HR Performance Solutions Knowledge Base

Ratingless Reviews

Please note that the terminology used in this article is the default language. Your organization may have customized the terms Factor, Goal, Core Value, Employee, Appraiser, Appraisal, Multi-Appraiser, Summary Comments, Ready for Meeting, and Action Steps to a different term. The customized terms will display in your system.

Some organizations are opting to eliminate traditional ratings during their annual performance appraisal process. If this is your situation, Performance Pro allows you to turn off or "hide" Core Values, Factors, and/or Goals. When all are hidden, the appraisal becomes based only upon data entered in the Summary Comments section. Refer to our blog for an excellent article discussing the pros, cons, and scenarios related to this topic. http://www.hrperformancesolutions.net/blog/the-ratingless-reviews-continuum

The first step to set up this type of process is to hide the Core Value, Factor, and Goal sections. (Upon initial system setup, Core Values are automatically hidden.) The second step is to make sure the Summary Comments screen is collecting the information you need.

To hide Core Value, Factor, and Goal sections:

  1. In the role selector, set your role to Administrator.
  2. From the main menu, click System Setup, then click Company Settings.
  3. From the Hide and Show area, click Hide Factor Section, Hide Goal Section, and Hide Core Value Section to hide this information throughout the appraisal process.
  4. In the check boxes that appear, click Hide on Appraisal Forms to hide the information on the appraisal forms.
  5. Click Save at the bottom of the screen.

Once Core Value, Factor, and Goal sections are hidden, Summary Comments and Finish Appraisal will be the only options in the Appraisals section of the main menu.

Customizing the Summary Comments Screen

The information that is gathered on the Summary Comments screen can be customized to fit the needs of your organization. Various field types are available including Single Line Text Field, Comment Box, Radio Button Group, Checkbox, Dropdown Group, and Date. The field types function as follows:

  • Single Line Text Field. Allows you to create a question or statement that will be followed by a single-line text box that allows up to 100 characters.
  • Comment Box. Allows you to create a question or statement that will be followed by a text box that allows a large amount of text, up to 4000 characters.
  • Radio Button Group. Allows you to create a list of choices with radio buttons. Users are allowed to select one option from the list of choices.
  • Checkbox. Allows you to create a question or statement that will be followed by one or more checkboxes. This also works well for "check here to agree" statements, "yes" or "no" questions, or the option to choose more than one item from a list. 
  • Date. Allows you to create an empty field with a calendar icon beside it from which to choose a date.
  • Dropdown Group. Allows users to select one option from a dropdown list you have created. 

The Summary Comments screen can be customized by user type: Employee (Subject), Appraiser, and Multi-Appraiser, if applicable. In order for the field to be available to that type of user to complete, the applicable checkbox must be checked beside it on the Summary Fields tab.

To add a new Summary Field:

  1. In the role selector, set your role to Administrator.
  2. From the main menu, click System Setup, then click Company Settings.
  3. Click on the Summary Fields tab.
  4. Click the Add Field button.
  5. Insert your cursor in the Name field and enter the name of the new field. (This field is mandatory.)
  6. From the Field Type dropdown list, click the down arrow and select the type of field you want.
  7. If you select Radio Button Group or Drop-Down Group, the Options box will activate. Insert your cursor in the Options box and type the item you wish to appear first in your list. Press Enter on your keyboard. Repeat until all desired choices have been entered.
  8. If you wish to make it mandatory that users complete the field, click in the Is Required box.
  9. Click Save at the bottom of the screen.
  10. On the Summary Fields tab, beside each field type, click in the Subject, Appraiser, or Multi- box to assign this field to that user type. The changes will automatically save when you move off the screen.
  11. Continue adding customized Summary Fields by repeating steps 3 through 10.

To edit or delete a Summary Field:

  1. In the role selector, set your role to Administrator.
  2. From the main menu, click System Setup, then click Company Settings.
  3. Click on the Summary Fields tab.
  4. Click either the Edit icon or the Delete icon beside the field you wish to edit or delete.
  5. If you choose Edit, the Name, Field Type, Is Required, and applicable Options will appear. Make your edits and then click Save at the bottom of the screen.
  6. If you choose Delete, a warning box will appear asking if you are sure. Click Yes to confirm the delete or Cancel to return to the Summary Fields screen.
  7. Click Save at the bottom of the screen.

To change the order in which Summary Fields display on the appraisal:

  1. In the role selector, set your role to Administrator.
  2. From the main menu, click System Setup, then click Company Settings.
  3. Click on the Summary Fields tab.
  4. In the Actions column beside the field you wish to move, click on the arrow pointing up if you wish to move the field up, or on the arrow pointing down if you wish to move the field down.

Create a Monthly Check In Meeting Form

Another tool that may be helpful if you are utilizing ratingless reviews, is to set up a Monthly Check In Meeting Form. This can be an informal meeting, without ratings, where a Manager and employee are getting on the same page. You can customize the questions you put in this Form. This gives employees formal access to their manager and provides the manager with a template that makes those conversations easier. Once you create this Form template, it will be available for appraisers to select from the Forms tab in Performance History.

See Knowledgebase article, Creating a New Company Form Template, for instructions on how to create a new Form template.















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