A rating scale provides a consistent yardstick for measuring performance across your Canadian hubs.

1. Navigate to Settings: On the left-hand primary sidebar, click the Settings (cog) icon.
2. Open Review Submenu: Select Review Settings from the list.
3. Access Scales: Click the Rating Scales button.
4. Initiate Creation: Click the Add New Rating Scale button.
5. Complete the Scale Metadata:
   • Rating Name: Provide a clear title (e.g., "Core Values Scale").
   • Scale Name: Define the level (e.g., "Exceeds Expectations").
   • Description: Explain what an employee must achieve to earn this rating.
6. Add/Remove Levels:
   • Click Add a New Rating Level to expand your scale.
   • Click the Delete icon next to a level to remove it.
   • Important: You must include a minimum of two rating levels.
7. Finalize: Click the Save button.

Questions prompt the meaningful feedback required during Canadian 1:1s or annual reviews.

1. Navigate to Settings Review Settings.
2. Click the Review Question button.
3. Click Add New Review Question.
4. Define Question Details:
   • Name: The question as it will appear to the reviewer/employee (e.g., "How have you demonstrated our 'Customer First' value this quarter?").
   • Description: Optional context to help the respondent understand the question.
5. Click the Save button.

As your organizational focus shifts, you can update your existing scales and questions.

Editing Rating Scales

1. Go to Settings Review Settings Rating Scales.
2. Click directly on the Rating Scale name you wish to modify.
3. Update the levels or descriptions and click Save.

Managing Review Questions

• Edit: In the Review Questions menu, click the question name, make your changes, and click Save.
• Disable: If a question is currently part of an active review template, you can click Disable to prevent it from being used in future templates while preserving historical data.
• Enable: To reactivate a previously disabled question, find it in the list and click Enable.

If a scale or question was created in error and is not in use, it can be permanently removed.

• Delete a Scale: Navigate to Rating Scales, locate the record, click Delete, and then click OK.

• Delete a Question: Navigate to Review Questions, locate the record, and click Delete.

  Important

  You can only delete questions that have not been used in any past or current review templates.