Select the Scale for a Workflow

Steps to associate the scale, which will be used to rate performance, with a workflow.

To select the scale to associate with the performance workflow:

  1. Select a scale from the Appraisal Overall Scale drop-down list. The Appraisal Overall Scale value is the scale that applies to the workflow overall. Each category within a workflow can also have its own scale, to allow for greater flexibility in rating performance. If you are editing an existing Workflow, and you modify the overall scale, all category scales are set to this override. This is a required field. You must choose a value to ensure the workflow has a defined system for rating the performance of the individual.

    If a default scale was chosen when the scales were created by an administrator, then that scale name (for example, Company Default) is the default selection in the Appraisal Overall Scale drop-down list. The details of each selected scale display when you hover over the information icon next to the scale category. Details may include:

    • Levels available in that scale

    • Range value for each level

    • Comments required for a level

    • Description of the rating

      Viewing the details for the scale provides administrators the opportunity to select the scale that best fits the performance workflow.

  2. Select a scale for each additional category available in the workflow. For example, Core Competencies. Category scales default to the company default, but you can change them to another scale, if desired.
  3. Click Next.