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Let’s walk through each of the sections on this tab and their corresponding settings.
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Associate Self Review
These settings determine which fields are shown and are required for the associate to fill out during their self-evaluation. If you do not need to enable the Associate Self Review, uncheck this and continue on to the next section!
Field Name | Description |
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Enable Associate Self Review | When checked, the associate will be required to do a self-evaluation. Unchecking will remove the self-evaluation step. |
Overall Rating [Hidden/Manual/Calculated] | This determines if the associate is required to give themselves an overall rating on their performance. There are 3 options for this setting:
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Accomplishments Field [Hidden/Optional/Required] | Add an open text field for the associate to describe their accomplishments. If required, the associate will not be able to submit without filling this field out. |
Opportunities Field [Hidden/Optional/Required] | Add an open text field for the associate to describe their opportunities. If required, the associate will not be able to submit without filling this field out. |
Focus Next Year Field [Hidden/Optional/Required] | Add an open text field for the associate to describe their focus for the next year. If required, the associate will not be able to submit without filling this field out. |
Comments Field [Hidden/Optional/Required] | This displays a comments field in the overall evaluation section for the associate to provide comments on their overall performance. To control comments on individual goals, use the Evaluation controls on the Goals Tab. /wiki/spaces/CKB/pages/673939466 |
Associate Self Review Label Settings
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Field | Description |
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Overall Rating [Hidden/Manual/Calculated] | This determines if management is required to give the associate an overall rating on their performance. There are 3 options for this setting:
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Accomplishments Field [Hidden/Optional/Required] | Add an open text field for the reviewer to describe the associate’s accomplishments. If required, the reviewer will not be able to submit without filling this field out. |
Opportunities Field [Hidden/Optional/Required] | Add an open text field for the reviewer to describe the associate’s opportunities. If required, the reviewer will not be able to submit without filling this field out. |
Focus Next Year Field [Hidden/Optional/Required] | Add an open text field for the reviewer to describe the associate’s focus for the next year. If required, the reviewer will not be able to submit without filling this field out. |
Comments Field [Hidden/Optional/Required] | This displays a comments field in the overall evaluation section for the reviewer to provide comments on the associate’s overall performance. To control comments on individual goals, use the Evaluation controls on the Goals Tab. /wiki/spaces/CKB/pages/673939466 |
Associate Timeline Label | This label shows on the Associate’s timeline and encompasses all management steps (Manager 1, Manager 2, Compensation, etc.). This will default to “In Review” but should be changed to “Manager Review”. |
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Field | Description | ||
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Enable Level 2 Review | Enables Level 2 Review as a part of the workflow. If Unchecked, this will remove the Level 2 Review step from the workflow. | ||
Reviewer Label | This label is used by the system to name this group. It will default to “Level 2 Reviewer”. | ||
Review Status Label | This is the status for when the evaluation is in the hands of the Level 2 Reviewer. It will default to “In Level 2 Review”. | ||
Show Progressive Development | If you have the Progressive Development feature enabled within Cognition, this setting determines whether the Progressive Development Record section shows to this reviewer group. | ||
Send Back to Associate | Determines whether this reviewer group can send the review back to the associate to request updates. This would allow the Level 2 Reviewer to request updates directly from the associate on their self-evaluation. | ||
Send Back to Level 1 | Determines whether this reviewer group can send the review back to Level 1 (Manager 1) to request updates. | ||
Edit Review | Determines whether this reviewer group can remove Manager 1’s review and/or leave their own evaluation. This determines whether this reviewer group can edit the assessment.
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Comments Field [Hidden/Optional/Required] | This displays a comments field in the overall evaluation section for the reviewer to provide a comment for the associate. | ||
Management Timeline Label | This label shows on the Management timeline underneath the Level 2 step. It will default to “Level 2 Review”. | ||
Due Date | This will show in underneath the step in the Management timeline. | ||
Reviewer | This determines who the Level 2 Reviewers are. |
Level 3 Review
The Level 3 review is the review completed by the pyramid supervisor (Level 1’s supervisor) of the associate. It could also be a reviewer group that you have defined using a position. These settings control what the Level 3 reviewer or group will have to fill out as part of their assessment as well as what options they will have available during their assessment.
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