{"id":2790,"date":"2024-04-29T16:08:23","date_gmt":"2024-04-29T16:08:23","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=2790"},"modified":"2024-04-29T16:09:41","modified_gmt":"2024-04-29T16:09:41","slug":"update-the-rating-description","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/update-the-rating-description\/","title":{"rendered":"Update the rating description"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Step 1: Navigate to Review Templates module<\/h2>\n\n\n\n<p>Under the <strong>Administration <\/strong>tab in the left-hand menu, click <strong>Review Templates<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"266\" height=\"400\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description1.png\" alt=\"\" class=\"wp-image-2794\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description1.png 266w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description1-200x300.png 200w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description1-33x50.png 33w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description1-40x60.png 40w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description1-67x100.png 67w\" sizes=\"auto, (max-width: 266px) 100vw, 266px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2: Access review template to modify<\/h2>\n\n\n\n<p>Click on the review template\u2019s name you would like to modify the ratings for.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 3: Access Ratings section<\/h2>\n\n\n\n<p>In the <strong>Tool Box<\/strong>, click <strong>Ratings<\/strong>. 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"216\" height=\"363\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description2.png\" alt=\"\" class=\"wp-image-2793\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description2.png 216w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description2-179x300.png 179w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description2-30x50.png 30w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description2-36x60.png 36w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description2-60x100.png 60w\" sizes=\"auto, (max-width: 216px) 100vw, 216px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Step 4: Change the rating description<\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-embed-handler wp-block-embed-embed-handler\"><div class=\"wp-block-embed__wrapper\">\n<div style=\"width: 640px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-2790-1\" width=\"640\" height=\"360\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description.mp4?_=1\" \/><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description.mp4\">https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description.mp4<\/a><\/video><\/div>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Step 5: Save changes<\/h2>\n\n\n\n<p>To save changes to a review template, click on the save icon in the <strong>Tool Box<\/strong>. We recommend periodically saving while making changes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"187\" height=\"320\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description3.png\" alt=\"\" class=\"wp-image-2792\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description3.png 187w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description3-175x300.png 175w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description3-29x50.png 29w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description3-35x60.png 35w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_update_rating_description3-58x100.png 58w\" sizes=\"auto, (max-width: 187px) 100vw, 187px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>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\u2019s name you would like to modify the ratings for. Step 3: Access Ratings section In the Tool Box, click Ratings&#8230;.<\/p>\n","protected":false},"author":16,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[161],"ht-kb-tag":[139],"class_list":["post-2790","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-review-templates","ht_kb_tag-performsmart"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/2790","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=2790"}],"version-history":[{"count":2,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/2790\/revisions"}],"predecessor-version":[{"id":2796,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/2790\/revisions\/2796"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=2790"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=2790"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=2790"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}