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Configuring performance review rating scales and questions

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plans: Premium, Platinum
Available for the following user access levels: Employee  

The initial step in building a performance review is developing a rating scale. This scale can be based on your organisation's values, key performance indicators (KPIs), targets, or specific behaviours and competencies. The next step in building a performance review is developing a review question. This  feature lets you formulate custom questions or utilise templates provided by Employment Hero. Like the rating scales, these questions can be edited or deleted as needed based on their importance or changes in focus.

Getting started

Add rating scale
  1. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Rating Scales button.
  4. Click the Add New Rating Scale button.
    Scale_1.jpg
  5. Complete the following fields:
    • Rating name.
    • Scale name.
    • Description.

    Helpful Hint

    You can use the Click to Add a New Rating Level button to add another scale name and a description field, and the Delete button to remove a scale name and a description field.

    Important

    The Employment Hero requires a minimum of two scale name and description fields.

  6. Click the Save button.
    Scale_2.jpg
Adding a review question
  1. Click the   Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Question button.
  4. Click the Add New Review Question button.
    Question_1.jpg
  5. Complete following fields:
    • Name.
    • Description.
  6. Click the Save button.
    Question_2.jpg

Editing data

Edit rating scale
  1. Click the   Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Rating Scales button.
  4. Click on the rating you need to edit.
    Scale_3.jpg
  5. Make the required changes and click the Save button.

    Important

    Employment Hero requires a minimum of two scale name and description fields.

  6. Click the Save button. 
    Scale_4.jpg

Data management

Editing a review question
  1. Click the   Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Questions button.
  4. Click the review question you need to edit.
    Question_3.jpg
  5. Make the required changes and click the Save button.
    Question_4.jpg
Disabling a review question

Important

The disabling of review questions is only available when you have used the question within a review template.

  1. Click the   Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Questions button.
  4. Click the Disable button.
    Question_5.jpg
Enabling a review question

Important

The enabling of a review question is only available if the review question shows a disabled status.

  1. Click the   Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Questions button.
  4. Click the Enable button.
    Question_6.jpg

Deleting data

Delete rating scale
  1. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Rating Scales button.
  4. Click the Delete button.
    Scale_5.jpg
  5. Click the OK button.
    Scale_6.jpg
Deleting a review question

Important

The deletion of a review question is only available when you have not used the question within a review template.

  1. Click the   Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Questions button.
  4. Click the Delete button.
    Question_7.jpg
  5. Click the OK button.
    Question_8.jpg

Don't have access to this feature? Contact our friendly sales team here if you’d like to upgrade your account to gain access to Performance Review Rating Scales with Employment Hero today.

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