5 Reporting01 Introduction To MasteryR04_RatingScalesDashboards

,Reporting,AssociatingaRatingScalewithaProcess,2012.SuccessFactors,Inc.,AnSAPCompany.Allrightsreserved.Nopartofthisdocumentmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcomputersoftwaredevelopedexclusivelyatprivateexpense.ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationordisclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.7202-3orFAR52.227-19,asapplicable.DeveloperisSuccessFactors,Inc.,AnSAPCompany,1500FashionIslandBlvd,Suite300,SanMateo,CA94404.RwizisatrademarkofEnterpriseInformationResources,Inc.TheproductdescribedhereinincludessoftwaredevelopedbytheApacheSoftwareFoundation(/).Allotherbrandandproductnamesthatarementionedhereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.Allexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyrealperson(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexamplewhatsoever.InformationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonthepartofSuccessFactors.SuccessFactors,Inc.,anSAPCompany1500FashionIslandBlvd,Suite300SanMateo,CAUSA,Agenda,OverviewofRatingScales,OverviewofRatingScales,AratingscaleisatoolusedduringaclientsevaluationprocesstoquantifythereviewersperspectiveonanindividualsperformanceTheratingsfromallformsinyourprocessareadjusted(ornormalized)totheratingscaleselectedfortheDashboardsThistrainingstepsbrieflythroughsettingtheDashboardratingscaleaswellashowratingscalesareassociatedwithaprocessandusedinreporting,BestPracticesforRatingScales,Itishighlyrecommendedthattheratingscaleinthereviewform(includingthemetasection)andtheratingscalesetfortheDashboardshave:ThesameminandmaxvaluesContainonlywholenumbersHavethesamelabelforeachscalevalueIfyouincludeseveralformsinoneProcess,theratingscalesonthoseformsshouldhavethesameratingscaleIftheratingscalesaredifferent,theformswillbeaveragedandnormalizedtothescalesetintheDashboards,TheDashboardRatingScale,SettingtheDashboardRatingScale,LogintoSuccessFactorsandselectAdminTools.IntheCompanyProcesses&Cyclessection,navigatetoReportingDashboardRatingScales.SelectanexistingRatingScaleforDashboardfromthedrop-downmenu.,Note:SelectingaratingscaleforDashboardsensuresthatuserscancomparedataacrossdifferentformswithdifferentratingscale.Theratingswillbenormalizedtothescalesethere.,1,3,2,SettingtheDashboardRatingScale(cont.),Oncearatingscaleisselected,theExpected%canbeenteredintheBellCurveDistributionsection.TheExpected%wouldbethepercentoftheemployeepopulationthatisexpectedtoreceiveacertainrating.Inthisexample,40%oftheemployeepopulationisexpectedtoreceivea3rating,Note:Expected%sarenotrequired,butifpercentagesareentered,thedistributionshouldtotal100%.,4,SettingtheDashboardRatingScale(cont.),IntheRatingRoundingRuleforBellCurve,selectthewaytheratingsshouldberoundedforthebellcurve:Normal:Forexample,aratingofa1.5wouldberoundedtoa2.0whenlookingatadistributiononadashboard(thisisthedefault)AlwaysRoundDown:Aratingof1.99wouldrounddowntoa1.0AlwaysRoundUp:Aratingof1.01wouldrounduptoa2.0Selectanoptionfromthedrop-downmenuforShowExpectedRatings:ShouldtheExpectedratings(asnotedinstep#4)showasapercentageorasanormalizedvalue,5,6,SettingtheDashboardRatingScale(cont.),IntheDistributionandListViewsshow,selectwheretheratingsshouldshowasValuesorasLabelsonly(seeexamplebelow).ClickSavetosettheDashboardratingscale.,ShowstheListViewwhensettoRatingValues,ShowstheListViewwhensettoRatingLabelsOnly,8,7,UsingRatingLabelsOnly,ForcustomersthatdonotwanttoseeRatingValues,theycanselecttouseonlyRatingLabelsWhilethisoptionissupported,theclientshouldbemadeawarethatanyportletwhichdoesacalculation(displaysanaveragerating,forexample)doesnotsupportlabelsonlyTheseportletsdonotsupportlabelsbecausethereisnologicalmeaningofanaveragebetweenMeetsExpectationsandExceedsExpectationIfacompanywantstohideallratingvalues,thenitisrecommendedthatthedashboard(s)beconfiguredtonotuseanyportletsthatusecalculatedratings,RatingScaleinaProcess,SettingaRatingScaleinaProcess,Whencreatingormodifyingaprocess,aratingscalemustbeselected.AtthebottomoftheProcess/Formsscreen,click+toopentheRatingScaleSettingsandselectaratingscaletobeused.Specifythebellcurvedistribution(notrequired).ClickSavetocreate/updatetheProcess.,Note:Abellcurvedistributionwilloverlaytheoverallratingportletbasedonthenumbersenteredintheprocess.ThisdistributionwouldoverridewhatwassetintheDashboardratingscale.,1,2,3,Normalization,HowDifferentRatingScalesareNormalized,Incaseofscalemapping,thefollowingrulesapply:MappedScaleIncrement=(#of“to”scalepoints-1)/(#of“from”scalepoints-1)Examplesofmappingtoa5-pointdashboardscaleof1,2,3,4,5:Froma3-pointscale1,2,3onaperformancereviewform:MappedScaleIncrement=(5-1)/(3-1)=4/2=2MappedScale=1.00,3.00,5.00Froma4-pointscale1,2,3,4onaperformancereviewform:MappedScaleIncrement=(5-1)/(4-1)=4/3=1.33MappedScale=1.00,2.33,3.66,5.00Examplesofmappingtoa4-pointdashboardscaleof1,2,3,4:Froma3-pointscale1,2,3onaperformancereviewform:MappedScaleIncrement=(4-1)/(3-1)=3/2=1.5Mappedscale=1.00,2.50,4.00Froma5-pointscale1,2,3,4,5onaperformancereviewform:MappedScaleIncrement=(4-1)/(5-1)=3/4=0.75Mappe