Settings: Configuring Your Evaluation System
Where to Find: Evaluate → Appraisal → Settings
The Settings section is the foundation of your appraisal process. Here, you can define the standards and benchmarks that the system uses to evaluate employee performance across your organization.
This section consists of six main tabs: Performance Categories, Decision Points, Assessment Points, Custom Metrics, Notification Templates, and Approval Flows.
This section consists of six main tabs: Performance Categories, Decision Points, Assessment Points, Custom Metrics, Notification Templates, and Approval Flows.
Performance Categories
This tab displays your predefined success levels, such as "Top Performer" or "At Risk," along with their corresponding score ranges. You can edit these ranges and the levels to fit your organization's needs, and the system will automatically assign these categories to employees based on their final appraisal scores.
This tab displays your predefined success levels, such as "Top Performer" or "At Risk," along with their corresponding score ranges. You can edit these ranges and the levels to fit your organization's needs, and the system will automatically assign these categories to employees based on their final appraisal scores.
Decision Points
This tab allows you to define the decision points available for employee appraisals. Decision points represent the outcomes assigned to employees based on their appraisal results, such as "High Potential," "Skill Enhancement," or "Performance Improvement Plan." You can add, edit, or remove decision points to align with your organization's talent management process.
This tab allows you to define the decision points available for employee appraisals. Decision points represent the outcomes assigned to employees based on their appraisal results, such as "High Potential," "Skill Enhancement," or "Performance Improvement Plan." You can add, edit, or remove decision points to align with your organization's talent management process.
Assessment Points
In the Assessment Points tab, you can create new custom criteria and manage the points used to evaluate employee performance during appraisals..
At the top of the page, summary cards display the breakdown of your assessment metrics:
Managing Criteria
You can set each criterion as either Mandatory or Optional:
Use the Show in appraisal toggle on the right side of each criterion to manage its visibility:
For every criterion, there is a standardized scale with four values: Very Low, Low, High, and Very High.
In the Assessment Points tab, you can create new custom criteria and manage the points used to evaluate employee performance during appraisals..
At the top of the page, summary cards display the breakdown of your assessment metrics:
- All Points: View the total number of configured assessment criteria.
- Mandatory: View only the criteria required for completion during reviews.
- Optional: View criteria that are optional for evaluators to fill out.
Managing Criteria
You can set each criterion as either Mandatory or Optional:
- Mandatory: Evaluators must grade this criterion to complete the appraisal. Mandatory criteria are marked with an asterisk (*) on the Employee Appraisal page.
- Optional: Evaluators can leave this criterion unrated if it does not apply.
- Click Make optional to make a mandatory criterion optional.
- Click Make mandatory to require evaluation for an optional criterion.
Use the Show in appraisal toggle on the right side of each criterion to manage its visibility:
- Enabled (ON): The criterion will be visible to evaluators when assessing employees.
- Disabled (OFF): The criterion will be hidden from the appraisal form without being deleted from system settings.
For every criterion, there is a standardized scale with four values: Very Low, Low, High, and Very High.
Adding a Custom Assessment Point
Тo create a new evaluation criterion:
Тo create a new evaluation criterion:
- Ensure you are on the Assessment Points tab.
- Click + Add Custom Point in the top-right corner.
- Enter the criterion name and description.
- Review the standard Assessment Point Scale (Very Low, Low, High, Very High).
- Click Save to add the metric to your assessment list.
Custom Metrics
In this tab, you can create and manage custom metrics that will be used to evaluate employee performance during appraisals. Define each metric and its scoring range from 1 to 100%
How to Create a Custom Metric
In this tab, you can create and manage custom metrics that will be used to evaluate employee performance during appraisals. Define each metric and its scoring range from 1 to 100%
How to Create a Custom Metric
- Make sure you are on the Custom Metrics tab
- Click + Add to create a new metric.
- Enter a Title and Description defining what is being evaluated.
- Save the metric to use it in employee performance reviews.
Notification Templates
The Notification Templates tab displays the standard automated notifications used in the appraisal process.
You can use the language dropdown to view templates in different supported languages.
The Notification Templates tab displays the standard automated notifications used in the appraisal process.
You can use the language dropdown to view templates in different supported languages.
Approval Flows
The Approval Flows tab allows administrators to create and manage approval routes for appraisal processes.
How to Create a New Approval Flow:
The Approval Flows tab allows administrators to create and manage approval routes for appraisal processes.
How to Create a New Approval Flow:
- Select the Approval Flows tab.
- Click the + Add button.
- In the Approval Details section, configure the main settings:
- Approval Name: Enter a unique name for the approval flow.
- Sequential: Enable this to process approvals step by step.
- Each approver receives the request only after the previous approver has approved it.
- Days to Approve: Set the number of days allowed to complete the approval.
- Calculate approval in: Choose whether to count deadlines using Working Days or Calendar Days.
3. In the Approvers section, add responsible users or groups:
- Type: Select how to assign the reviewer (Approver, Relation Type, or Employee Group).
- Employee Group/Employee: Choose the specific user, relation, or group from the list.
- View Only: Enable this switch if the selected party should only view the appraisal without approving it.
