Reviewing Worker Performance History

This chapter discusses how to:

View worker review information.
Report on worker reviews.

Common Elements Used in This Chapter

Rating Model

A set of codes representing the levels of performance that you assign when evaluating worker performance. The following is an example of a rating model:

1 - Excellent
2 - Good
3 - Needs Improvement
4 - Unacceptable

Set up more than one rating model if appropriate for evaluating different categories of workers.

Rating Scale

Also known as Review Rating Scale. It provides a means of quantifying the overall results of a worker’s review. The rating scale combines a list of competencies with a rating model and a method of calculating the worker’s performance in each competency. The method of calculating depends upon whether you are setting up an Average, Summation, or Review Band rating scale type.

Scale Type

The rating scale type determines the method of calculating a worker’s performance in the competencies that you include in the rating scale. The system provides the following three rating scale types: Average, Summation, and Review Band.

Viewing Worker Review Information

This section discusses how to:

Access worker reviews.
Access reviewers comments.
Review worker goals.

Note. Worker reviews are conducted in the Employee Review business process.

Use the Employee Review pages to review detailed, historical information on salary reviews, performance reviews, or both.

Pages Used to Access Worker Reviews

Page Name	Object Name	Navigation	Usage
Employee Review	EMPLOYEE_REVIEW_1	Compensation, Base Compensation, Employee Review History, Review History, Employee Review	View worker reviews.
Review History - Reviewers	EMPLOYEE_REVIEW_2	Compensation, Base Compensation, Employee Review History, Review History, Reviewers	Review the list of competencies included in the rating scale and appropriate review fields.
Reviewer Comments	EMP_RVW_RATING_SEC	Click the EE ReviewRating Comment icon at the end of the grid row for the competency whose comments you want to review.	Review comments about an individual competency.
Review History - Comments	EMPLOYEE_REVIEW_3	Compensation, Base Compensation, Employee Review History, Review History, Comments	Review comments about the overall review. The same reviewer can record comments related to reviews for different evaluation types.
Review History - Goals	EMPLOYEE_REVIEW_4	Compensation, Base Compensation, Employee Review History, Review History, Goals	Review worker goals and objectives.

Accessing Worker Reviews

Access the Employee Review page.

Review Details

Review Type	Displays one of these values: Both (both a Salary and a Performance review) Empl Fdbc (employee feedback) Initl Rtng (initial rating) Intrm Rtng (interim rating) Offcl Rtng (official rating) Performance Salary Self Assmt (self assessment)
Total Review Points	The system displays the total review points from the Reviewers page if the rating scale type is Summation.
Total Review Amount, Total Review Percent, or Total Review Salary Points	Depending on the resolution of the rating scale rating points, the system calculates and displays either the Total Review Amount, Total Review Percent, or Total Review Salary Points as the result of the review if the rating scale type is Summation.
Status	Displays the status of this review.
Loaded to Job	Selected if you loaded the changes to the Job record.

Viewing Fields on the Employee Review Page

Different fields appear in this section of the page depending upon the rating scale type. The following table lists the visible fields for each rating scale type.

Average	Summation	Review Band
Rating Scale	Rating Scale	Rating Scale
Scale Type	Scale Type	Scale Type
Rating Model	Rating Model	Rating Model
Review Rating	Total Review Points	Resulting Review Band
NA	Total Review Amount	Final Review Band
NA	Total Review Salary Points	Status
NA	Total Review Percent	Loaded to Job
NA	Status	NA
NA	Loaded to Job	NA

Accessing Reviewers Comments

Access the Review History - Reviewers page.

Note. Column order for grids may vary by implementation. All columns may not be visible.

Review Details

Plan/Grade/Step

The system displays the worker’s salary plan, grade, and step.

Reviewers

Factor Weight

Displays the weighting percent for this reviewer. The total weight of all reviewers for a review date must be 100%.

Competencies

The following table lists the fields that are visible for each of the rating scale types:

Average	Summation	Review Band
Competency	Competency	Competency
Weight (%)	Rating	Rating
Rating	Points	Points
Total Percent	Total Review Points	Total Review Points
Weighted Average

Competencies Field Definitions

Competency	Displays the competencies that you defined for the rating scale on the Rating Scale Table.
Description	Displays the short description of the competency.
Weight (%)	(For Average scale only.) The system displays the weight percent. The total of weight percents equals 100 percent for the worker.
Rating	Displays the review rating that you want to give the worker for this competency.
Points	(For Summation and Review Band scales only.) Displays the points for this competency.
	Click the EE Review Rating Comment icon to access the Reviewer Comment page, where you can view comments about the review rating for this competency.
Total Percent	(For Average scale type only.) The system enters the total of the competency weights.
Weighted Average	(For Average scale type only.) Displays the sum of the competency ratings multiplied by their weight percents.
Total Review Points	(For Summation and Review Band scales only.) Displays the total review points a reviewer assigned all of the competencies.

Review Totals

Weight (%)

Displays the total percent of reviews completed. For example, if reviewer 1 has 50 percent weight and reviewers 2 and 3 each have 25 percent weight, this field will show 75 percent after reviewers 1 and 2 have completed their reviews.

Total Review Points

(For Summation and Review Band scales.)

Displays the total review points for the reviews completed up to this point.

Review Result

The system multiplies the total review score for each reviewer by the reviewer weight (taken as a percentage), and adds these weighted review scores.

For Summation and Review Band scale types, the system enters this value on the Employee Review page.

Reviewing Employee Goals

Access the Review History - Goals page.

Goals

Nbr (number)	Displays the sequence number for the goals that you add.
Goal	The system displays goals from the worker’s career plan.
Status	Displays the goal status (for example Exceeded or Met).

Reporting on Worker Reviews

To generate the worker review report, use the Review Audit (RUN_PER008) component.

This section discusses how to run the worker review report.

Page Used to Run the Employee Review Audit Report

Page Name	Object Name	Navigation	Usage
Employee Review Audit	RUNCTL_PER008	Compensation, Base Compensation, Employee Review History, Review Audit	Run the Employee Review Audit report (PER008). This report lists the worker review data that appears in the Employee Review component.