Calculation Rules

You can set up calculation rules to automatically calculate an employee's performance rating in addition to having workers and managers manually enter ratings in the sections.

The sections for which you can use calculated ratings are listed here:

  • Overall Summary
  • Profile Content
  • Performance Goals
  • Development Goals
For the Overall Summary section, the calculation rule you select to determine overall ratings for performance based on the calculations for the Profile Content (for Competencies), Performance Goals, and Development Goals sections is used. Select one of these calculation methods for the sections:
  • Average
  • Sum
  • Band
  • Fast formula
For the calculation rules, you must also specify these items:
  • Fast formula (if used)
  • Decimal places
  • Decimal rounding rule
  • Mapping metric
  • Mapping method