During an appraisal, you can:

• Allocate performance, proficiency, and weighting values to individual competencies. HRMS supplies standard formulas that calculate a competency line score (the overall rating for an individual competency) based on specified combinations of each appraisal participant's performance, proficiency, and weighting values. Alternatively, you can define a formula to calculate competency line scores. This formula is of type Appraisal Competency Line Scoring.

• Allocate performance ratings to individual objectives. You can select each rating from a predefined performance-rating scale that you identify in the objective assessment template. Alternatively, you can define a formula to calculate ratings for individual objectives. This formula is of type Appraisal Objective Line Scoring.

• Allocate an overall rating to the appraisee. You select this value from the final-rating scale identified in the appraisal template. Alternatively, the application can set this value automatically by calculating a total score for the appraisal based on the final scores for competencies and objectives. This value appears as the appraisee's suggested overall rating in the Final Ratings page of the appraisal. To produce this value, you write a formula of type Appraisal Total Scoring.

For more information about how the application calculates competency and objective scores, see Assessing Competencies and Objectives

Appraisal Objective Line Scoring

The formula context values are:

• BUSINESS_GROUP_ID

• ASSIGNMENT_ID

• ORGANIZATION_ID

• PERSON_ID

• DATE_EARNED (effective date)

The formula input values are:

• performance (number)

• weighting (number)

• line_object_id (number)

• appraisal_id (number)

• appr_template_id (number)

• appr_system_type (text)

• appr_type (text)

The formula output value is line_score (number).

HRMS provides sample formulas PERF and PERF_X_WEIGHTING. See: Sample Appraisal Objective Line Scoring Formulas

Appraisal Competency Line Scoring

The formula context values are:

• BUSINESS_GROUP_ID

• ASSIGNMENT_ID

• ORGANIZATION_ID

• PERSON_ID

• DATE_EARNED (effective date)

The formula input values are:

• performance (number)

• proficiency (number)

• weighting (number)

• line_object_id (number)

• appraisal_id (number)

• appr_template_id (number)

• appr_system_type (text)

• appr_type (text)

The formula output value is line_score (number).

HRMS provides sample formulas PERF_X_WEIGHTING, PERF_X_PROF, and PROF_X_WEIGHTING. See: Sample Appraisal Competency Line Scoring Formulas

Appraisal Total Scoring

The formula context values are:

• BUSINESS_GROUP_ID

• ASSIGNMENT_ID

• ORGANIZATION_ID

• PERSON_ID

• DATE_EARNED (effective date)

The formula input values are:

• competency_score (number)

• objective_score (number)

• appraisal_id (number)

• appr_template_id (number)

• appr_system_type (text)

• appr_type (text)

The formula output value is final_rating (number).

Note that the Appraisal Total Score formula must return a rating level ID associated with a level from the final-rating scale identified in the appraisal template. The application generates rating level IDs automatically. For simplicity, the sample Appraisal Total Score formulas return a level value (such as 1, 2, or 3) rather than the required rating level ID. To obtain the rating level ID:

1. In the Rating Scales window, query the final-rating scale identified in the appraisal template.

2. Select the first level value (for example, 1).

3. From the Help menu, select Diagnostics, then Examine. The Examine Field and Variable Values window appears.

4. Select the Field value RATING_LEVEL_ID. The rating level ID appears in the Value field.

Repeat this procedure for each level in the rating scale.

HRMS provides sample formulas AVG_COMP_AND_OBJ and SUM_COMP_AND_OBJ. See: Sample Appraisal Total Scoring Formulas