections.
When you select the
Enable Additional Reviewers for Competencies Section
template configuration check box, you can require section ratings for additional reviewers for the
Competencies
section.
Show Rating Description
(
Accomplishments
,
Competencies
,
Goals
,
Questions
) Displays the description of the selected rating. Define rating descriptions on the
Create Rating Scale
or
Edit Rating Scale
task. Define competency rating descriptions on the
Create Proficiency Rating Scale
or
Edit Proficiency Rating Scale
task.
Allow Employee Ratings
(
Accomplishments
,
Competencies
,
Goals
,
Questions
) Enables employee ratings for these sections. Clear this check box to exclude item and section ratings by employees in employee reviews.
Show Calculated Rating Value
(
Accomplishments
,
Competencies
,
Goals
,
Questions
,
Responsibilities
) Displays the Workday-calculated summary rating in the section summary area. Available when you select
Items Rated
and a ratings value in the
Section Rated
field.
Show Mapped Calculated Section Rating
(
Accomplishments
,
Competencies
,
Goals
,
Questions
,
Responsibilities
) Displays the Workday-calculated section summary rating in the employee review document. Available when
Section Rated
is selected. Workday recommends this option when you select the
Calculated Rating uses Section Rating Precision
check box in the
Overall
section.
Item Comments
(
Accomplishments
,
Competencies
,
Goals
,
Questions
,
Responsibilities
) Options include:
  • All Reviewers
    . Enables managers, employees, and additional reviewers (if enabled) to enter comments for each item.
  • Exclude Employee
    . Enables only managers and additional reviewers (if enabled) to enter comments for each item.
  • No Comments
    . Excludes comments for the items in the section.
Require Item Comments For
(
Accomplishments
,
Competencies
,
Goals
,
Questions
,
Responsibilities
) Requires managers, employees, additional managers, or additional reviewers to enter comments for each item.
When you set the
Item Comments
prompt to
All Reviewers
or
Exclude Employee
, you can require item comments for the manager for all employee review template sections that support this option.
When you set the
Item Comments
prompt to
All Reviewers
, you can require item comments for the employee for the
Competencies
and
Goals
template sections.
When you set the
Item Comments
prompt to
All Reviewers
and the
Employee View Option
prompt is set to
View and Modify
, you can require item comments for the
Accomplishments
,
Questions
, and
Responsibilities
template sections.
When you set the
Item Comments
prompt to
All Reviewers
or
Exclude Employee
, and you select the
Enable Additional Manager Evaluations for All Sections
check box for template level configuration, you can require item comments for additional managers for all the employee review template sections that support this option.
When you set the
Item Comments
prompt to
All Reviewers
or
Exclude Employee
and you select the
Enable Additional Reviewers for Competencies Section
check box for template level configuration, you can require item comments for the
Competencies
template section.