Attaching a performance ratings formula and rubric to a review cycle tells 15Five how to calculate and label participant scores when reviews are submitted. Complete these steps before the cycle launches, or before the first review is submitted if the cycle is already active.
Before You Begin
- You must have a performance ratings formula saved in your account. Use the pre-built 15Five Performance Framework or create a custom formula.
- You must have a performance ratings rubric saved. Use the pre-built 15Five Recommended Performance Rubric or create a custom rubric.
- If the cycle is active, you must act before any participant submits a review. After the first submission, formula and rubric settings are locked.
Steps
- Navigate to Reviews in the left sidebar.
- Click the review cycle you want to configure.
- Click Settings within that cycle.
- Scroll to the Performance Ratings+ section.
- Click the Formula dropdown and select your formula.
- Click the Rubric dropdown and select your rubric.
- Click Save.
To update settings on an active cycle (before first submission)
- Open the active review cycle in Reviews.
- Click Edit cycle settings or Settings.
- Navigate to the Performance Ratings+ section.
- Select the updated Formula and/or Rubric from the dropdowns.
- Click Save.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| No formula appears in the dropdown | Confirm a formula has been created and saved | Create a performance ratings formula |
| No rubric appears in the dropdown | Confirm a rubric has been created and saved | Create a performance ratings rubric |
| Performance Ratings+ section is not visible in Settings | Confirm your account includes the Perform or Total Platform package | Contact 15Five support to verify package access |
| Settings are grayed out on an active cycle | Check whether any review in the cycle has been submitted | If submissions exist, settings cannot be changed; create a new cycle with the correct configuration |
Not Covered Here
This article does not cover how to build a formula or rubric from scratch, how to interpret performance ratings results, or how to configure the HR Outcomes Dashboard performance metric.