Evaluation Criteria
Comprehensive guide to configuring evaluation criteria, including built-in scoring dimensions and custom assessment fields.
Overview
Step 2 of the campaign wizard allows you to define which evaluation criteria reviewers will use to assess employees. This determines what data is collected and how employees can be positioned on calibration matrices.
┌─────────────────────────────────────────────────────────────────┐
│ EVALUATION CRITERIA │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Built-in Scoring │
│ ├── Performance [✓ Enabled] │
│ ├── Potential [✓ Enabled] │
│ ├── Risk of Loss [✓ Enabled] │
│ └── Impact of Loss [○ Disabled] │
│ │
│ Custom Assessment Fields │
│ ├── Leadership Readiness (Scale 1-5) │
│ ├── Development Notes (Text) │
│ └── [+ Add Custom Field] │
│ │
└─────────────────────────────────────────────────────────────────┘
Built-in Scoring Dimensions
Performance
Measures current job performance against role expectations.
| Attribute | Value |
|---|---|
| Purpose | Assess how well employees perform in their current role |
| Scale | Typically 1-5 or Low/Medium/High |
| Matrix Use | Common Y-axis for 9-box |
| When to Enable | Almost always - fundamental to talent reviews |
Typical Rating Levels:
5 - Exceptional: Consistently exceeds expectations
4 - Exceeds: Regularly exceeds expectations
3 - Meets: Consistently meets expectations
2 - Below: Sometimes meets expectations
1 - Unsatisfactory: Does not meet expectations
Potential
Predicts ability to take on larger or different roles in the future.
| Attribute | Value |
|---|---|
| Purpose | Identify employees ready for growth opportunities |
| Scale | Typically 1-5 or Low/Medium/High |
| Matrix Use | Common X-axis for 9-box |
| When to Enable | For succession planning, leadership development |
Typical Rating Levels:
5 - Transformational: Can lead organizational change
4 - Executive: Ready for senior leadership
3 - Manager: Can grow to manage teams
2 - Professional: Expert in current track
1 - Limited: Content in current role
Risk of Loss
Assesses likelihood that an employee might leave the organization.
| Attribute | Value |
|---|---|
| Purpose | Identify flight risk for retention planning |
| Scale | Low/Medium/High or percentage |
| Matrix Use | Alternative axis or supplementary data |
| When to Enable | For retention strategy, succession planning |
Typical Rating Levels:
High Risk: Actively looking, dissatisfied, external offers
Medium Risk: Open to opportunities, some concerns
Low Risk: Committed, satisfied, unlikely to leave
Impact of Loss
Evaluates business impact if the employee were to leave.
| Attribute | Value |
|---|---|
| Purpose | Prioritize retention efforts |
| Scale | Low/Medium/High or critical rating |
| Matrix Use | Often combined with Risk of Loss |
| When to Enable | For critical role identification |
Typical Rating Levels:
Critical: Irreplaceable knowledge, key relationships
High: Significant disruption, hard to replace
Medium: Notable impact, replaceable with effort
Low: Minimal disruption, easily replaceable
Custom Assessment Fields
Create additional evaluation criteria specific to your organization's needs.
Field Types
| Type | Description | Use Case |
|---|---|---|
| Text | Free-form text response | Qualitative feedback, development notes |
| Scale | Numeric rating with defined bounds | Quantitative assessments, skill ratings |
Creating a Text Field
┌─────────────────────────────────────────────────────────────────┐
│ ADD CUSTOM FIELD - TEXT │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Field Name (multilingual) │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ EN: Development Recommendations │ │
│ │ FR: Recommandations de Développement │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ Description (optional) │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Provide specific development actions for this employee │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ [Cancel] [Add Field] │
│ │
└─────────────────────────────────────────────────────────────────┘
Creating a Scale Field
┌─────────────────────────────────────────────────────────────────┐
│ ADD CUSTOM FIELD - SCALE │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Field Name (multilingual) │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ EN: Leadership Readiness │ │
│ │ FR: Préparation au Leadership │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ Scale Configuration │
│ ├── Lower Bound: [1] │
│ └── Upper Bound: [5] │
│ │
│ Scale Labels (optional) │
│ ├── 1: Not Ready │
│ ├── 2: Developing │
│ ├── 3: Ready for First Leadership │
│ ├── 4: Ready for Senior Leadership │
│ └── 5: Ready for Executive Leadership │
│ │
│ [Cancel] [Add Field] │
│ │
└─────────────────────────────────────────────────────────────────┘
Managing Custom Fields
Field Operations
| Action | Description | Availability |
|---|---|---|
| Add | Create new custom field | Draft status only |
| Edit | Modify field properties | Draft status only |
| Delete | Remove custom field | Draft status only |
| Reorder | Change display order | Draft status only |
Multilingual Support
All custom field labels support multiple languages:
titles: {
en: "Leadership Readiness",
fr: "Préparation au Leadership",
de: "Führungsbereitschaft"
}
Evaluation Criteria Strategy
Common Configurations
Standard 9-Box Review:
Built-in:
- Performance: ✓
- Potential: ✓
- Risk of Loss: ○
- Impact of Loss: ○
Custom Fields:
- Development Notes (Text)
Comprehensive Talent Review:
Built-in:
- Performance: ✓
- Potential: ✓
- Risk of Loss: ✓
- Impact of Loss: ✓
Custom Fields:
- Leadership Readiness (Scale 1-5)
- Mobility Interest (Scale 1-5)
- Development Recommendations (Text)
- Successor Candidates (Text)
Leadership Development Focus:
Built-in:
- Performance: ✓
- Potential: ✓
- Risk of Loss: ○
- Impact of Loss: ○
Custom Fields:
- Strategic Thinking (Scale 1-5)
- People Leadership (Scale 1-5)
- Business Acumen (Scale 1-5)
- Executive Presence (Scale 1-5)
- Development Plan (Text)
Criteria and Matrix Relationship
The enabled criteria determine which axes are available for matrix configuration:
Enabled Criteria Available Matrix Axes
───────────────── ────────────────────────
Performance ─────▶ X-Axis or Y-Axis option
Potential ── ───▶ X-Axis or Y-Axis option
Risk of Loss ─────▶ X-Axis or Y-Axis option
Impact of Loss ─────▶ X-Axis or Y-Axis option
Note: At minimum, enable the two criteria you plan to use as matrix axes.
Edit Restrictions
| Campaign Status | Can Modify Criteria? |
|---|---|
| Draft | ✓ Full editing |
| Active | ✗ Locked |
| Completed | ✗ Locked |
| Archived | ✗ Locked |
Why locked after launch?
- Ensures data consistency across all reviews
- Prevents confusion during active assessments
- Maintains calibration matrix validity
Best Practices
Do's ✓
- Enable relevant criteria: Only enable what you'll actually use
- Use clear labels: Make custom field names self-explanatory
- Provide descriptions: Help reviewers understand what to evaluate
- Consider matrix needs: Enable criteria needed for your matrix axes
- Think multilingual: Add translations for global teams
Don'ts ✗
- Don't over-complicate: Too many fields causes reviewer fatigue
- Don't duplicate: Avoid criteria that overlap significantly
- Don't use jargon: Keep terminology accessible
- Don't forget calibration: Consider how data will be used in calibration
Navigation
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