Library - PM


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Performance Management Library - Add New Category

Overview

The Library is where you can find the full list of your evaluation components categorized by sections. The names for these sections can be changed under Settings, so the examples below may differ. See our article Review Sections and Descriptions to see how to modify settings. 

Instructions

  1. Navigate to Library
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  2. Select your Library Category from the drop-down menu
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  3. Select Add New Category
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  4. Select Category from drop-down menu
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  5. Click the Add to Competencies Category button at the bottom of the page
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  6. Fill in fields
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    • Competency Category: Automatically fills the category with previously selected Category name
    • Weight: Set default weight for the item
      • Note: Weights are saved and populate in any future review created using these items.
    • Description: Enter a brief description of the item
  7. Click Save Competency
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    • Note: More tabs will appear. 
  8. Fill in tabs
    • Competency: Previously described fields
    • Sub Competencies: Add further description of feedback items
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      • Enter in a description and select Add Sub Competency 
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      • New fields appear: Enter in Coaching Descriptions for Unsatisfactory, Improvement, Meets Expectations, Exceeds, and Exceptional status
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    • Competency Jobs: Assign various competencies to all job titles that are evaluated on that particular competency
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      • Select a job from the drop-down menu and select Assign Competency to Job
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  9. Click Save Competency
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