This article walks through what a rubric is in 15Five and how to create and manage rubrics. These steps should be taken before launching a review cycle in which you want to generate individual performance rating scores, and after creating both 1) the question template you want to use in your review cycle, and 2) the performance ratings formula you are applying to that question template.
You can edit which rubric is being used in an active review cycle up until the first review in the cycle is submitted. Once that happens, it is not possible to change the rubric.
In this article you will learn:
- What is a rubric?
- How to create a rubric
- How to view, edit, and delete rubrics
- How to edit which rubric is being used in an active review cycle
Also included are:
- Answers to FAQs
- Additional resources
What is a rubric?
A “rubric” in 15Five is used to categorize performance ratings. In the performance ratings formula you already created, you determined how performance ratings will be calculated. Now, in the rubric, you will set categories for different score ranges.
Think of it like this: at some schools, a grade between 90-100% is considered an “A”. In others, only a grade between 93-100% is considered an “A”. In the rubric, you are telling 15Five what different scores mean. If a person gets a 90%— is that an “A”, or a “B”?
Some examples for how to create a rubric:
- Excellent: 81-100, Good: 61-80, Average: 41-60, Needs improvement: 0-40
- High performer: 5-10, Low performer: 0-4
Create a rubric
3. You are now on the 'Template configuration' page, which houses question templates, performance ratings formulas, and rubrics. Scroll down to the 'Rubrics' section and click the Add a rubric button.
4. 'Rubric name' section: Add a name to the rubric.
5. 'Add performance categories and point ranges for the designations' section: In this section you will select the name and point range for each grading category, as well as a description of the grading category.
Some things to keep in mind:
- The score range must start at “0”, but can end at any number (i.e.the end value does not have to be 100).
- You must include at least two grading categories.
- You can add up to seven categories by clicking the Add category button, or delete an added category by clicking the X next to it.
- The next category’s min value must be larger than the previous category’s max value by exactly one, or you’ll see an error message (for example— if the score range for one of your categories is set from 0-50, the next score range must start at 51).
When you’re done, click Create rubric.
Created rubrics will appear in the 'Rubrics' section of the ‘Template configuration’ page in a table that contains the following information:
- Rubric name
- # of categories
- Score range
- Three dot menu gives option to edit, view, or delete (if not in-use)
To manage a rubric, click ... to its right. On the dropdown menu you’ll see options to view, edit, or delete the rubric. You can edit the rubric up until the first review is submitted in an active cycle that's utilizing the rubric. Admins can delete the rubric at any time as long as it is not being used in an active cycle or an in a previous cycle.
Edit which rubric is being used in an active review cycle
If you made a mistake in a rubric and have already launched the review cycle, you can create a new rubric and apply it to the cycle up until the first review in the cycle is submitted. Once that happens, it is not possible to change the rubric.
Once these changes are made, ratings recalculations will be triggered automatically in the system. It might take a couple minutes (depending on cycle size) for recalculated ratings to appear in various places.
To edit which rubric is being used in a cycle, edit review settings for the active cycle. You'll see a 'Performance Ratings+' section in which you can choose a new rubric.
- Is there a limit to how many rubrics I can create? No. However, only one rubric can be active at any given time.
- How many rubrics can be active at a time? There can only be 1 active rubric at a time, meaning that all review cycles happening at a given time must use the same rubric. The reasoning behind this is that it’s important to create a company-wide norm for the categories and standards that factor into performance expectations.
- Is there a limit to how many categories I can include in a rubric? Yes— you can include a minimum of 2 categories and a maximum of 7 categories.
- What are the requirements for the rubric score ranges to be accepted? You can only use whole integers (i.e. you cannot have a rating that is a negative value or contains a decimal). The score range for one category cannot overlap with the score range of another category. There must be continuity between two adjacent categories (i.e. if the score range for the first category is 0-25, the next range must start with 26).
- Can I edit which rubric is being applied to a performance ratings formula during an active review cycle? You can edit which rubric is being used up until the first review is submitted. After that, you can't edit the rubric.
- Can I edit an in-use rubric? Yes— you can edit the rubric up until the first review is submitted in an active cycle that's utilizing the rubric.
- Who can see and manage rubrics? Review admins.