Update the rating description

Step 1: Navigate to Review Templates module

Under the Administration tab in the left-hand menu, click Review Templates.

Step 2: Access review template to modify

Click on the review template’s name you would like to modify the ratings for.

Step 3: Access Ratings section

In the Tool Box, click Ratings. Ratings will define how the rating system is set up for a review template (e.g., 1-4, 1-5). This rating setup will apply to all rated sections, such as current goals, job duties, and performance competencies.

Step 4: Change the rating description

The default rating section includes these standard rating descriptions: unsatisfactory, needs improvement, meets job requirements, exceeds job requirements, and outstanding. To change the verbiage, click on the rating description. This will display a drop-down menu. Select custom. A new field will populate below, which will allow you to enter a custom rating description.

Step 5: Save changes

To save changes to a review template, click on the save icon in the Tool Box. We recommend periodically saving while making changes.

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