Create or Edit a Rating Scale

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Trakstar has customizable rating scales that allow administrators to create scales that make sense for their employees and for their organization. Being able to edit these rating scales is a helpful feature to ensure employees and managers understand the levels of performance on competencies.

Step 1:  Select the Forms tab from the Navigation Bar. Select Rating Scales from the menu. Click Add Rating Scale.

 

 

Step 2: Add a rating scale name and select the number of levels you’d like in your rating scale. Populate the rating title with descriptive words, such as: Excellent, Fair, or Poor. Please note that the number of levels cannot be changed at a later time (ie: You cannot change a 3-level scale to a 4-level scale.)  

 

 

Step 3: Choose a Short Description for each level. Example: Excellent = E. Fair = F. The Short Description serves as shorthand during the Scoring phase. They can be letters, numbers, or characters.

 

 

Step 4: Next, select the numeric Value of the level.  It may be helpful to think of numeric values in terms of percentages. The highest value (eg: 5 out of 5) must be 100%. The values often go up in equal increments (eg: in a 5-level rating scale, the values might be 20-40-60-80-100) but this does not need to be the case.

 

Step 5: Select whether or not the rating scale will allow N/A rating by employees/managers. Then, decide whether you would like this rating scale to be used to evaluate goals during the score phase.

 

 

Step 6: Populate the level text fields with text descriptions of the level. For example: Excellent might have a text description of “Substantially exceeds job requirements.”

Advanced note: Are you looking to adjust the rating level description for a specific competency? You can do so from the Competencies tab. 

Last, Save Changes to Rating Scale.