Template-Level Scoring Configuration
Templates define what contributes to the score and how individual elements are weighted within a review.
Enabling Scoring in Templates
To configure scoring in a template:
Enable the Score toggle
Select which components should contribute to the score:
Questions
Goals
Competencies
You can include one or more of these components depending on your review requirements.
Weight Distribution
Once scoring is enabled:
You must assign weights to the selected components
The total weight must equal 100%
Question-Level Weighting
If Questions are included in scoring:
All scorable questions (e.g., scale, rating-based) must be assigned individual weights
The combined weight of all included questions must equal 100% within the Questions category
This ensures that each question contributes proportionally to the overall score.
Goals and Competencies Weighting
If Goals and/or Competencies are included:
Assign weights to each selected component
These weights contribute to the overall template score distribution
For example:
Questions: 50%
Goals: 30%
Competencies: 20%
Total = 100%
Cycle-Level Scoring Configuration
At the review cycle level, administrators define which processes contribute to scoring and how scores are aggregated across review steps.
Scorable Components in a Cycle
You can enable scoring for the following components:
Employee Score (derived from review templates)
Goals
Goal Assessment
Goal Creation
Competencies
Only selected components will be included in the final score calculation.
Template and Cycle Alignment
For a template to be used in a review process:
The scoring components enabled in the template must match those enabled in the cycle
Example:
If a template includes Goals and Competencies
The cycle must also have Goals and Competencies enabled
If there is a mismatch, the template will not be available for selection.
Process-Level Weighting (Review Steps)
In addition to template scoring, you can define how much each review process contributes to the final score.
Available Processes
Self Review
Manager Review
Contributor Review
Upward Review
Assigning Process Weights
Each enabled review process is assigned a percentage weight
The total across all processes must equal 100%
Example:
Manager Review: 70%
Self Review: 30%
This means:
70% of the final score is derived from the manager’s evaluation
30% is derived from the employee’s self-assessment
Final Score Calculation
The final performance score is calculated by combining:
Template-Level Weights
Distribution across Questions, Goals, and Competencies
Process-Level Weights
Distribution across review types (e.g., Manager vs Self)
Cycle-Level Component Selection
Determines which elements are included in scoring
How It Comes Together
Individual responses are scored based on template configuration
Scores are aggregated within each review process
Process weights are applied
A final weighted score is calculated for the employee
Key Rules to Remember
All weights (template and process) must total 100%
All scorable questions must have assigned weights if included
Template and cycle scoring settings must align
Only enabled components contribute to the final score