How-to: Calculating Ratings in Competency and Performance Review Profiles

How-to: Migrating to Document Type Management Structure

Introduction

A competency or performance review profile is a template that consists of a set of competences or attributes, which is used to assess the competences of the applicants and/or employees.

These competences and attributes can be rated using ratings that are defined in the system. It is also possible to define your own ratings based on your own requirements.

This document will provide the basis on how the ratings are calculated using the methods available, which are the Average, Percentage, and Summation methods.

You can calculate the ratings in the competency profiles of applicants or employees by going to the applicant or personal card, clicking the hyperlink in the Competence profiles field, and then clicking Edit. Once the scores are rated, click Calculate.

You can calculate the ratings in the performance reviews of employees by going to the personal card, clicking the hyperlink in the Performance review profiles field, and then clicking Edit. Once the scores are rated, click Calculate. If you are not able to see the Edit button, click Profiles in the HRM: Profile screen. Next, click under the Review column on the same row that has your own name under the Reviewed by column, and then click Edit.

The examples of the calculations are based on the profile and scores given in the following screen:

See the table below for the field values used in calculating competency and performance review profiles using the Average method:

Formula:

Result of final rating = Sum of (the value of each rated competency or attribute x Weight of the competency or attribute) / Sum of (Quantity of competency or attribute involved x Weight of the competency or attribute)

Based on the scores given for the profile and the field values in the table,

The score for Knowledge

= Sum of (Value of code A x Weight for Product knowledge) + (Value of code B x Weight for Technical knowledge) / Sum of (Quantity of Product knowledge x Weight) + (Quantity of Technical knowledge x Weight)

= [(90.00 x 1) + (50.00 x 1)] / [(1 x 1) + (1 x 1)]

= 140.00 / 2

= 70.00

From the table, the score of 70.00 falls in the range of "40 - 79.99". Thus, the score for Knowledge is B.

The final rating

= Sum of (Value of code B x Weight for Knowledge) + (Value of code C x Weight for Creativity) / Sum of (Quantity of Knowledge x Weight) + (Quantity of Creativity x Weight)

= [(50.00 x 2) + (20.00 x 1)] / [(1 x 2) + (1 x 1)]

= 120.00 / 3

= 40.00

From the table, the score of 40.00 falls in the range of "40 - 79.99". Thus, the final rating filled at Rating is B.

The examples of the calculations are based on the profile and scores given in the following screen:

See the table below for the field values used in calculating competency and performance review profiles using the Percentage method:

Formula:

Result of final rating = [Sum of (the value of each rated competency or attribute x Weight of the competency or attribute) / Sum of (highest value of the field value x Weight of the competency or attribute)] x 100%

Based on the scores given for the profile and the field values in the table,

The score for Knowledge

= [Sum of (Value of code A x Weight for Product knowledge) + (Value of code B x Weight for Technical knowledge) / Sum of (Value of highest field value x Weight for Product knowledge) + (Value of highest field value x Weight for Technical knowledge)] x 100%

= {[(90.00 x 1) + (50.00 x 1)] / [(90.00 x 1) + (90.00 x 1)]} x 100%

= (140.00 / 180.00) x 100%

= 77.78

From the table, the score of 77.78 falls in the range of "71 - 100". Thus, the score for Knowledge is A.

The final rating

= [Sum of (Value of code A x Weight for Knowledge) + (Value of code C x Weight for Creativity) / Sum of (Value of highest field value x Weight for Knowledge) + (Value of highest field value x Weight for Creativity)] x 100%

= {[(90.00 x 2) + (10.00 x 1)] / [(90.00 x 2) + (90.00 x 1)]} x 100%

= (190.00 / 270.00) x 100%

= 70.37

From the table, the score of 70.37 falls in the range of "41 - 70.99". Thus, the final rating filled at Rating is B.