How Categories Display on an Evaluation

PATH:  Staff Evaluations > Staff Evaluations Setup > Category Bank

PATH: Human Resources > Administration > Staff Evaluations Setup > Category Bank (HR-enabled)

The following images are basic examples of what a Category looks like on a Staff Evaluation.

Basic Example


Example Sub-Elements with optional Rating Scale


Rating Scale Definitions

Rating Scales can have unique definitions defined for Categories/Elements/Sub-Elements and display in dropdown lists on the evaluation.


Use Checkbox to Override Rating Scale

You can choose to use a checkbox instead of a rating scale on Categories, Elements, and Sub-Elements. When the Use Checkbox option is marked, a checkbox named Meets Requirement displays instead of the Rating Scale. In the following example, the Category is using the Rating Scale, but the Element has the Use Checkbox option marked.