Add Categories to the Category Bank

PATH: Staff Evaluations > Staff Evaluations Setup > Category Bank

PATH: Human Resources > Administration > Staff Evaluations Setup > Category Bank (HR-enabled)

The Category Bank contains the areas of responsibility for which employees are being evaluated. Categories can include Elements and Sub-Elements which allow you to divide a Category into specific features that can be rated.

You can also add Categories by copying existing Categories or add them while creating Evaluation Templates.

Complete the following steps to add a new Category.

The images used in the following procedure are examples only and may not reflect the Categories, Elements, Sub-Elements or Rating Scales used by your District.

Click the New button.
Result
The New Category editor displays.
Enter a unique Code to identify the Category.
Select the Evaluation Period to which you want to associate the Category.
Enter a detailed Description of the Category.
Mark the Observation Only checkbox if the Category does not require a Rating Scale and will only be used for an Observation. (optional)
If you mark this checkbox, the Rating Scale and Rate at the following levels fields also become optional.
Select the Rating Scale that will be used to measure employee's performance in this Category.
Mark the Use Checkbox (Overrides rating scale) checkbox if you want to use a checkbox called "Meets Requirements" instead of selecting a rating on the Category. (optional)
Identify the level(s) at which employee's will be rated by selecting any of the following checkboxes:
- Category
- Element
- Sub-element
Complete the following steps to add Elements.
The Category must include at least one Element.
1. Click the Add Element button.
  Result
  The Add Element to Category window displays.
2. Complete one of the following options.
  Option Example (Click to Enlarge)
  Select New and enter a Code and Description.
  Select Existing and choose an element from the dropdown list.
3. Click the Add button.
  Result
  The new element displays in the Elements group.
4. Enter Rating Scale Definitions for the Element if you are rating at the Element level and you are NOT using the Use Checkbox option (see step 8). (optional)
5. Repeat steps a-d if necessary.
Complete the following steps to add Sub-Element(s). (optional)
1. Click the Add Sub-Element button.
  Result
  The Add Sub-Element window displays.
2. Complete one of the following options.
  Option Example (Click to Enlarge)
  Select New and enter a Code and Description.
  Select Existing and choose a sub-element from the dropdown list.
3. Click the Add button.
  Result
  The new sub-element displays beneath the element.
4. Enter Rating Scale Definitions for the Sub-Element if you are rating at the Sub-Element level (see step 8) and you are NOT using the Use Checkbox option. (optional)
5. Repeat steps a-d if necessary.
Click the Save button.
Result
The Category displays in the Categories group.