You can edit evaluation settings even after the evaluation has been created.
However, the range of editable settings depends on how far the evaluation has progressed, and items that can no longer be changed will be disabled.
How to Edit Evaluation Settings
Click [Evaluation] → select the evaluation to edit → [Settings].
Navigate to the step you need to edit and change the settings.
When you are done editing, make sure to click the [Save Changes] button at the bottom.
⚠️ If you leave the screen without clicking [Save Changes], your changes will not be saved. A warning dialog will appear if you try to leave without saving.
Things to Know When Editing
1. Changes to one setting may affect other settings
If the setting you are changing also affects settings in other steps, an information dialog will appear in advance to show the scope of impact. Please review the details before proceeding.
2. You may need to review subsequent steps
Depending on what you changed, you may need to review the settings of subsequent steps. In this case, the left-side navigation menu will be disabled — please click the [Next] button to review each step in order. Items that require your attention will be shown as a banner at the top of the screen.
3. Changes cannot be undone
If you have not yet clicked [Save Changes], leaving without saving will preserve the original values. However, once you have clicked [Save Changes], you cannot revert to the previous state — you will need to manually edit the settings again.
4. Notifications already sent will not be updated
Even if you edit the evaluation title or guidance text, changes will not be reflected in tasks and notifications (in-product, Slack, email) that have already been sent.
When Each Setting Can Be Edited
The table below shows until when each setting can be edited. Once that point has passed, the setting will be disabled and can no longer be changed.
Basic Information
Setting | Editable Until |
Evaluation title | Editable at any time |
Co-editors | Editable at any time |
Evaluation target period | Before any step has started |
HR data reference date | Before any step has started |
Target eligibility conditions | Before any step has started |
What happens if you change the HR data reference date?
Changing the reference date may alter which members meet the evaluation target conditions. After making the change, please check the [Evaluation Targets] menu to see if the target list needs to be updated.
Evaluation Elements and Steps
Setting | Editable Until |
Whether to use evaluation elements | Before the evaluation preparation/progress step starts |
Evaluation element names | Before the evaluation preparation/progress step starts |
Evaluation steps (self / peer / top-down, etc.) | Before any step has started |
Evaluate different competency types in different steps | Before the evaluation preparation/progress step starts |
Peer evaluator assignment method | Before peer evaluator assignment is requested |
Top-down evaluation rounds | Before any step has started |
Enable calibration | Can be enabled at any time |
Disable calibration | Before a calibration session is created |
What happens if you change evaluation elements or steps?
Adding or removing evaluation elements or steps may affect the evaluation structure, evaluation items, evaluation forms, and grade-related settings. Be sure to review all subsequent steps before saving your changes.
Evaluation Structure
Setting | Editable Until |
Evaluation groups | Before evaluation items are announced |
Elements/steps settings per group | Before evaluation items are announced |
Evaluation Items
Setting | Editable Until |
Competency item integration | Before evaluation items are announced |
Competency settings (groups, required/optional, competencies, count, weight) | Before evaluation items are announced |
Performance item integration (count, weight) | Before evaluation items are announced |
Approval settings | Before evaluation items are announced |
⚠️ Disabling competency item integration or performance item integration will reset all settings configured in that section. This may delete items that members have already filled in, so please proceed with caution.
Evaluation Forms by Step
Setting | Editable Until |
Question layout (rating table, repeating blocks, default questions) | Before the evaluation for that step starts |
Evaluation method (detailed / adjusted) | Before the evaluation for that step starts |
Grade calculation section | Before the evaluation for that step starts |
Score input questions (decimal points, maximum score) | Before the evaluation for that step starts |
Form comment on/off | Before the evaluation for that step starts |
Form text | Before the report is generated |
Form required/optional settings | Before the report is generated |
Form public/private settings | Before the report is generated |
Grade display option (hide grades) | Before the report is generated |
Element title / description / evaluation guidance | Before the report is generated |
Reference materials | Before the report is generated |
What happens if you change a question's required setting while an evaluation is in progress?
If you change a question to required while an evaluation is already in progress, evaluators who have not filled in that required value will have their submission status changed to "not submitted" and will be notified again.
Grade System
Setting | Editable Until |
Grade system per section | Before any step has started |
Grade settings per evaluation step | Before any step has started |
Grade Calculation
Setting | Editable Until |
Calculated grade | Before a calibration session is created |
Calculation method | Before a calibration session is created |
Grade Distribution
Setting | Editable Until |
Grade distribution groups | Before the top-down evaluation starts |
Grade distribution ratio per group | Before the top-down evaluation starts |
Weights
Setting | Editable Until |
Weight groups | Before any step has started |
Weight per group | Before any step has started |
Edit Deadlines at a Glance
As the evaluation progresses, settings will be locked after each of the following points.
Point in time | Settings that can no longer be edited afterward |
After evaluation items are announced | Evaluation structure (groups, elements/steps per group), evaluation items (competency/performance integration, competency settings, approval) |
After the evaluation preparation/progress step starts | Whether to use evaluation elements and their names, different step settings per competency type |
After peer evaluator assignment is requested | Peer evaluator assignment method |
After any step has started | Evaluation target period, reference date, target eligibility conditions, evaluation steps, top-down rounds, grade system, grade settings per step, weights |
After the evaluation for that step starts | Question layout for that step's evaluation form, evaluation method, score input settings |
After the top-down evaluation starts | Grade distribution groups, grade distribution ratios |
After a calibration session is created | Disabling calibration, calculated grade, calculation method |
After the report is generated | Form text, required/optional settings, public/private settings, hide grades, reference materials |
FAQ
I made an incorrect edit. Can I revert to the original?
I made an incorrect edit. Can I revert to the original?
If you have not yet clicked [Save Changes], leaving without saving will preserve the original values. If you have already clicked [Save Changes], the previous state cannot be automatically restored. Please manually edit the settings again in the settings edit screen.
Can all evaluation settings be edited at any time?
Can all evaluation settings be edited at any time?
No. The range of editable settings depends on how far the evaluation has progressed, and items that can no longer be changed will be disabled. For example, once evaluation items have been announced, you cannot change the evaluation items or the evaluation structure.
If I change an evaluation element or step, what happens to the evaluation forms that have already been configured?
If I change an evaluation element or step, what happens to the evaluation forms that have already been configured?
Deleting an evaluation element will also delete the evaluation form questions associated with that element. Adding an evaluation element will require you to set up new evaluation form questions for that element. Before saving your changes, be sure to verify that the settings are correct in the [Evaluation Forms by Step] step.
What is the impact of changing the HR data reference date?
What is the impact of changing the HR data reference date?
Changing the reference date may alter the list of members who meet the evaluation target conditions. Also, if any groups in the evaluation structure, weights, or grade distribution use an "organization" condition, a warning may appear if that organization is not valid as of the new reference date. After making the change, please review the settings at each step.
If an evaluation is already in progress, can I still edit the evaluation form for a step that has not yet started?
If an evaluation is already in progress, can I still edit the evaluation form for a step that has not yet started?
Yes. Question layout and evaluation method can be edited until the evaluation for that step starts. For example, even if the self-evaluation is in progress, you can still edit the evaluation form for the top-down evaluation that has not yet started.
If I change the grade system, what happens to grades that have already been entered?
If I change the grade system, what happens to grades that have already been entered?
The grade system (grade system per section, grade settings per evaluation step) can only be edited before any step has started. Since the grade system cannot be changed after an evaluation has already started, there will be no impact on grades that have already been entered.