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When a user creates a goal outside the minimum/maximum goal limits, the system provides a hard warning and the user CANNOT proceed.

When the user creates a goal, the minimum/maximum limit for the overall goal must be defined.

When the user creates goals, the same minimum/maximum value must be used for each of the goals.

When a user creates a goal outside the minimum/maximum goal limits, the system provides soft warnings and the user can proceed.

Define Manual Overall Rating as a required field for the role providing the final rating (like EM).

Enable Allow Override Unrated and define Manual Overall Rating as a required field for all steps.

Enable Enforce Maximum Overall Score (EMOS) to define a rule to enforce that an overall score is populated in the form.

Define the Section Comments field as a required field for the role providing the final rating (like EM).

Check the Form layout in goal plan XML.

Check whether showlabel="true" in the field definition in the goal plan XML.

Check the Plan layout in goal plan XML.

Check whether viewdefault="on" in the field-definition in the goal plan XML.

The calibration template to be used in the Calibration Session must be specified.

The Calibration Session date must be defined.

The subject(s) of the Calibration Session must be defined.

All the subjects' review forms must be at the calibration step in the route map.

The location of the Calibration Session must be specified.

comment

textarea

table

bool

enum

Provisioning —> Company Settings

Admin Center —> Performance Management —> Form Template Settings

In the form template XML with a specific tag

Admin Center —> Performance Management —> Performance Management Feature Settings

Forms can be routed to the previous step in the modify stage.

Managers can recall the form from the signature step in Team Overview.

Administrators can route the form.

Users can reject the form in the signature step and send it back to be edited.

When hiding numeric values

When showing numeric values

When using rating scales below 5 points

When using matrix grid rating scales

When using rating scales over 5 points

You can set a main rating scale from General Settings.

You can change the rating scale on live forms.

You can set a rating scale in a custom section.

You can assign more than one rating scale to your ratable sections.

Read

Delete

Finalize

Export

Write

Custom elements can be included.

First Name and Last Name CANNOT be removed.

Elements CANNOT be reordered.

New elements will become visible in the display options in Manage Templates.

Remove a job-specific competency from an existing form.

Associate a competency with an achievement.

Mark the competency as core.

Edit the competency description.

Competencies mapped to the users1 job roles by the administrator are visible in the Job Specific Competency section.

Competencies are hard-coded in the Custom Competency section from Manage Templates or in the XML.

Users add competencies manually in the form when the section is .

Managers assign Core Competencies to their direct reports from the Org Chart.

Administrators assign competencies to users from Admin Center.

Library name

Did

Category

GUID

In Manage Languages

In Text Replacement

In Import Translations

In Manage Form Label Translations

STAR

HORIZONTAL_RADIO

DROPDOWN

FREETEXT

CIRCLE

The Get Feedback feature, to collect additional comments on the form

The Ask for Feedback button, to send an e-mail to internal or external users

The Stack Ranker, to evaluate objectives for their direct reports

The Confirm 1:1 Meeting button, to send a form to the signature step without opening it.

The Stack Ranker, to evaluate competencies for their direct reports

A goal in a performance management form that is in progress will be outdated if the goal is edited from the Goal Plan.

The list of assigned competencies might be outdated after a change of job code if performance forms have NOT been opened.

If the performance form has NOT been opened since the last modification coming from Goal Management, the form that might be used by Variable Pay will include outdated Goal Management data.

Performance management reports might include expired Goal Management data if performance forms have NOT been opened since the last modification from Goal Management.

It allows you to add an overall comment.

It displays all official ratings given at previous steps.

It displays weights configured in business rules.

It allows you to add custom elements.

The job title on the form will NOT update if the employee data is updated while the form is in progress.

The job title on the form will update if the employee data is updated while the form is in progress.

The job title on the form will be hidden if the employee data is updated while the form is in progress.

If the employee data is updated while the form is in progress, the job title will update but the job role will NOT be updated.

Executive review

Dashboard view

List view

Matrix Grid view

Bin view

item-rating

subject-item-rating

item-cmt-rating

manual-rating

The session creator can assign only one owner.

The owner can view their calibration data on the Executive Review tab.

The participants and subjects can be automatically populated, based on the reporting hierarchy of the owner.

The owner can define export permissions for the session.

Subject

Originator

Facilitator

Participant

Owner