Edit Categories

PATH:  Staff Evaluations > Staff Evaluations Setup > Category Bank

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

You can edit a Category as long as evaluations associated with the Category are not assigned to staff members.

If you mark the Observation Only checkbox on a Category that was not previously set up for observations, the rating scale will no longer be required.

If you clear the options for rating at the Element or Sub-Element level, Rating Scale Definitions for the Element or Sub-Element will be deleted.

The Category Code cannot be changed.

Complete the following steps to edit a Category.

  1. Select the Category you want to edit.
    The Edit Category editor displays.
  2. Make the necessary changes.
  3. Click the Save button.