Factors Tab

To move a Factor from the Master list to the Company list:

1. From the main menu, click System Setup, then click Content Customization.
2. Click the Master radio button.
3. From the Master Categories dropdown list, click the down arrow and select the category that contains the Factor you want.
4. From the Available Factors dropdown list, click the down arrow and click on the Factor you wish to move to the Company list.
5. Click the Copy to Company button.
6. A warning box appears to verify your selection. Click Yes to confirm the copy or Cancel to return to the Factors screen.

Note:

Factors from the Master list cannot be edited or deleted. They must be moved to the Company list before changes can be saved.

Setting up Company Factor Categories

To add a new Factor category:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on Categories.
3. Click the Add New button.
4. Enter the new name in the Category Name field that appears. Click Save to confirm the addition or Cancel to return to the Categories screen.

To edit a Factor category:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on Categories.
3. From the Available Categories dropdown list, click the down arrow and select the category you wish to edit.
4. Click the Edit button.
5. Edit the name in the Category Name field that appears. Click Save to confirm the changes or Cancel to return to the Categories screen.

To delete a Factor category:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on Categories.
3. From the Available Categories dropdown list, click the down arrow and select the category you wish to delete.
4. Click the Delete button.
5. A warning box appears to verify your selection. Click Yes to confirm the delete or Cancel to return to the Categories screen.

Setting Up Factors

To create new Factors:

1. From the main menu, click System Setup, then click Content Customization.
2. Click the Company radio button.
3. From the Available Categories drop­down list, click the down arrow and select a category to which the Factor will be assigned. (This field is mandatory.)
4. Click the Add New button.
5. Enter the new Factor name by clicking in the Name field and typing. (This field is manda­tory.)
6. Enter the Factor description by clicking in the Description field and typing.
7. Click in the Assign Globally box if you would like this Factor added to all of your company positions automatically.
8. If you would like to give this Factor a default weight, enter the percentage in the Assign Default Weight field. (This default weight can be changed when setting up positions that include this Factor.)
9. In the Factor Level Descriptions fields, enter perfor­mance level descriptions for the new Factor by click­ing in each field and typing.
10. Click Spelling and/or Language Check to review your text.
11. Click Save on the toolbar.

Note:

Should you wish to create different descriptions for a performance Factor with the same name, it is recommended that you create separate Factors with differing names. For example, if the Factor name “Creativity” will be described differently for a Programmer job title than for a Graphic Artist, one could be called “Creativity” and the other given another name such as “Ingenuity.” Or one could be called “Creativity (Technology)” and the other called "Creativity".

To rename a Factor:

1. From the main menu, click System Setup, then click Content Customization.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Factor is assigned.
4. From the Available Factors dropdown list, click the down arrow and select the Factor you wish to rename.
5. Click the Edit button.
6. Edit the Factor name as needed.
7. Click Save on the toolbar.

To edit a Factor:

1. From the main menu, click System Setup, then click Content Customization.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Factor is assigned.
4. From the Available Factors dropdown list, click the down arrow and select the Factor you wish to edit.
5. Click the Edit button.
6. Insert your cursor into the appropriate fields and edit the information as needed.
7. Click Spell Check and/or Language Check to review your text.
8. Click Save on the toolbar.

To duplicate a Factor:

Note:

Duplicating a Factor copies all information, including Comment Coaching (if applicable), associated with the original Factor.

1. From the main menu, click System Setup, then click Content Customization.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Factor is assigned.
4. From the Available Factors dropdown list, click the down arrow and select the Factor you wish to duplicate.
5. Click the Duplicate button.
6. The duplicated Factor will be named “Factor Name-(Copy).” (For example, if you duplicate “Attendance,” the new Factor will be named “Attendance (Copy).”)
7. Edit (rename) and update the duplicated content by inserting your cursor into the appropriate fields.
8. Click Save on the toolbar.

To delete a Factor:

1. From the main menu, click System Setup, then click Content Customization.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Factor is assigned.
4. From the Available Factors dropdown box, click the down arrow and select the Factor you wish to delete.
5. Click the Delete button.
6. A warning message appears. Click Yes to confirm the delete, or Cancel to return to the Factors screen.
7. You CANNOT delete a factor that is assigned to a position. You may archive these factors, instead.        

Warning!

When you delete a Factor, you also delete the Factor Definitions and Factor Level Descriptions associated with that Factor. Deleted Factors are not archived or stored in a recycle bin – they are eliminated entirely from the system.

To archive a Factor:      

1. From the main menu, click System Setup, then click Content Customization.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Factor is assigned.
4. From the Available Factors dropdown list, click the down arrow and select the Factor you wish to archive.
5. From the Category dropdown list, change the current category to the Archive category.
6. Click Save on the toolbar.

To add Sub-Factors to a Factor:      

1. From the main menu, click System Setup, then click Content Customization.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category that contains the Factor you wish to edit.
4. From the Available Factors dropdown list, click the down arrow and select the Factor to which you wish to add Sub-Factors.
5. In the Sub-Factors section, click the Add New button.
6. Enter the Name and Description for the Sub-Factor in the box that appears.
7. Click Save to add the Sub-Factor or Cancel to return to the Factors screen.
8. Repeat until all Sub-Factors have been assigned to the Factor.
9. Click Save on the toolbar.

To edit a Sub-Factor:      

1. From the main menu, click System Setup, then click Content Customization.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Factor/Sub-Factor is assigned.
4. From the Available Factors dropdown list, click the down arrow and select the Factor whose Sub-Factor you wish to edit.
5. In the Sub-Factors section, click the Edit icon beside the desired Sub-Factor.
6. Insert your cursor into the appropriate fields and edit the information as needed.
7. Click Select to save the changes or Cancel to return to the Factors screen.
8. Click Save on the toolbar.

To delete a Sub-Factor:      

1. From the main menu, click System Setup, then click Content Customization.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Factor/Sub-Factor is assigned.
4. From the Available Factors dropdown list, click the down arrow and select the Factor whose Sub-Factor you wish to delete.
5. In the Sub-Factors section, click the Delete icon beside the desired Sub-Factor.
6. A warning message appears.  Click OK to confirm the delete or Cancel to return to the Factors screen.
7. Click Save on the toolbar.

Warning!

Deleting Sub-Factors may cause the loss of data on current evaluations.