Welcome to our FAQ section! Here, you’ll find quick answers to the most common questions about the summary section. If you don’t see your question listed, feel free to contact us directly.
📝 | On how to add and edit the Summary section, see our article on Summary Section. |
Accessing the Summary Section
How does the Summary section appear to the employee and manager?
1. Employee clicks on Performance > My Performance and then selects the relevant appraisal.
2. A Manager will click on Performance > Team Performance and then select the relevant appraisal.
3. Once the appraisal is open, the Employee / Manager selects the Summary section.
📝 | The comment provided is determined by the current phase of the appraisal. If the appraisal is in the Planning Phase, the user will see the 'Planning Phase Final Comment', and if it's in the Action Phase, they will see the 'Action Phase Final Comment' etc. |
4. Depending on how the Summary section is setup, the Employee / Manager can select a rating during the Self Scoring and Manager Scoring Phase. This will not be applicable if "No rating" is chosen.
⚠️ | Please refer to the Rating Type selected for the Appraisal Section Setting: Overall Rating Type |
Summary Section Ratings
Why can’t employees or managers see the option to provide ratings?
Ratings are only available during specific phases:
Employees can provide ratings during the Self Scoring Phase.
Managers can provide ratings during the Manager Scoring Phase.
If the option to provide ratings is unavailable, ensure that the appraisal has progressed to the correct phase.
📝 | See more information about the scoring phase here FAQ: Scoring Phases |
Comments in the Summary Section
How are comments displayed based on the appraisal phase?
The comments visible in the Summary section vary depending on the current phase of the appraisal:
Planning Phase: Displays the 'Planning Phase Final Comment.'
Action Phase: Displays the 'Action Phase Final Comment.'
Can I delete a comment?
No, comments cannot be deleted once added. However, users can edit comments during the current phase of the appraisal. If further changes are needed, it is necessary to roll back the appraisal to the relevant phase.
📝 | Learn more about rolling back an appraisal here - How to rollback an appraisal. |
Can we disable Summary comments or section during specific phases?
No, it is currently not possible to disable the Summary comment field or section for specific phases only. The Summary comment field will always be displayed in every phase of the appraisal, except for the Action Phase.
The section will display the comment field as "{Current Phase Name} Final Comment", based on the phase the appraisal is in. For example:
In the Planning Phase, the field will display as Planning Phase Final Comment.
In the Scoring Phase, it will display as Scoring Phase Final Comment.
Managing the Summary Section
Can I add the Summary Section when the appraisal has already been assigned?
Yes, you can add a Summary Section to an existing appraisal. After adding it, ensure you sync the appraisal for the changes to take effect.
📝 | Learn more on syncing appraisals here - How to sync. |
Can I remove the Summary section for specific phases such as the Planning Phase?
No, Summary Sections cannot be removed for specific phases. They are displayed throughout the entire appraisal. Comments can be added in each phase, but final ratings can only be added during the scoring phases.