In Talenta Performance, there is a Template Settings menu that contains settings regarding assessment templates. This assessment template will later be used in the review cycle process to assess performance and employee evaluation.
Here are the steps:
- Go to review.talenta.co.
- Click the Template menu in the Settings section.
- Then you will go to the template list page.
- Click the "Add New Template" button to create a new review template.
- Complete the information regarding the assessment template in this section.
No. Column Name Description 1 Template name Fill in the title of the review template. Example: Q4 Employee Review. 2 Required to fill out summary Select "Yes" if the reviewer must fill in the summary column or "No" if it is not mandatory. 3 Select question type Select the type of question to be created:
- Free text: Open (free) question type.
- Yes/No: Yes or no type of question.
- Rating: Type of rating based on certain categories.
- Percentage: Type of question with answers in the range 0-100%.
- Custom: A mixture of all types. The only types of questions that can be given weight and can be quantified are rating and percentage questions. - These settings will affect the following sections. This is an example of a free text-type question (a question that can be answered with words, phrases, or sentences).
No. Column/Button Name Description 1 Category name Enter the category name of the indicator that will appear in the review form. Example: Communication. 2 Description Add a description of this review (optional). Example: Answer and complete the questions about your role and job below. 3 Indicators Fill in the indicator questions that correspond to the category names that you previously determined in the review assessment. Example: How was your experience communicating with your team? 4 Add indicators Add indicators if there are still indicator questions that match the category name you previously determined. For example, in this example, another question is about reviewer communication. 5 Required to fill out comments in this category Check if reviewers are required to fill in comments in this category. 6 Add categories You can add a new section next if this review contains a series of sections with the same theme. For example, in this Employee Engagement Review, you want to ask further about the reviewer's satisfaction with communication within the team. So, you can add the Interpersonal category and fill in the Description and Indicators. - If you select the question type Rating, there will be additional settings that you can check. These settings will affect the templates you must complete.
- Use weight: Select if you want to set the weighting for each category and indicator. Fill in the category weights. The total for all categories must be 100%.
- Set rating for each indicator: Used to provide a rating for the indicators created.
- You can choose a rating scale starting from 0 or 1 to which you can add another rating by clicking "Add rating". Enter the name of the rating in the rating column provided, or click "-" to lessen the rating options.
- Use free text indicator: Click if you want to add a question that can be answered descriptively by the reviewer later in the review form, then you can determine the category and indicator of the question here.
- Overall ratings: Complete the Overall ratings to determine the overall rating scale that reviewers can choose later when conducting the assessment.- Allow negative indicators on review: Click to activate the negative indicator feature on reviews. If this feature is activated, the reviewer can reduce the value of the reviewee (those who are rated) when filling out the review form. In this section, the indicator value is calculated as a rating.
The following is an example of a review form with Allow negative indicators on review with an active rating type. Reviewers can add a negative score to it which will reduce the total score. - Apart from that, if you select the question type Percentage, there will be additional settings that you can check.
- Use weight: Select if you want to set the weighting for each category and indicator. Then, fill in the category weights. The total for all categories must be 100%.
- Use free text indicator: Click if you want to add a question that can be answered descriptively by the reviewer later in the review form, then you can determine the category and indicator of the question here.- Allow negative indicators on review: Click to activate the negative indicator feature on reviews. If this feature is activated, the reviewer can reduce the value of the reviewee (those who are rated) when filling out the review form. In this section, the indicator value is in percentage terms.
The following is an example of a review form with Allow negative indicators on review with an active percentage type. Reviewers can add a negative score to it which will reduce the total score. - After completing the assessment, each employee will receive an overall final score. This final value will be categorized again through the information specified in the Legends.
No. Column/Button Name Description 1 Final interval value Fill in the final value interval that you want to categorize in the number field. 2 Short description A description will be given for each final grade interval obtained by the employee. 3 Color Select a color to differentiate each final value interval. 4 Delete Delete the end interval value. 5 Add legend Click to add a legend interval. The maximum legend value is the maximum "rating" filled in in explanation point number 7. - After completing the required information, click "Submit" to save or click "Preview" to see the results of the template you have created. You can also click "x" if you want to cancel creating this template.
Click "Exit preview" if you want to return to the template settings page.
This is a guide on how to manage templates on Talenta Performance. Furthermore, you can learn How to Make Payroll Group Goals on Talenta Performance here.