Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Summary Tab

The Summary tab displays all of the competencies and goals in the appraisal, and all ratings to date.

Important Information:

  • View all Ratings: Managers and administrators can see all of the ratings from all appraisers. Depending on your organization’s settings, employees may be able to see all ratings, too.
  • Workflow configurations, System Settings, and Features Determine what employees see: System settings also determine whether Scoring comments are visible. If Scores are not visible to an employee (if Performance > Appraisal > Employee Views Other Appraiser Line Scores feature is disabled), comments can be made visible via the Summary Tab All Comments System Setting.
    • If Manually Release to Score to Employee is enabled in Workflow Step 6 Configuration , the manager will manually trigger the release of the score for the employee to view under the Actions gear in the Overall Rating section.
    • If Manually Release to Score to Employee is not enabled, the score will be released in the Review phase based on the signature requirement in Step 6.
      • No Signatures: The employee sees scores immediately on the Summary tab when appraisal is moved into Review phase.
      • Manager Signs First: The employee sees the scores in the Review phase on Summary tab once the manager signs the appraisal.
      • Employee Signs First: The employee sees scores on Summary tab immediately when appraisal is moved into Review phase, prior to either employee or manager signing the appraisal.
    • The system setting “Summary Tab All Comments" (System Settings > Appraisals) determines which groups can view the appraisal score comments.
    • For employees to see appraiser scores per metric, the Employee View Other Appraiser Line Scores feature ( Performance > Appraisal > Employee Views Other Appraiser Line Scores) must be enabled for the Employee Group.
  • Overall Rating section: The bottom section of the Summary tab displays the Overall Rating, which is calculated based on the scores entered by the raters for all competencies, skills and goals in the appraisal.
  • Overriding a Score:After a score is finalized, if a Manager or HR Business Partner has permission to override an appraisal score, they can do so by selecting the Override This Score option from the Score Override section Actions menu, on the Appraisal Summary tab. Administrators can enable or disable the ability to override scores on the Features screen (Performance > Appraisals > HRBP Administration > HRBP Override Overall Score) and/or (Performance > Appraisals > Manager Override Overall Score).

Action

The button on the Summary tab performs the following function.

Action Description
Print Appraisal Click this button to open the Print Appraisal screen, which lets you select the sections that you want to include in the printed appraisal.
View Category Scale Each section on the tab that corresponds to a category with score-able metrics, for example Goals or Competencies, contains a View Category Scale link in the upper right. Click the link to see details about the scale applied to this category. Administrators have the option to apply different scales to each score-able category in an appraisal, although in some cases the Overall Scale and category scales will be the same.