Create a Performance Questionnaire

1. Select Menu > Performance Management > Performance Questionnaires.

2. Select New. In the Default screen enter the Questionnaire Title.

a. Select Automatically number sections in this questionnaire (if applicable).
b. Select Ready for use (once the questionnaire is complete).
c. Enter Notes (such as the creation or version date of the questionnaire).
d. Choose a predetermined permission group by selecting the dropdown option by Permissions.

 i. To set permissions without a predetermined permission group select Change.

1. Search for the desired Group, Business Unit, Job Classification, Role and/or Employee.

2. Select Add to be add your selection to the desired section.
3. Select Who does this include? to view the names of employees included in the desired section.
4. Select X.

If you accidentally add the wrong group(s) to a permission section, highlight the group and select Remove.

3. In the Calculated Value screen select the dropdown arrow by Explain the score using the achievements levels to select the Achievement Level scale you wish to measure the questionnaire’s performance results.

a. Select The achievement level that must be reached to be On Target is.
b. Select Apply.

Sections within the questionnaire may be weighed in the Calculated Value screen to provide a more accurate review of job performance.

4. To continue creating the questionnaire itself, select New > Section.

a. Enter the Section Title.
b. Enter a Description (if applicable).
c. Select Automatically number questions in this section (if applicable).
d. Under Allow this section to be:

i. Select Copied (to make the section available for copy and modification).

ii. Select Referenced (to make the section available for copy only).

e. Select Apply.

5. With the desired section selected in the table of contents on the left select New > Question.

6. Enter the Question contents in the textbox.

a. If the question is not required unselect the Required checkbox.
b. Select the question type.

i. Multiple Choice or Multiple Select questions are automatically scored in iTacit.

Select Use Standard response set or create new responses following these steps:

1. Select New.
2. Enter Response.
3. Enter Score for the selected answer.

c. Under Allow this section to be:

i. Select Copied (to make the question available for copy and modification).
ii. Select Referenced (to make the question available for copy only).

d. Select Apply.

Repeat steps 4 – 6 to continue creating sections and questions.

7. Select Done.

Create a Performance Item

The Performance Item contains the Performance Questionnaire, as well as any regular schedule settings and notifications for assignment to staff.

1. Select Menu > Performance Management > Performance Items.

2. Select New. In the Performance Item screen enter the Name of the performance item.

a. Enter the Description of the performance item.
b. Select the Questionnaire to associate with the performance item.
c. Select Self assess (for the employee(s) to complete the performance questionnaire).
d. Select Manager(s) assess (for the employee’s manager(s) to complete the questionnaire).
e. Choose a predetermined permission group by selecting the dropdown option by Permissions.

i. To set permissions without a predetermined permission group select Change.

1. Search for the desired Group, Business Unit, Job Classification, Role and/or Employee.
2. Select Add to add your selection to the desired section.

“Who can edit this performance item?” – will limit the employees who have access to modify the Performance Item itself.
“Who is this performance item targeted to?” – will dictate the group of employees automatically assigned the Performance Item through the schedule.
“Who can manage employee information for this performance item?” - will limit visibility of the item and results only to identified groups/ individuals. Without selecting particular individuals/roles, the employee’s manager and indirect manager will be able to see Performance results based on your organization’s reporting structure.

3. Select X.

f. In the Supporting Documents section select New to add a file to the performance item.
g. Select Apply.

3. In the Schedule section, select whether the Performance Item will be manually assigned, or automatically assigned to new employees based on their start date:

a. Set the Initially Due details (if applicable).

For example, some organizations conduct an initial 6-month review, before moving to a yearly appraisal.

b. Set the Due criteria for the performance item.

i. Performance items can be due within a certain timeframe from assignment. This selection is often used when employees are automatically assigned the item based on start date.
ii. Annual performance reviews can be due on a particular date each year.
iii. Performance reviews that are manually assigned may not need a due date in this schedule, as it will be set at the time of assignment.

c. Select Automatically re-assign the performance item to the employee if you wish for the performance item to recur.

d. Select Apply.

4. In the Notification section, set the Employee and Manager(s) email notifications.

a. Enter the Subject of the message.
b. Enter the context of the Message.

i. In addition to the notification employees will receive when a performance evaluation is ready to be started, these additional messages can also be sent:

1. Send a reminder # days before the due date
2. Send a past due message if the evaluation is not complete by the due date
3. Send a completion message once the performance evaluation is complete

5. Select Done.