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.
  • System Settings Determine What You See: System settings also determine whether Scoring comments are visible. If Scores are not visible to an employee (Performance » Appraisal » Employee View Other Appraiser Line Scores feature disabled), comments can be made visible via the Summary Tab All Comments System Setting.
  • 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.