Configure with field sets

Sage People recommends you use performance review templates to select which fields you want to display in performance review and self performance review records. Templates are the recommended option, because they support the option of having different sets of fields for different kinds of performance reviews, and because templates are versioned, so when you view previous performance reviews, you see the fields associated with the template version the review was created with.

It is still possible to use field sets instead of performance review templates to select the fields for performance reviews and self performance reviews. The fields in the field sets apply to all performance review and self performance review records in your org.

The following table lists the managed package fields available for the field sets:

Field	Performance Review (Performance Review object)	Self Performance Review (Self Performance Review object)	Additional Details (Performance Review object)
Action	None	None	Available
Action Date	None	None	Available
Action Plan	Available	Available	Available
Annual Average Competency Score	None	None	Available
Annual Average Objective Score	None	None	Available
Career Aspirations	Available	Available	Available
Competency Score	None	None	Available
Development Needs	Available	Available	Available
Is Being Approved	None	None	Available
Last Viewed Date	None	None	None
Last Referenced Date	None	None	None
Objective Score	None	None	Available
Rating	Available	None	Available
Rating Score	None	None	Available
Rating Score Squared	None	None	Available
Review	None	None	Available
Score	None	None	Available
Self Review	None	None	None
Strengths	Available	Available	Available
Training	Available	Available	Available
Actions	None	None	None
Feedback	None	None	None

 

Field sets

Performance review

Two field sets defined for the Performance Review object provide fields for full year performance reviews:

• The Performance Review field set.

  Fields from the Performance Review object for adding to the WX Performance Review view in the Manager Comments and Rating section. These fields accept input:

  Field Label	Field Type
  Action Plan	Long Text Area (32000)
  Career Aspirations	Long Text Area (32000)
  Development Needs	Long Text Area (32000)
  Rating	Picklist
  Review	Long Text Area (32000)
  Strengths	Long Text Area (32000)
  Training	Long Text Area (32000)

  You can also add a range of fields from the Team Member object.

• The Additional Details field set.

  Fields from the Performance Review object for adding as read only fields to the WX Performance Review view in the Additional Details section:

  Field Label	Field Type
  Action	Formula (Text)
  Action (Local)	Formula (Text)
  Action Date	Formula (Date)
  Action Plan	Long Text Area (32000)
  Annual Average Competency Score	Number (5,2)
  Annual Average Objective Score	Number (5,2)
  Career Aspirations	Long Text Area (32000)
  Competency Score	Number (5,2)
  Development Needs	Long Text Area (32000)
  Is Being Approved	Checkbox
  Objective Score	Number (5,2)
  Rating	Picklist
  Rating Score	Formula (Number)
  Rating Score Squared	Formula (Number)
  Review	Long Text Area (32000)
  Score	Number (2,0)
  Strengths	Long Text Area (32000)
  Training	Long Text Area (32000)

  You can also add a range of fields from the Team Member object.

Self performance review

• The Self Performance Review field set.

  Fields from the Performance Review object for adding to the WX Performance Review view in the Manager Comments and Rating section. These fields accept input:

  Field Label	Field Type
  Action Plan	Long Text Area (32000)
  Career Aspirations	Long Text Area (32000)
  Development Needs	Long Text Area (32000)
  Self Review	Long Text Area (32000)
  Strengths	Long Text Area (32000)
  Training	Long Text Area (32000)

  You can also add a range of fields from the Team Member object.

Mid year reviews

2 field sets defined for the Performance Review object and 1 field set defined for the Self Performance Review object provide fields for mid year reviews:

• The Performance Review Mid Year field set.

  Fields from the Performance Review object for adding to the WX Performance Review view in the Manager Comments and Rating section. These fields accept input:

  Field Label	Field Type
  Action Plan	Long Text Area (32000)
  Career Aspirations	Long Text Area (32000)
  Development Needs	Long Text Area (32000)
  Rating	Picklist
  Review	Long Text Area (32000)
  Strengths	Long Text Area (32000)
  Training	Long Text Area (32000)

  You can also add a range of fields from the Team Member object.

• The Additional Details Mid Year Field Set.

  Fields from the Performance Review object for adding as read only fields to the WX Performance Review view in the Additional Details section:

  Field Label	Field Type
  Action	Formula (Text)
  Action (Local)	Formula (Text)
  Action Date	Formula (Date)
  Action Plan	Long Text Area (32000)
  Annual Average Competency Score	Number (5,2)
  Annual Average Objective Score	Number (5,2)
  Career Aspirations	Long Text Area (32000)
  Competency Score	Number (5,2)
  Development Needs	Long Text Area (32000)
  Objective Score	Number (5,2)
  Rating	Picklist
  Rating Score	Formula (Number)
  Rating Score Squared	Formula (Number)
  Review	Long Text Area (32000)
  Score	Number (2,0)
  Strengths	Long Text Area (32000)
  Training	Long Text Area (32000)

  You can also add a range of fields from the Team Member object.

• The Self Performance Review Mid Year field set.

  Fields from the Performance Review object for adding to the WX Performance Review view in the Manager Comments and Rating section. These fields accept input:

  Field Label	Field Type
  Action Plan	Long Text Area (32000)
  Career Aspirations	Long Text Area (32000)
  Development Needs	Long Text Area (32000)
  Self Review	Long Text Area (32000)
  Strengths	Long Text Area (32000)
  Training	Long Text Area (32000)

  You can also add a range of fields from the Team Member object.