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Field | Description |
|---|---|
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 use the Evaluation controls on the Goals Tab. |
Associate Timeline Label | This label shows on the Associate’s timeline and encompasses all management steps (Level 1, Level 2, CompensationHR, etc.). This will default to “In Review” but should be changed to “Manager Review”. Review.” |
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If you have the Progressive Development feature enabled in Cognition, you can show an associate’s Progressive Development records at the top of their performance review. Managers can reference these records to help inform their evaluation. These will not be visible to the associate during their self review or during the review meeting. |
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The HR review is the review completed by those designated as an HR reviewer. The HR Review step can include additional evaluation data that is uploaded as part of the review process, such as compensation information and scorecard results. For more information on how to incorporate additional evaluation data, go to the /wiki/spaces/CKB/pages/1860730953 section.
Field | Description |
|---|---|
Enable HR Review | Enables the HR Review step as a part of the workflow. If Unchecked, this will remove the HR Review step from the workflow. Note: If there is no HR Review enabled, unchecking this step will take the Performance Review directly to the Ready for Meeting step. |
Reviewer Label | This label is used by the system to name this group. It will default to “HR Reviewer”. |
Review Status Label | This is the status for when the evaluation is in the hands of the Level 3 Reviewer. It will default to “In HR 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. |
Management Timeline Label | This label shows on the Management timeline underneath the Level 3 step. It will default to “HR Review”. |
Due Date | This will show in underneath the step in the Management timeline. |
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