Customise and edit performance review rating scale settings

Available for the following HR plans: Premium, Platinum

The first stage in building a performance review within the HR platform is the creation of a rating scale. You can build these based on your organisation's values, key performance indicators (KPIs), targets or behaviour and competencies, which will help you identify areas where your employees are excelling and where they need improvement.

The rating scales feature allows you to build your own customisable rating scale or you can choose from Employment Hero's pre-provided templates. The feature also allows you to edit the information if the contents have changed, or delete the data if it is no longer relevant.

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 HR platform requires a minimum of two scale name and description fields.

  6. Click the Save button.
    Scale_2.jpg

Maintain

Edit rating scale
  1. Click the   Setting 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

    The HR platform requires a minimum of two scale name and description fields.

  6. Click the Save button. 
    Scale_4.jpg
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

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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