Create and Edit a Section

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*Sections create parts of a form that may be shared across many Positions. Sections contain a collection of Elements, including Competencies, Text areas, or Questions.

*Sections may contain as many elements as desired. A Section will average the value of the elements within it, and contribute the averaged percentage weight in the final calculation of the Review.

 

Step 1:  Select Forms from the Navigation Bar. Select Sections from the drop-down. Select Add Section to create a new section.

 

 

 

Step 2: Give your new Section a name! This Section name will be the section title on all reviews and will be seen by the manager or employee scoring the appraisal.

 

 

 

Step 3: Select the Element you would like to insert. We’ll start with a competency. Choose the desired competencies from the list, then click Add.

 

 

 

Step 4: Click Add Element at the top of the page to add another Competency, Question or instruction Text. Make sure to select ‘Save and apply changes’ once you have added a new element.

 

 

 

Step 5: The weight of Competencies may be edited by clicking on the percentage shown. This will bring up another box for you to adjust weights as needed.

 

 

 

Step 6: Adjust the weight of the Competency as desired. Click Save.

 

 

 

Step 7: Reorder elements or Remove elements by hovering over the element.

 

 

 

Step 8: Questions may be added to a section. Questions carry no weight, but provide a text box for a narrative response. Click Add Element, then select Question. Click Add.

 

 

Step 9: Fill in the fields as desired. The Title field will be a bold heading within the Section. The Question in the text box will appear underneath. Once complete, click Save.

 

 

 

Step 10: You can also edit sections by choosing which role is able to score. Start by clicking Edit.

 

 

 

Step 11: Under Section scorable by: you can choose whether or not Managers, Employees, and/or 360-Raters can score this section. Once finished, click Save.

 

 

 

Step 12: This is an example of a completed section. Be sure to click Save and apply changes.

 

 

 

Step 13: The section is now available for use in Positions.

 

Step 14: You can view details about your sections by utilizing the columns on the Sections page.

 

Step 15: When creating positions, the section will now appear as a selection when adding elements to a position and choosing Section.