Staff Evaluation Standards are organized under Staff Evaluation Categories. Evaluation standards are a set of expectations and levels that comprise a rubric. To effectively define a Staff Evaluation Standard, you must specify a clear Standard Name, assign it to an appropriate category, and provide a concise description to ensure clarity in performance expectations and consistent application across evaluations.
Applicable Roles
- HR Admin
- HR Team
- Evaluation Administrator
Prerequisites
Create Staff Evaluation Categories
Contents
Create New Staff Assessment Standards
Edit Staff Assessment Standards
The Standard Builder: Standard Expectations & Levels
Create Staff Assessment Standards
Navigate to: Staff Evaluations / Evaluation Setup / Staff Evaluation Standards
- Click "New Staff Assessment Standard"
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In the blank details section, enter the Assessment Standard information in the following fields, those noted with an * are required
- Enter the Staff Assessment Standard Name
- Select the Staff Assessment Standard Category from the drop-down menu
- Enter the Staff Assessment Standard Description
- Click Insert
Editing Staff Assessment Standards
- Select the Standard to be edited by clicking the magnifying glass
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When the details display, click "Edit"
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Make any necessary changes to the Standard: Name/Category/Description
- If the Standard will no longer be used, check the Archive box (Note: This option should be used for any Standards that have been tied to Rubrics or used historically to maintain data integrity)
- Click "Save"
The Standard Builder - Assessment Standard Expectations & Levels
Once a Staff Assessment Standard has been defined in the above steps, you now will refine its components by clicking the Standard Builder link in the Details tab to define the standard's expectations and levels:
New Standard Expectation
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In the Standard Builder, select "New Standard Expectation"
- Enter the Expectation Name (Required)
- Enter the Expectation Description
- Click "Applicable by Default"
- Click "Insert"
New Expectation Level
For each Standard Expectation, an expectation level must be set. There are typically 4 expectation levels, with a scoring of 1-4, these should describe the level of the rating so that the employee can understand why the rating would apply. You can customize the expectation levels based off the evaluation model.
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Click "New Expectation Level"
- Enter the Expectation Level Name (Required)
- Enter the Score
- Enter the Expectation Level Description
- Click Insert
Continue to add New Standard Expectations and Levels to each Staff Assessment Standard following the above instructions.
Example)
Edit Standard Expectation
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In the Standard Builder, click the Pencil Icon (to delete, click the red X)
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In the Expectation Management pop-up, make changes to the editable fields
- Click "Save"
Edit Expectation Level
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In the Standard Builder, click the Pencil Icon (to delete, click the red X)
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In the Manage Level pop-up, make changes to the editable fields
- Click "Save"
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Click the Pencil icon to edit the Expectation Level/Criteria
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In the Expectation Level Management pop-up, edit the text for the "Expectation Criteria"
- Click "Save"
Once these edits are completed, click "Return to Standard Manager"