Create and Edit a Section

← All articles

*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.



You can also call us at 1 (877) 489-5651