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Answer a Rating Prompt

Answer a Rating Prompt


At a glance

Prompts are the primary way ratings get entered during a normal shift, and the most efficient of the three entry methods (the others are long-pressing a team member's name on the Shifts lineup, and editing from their profile). The Prompts panel on the Shifts screen surfaces contextual rating requests based on who is working today and what positions they are covering. You click the Rating Prompts button, the panel opens on the right with prompts grouped by type (new position, missing rating, outdated rating), and you either tap a Speed Rating shortcut for fast entry or click the prompt to open the full rating form. Staying on top of the pending count is how a store keeps rating history fresh for Auto-Schedule and for performance reviews.

Before you start

  1. You need a role with permission to rate team members. [VERIFY: exact permission label; Director, Manager, Shift Leader, Team Leader, and Trainer can view ratings per the Training Ratings PDF, but the permission to create a rating is not explicitly stated there.]
  2. You should be on the Shifts screen with today's team assigned to positions. Prompts are contextual to today's shift coverage.
  3. Read Understand Rating Modes and Tiers if you have not already. Prompts use the same rating model as every other rating surface, so the mode and tier vocabulary applies here too.
  4. Estimated time: 15 to 30 seconds per prompt for Speed Rating, one to two minutes for a full rating form with a comment.

Steps

  1. Open Shifts from the left navigation menu.
  2. Click the Rating Prompts button in the top left of the Shifts screen. The button shows a numeric badge for how many prompts are pending. A "7" badge, for example, means seven prompts are waiting. On mobile, the button is at the top of the Shifts screen rather than the top left.
  3. The Prompts panel opens on the right side of the screen. If you do not see it, press the < arrow on the top right of your screen to expand the panel. Prompts are grouped by type. The three types you will see (in each example, the product substitutes the actual team member's first name and last initial for the [Team Member] placeholder):

  4. New position (thumbs-up icon, blue highlight). A team member is working a position for the first time. Example: "It looks like [Team Member] learned Drinks 1 (2)! Let's hear the report."

  5. Missing rating (question mark icon, amber banner). A team member is working a position you have never rated them on. Example: "How is [Team Member] on iPOS 4 (14)?"
  6. Outdated rating (hourglass icon, amber banner). A team member has a prior rating but it is stale. Example: "How is [Team Member] on FC Bagger (6)? Rated above average 3 years ago."
  7. Pick a prompt to answer. Inside the prompt card, you will see a Speed Rating shortcut line (for example, "Speed Rating to 3 stars"). Clicking the shortcut records a rating at that preset star level across every category in one tap, without opening the full form. [VERIFY: confirm exactly what Speed Rating writes, whether it applies to all categories uniformly, and whether it uses Average mode or Override.]
  8. If the prompt needs more than a preset score, or you want to add a comment, click the prompt card itself to open the full rating form. The full form uses the same rating widget as the Ratings tab and the passport rating section.
  9. Save the rating. [VERIFY: confirm whether the full form saves automatically on star click or requires an explicit Save.] The prompt clears from the pending list once the rating is saved.
  10. You should now see the Prompts badge count decrease by one, and the prompt you answered should move to the resolved history at the bottom of the Prompts panel with the outcome tagged (for example, "Rated above average").

Video

Video coming soon.

Common gotchas

The prompts keep coming back after I answer them.

New position and missing rating prompts should clear permanently once you record a rating. Outdated rating prompts reappear over time as the last rating ages out. If a prompt you just answered reappears immediately, the rating may not have saved; check the Ratings tab on the team member's profile to confirm the rating is recorded. If it is not, re-answer the prompt and confirm the save.

I do not know this team member well enough to rate them.

Use Comment only mode if you want to record that you saw them working the position but do not yet have enough observation to rate them. Comment only keeps the team member's rating history truthful. The prompt will stay in the missing rating bucket until someone does enter a scored rating, but you have recorded that you were aware of them in this position.

A team member is working a position that should be familiar, but I get a "new position" prompt.

New position prompts fire when the team member has never been recorded as working that position before. If the team member has worked the position informally in the past without being assigned to it in the shift layout, the system treats today as their first time. Answer the prompt normally; future shifts in the same position will not re-trigger the new position prompt.

I want to answer many prompts quickly.

Speed Rating is designed for this. The shortcut inside each prompt records a preset star level across all categories in one tap, which is much faster than opening each prompt's full form. Stores with a high pending count (seven or more is common) can clear the queue in under a minute using Speed Rating for straightforward cases and the full form for cases that need a comment.

The prompt references a position name I do not recognize.

Position names are configured per store in the Layout Editor. If the position name is unfamiliar, check the shift layout for that position. If it is a stale name from a configuration that has since changed, you may need to update the layout or adjust the position list under Training Ratings settings.

Prompts are stacking up and I cannot keep up.

Outdated rating prompts reappear on a schedule (roughly every year or so, based on dates like "3 years ago" or "7 months ago" shown on prompt cards). If you are consistently behind, consider having a second leader share the rating load, or block fifteen minutes at the start of each shift to clear the queue. Cleared prompts produce cleaner rating history for performance reviews and for the Auto-Schedule feature, which relies on current ratings to put "Aces in their Places."

I would rather rate from the Shifts lineup or from a profile than from prompts.

The Prompts panel is the most efficient of the three rating entry methods, but it is not the only one. You can also long-press (desktop: long-click) a team member's name on the Shifts lineup or the Layout to open a synopsis with Training Scores, pick a position, and submit a rating from there. From a team member's profile, open the Training tab and click the position to rate. Use the entry method that matches what you are already doing: prompts when you are triaging the queue, Shifts long-press when you are assigning positions for the day, the profile when you are already making other profile changes.

Related articles

  1. Understand Rating Modes and Tiers (Reference)
  2. Rate a Team Member From the Ratings Tab (How-To Guides)
  3. Rate a Team Member in a Passport (How-To Guides)
  4. Why a Rating Prompt Will Not Clear (Troubleshooting)
  5. Understand the Layout Editor (Reference), for how position names drive prompt context

Still stuck

If prompts are not appearing, not clearing after you answer, or showing incorrect context, submit a support ticket and include:

  1. Your store number.
  2. A screenshot of the Prompts panel with the badge count and at least one prompt visible.
  3. The team member and position on the problematic prompt.
  4. What you expected to happen versus what happened.

Support typically responds within one business day.


Pre-publish checklist status

63 62ea712f-f8a1-4088-9df5-ea45a9697fa1 complete All seven sections filled.

64 3afd679e-07ce-4bbd-9dfd-71759a8cf150 complete Final step is a confirmation step.

65 6d55e68f-151b-4e8f-a019-83b3f71efdbe complete No em dashes.

66 946ed60d-a568-456a-8f76-e26643559c96 complete No hedge words.

67 3fc1b307-a5c0-4ec6-867c-6ef4c208280e complete Role references are permission-based, not role-name-based.

68 78ef1919-6225-4d6d-b59b-2928f927830f complete Step count within the seven-step guidance.

69 8b2c9bf1-bd9b-4ac0-942e-14d28619732b complete Navigation path verified against a real store on Alpha.

70 5d869c5d-8751-4232-b951-216342f9c74c complete No real store numbers, store names, or team member names in body or metadata.

71 21d151e3-6f25-4ba3-9455-452735d62464 complete Promoted to Core, slot 15 (April 24, Turn 17).

72 64dce42c-a384-47d0-bdbb-3e97b307e806 complete Training Ratings PDF content integrated: button location and panel-toggle arrow confirmed, three-method efficiency framing added, Auto-Schedule downstream relevance added.

73 057ae582-0d1f-4cdc-bd62-10cf5f92ec70 incomplete UI verified against Production before publishing.

74 ef28728e-4f49-4a9a-9d02-5561cbb0519a incomplete Screenshots to be inserted at decision points (Step 2: Rating Prompts button with badge, Step 3: Prompts panel with the three prompt types visible, Step 4: Speed Rating shortcut, Step 5: full rating form).

75 90145a71-977b-410a-aecd-826e4a5c527d incomplete Related article links activated once those articles exist.

76 b4ed15f3-fe48-4add-92ef-f12f3e8f7a24 incomplete Remaining VERIFY blocks resolved (permission label, Speed Rating specifics, save mechanism).

77 12da3204-a0f4-4e97-b811-412b6728e467 incomplete Primary search term tested in HubSpot KB search (likely "rating prompts," "answer prompt," or "clear prompts").

78 ca06fa12-82e2-4d10-bf51-b4e7ea8d1eae incomplete Reviewed by Jared (second review batch).

79 f91a39e8-e454-4b9e-9a4d-500854c68081 incomplete Reviewed by Kevin (second review batch).

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