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Each position has 5 criteria that define what you’re rating. This guide shows you how to set them up.

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Accessing Rating Criteria

  1. Go to Organization Settings
  2. Click Positional Excellence in the sidebar
  3. Select the Rating Criteria tab

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How Criteria Work

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What Are Rating Criteria?

Criteria are the specific skills or behaviors you evaluate when rating someone. Each position has exactly 5 criteria.

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Example: iPOS

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Setting Up Criteria

1

Select the Position

Use the dropdown at the top to choose which position you’re configuring.
2

Enter Criterion Names

For each of the 5 slots:
  • Enter a short, clear name
  • Keep it to a few words (e.g., “Speed”, “Food Quality”, “Friendly Fairwell”)
3

Add Descriptions

For each criterion, write a description explaining:
  • What this criterion measures
  • What good performance looks like
  • Specific behaviors to observe
4

Save

Changes auto-save when you click away or switch positions.

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Writing Good Criterion Names

Keep It Short

1-2 words is ideal. Names appear in tables and reports.

Be Specific

“Order Accuracy” is better than “Quality”

Make It Observable

Focus on things you can actually see and measure

Keep Them Distinct

Each criterion should measure something different

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Writing Good Descriptions

Descriptions appear in the rating form to help raters be consistent.

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What to Include

  1. What you’re measuring - Be specific about the skill or behavior
  2. What each level looks like - Help raters know when to give a 1, 2, or 3
  3. Examples - Concrete behaviors to look for

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Common Criteria Categories

Most positions include criteria from these categories:

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Updating Existing Criteria

If you change criteria for a position that already has ratings:
  • Historical and new ratings use the updated criteria
  • Averages continue to calculate normally
For minor wording improvements, just update the text. For major changes to what you’re measuring, consider whether it makes sense to start fresh or keep the historical data.

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Positions Without Criteria

If a position doesn’t have criteria set up:
  • It won’t appear in rating forms
  • You can’t submit ratings for that position
  • You’ll see 5 empty slots when you select it
Always set up all 5 criteria for every position you want to rate.

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Troubleshooting

Make sure all 5 criteria have names. Even if descriptions are optional, names are required for the position to be ratable.
Double-check that you selected the correct position in the dropdown. Similar position names can be confusing.
Click outside the field to trigger auto-save. If the issue persists, refresh the page and try again.