How To Create a new field in the Performance Review Data

While some market leaders have already eliminated traditional rating-based performance evaluation, about 70% of companies worldwide still use this good old tool for measuring employee performance. 

Most companies conduct performance reviews once or twice a year, to track progress and set new goals.

What are the other purposes of using performance evaluation forms?

  • Give valuable feedback about worker performance

  • Understand employee strengths and weaknesses

  • Plan employee development and training

  • Inform about employment decisions, such as promotions, rewards, etc.

  • Identify the top employees with leadership potential

 

The first step in setting up the performance evaluation is creating a performance review form. Inside Lanteria HR you can find a predefined, ready-to-use performance review template, which requires only tiny customization for an employee's job position. 

Types of Fields

You can create customized fields to the Performance Review Data list with the following field properties:

Field Property

Description

Single line of text

 

Allows to add up to 255 characters

Multiple lines of text

Allows to add larger texts to the field; you can choose an option to add plain or rich text with pictures, tables, etc.

Choice

Allows to add as many choices options as you need and display it in drop-down menu, radio buttons, checkboxes.

Number

Allows to add numbers; you can specify minimum and maximum values for this field, display in percentage; also by selecting Calculated Value you can add the formula in SP format and the system will do auto calculations for this field (this is an advanced option and possible formulas are available in SP tutorials)

Currency

Allows to determine currency

Date and Time

Allows to add Dates

Lookup

Allows to connect the new field with the fields in other lists; using this option you can add a few non-lookup fields from one list

Yes/No

Allows to create Yes/No checkbox

 

SharePoint provides more options for the field's properties, however, you need to have advanced SP knowledge to use them.

Steps

  1. Open Site Content

  1. Open Performance Review Data list

  1. Click List and then Site Settings

  1. Scroll down and click Create column

  1. Add Column name and select the field properties. 

Please note that when you add the field for the first time you need to assign a short title without and space in it. After you save the column you can rename the field and create a title with up to 255 characters.

Use Case 1: Create a New section in the performance review form

When you design the Performance Review form, you can create a custom section using the newly created list. Please do the following:

  1. Settings → Settings and Configurations → Performance → Performance Reviews → Performance Review Form Designer, click Edit

  2. Click Design Form button for the form where you need to add a custom Section

  3. Click Add Section and fill out the form:

    1. Add the title of the section. Title will be visible for the employees

    2. Select Review Data for the Section Type

    3. Add the fields you need to be displayed in the performance review form to Review Data Fields (mandatory) and Review Data Recommended Fields (non-mandatory):

  1. Then, complete the form and save it.

 

Stay updated for the next Lanteria HR tutorial and let us know if you want any specific topics covered!

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