1. Configuration in the evaluation form:
By checking the box ☑️Integrate evaluation with Objectives progress tracking, you will allow evaluation forms that assess objectives to be automatically populated with the latest progress percentage recorded in the evaluated employee's profile.
💡Consideration:the progress fields in the form are filled at the moment the forms are generated; therefore, they will not be displayed during the preview phase.
The checkboxwill disable the scales optionfor measuring by percentage → because the current achievement percentages will be used.
Andwill lock the weights to distribute in the Categoriesof objectives → The weights set in each collaborator's profile will be considered:
When publishing the performance evaluation results, progress percentages and progress in units will be updated in the collaborator's profile with the information submitted in the forms.
2. Objectives progress scale
This scale is used tomeasure the progress of each objective, associating a unit of measure to the progress percentage (completion):
For example:
- 50% completion = sale of 250 apples.
- 100% completion = sale of 500 apples.
In the evaluation forms, the evaluator will rate the objectives using the units of measure configured in the progress scale.
💡Remember that each unit will be associated with a progress percentage.
Overachievement
The scale can be configuredwith or without overachievement, depending on how the organization decides to recognize progress beyond the target.
- From this scale, the system automatically calculates the percentage of completion for each objective.
- Then, these percentages are weighted according to the configured weights, obtaining anoverall objectives score.
This score is still expressed in the objectives progress scale used.
[Example]:
3. Evaluation results scale
The results scale is used tounify all evaluation results into a single final scale.
- All scores obtained (competencies and objectives) will be recalculatedbased on this scale.The maximum score of the objectives progress scale will be equivalent to that of the results scale.
- If the objectives progress scale has been configured with overachievement, all values configured above 100% progress will be set as expected results and therefore will all be equivalent to the maximum score of the results scale.
- [Example]:
Example of how it works
We will continue using the same scale examples presented above.
Suppose that in an evaluation:
Objectives are measured with a progress scale that allows overachievement.
- A collaborator achieves 100% progress on one objective and exceeds the target on another, reaching 120%.
- When calculating the final evaluation score:
Both results are re-scaled to the results scale and assigned the same maximum value, in this case, 100.
- The system does not produce a score higher than the maximum of the results scale; that is, overachievement does not affect the final score.
- Overachievement is shown informatively (with a star next to the objective), indicating that the objective exceeded the target, but
- without affecting the final scoreof the evaluation.In the collaborator's profile, the objectives results would be shown as follows:
What happens if I change the maximum value of the results scale?
If you change the maximum value of the results scale with the intention of reflecting overachievement (for example, configuring the results scale so that its maximum value is 120%), the system
will continue to consider that value as the maximum value of the final evaluation result.This implies that:
All objectives that have been met
- at 100% or morewill be re-scaled to themaximum value defined in the results scale(in this case to 120%).In this scenario, both an objective met exactly at 100% and one with overachievement will end up showing
- the same final score(for example, 120%), since both reached or exceeded the expected maximum level.Overachievement
- does not produce a higher score or a difference in the final result, and continues to be shown only for informational purposes.In summary,
increasing the maximum value of the results scale does not allow numerically distinguishing overachievement, but rather only redefines which value is considered the new 100% in the final score.Important considerations
You can configure objectives progress scales with or without overachievement, according to your needs.
- The results scale should always be configured with the
- final evaluation result, not on overachievement.Recognition of overachievement is visual and descriptive, and does not modify the maximum value of the final score.
- El reconocimiento del sobrecumplimiento es visual y descriptivo, y no modifica el valor máximo de la nota final.
🤖 This article was translated using artificial intelligence. View original article.