5 Fields and Sections
5.3 Performance Goals
5.3.1 Performance Goals: Advanced Options
In Performance Management v12 Acceleration, the rating of record is stored in a separate data field from the rating considered to be a user’s personal rating.
The configuration of who has influence over the final rating form has two layers. These layers are the selected
Rating Option with, in some cases, the addition of Field Permissions
Option Selection Result
Include the ability to rate Not selected No ratings Include the ability to rate Everyone has their own rating box
for each item
Everyone has a rating box and see his or her own box.
Option Selection Result
Include the ability to rate Everyone has their own rating box for each item and
The final score is the EM's rating
The final score is the EM's rating
Include the ability to rate Everyone has their own rating box for each item and
The final score can be granted to any role by permission.
Everyone has a rating box and sees his or her own rating box.
The final score can be granted to any role by field permission. Include the ability to rate Everyone shares one rating box for
each item
The form has only rating box for each item and you can set permis sions to determine which role can make the rating. It there are permis sions for more than one role, the last rating entered is the final score. Include the ability to rate Everyone shares one rating box for
each item and
Except the employee who has a self- assessment rating box
The form has a self-assessment box for the employee, plus a single rat ing box for which you can set per missions by role, and which be comes the final score.
Include the ability to enter a weight Selected Allow users to change the weight of a goal or competency on the Per formance Management form. This sometimes changes the weight in the goal plan, depending on configu rations for the synchronization of the Performance Management form and goal plan.
Include a comment for each item Selected Enable users to comment on each goal or competency item in the form. If not checked, no comment box is displayed.
Include an overall comment Selected Include a section-level comment Display the section in the summary Selected Display ratings and weights from
this section in the summary section Display calculated section rating Selected Display the calculated rating for this
section in the summary. Auto populate objective weights
from weights in the objective plan
Selected Bring the weights from the goal plan into the Performance Management form.
Allow users to add/remove Objec tives within the section
Selected You choose to allow users to add or remove objectives. You need to con figure action permissions.
Option Selection Result
Avoid Objective Plan State Change by Multiple Forms
Selected If goal plan is locked in the goals module, it cannot be modified in Performance Management. Synchronize objectives from an ob
jective plan and a review form
Selected Changes made to goal plan in the Goals module auto-synch to the goal section of the Performance Management form.
Changes to goals on a Performance Management form auto-synch to the goal plan in the Goals module. Use Metric Lookup Table Rating Selected If goal plan has a metric lookup ta
ble. This option is selected by de fault.
Include in overall Objective/Compe tency rating calculation
Selected Lets you do a calculated rating over the goal sections. This is particularly useful if you have multiple goal sec tions and want to leave one out of the calculation.
Display in Objective/Competency section
Selected Items from this section will be listed in the Objective/Competency sum mary section.
Lock item weights Selected Lock or unlock the item weights of a section. The user cannot change weights.
Include in overall performance sum mary section rating
Selected Can exclude a section from or in clude a section in overall rating of the form.
Minimum Goals Required Set a minimum number of goals a user is required to enter.
Maximum Goals Required Selected The maximum number of goals that are allowed to be in this section. Section Weight for Obj/Comp Sum
mary
Allows you to apply a relative weighting for that objective section relative to other objective sections in the Performance Management form.
Total Weight Set target total weight for items in that section
Rating Scale The name of the rating scale you want to be used.
Option Selection Result
Hide numeric rating values (only show text labels)
Selected Makes ratings appear as their text labels, for example, Excellent. Default Rating You can give the default rating for a
rating scale. Choose an alternate label for the
rating field
Enter the label of your choice, for example, Too New to Rate.
Section Permissions
For Roles and Route Steps
Action Permissions
Possible action permission are:
● Add item
● Remove item
● Both
Field Permissions
Field permissions can be None, Read, or Write. Fields are:
● Item Rating
● Unofficial User Rating
● Item Weight
● Section Weight
● Item Comments
● Subject Rating
● Section Comments
In this example, the employee cannot see item comments made by anyone other than himself and the manager for the signature step.
If you select Allow users to add/remove objectives within the section, you modify the action permissions for the section. If you select this option and do not specify permissions, all roles and add or remove objectives at all route steps. In this example, an action permission has been granted to the manager to add an objective at the EM route step.
Objective Plan State
You can change the goal plan state (Objective Plan State) based on the route map step. For example, a customer might set up a quick performance management form and route map to start a goal-setting process. You can configure the form so that once it has been sent to a certain step, the manager can edit or update an objective. In this example, the goal plan has been configured to that when the form reaches the EM route step, the manager can edit the form. Then, when the form moves to the completed step, the objective is updated to FINAL.
Required Field Permissions
This field sets a requirement before a form is sent to the next step. For example, if a manager wants to send a form to the next step, he must enter something in a particular field. In this example, the manager is required to enter a rating in the Item Rating field before sending the form to the next step.
Related Information
Converting Official Rating Configurations to Rating Options for Performance Management v12 Acceleration [page 54]
Auto-Synch and Auto-Populate [page 52]
5.3.1.1
Auto-Synch and Auto-Populate
The goals in a goal plan can be auto-populated on to a performance appraisal form. When the form is created, any goals already created in the Goals module will be included in the form. Goals can also be auto-synchronized between a goal plan and a performance appraisal form.
When goals are changed, added, or removed from a goal plan those changes automatically apply to the performance appraisal form.
Auto-Populate
Change Made on Goal
Plan Results on Goal Section in PM Form Change Made on Goal Section in PM Form Results on Goal Plan
Add a goal after form opened
New goal does not appear Add goal New goal appears
Add goal before form opened
New goal automatically appears, if configured Add target or task New target or task ap
pears
Add target or task New target or task ap pears
Change Made on Goal Plan
Results on Goal Section in PM Form
Change Made on Goal Section in PM Form
Results on Goal Plan
Edit target, task, goal name, and so on
Changes appear Edit target, task, goal name, and so on
Changes appear
Remove goal Goal still appears and is not deleted
Remove goal Goal still appears and is not deleted
Note
If new goals are created in the Goals module after a form has been created, the user must manually add any new goals created to the Performance Management form.
Auto-synchronize
Change Made on Goal Plan
Results on Goal Section in PM Form
Change Made on Goal Section in PM Form
Results on Goal Plan
Add a goal after form opened
New goal appears Add a goal New goal appears
Add goal before form opened
New goal automatically appears, if configured Add target or task New target or task ap
pears
Add target or task New target or task ap pears
Edit target, task, goal name, and so on
Changes appear Edit target, task, goal name, and so on
Changes appear
Remove goal Goal is deleted without warning message
Remove a goal Goal is deleted without a warning message
Note
5.3.1.2
Converting Official Rating Configurations to Rating
Options for Performance Management v12 Acceleration
In earlier versions of Performance Management, the designation of a role other than the direct manager (EM) role as the official rater of a form in Performance Management v12 templates was configured via a permission called official rating permission. This configuration is no longer supported in Performance Management v12 Acceleration
Rating Options in Performance Management v12 Acceleration
In Performance Management v12 Acceleration, the rating of record is stored in a separate data field from the rating considered to be a user’s personal rating. The configuration of who has influence over the final rating form has two layers. These layers are the selected Rating Option with, in some cases, the addition of Field Permissions.
Rating Options
There are 4 rating options supported in Performance Management v12 Acceleration that determine the first level of configuration:
Rating Option Description
0 Everyone rates in the same data field, each overwriting the previous ratings
1 Everyone but the form subject (employee) rates in the same data field, each overwriting the previous ratings. The form subject has a rating field to himself, though it is often displayed to other roles.
2 Everyone can rate in his or her own data field, and any roles who are to determine the final rating of record are granted access to the single rating of record data field. 3 Only the EM role and the form subject can rate the
form. The EM role determines the rating of record
Field Permissions
With Rating Option 2, configuration of the roles that determine the rating of record is accomplished by putting permissions on the rating of record data field.
Tip
To avoid confusion, we recommend hiding the personal rating field and displaying only the rating-of-record field for any role that has rating-of-record rights.
Note
Performance Management v12 customers whose templates include configurations for any role other than the direct manager (EM) role to determine the official rating of record will need to pay special attention to the Performance Management v12 Acceleration template validation template validation process.
5.3.1.2.1
How to Configure Rating Options in Performance
Management v12 Acceleration
While it may seem complex to convert Performance Management v12 official rating configurations to
Performance Management v12 Acceleration rating options, the Validation Tool in Manage Templates does most of the work for you. We recommend that you record your current rating configurations before using the Validation Tool. Locate the configurations by analyzing the configuration of the template as follows:
Procedure
1. Open the Performance Management v12 template for which you want to convert the rating configurations in the Manage Templates tool.
2. Select Analyze Configuration on the left side of the page.
The tool analyzes the most common configurations and shows you where there are potential configuration issues. You can see the
○ Route Step Name
○ Step Owner Role
○ Permissions
Roles with write permissions are official raters and roles with hidden permissions are not official raters. We recommend that you take note of the roles and steps that have hidden or write permissions.
Note
Sometimes a role may be granted write permission for the official rating in one step but not in another step. Doing so makes it possible for a role to assign a rating that affects the rating of record. If the rating of record is later changed by another role, the initial role can see only the rating of record.
3. Review all the configuration changes to be made by the Validation Tool, then click Update and Edit, which copies the template to a new, Performance Management v 12-compatible template.
The validation tool sets a baseline rating options configuration that can be further configured to match your previous settings. The baseline set is:
○ Rating Option 2: everyone can rate in his or her own data field and any roles who are to determine the final rating of record are granted access to the single rating of recorded data field.
○ Field permissions are set to grant access to the rating of record data field to the direct manager (EM) role. 4. Approve the form for launch.
5. Test all forms before launching.