Select your platform and then browse by platform category

Who are you and what section are you in?

Configure performance review rating scales and questions

Available for the following HR plans: Premium, Platinum
Available for the following User Access levels: Admin

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. Log in to Employment Hero. 
  2. Click the Settings menu.
  3. In the Performance & Engagement section, click Performance Reviews.
  4. Click the Rating Scales button.
  5. Click the Add New Rating Scale button.
  6. 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.

  7. Click the Save button.
Adding a review question
  1. Log in to Employment Hero. 
  2. Click the Settings menu.
  3. In the Performance & Engagement section, click Performance Reviews.
  4. Click the Review Question button.
  5. Click the Add New Review Question button.
  6. Complete following fields:
    • Name.
    • Description.
  7. Click the Save button.

Editing data

Edit rating scale
  1. Log in to Employment Hero. 
  2. Click the Settings menu.
  3. In the Performance & Engagement section, click Performance Reviews.
  4. Click the Rating Scales button.
  5. Click on the rating you need to edit.
  6. Make the required changes and click the Save button.

    Important

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

  7. Click the Save button. 

Data management

Editing a review question
  1. Log in to Employment Hero. 
  2. Click the Settings menu.
  3. In the Performance & Engagement section, click Performance Reviews.
  4. Click the Review Questions button.
  5. Click the review question you need to edit.
  6. Make the required changes and click the Save button.
Disabling a review question

Important

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

  1. Log in to Employment Hero. 
  2. Click the Settings menu.
  3. In the Performance & Engagement section, click Performance Reviews.
  4. Click the Review Questions button.
  5. Click the Disable button.
Enabling a review question

Important

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

  1. Log in to Employment Hero. 
  2. Click the Settings menu.
  3. In the Performance & Engagement section, click Performance Reviews.
  4. Click the Review Questions button.
  5. Click the Enable button.

Deleting data

Delete rating scale
  1. Log in to Employment Hero. 
  2. Click the Settings menu.
  3. In the Performance & Engagement section, click Performance Reviews.
  4. Click the Rating Scales button.
  5. Click the Delete button.
  6. Click the OK button.
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. Log in to Employment Hero. 
  2. Click the Settings menu.
  3. In the Performance & Engagement section, click Performance Reviews.
  4. Click the Review Questions button.
  5. Click the Delete button.
  6. Click the OK button.

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.

Explore related content

Was this article helpful?
10 out of 20 found this helpful