Creating Criteria, Groups and Templates

Menu Path : Setup > HR Setup > Performance > Templates tab

Accessibility to : Application Administrator

From this tab you can manage the templates which are mapped against an employee in a performance cycle. Before you can create template you will have to create groups (optional) and criteria. System comes with some predefined criteria and you can add your company's criteria.

Groups

Groups are used to show a set of criteria together and control the weightage across these criteria.

      

Criteria

Some criteria are predefined and visible by default, additional criteria can be created. In the second table criteria which are using in target based templates can be updated. 

Templates

1. Create template

To create a template click on "Add New Template" button. 

You will need to specify attributes of the template - Weightage / Target / Group. Based on the selection some additional parameters / inputs will need to be provided. These attributes cannot be changed once selected for a template. You can create any number of templates you want. The list of templates available in a cycle will be based on activation of Weightage / Target / Group feature in the cycle. 

You can add new groups and assign them weightage. The weightage assigned to a group acts as the upper limit, total of the weightage of criteria which are mapped to this group while creating a template should not exceed the group weightage.

2. Map criteria

Once you have created the structure of the template you will need to map the criteria.

There are two conditions which need to be met
1. total of weightage across all criteria should be 100. You can see total of weightage below the grid when you adding group and criteria for Template.
2. the total of weightage in a group should be within the group level weightage as explained above

If criteria are being mapped to a target based template then the list of target based and non target based criteria needs to be selected separately.

You can create and save multiple template aligned to the various job roles in your company. You can deactivate templates which you do not plan to use.

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